Catalog

2022 Annual Meeting - Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022

$49.00

Instructor(s): Oklahoma Bar Association CLE Department

Fimed as part of the 2022 Annual Meeting - Criminal Track Criminal Jurisdiction Developments in Indian Country: Castro-Huerta & VAWA 2022 Arvo Mikkanen Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
38
Min.
12/31/24
Avail. to
DETAILS

2022 Annual Meeting - Lawyers Helping Lawyers

$110.00

Instructor(s): Oklahoma Bar Association CLE Department

Filmed during the 2022 Annual Meeting Lawyers Helping Lawyers Survive and Thrive: Vicarious Trauma in the Law and What to do about it. Trauma and vicarious trauma is virtually everywhere in the legal world. This program looks at how vicarious trauma affects clients and attorneys. It also overviews types of direct and secondary trauma experienced by lawyers and clients, how such trauma affects wellness, and skills to process trauma or prevent it from causing mental health issues. Suicide Prevention: ASK About Suicide to Save a Life Attorneys often interact with colleagues or clients at risk for suicide. In this program, we will watch a video on suicide prevention focusing on the legal realm and provide participants with an overview of the basic epidemiology of common mental health issues, suicide and suicidal behavior, and risk and protective factors. Participants will learn to recognize warning signs—behaviors and characteristics that might indicate elevated risk for suicidal behavior. It will also cover what to do if a person they think might be at risk, including guidance for referring the person to help. The movie will be followed with a discussion to learn ways to identify and help fellow attorneys who may be thinking about suicide. Mindfulness and the Practice of Law: Panel Discussion. According to research, mindfulness is a leading solution to anxiety and of course anxiety is one of the most common problems for lawyers. In this panel discussion, we will look at powerful research regarding the benefits of breathing exercises and other real-life strategies that you can use in your busy professional life to help achieve a successful work-life balance. This panel will be open for discussion and questions to talk about what mindfulness can look like in your everyday practice. Speakers: Scott B. Goode; Shelia Naifeh; Michelle Fontenot; and Paul Jacobs. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
152
Min.
12/31/24
Avail. to
DETAILS

2022 Annual Meeting - Legal Ethics Issues in Indian Country

$49.00

Instructor(s): Oklahoma Bar Association CLE Department

Filmed as part of the 2022 Annual Meeting - Property Track Legal Ethics Issues in Indian Country Conor Cleary Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
50
Min.
12/31/24
Avail. to
DETAILS

2022 Solo and Small Firm Conference - Coping with Conflicts of Interest

$49.00

Instructor(s): OBA Solo and Small Firm Committee

Filmed during the 2022 Solo and Small Firm Conference Coping with Conflicts of Interest Richard Stevens Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
45
Min.
12/31/24
Avail. to
DETAILS

2023 Ethics in Civil Litigation Update, Part 1

$85.00

Instructor(s): Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice. The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements. The program will feature its annual tour of the waterfront of technology issues in litigation practice. Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1: · Ethics and technology in law practice review · Ethics and settlement agreements · Recent developments in conflicts of interest, part 1 Day 2: · Ethics, evidence and witnesses · Developments in confidentiality and preserving the attorney-client privilege · Recent developments in conflicts of interest, part 2 Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
6/7/25
Avail. to
DETAILS

2023 Ethics in Civil Litigation Update, Part 2

$85.00

Instructor(s): Thomas E. Spahn

This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice. The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and drafting and negotiating settlement agreements. The program will feature its annual tour of the waterfront of technology issues in litigation practice. Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1: · Ethics and technology in law practice review · Ethics and settlement agreements · Recent developments in conflicts of interest, part 1 Day 2: · Ethics, evidence and witnesses · Developments in confidentiality and preserving the attorney-client privilege · Recent developments in conflicts of interest, part 2 Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
58
Min.
6/8/25
Avail. to
DETAILS

2023 Ethics Update, Part 1

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business. This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: · Ethics and technology: A Potpourri · Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? · Emerging issues in conflicts of interest, part 1 Day 2: · Ethics of firing a client · Ethics and client development · Emerging issues in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/8/25
Avail. to
DETAILS

2023 Ethics Update, Part 2

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business. This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: · Ethics and technology: A Potpourri · Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? · Emerging issues in conflicts of interest, part 1 Day 2: · Ethics of firing a client · Ethics and client development · Emerging issues in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/9/25
Avail. to
DETAILS

2023 OBA Annual Meeting Full Day CLE

$150.00

Instructor(s): OBA CLE Department

CONTINUING LEGAL EDUCATION ANNUAL MEETING PROGRAMMING NOVEMBER 1, 2023 SKIRVIN HOTEL OKLAHOMA CITY – GRAND BALLROOM MCLE Credit – 4 General and 1 Ethics CORE CONCEPTS IN NONPROFIT LAW - Jeri D. Holmes, Nonprofit Soultions PROFESSIONALISM COMMITTEE PANEL ON PROFESSIONALISM AND CIVILITY (ETHICS) - Judge Anthony Bonner, Oklahoma Co., - Judge Sheila D. Stinson, Oklahoma Co., - John W. Coyle III, Coyle Law Firm SPECIAL CONSIDERATIONS FOR DEPLOYED CLIENTS - Scott Goode and Chelsea Mabrey FILING YOUR FIRST (OR NEXT) EXPUNGEMENT - Melissa Brooks, Oklahoma Access to Justice ARTIFICIAL INTELLIGENCE AND THE LAW - PROMISE OR PERIL? - Julie Bays and Jim Calloway Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
247
Min.
1/24/25
Avail. to
DETAILS

2023 Solo and Small Conference - Ethical Considerations of Using Cash Apps

$50.00

Instructor(s): Julie Bays and Richard Stevens

Presented at 2023 OBA Solo and Small Firm Conference Ethical Considerations of Using Cash Apps “Can I just Venmo you the retainer?” If a potential client hasn’t asked you that question yet, just wait. So many people never write a check today. But many use Cash apps instead of credit cards. Is it appropriate and ethical to accept fee payment by cash app? Is there a difference when it is a retainer versus a payment on a bill for services? Can you ethically attach a payment app to your trust account to facilitate receiving retainers? Presented by: JULIE BAYS Practice Management Advisor, Oklahoma Bar Association Ms. Bays joined the Oklahoma Attorney General's Office in April of 2002 where was responsible for prosecuting antitrust and consumer protection cases. Ms. Bays served on various task forces and committees including the Oklahoma Bar Association Unauthorized Practice of Law Committee, the Federal Trade Commission Southwest Netforce, and the National Attorneys General Association Antitrust Policy Task Force. She taught various Continuing Legal Education classes for the State of Oklahoma including Electronic Discovery and Ethics, The Zen of E-Discovery, and The Risks of Identity Theft and Consumer Fraud. Ms. Bays also traveled the state educating consumers regarding identity theft and other types of consumer and internet fraud. In January 2013, she was appointed Chief, Assistant Attorney General of the Consumer Protection Unit. In November of 2018, Ms. Bays joined the Oklahoma Bar Association as their Practice Management Advisor. She works with the OBA Management Assistance Program to provide assistance to attorneys in using technology and other tools to efficiently manage their offices. Bays is also involved with the Access to Justice initiatives of the OBA such as Oklahoma Free Legal Answers. She is on the Planning Board for the American Bar Association’s TechShow 2024. RICHARD STEVENS Ethics Counsel, Oklahoma Bar Association Norman attorney Richard Stevens serves as OBA ethics counsel. Most recently he was a solo practitioner following his retirement from the District 21 District Attorney’s Office in 2016 after 33 years as a prosecutor. He received both his B.A. (1978) and J.D. (1982) from OU. He is a member of the OBA Criminal Law Section and the Rules of Professional Conduct Committee. Mr. Stevens has served on the Professional Responsibility Commission (2017-2019), as an at-large governor (2013-2015) and vice president (2016) on the OBA Board of Governors. He is an active member of the Cleveland County Bar Association, having served on its Executive Committee from 2010-2012. He has been active with both the OBA and the Cleveland County Disaster Response and Relief committees and the OBA Lawyers for America’s Heroes Program. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
49
Min.
6/24/25
Avail. to
DETAILS

2023 Year End Review - Day One

$175.00

Instructor(s): OBA CLE Department

2023 Year End Review – Day One Webcast Program Moderator Gigi McCormick, Oklahoma Bar Association, Director of Educational Programs 8:30 a.m. Registration and Continental Breakfast 9:00 a.m. Exploring the 8 Dimensions of Wellness Nanci Cosby, A Chance to Change, Oklahoma City ~Sponsored by Lawyers Helping Lawyers~ 9:50 a.m. Break 10:00 a.m. Bankruptcy Law Update Brandon Bickle, Gable Gotwals, Tulsa 10:50 a.m. Break 11:00 a.m. Cannabis Law Update Amber Peckio Garrett, Amber Law Group, Tulsa 11:50 a.m. Networking lunch (included in registration) 12:30 p.m. Criminal Law Update Barry L. Derryberry, First Assistant Federal Defender, Tulsa 1:20 p.m. Break 1:30 p.m. Health Law Update Maggie Martin, Chief Legal Officer, Oklahoma Hospital Association, Oklahoma City 2:20 p.m. Break 2:30 p.m. Oklahoma Tax Law Update Rachel Mathew, Partner, Polston Tax Resolution & Accounting 3:20 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
305
Min.
12/31/25
Avail. to
DETAILS

2023 Year End Review - Day Two

$175.00

Instructor(s): OBA CLE Department

2023 Year End Review – Day TwoWebcast Program Moderator Gigi McCormick, OBA, Director of Educational Programs 8:30 a.m. Registration and Continental Breakfast 9:00 a.m. Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City 9:50 a.m. Break 10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA, Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City 10:50 a.m. Break 11:00 a.m. Real Property Law Update Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City 11:50 a.m. Networking lunch (included in registration) 12:30 p.m. Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City 1:20 p.m. Break 1:30 p.m. Family Law Update Monica Dionisio, Dionisio Sherwood Law Firm, Oklahoma City 2:20 p.m. Break 2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City 3:20 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
298
Min.
12/31/25
Avail. to
DETAILS

2024 Banking and Commercial Law Update

$175.00

Instructor(s): OBA Financial Institutions and Commercial Law Section

2024 Banking and Commercial Law Update November 22nd, 2024 Oklahoma Bar Center - Emerson Hall Presented by the OBA Financial Institutions and Commercial Law Section Program Planner: Eric L. Johnson AGENDA TIME TOPIC SPEAKER 8:30 a.m. – 9:00 a.m. Registration Moderator: Eric L. Johnson, Partner, Hudson Cook, LLP 9:00 a.m. – 9:50 a.m. A Friend of a Friend Had a Data Breach: Lessons for Banks from MOVEit and Other Vendor Breaches Anthony Hendricks, Shareholder/Director, Crowe & Dunlevy 9:50 a.m. BREAK 10:00 a.m. – 10:50 a.m. The New UCC Article 12: Explained Through Illustrations & Examples Professor Stephen Sepinuck, Vanderbilt Law School 10:50 a.m. BREAK 11:00 a.m. – 11:50 a.m. Banking Law Updates Professor Sally Henry, Texas Tech University School of Law 11:50 a.m. – 12:30 p.m. LUNCH (Included in registration fee) 12:30 p.m. – 1:20 p.m. State Commercial Finance Disclosure Laws and New State Regulations Lori E. Eropkin, Partner, Levinson Arshonsky Kurtz & Komsky, LLP 1:20 p.m. BREAK 1:30 p.m. – 2:20 p.m. Bank Fraud and Other Deceptions: What Banks Need to Know Jessica L. Perry, Deputy Criminal Chief, U.S. Attorney’s Office - Western District of Oklahoma 2:20 p.m. BREAK 2:30 p.m. – 3:20 p.m. Ethics, Addiction and More Richard Stevens, OBA Ethics Counsel 3:20 p.m. – 4:10 p.m. CFPB Updates for the Banking Lawyer Eric L. Johnson, Partner, Hudson Cook, LLP 4:10 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
420
Min.
11/22/24
Presented
DETAILS

2024 Banking and Commercial Law Update

$175.00

Instructor(s): OBA Financial Institutions and Commercial Law Section

2024 Banking and Commercial Law Update November 22nd, 2024 Oklahoma Bar Center - Emerson Hall Presented by the OBA Financial Institutions and Commercial Law Section Program Planner: Eric L. Johnson AGENDA TIME TOPIC SPEAKER 8:30 a.m. – 9:00 a.m. Registration Moderator: Eric L. Johnson, Partner, Hudson Cook, LLP 9:00 a.m. – 9:50 a.m. A Friend of a Friend Had a Data Breach: Lessons for Banks from MOVEit and Other Vendor Breaches Anthony Hendricks, Shareholder/Director, Crowe & Dunlevy 9:50 a.m. BREAK 10:00 a.m. – 10:50 a.m. The New UCC Article 12: Explained Through Illustrations & Examples Professor Stephen Sepinuck, Vanderbilt Law School 10:50 a.m. BREAK 11:00 a.m. – 11:50 a.m. Banking Law Updates Professor Sally Henry, Texas Tech University School of Law 11:50 a.m. – 12:30 p.m. LUNCH (Included in registration fee) 12:30 p.m. – 1:20 p.m. State Commercial Finance Disclosure Laws and New State Regulations Lori E. Eropkin, Partner, Levinson Arshonsky Kurtz & Komsky, LLP 1:20 p.m. BREAK 1:30 p.m. – 2:20 p.m. Bank Fraud and Other Deceptions: What Banks Need to Know Jessica L. Perry, Deputy Criminal Chief, U.S. Attorney’s Office - Western District of Oklahoma 2:20 p.m. BREAK 2:30 p.m. – 3:20 p.m. Ethics, Addiction and More Richard Stevens, OBA Ethics Counsel 3:20 p.m. – 4:10 p.m. CFPB Updates for the Banking Lawyer Eric L. Johnson, Partner, Hudson Cook, LLP 4:10 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
420
Min.
11/22/24
Presented
DETAILS

2024 Employment Law Seminar

$225.00

Instructor(s): OELA & OBA Labor and Employment Law Section

2024 EMPLOYMENT LAW SEMINAR Presented by the Oklahoma Employment Lawyers Association & the OBA Labor and Employment Law Section When: Friday, December 13, 2024 from 9 a.m. to 4:30 p.m. Where: In-Person at the Oklahoma Bar Center, 1901 N. Lincoln Blvd., Oklahoma City, OK 73105 Credits: 8 CLE credit hours (including at least 2 hours of ethics) Tuition: $225 (E-materials included) Lunch? Yes! Lunch is included for in-person attendees! PROGRAM 9:00-10:00 Let’s Talk About . . . Sex Discrimination, the State of LGBTQ Litigation & Its Impact on Employment Law Megan Lambert, American Civil Liberties Union of Oklahoma 10:00-11:00 Artificial Intelligence in the Workplace: Ethical and Legal Considerations (Ethics Credit) Lauren Barghols Hanna, Phillips Murrah 11:10-12:00 Trial Techniques (Part 1): Ethical and Strategic Considerations in Identifying and Addressing Jury Biases (Ethics Credit) Robert Ivy, Law Office of Robert H. Alexander, Jr. 12:00-12:30 Lunch Provided! 12:30-1:10 Trial Techniques (Part 2): Using Mock Juries, Focus Groups to Adapt Your Trial Strategy & Win Your Case Robert Ivy, Law Office of Robert H. Alexander, Jr. 1:10-2:10 Lawyer Wellness: Resources and Support to Address Burnout and Mental Health Scott B. Goode, Military Law Group 2:20-3:20 Contract Law: Oklahoma’s (Forgotten?) Covenant of Good Faith & Fair Dealing Mark E. Hammons, Hammons, Hurst & Assoc. 3:20-4:30 Doozy of a Year: Federal & State Employment Law Update Amber L. Hurst, Hammons, Hurst & Assoc. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
450
Min.
12/13/24
Presented
DETAILS

2024 Employment Law Seminar

$225.00

Instructor(s): OELA & OBA Labor and Employment Law Section

2024 EMPLOYMENT LAW SEMINAR Presented by the Oklahoma Employment Lawyers Association & the OBA Labor and Employment Law Section When: Friday, December 13, 2024 from 9 a.m. to 4:30 p.m. Where: In-Person at the Oklahoma Bar Center, 1901 N. Lincoln Blvd., Oklahoma City, OK 73105 Credits: 8 CLE credit hours (including at least 2 hours of ethics) Tuition: $225 (E-materials included) Lunch? Yes! Lunch is included for in-person attendees! PROGRAM 9:00-10:00 Let’s Talk About . . . Sex Discrimination, the State of LGBTQ Litigation & Its Impact on Employment Law Megan Lambert, American Civil Liberties Union of Oklahoma 10:00-11:00 Artificial Intelligence in the Workplace: Ethical and Legal Considerations (Ethics Credit) Lauren Barghols Hanna, Phillips Murrah 11:10-12:00 Trial Techniques (Part 1): Ethical and Strategic Considerations in Identifying and Addressing Jury Biases (Ethics Credit) Robert Ivy, Law Office of Robert H. Alexander, Jr. 12:00-12:30 Lunch Provided! 12:30-1:10 Trial Techniques (Part 2): Using Mock Juries, Focus Groups to Adapt Your Trial Strategy & Win Your Case Robert Ivy, Law Office of Robert H. Alexander, Jr. 1:10-2:10 Lawyer Wellness: Resources and Support to Address Burnout and Mental Health Scott B. Goode, Military Law Group 2:20-3:20 Contract Law: Oklahoma’s (Forgotten?) Covenant of Good Faith & Fair Dealing Mark E. Hammons, Hammons, Hurst & Assoc. 3:20-4:30 Doozy of a Year: Federal & State Employment Law Update Amber L. Hurst, Hammons, Hurst & Assoc. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
450
Min.
12/13/24
Presented
DETAILS

2024 Ethics and Social Media Update

$85.00

Instructor(s): Thomas E. Spahn

2024 Ethics and Social Media Update Lawyers use social media technology to collect and share information, and communicate with others, not only personally but also when acting as lawyers. Important and probative information about a case can be more easily found on social media than elsewhere. Social media is also easily used to communicate with existing or potential clients, colleagues or opposing lawyers, and the public. These and other uses of social media raise substantial ethical issues for lawyers – competence, confidentiality, preservation of the attorney-client privilege, and honesty. This program will provide you with a practical guide to ethical issues when lawyers use social media for communication purposes in law practice. Communicating with parties, opposing attorneys, and witnesses via social media Researching jurors, parties, witnesses and judges via social media Ethical issues with blogging, e-newsletters/law updates to clients, posting video “Friending” or otherwise connecting with judges, witnesses and others on social media Trends in texting, confidentiality, and discoverability Using web sites, online advertising and social media for client development Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
7/10/26
Avail. to
DETAILS

2024 Ethics in Litigation Update, Part 1

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 1 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice. The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements. The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation. Also, the panel will discuss ethical issues in discovery of digital files, records, and communications. Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1 Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1 Day 2 Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
6/5/26
Avail. to
DETAILS

2024 Ethics in Litigation Update, Part 2

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 2 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice. The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements. The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation. Also, the panel will discuss ethical issues in discovery of digital files, records, and communications. Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice. Day 1 Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1 Day 2 Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
6/6/26
Avail. to
DETAILS

2024 Ethics Update Part 1

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics Update Part 1 This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business. This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/8/26
Avail. to
DETAILS

2024 Ethics Update Part 2

$85.00

Instructor(s): Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics Update Part 2 This annual ethics program will provide you with a round-table discussion of practical ethical issues important to your practice. The program will provide you with an engaging discussion of ethics developments involving technology and law practice, conflicts of interest, and attoarney-client communications in a digital world where no one is truly unplugged. The panel will also discuss the ethics of withdrawing from a matter and firing a client and the ethics of developing new business. This program will provide you with a wide-ranging discussion of practical ethics developments important to your practice. Day 1: Ethics and technology: A Potpourri Ethics, competence, and AI: What are competence and the unauthorized practice of law in a specialized world? Emerging issues in conflicts of interest, part 1 Day 2: Ethics of firing a client Ethics and client development Emerging issues in conflicts of interest, part 2 Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP. His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility. He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com. Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit. Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for 20 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. and past chair of the ABA Business Law Section Committee on Professional Responsibility. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/9/26
Avail. to
DETAILS

2024 Oklahoma Access to Justice Summit - When Opposing Counsel is Unrepresented

$25.00

Instructor(s): Oklahoma Access to Justice Foundation

2024 Oklahoma Access to Justice Summit - When Opposing Counsel is Unrepresented It can be an ethical and practical dilemma when an attorney faces an unrepresented party. Hear from a panel of judges, practitioners, and experts on best practices for engaging with an unrepresented opposing side. PANEL MEMBERS: Katie Griffin, Attorney, Griffin & Sears, PLLC Kenneth Stoner, District Judge, Oklahoma County District Court Paula Wood, Special Judge, City of Oklahoma City Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
10/30/26
Avail. to
DETAILS

2024 Year End Review - Day Two Webcast

$175.00

Instructor(s): OBA CLE

2024 Year End Review - Day Two Webcast Program Moderator Jim Calloway, OBA, Director, Management Assistance Program *Agenda is subject to change* 8:30 a.m. Registration and Continental Breakfast 9:00 a.m. Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City 9:50 a.m. Break 10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City 10:50 a.m. Break 11:00 a.m. Real Property Law Update Kraettli Epperson, Nash, Cohenour & Giessmann, P.C., Oklahoma City 11:50 a.m. Networking lunch (included in registration) 12:30 p.m. Family Law Update Stacy Acord, McDaniel Acord, PLLC, Tulsa 1:20 p.m. Break 1:30 p.m. Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City 2:20 p.m. Break 2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City 3:20 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
380
Min.
12/6/24
Presented
DETAILS

2024 Year End Review - Day One Webcast

$175.00

Instructor(s): OBA CLE

2024 Year End Review - Day One Webcast Program Moderator Gigi McCormick, OBA, Director of Educational Programs *Agenda is subject to change* 8:30 a.m. - Registration and Continental Breakfast 9:00 a.m. Health Law Update Maggie Martin, Oklahoma Hospital Association, Oklahoma City 9:50 a.m. - BREAK 10:00 a.m. Bankruptcy Law Update David Herber, Gable Gotwals, OKC Program Brandon Bickle, Gable Gotwals, Tulsa Program 10:50 a.m. - BREAK 11:00 a.m. Cannabis Law Update Felina Rivera, Renaissance Legal Solution, OKC Program Amber Peckio Garrett, Amber Law Group, Tulsa Program 11:50 a.m. - Networking lunch (included in registration) 12:30 p.m. Criminal Law Update Barry L. Derryberry, First Assistant Federal Defender, Tulsa 1:20 p.m. - BREAK 1:30 p.m. Wellness TBD, A Chance to Change, OKC 2:20 p.m. - BREAK 2:30 p.m. Animal Law Update Charis Ward, First American Title, Oklahoma City 3:20 p.m. - ADJOURN Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
380
Min.
12/5/24
Presented
DETAILS

2024 Year End Review - OKC Day One

$175.00

Instructor(s): OBA CLE

2024 Year End Review - OKC Day One Program Moderator Gigi McCormick, OBA, Director of Educational Programs *Agenda is subject to change* 8:30 a.m. - Registration and Continental Breakfast 9:00 a.m. Health Law Update Maggie Martin, Oklahoma Hospital Association, Oklahoma City 9:50 a.m. - BREAK 10:00 a.m. Bankruptcy Law Update David Herber, Gable Gotwals, OKC Program Brandon Bickle, Gable Gotwals, Tulsa Program 10:50 a.m. - BREAK 11:00 a.m. Cannabis Law Update Felina Rivera, Renaissance Legal Solution, OKC Program Amber Peckio Garrett, Amber Law Group, Tulsa Program 11:50 a.m. - Networking lunch (included in registration) 12:30 p.m. Criminal Law Update Barry L. Derryberry, First Assistant Federal Defender, Tulsa 1:20 p.m. - BREAK 1:30 p.m. Wellness TBD, A Chance to Change, OKC 2:20 p.m. - BREAK 2:30 p.m. Animal Law Update Charis Ward, First American Title, Oklahoma City 3:20 p.m. - ADJOURN Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
380
Min.
12/5/24
Presented
DETAILS

2024 Year End Review - OKC Day Two

$175.00

Instructor(s): OBA CLE

2024 Year End Review – OKC Day Two Program Moderator Jim Calloway, OBA, Director, Management Assistance Program *Agenda is subject to change* 8:30 a.m. Registration and Continental Breakfast 9:00 a.m. Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City 9:50 a.m. Break 10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City 10:50 a.m. Break 11:00 a.m. Real Property Law Update Kraettli Epperson, Nash, Cohenour & Giessmann, P.C., Oklahoma City 11:50 a.m. Networking lunch (included in registration) 12:30 p.m. Family Law Update Stacy Acord, McDaniel Acord, PLLC, Tulsa 1:20 p.m. Break 1:30 p.m. Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City 2:20 p.m. Break 2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City 3:20 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
380
Min.
12/6/24
Presented
DETAILS

2024 Year End Review - Tulsa Day One

$175.00

Instructor(s): OBA CLE

2024 Year End Review - Tulsa Day One Program Moderator Gigi McCormick, OBA, Director of Educational Programs *Agenda is subject to change* 8:30 a.m. - Registration and Continental Breakfast 9:00 a.m. Health Law Update Maggie Martin, Oklahoma Hospital Association, Oklahoma City 9:50 a.m. - BREAK 10:00 a.m. Bankruptcy Law Update David Herber, Gable Gotwals, OKC Program Brandon Bickle, Gable Gotwals, Tulsa Program 10:50 a.m. - BREAK 11:00 a.m. Cannabis Law Update Felina Rivera, Renaissance Legal Solution, OKC Program Amber Peckio Garrett, Amber Law Group, Tulsa Program 11:50 a.m. - Networking lunch (included in registration) 12:30 p.m. Criminal Law Update Barry L. Derryberry, First Assistant Federal Defender, Tulsa 1:20 p.m. - BREAK 1:30 p.m. Wellness TBD, A Chance to Change, OKC 2:20 p.m. - BREAK 2:30 p.m. Animal Law Update Charis Ward, First American Title, Oklahoma City 3:20 p.m. - ADJOURN Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
380
Min.
12/12/24
Presented
DETAILS

2024 Year End Review - Tulsa Day Two

$175.00

Instructor(s): OBA CLE

2024 Year End Review – Tulsa Day Two Program Moderator Jim Calloway, OBA, Director, Management Assistance Program *Agenda is subject to change* 8:30 a.m. Registration and Continental Breakfast 9:00 a.m. Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City 9:50 a.m. Break 10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City 10:50 a.m. Break 11:00 a.m. Real Property Law Update Kraettli Epperson, Nash, Cohenour & Giessmann, P.C., Oklahoma City 11:50 a.m. Networking lunch (included in registration) 12:30 p.m. Family Law Update Stacy Acord, McDaniel Acord, PLLC, Tulsa 1:20 p.m. Break 1:30 p.m. Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City 2:20 p.m. Break 2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City 3:20 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
380
Min.
12/13/24
Presented
DETAILS

A Critical Thinking Approach to Legal Ethics

$95.00

Instructor(s): Herb Rubenstein

A Critical Thinking Approach to Legal Ethics This course is tailored for legal professionals seeking to deepen their understanding of ethics and regulatory standards governing the practice of law. Participants will examine key provisions of Title 5 related to attorneys and the State Bar, as well as the Oklahoma Rules of Professional Conduct and the Code of Judicial Conduct, which align with ABA Model Rules. The curriculum covers critical ethical concepts including definitions of ethics and corruption, and the complexities of the attorney-client relationship, including informed consent and gender and race bias. Additionally, the course addresses contemporary issues such as social media use, advertising, and technological competence, while also exploring ethics in drafting settlement agreements and navigating whistleblower trends. Emphasis is placed on developing a personal and firm-wide code of ethics, understanding disciplinary issues, and leveraging ethical practices to expand one's law practice and attract better clients. SPEAKER: Herb Rubenstein Author, Leadership for Lawyers, (2nd ed., American Bar Association, 2008); Lead Author: Breakthrough, INC. High Growth Strategies for Entrepreneurial Organizations (Financial Times, London, 1999, with Anthony Grundy); Lead Author, Leadership Development for Educators, Rubenstein, Miles, and Bassi (Rowman and Littlefield Education, Lanham, New York, 2009); Author of numerous courses on Leadership for Lawyers, Ethics for Accountants, Sustainability, Strategic Management, Electronic Court Systems, & Forecasting; Attorney, Member DC, MD, VA, and Supreme Court Bars, Member, Federal District Court, Colorado. Founder of the David Warner Fellowship Fund for scholarships at the LBJ School of Public Affairs. Honors and Education: Washington and Lee University, B.A., Phi Beta Kappa, Omicron Delta Kappa, Captain and Four-Year Letterman, Golf Team, 1974; University of Bristol, Bristol, England, Diploma in Social Sciences, Rotary Ambassadorial Scholar, 1975; Master of Public Affairs, LBJ School of Public Affairs, UT Austin, 1977;Georgetown University Law Center, Juris Doctor, 1982. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/10/24
Presented
DETAILS

A.I. in Healthcare: Revolutionary or Risky?

$50.00

Instructor(s): OBA Health Law Section

A.I. in Healthcare: Revolutionary or Risky? At the conclusion of this program, participants should be able to: • Describe the drivers and barriers to using artificial intelligence (AI) in healthcare. • Understand the current role of AI in healthcare and potential future roles. • Describe potential risks to patients and providers related to AI. • Understand the legal and ethical concerns related to AI in medical care. • Develop prevention strategies designed to decrease risks associated with the use of AI in healthcare. Speaker: Graham Billingham, MD, FACEP, FAAEM is the Chief Medical Officer for Princeton Insurance Company and its parent organization, MedPro Group. He is responsible for providing leadership and support in the areas of clinical risk, claims, underwriting and sales efforts, and for leading the organizations' Healthcare Advisory Boards. Learn more about Dr. Billingham at this link. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
55
Min.
3/30/25
Avail. to
DETAILS

Ally McSteal: From the Don't Try This at Home Series

$50.00

Instructor(s): Sean Carter

Ally McSteal: From the Don't Try This at Home Series Lawyers on our favorite TV legal dramas often act in ways that would cause significant trouble for actual lawyers. In this multimedia webinar, legal humorist Sean Carter will use short video clips from the very popular series, Ally McBeal, to demonstrate some of the legal ethics violations that played out on the show. In doing so, Carter hopes to show you how to keep your professional life from imitating art. In this program, the presenter will use short (30-60 second) video clips from the show to discuss precise rules violated and what the TV lawyer should have done to avoid the ethical violation. And while these examples will provide for a more engaging experience for the lawyer attendee, they will also serve as a reminder that our clients have viewed these same programs, giving them an unrealistic view of the role of an attorney and the tactics available to that attorney in the furtherance of the client's cause.Finally, lawyers will be reminded to manage client expectations by having candid conversations detailing just what the lawyer can (and more importantly, cannot) do during the course of the representation. Speaker: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/30/24
Presented
DETAILS

Attorneys Are Not Accomplices: How to Avoid Crossing the Line from Counselor to Co-Conspirator

$50.00

Instructor(s): Sean Carter

Attorneys Are Not Accomplices: How to Avoid Crossing the Line from Counselor to Co-Conspirator In their efforts to provide the best possible service to their clients, lawyers sometimes forget that they owe an even greater duty of fidelity to the law and the proper administration of justice. As a result, lawyers who "pull out all the stops" for a client run the risk of putting a stop to their law careers and even their very freedom. In this surprisingly funny webinar, legal humorist Sean Carter will use real-life disciplinary cases to demonstrate the myriad of ways in which lawyers have gone from counselor to co-conspirator in their efforts to serve the client. And even when lawyers don't run afoul of the criminal law and serve jail time, they are often forced to serve suspensions from the practice of law for ethical lapses involving: Assisting in client fraud Bribing judges, public officials and witnesses Fabricating, altering and deleting evidence Harboring fugitives Hiding their assets Lying for friends Providing unethical advice Smuggling contraband into jail for clients Suborning perjury Taking untenable legal positions Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/4/24
Presented
DETAILS

Bad Lawyers of Hollywood: An Ethics Program

$50.00

Instructor(s): Stuart Teicher

The Bad Lawyers of Hollywood: An Ethics Program Whether it’s fictional lawyers in film, or real lawyers who represent celebrities, a ton of these characters have committed ethical violations. Join the CLE Performer Stuart Teicher as he explores the misdeeds of the real and fake lawyers of Hollywood. Rules addressed include 1.5 (fees), 8.4 (misconduct) and 1.6 (confidentiality)? STUART TEICHER- Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction. A practicing lawyer for 30 years, Stuart’s career is now dedicated to helping?fellow lawyers survive the practice of law and thrive in the profession. Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings. Stuart helps lawyers get better at what they do (and enjoy the process) through his entertaining and educational CLE “performances”. He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology. Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys. Mr. Teicher also served on the New Jersey Office of Attorney Ethics Fee Arbitration Committee. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses. He also taught legal writing at St. John’s University School of Law in New York City. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
51
Min.
12/31/24
Avail. to
DETAILS

Caution: Keep Hands Off!

$100.00

Instructor(s): Sean Carter

Caution: Keep Hands Off! It's been said that the entire legal ethics canon can be summed up in two rules: (1) Keep your hands off the money; and (2) Keep your hands off the client. And while this is a gross oversimplification of the legal ethics rules, it is true that these two breaches of fiduciary trust are among the gravest transgressions that a lawyer can make. Moreover, as they are often amongst the most heavily-punished violations, they often start a cascading effect of rule-breaking as lawyers desperately attempt to avoid their detection. As a result, it never hurts to review these all-important ethical limitations on lawyer conduct. In this laugh-out-loud funny webinar, legal humorist Sean Carter will do just that as he goes through the ins and outs of these two ethical principals, specifically as they apply to: Stealing (and "borrowing") client funds Retaining funds that rightfully belong to others Using undue influence to inherit client wealth Diverting fees from one's law partners Premature withdrawal of earned fees Coercing desperate clients into physical relationships Sending lewd texts and messages to clients Conditioning representation upon sex Leading the client on about a possible relationship Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/10/24
Presented
DETAILS

ChatOMG: The Ethical Pros and Cons of Using AI

$50.00

Instructor(s): Sean Carter

ChatOMG: The Ethical Pros and Cons of Using AI Artificial intelligence is coming and it will completely remake the legal landscape in a remarkably short period of time. These changes will allow for currently unimaginable efficiencies in the provision of legal services, but they will also create a slew of ethical pitfalls for lawyers who fail to look before leaping into this "brave new world."In this cutting-edge webinar, you will learn about both the benefits of using AI in your law practice and the possible ethical problems of this new and promising technology as it applies to: Billing Client communication Competence Confidentiality Diversity and inclusion And more Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/23/24
Presented
DETAILS

Cyber Age Ethics for Transactional Lawyers

$85.00

Instructor(s): Lenné Espenschied

Cyber Age Ethics for Transactional Lawyers Got ethics? This program will explore ethical issues in the Cyber Age from a transactional lawyer's perspective. Using the ABA's Model Rules of Professional Conduct and recent legal ethics opinions as guides, we'll consider sticky situations that often arise in the course of negotiating and drafting contracts, like these: •what is required for "competent" representation? •what are “reasonable efforts” to protect client data in an era where hacking is considered a “when” and not an “if”? •what is “Cloud Computing,” and is it ethical? •is a service like Amazon Web Service immune from hacking? •is a lawyer required to notify clients when a hack occurs? •what is a lawyer’s responsibility for client property when a natural disaster occurs? The following ABA Model Rules of Professional Conduct are discussed: 1.1; 1.4; 1.6; 1.15; 1.16; 5.1; and 5.3. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
62
Min.
12/31/24
Avail. to
DETAILS

Data Privacy: What Is It and Why Should You Care?

$50.00

Instructor(s): Collin R. Walke, Hall Estill, Special Counsel

Data Privacy: What Is It and Why Should You Care? OBA/CLE Lunch and Learn This CLE will apprise practitioners on what data privacy is and how it applies to their practice. From protecting sensitive client data to applying for malpractice insurance, understanding data privacy is critical for both legal and ethical compliance. SPEAKER: Collin R. Walke, J.D., CIPP/US, CIPM Hall Estill, Special Counsel Collin Walke leads Hall Estill's Cybersecurity and Data Privacy Practice. Collin is CIPP-US and CIPM certified, and is also a certified AI Systems auditor under the GDPR. Collin received his B.A. in Philosophy from Oklahoma State University, his J.D., magna cum laude, from Oklahoma City University School of Law, and is also a graduate of Harvard's Business Analytics Program. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
50
Min.
12/31/24
Avail. to
DETAILS

Drafting Waivers of Conflicts of Interest

$85.00

Instructor(s): William Freivogel

Drafting Waivers of Conflicts of Interest A bedrock principle of lawyer ethics is that lawyers owe their clients loyalty, free of conflicts of interest unless those conflicts are waived by a client in writing. Clients are entitled to zealous representation without the lawyer being conflicted by other representations or interests. When a conflict arises, the lawyer is required to decline the representation unless the conflict is waived by the client. But waivers are not always easily accomplished. They must be carefully drafted, particularly when it purports to be of an anticipated conflict, not an existing conflict. This program will provide you with a practical guide to the rules governing conflict waivers, types of waivers, and drafting tips. Key provisions of waivers and ensuring there is “informed” consent Advance waivers – drafting waivers for anticipated conflicts Types of advance waivers – stating subject area, adverse parties, neither or both Sources of rules and practical guidance on drafting waivers Common mistakes made in drafting waivers Consequences of ineffective waivers Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com <http://www.freivogelonconflicts.com/> . Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
5/3/26
Avail. to
DETAILS

Effective Strategies for Identifying and Litigating Domestic Violence

$175.00

Instructor(s): Family Law Section

Effective Strategies for Identifying and Litigating Domestic Violence Looking to improve your knowledge and skills in identifying and litigating domestic violence cases? Look no further than the Effective Strategies for Identifying and Litigating Domestic Violence program offered by the Family Law Section. This comprehensive program features speakers in the field, including Kelley A. Baker, Ph.D., Angela Beatty, Brandon Pasley, and Sharon Byers. Topics covered include parental alienation, intimate partner violence typologies, and the GAL's perspective on alienation and domestic violence matters. Speakers · Kelley A. Baker, Ph.D., LPC Licensed Professional Counselor · Angela Beatty & Brandon Pasley: Intimate Partner Violence Typologies Angela Beatty is the Chief Programs Officer for YWCA Oklahoma City and Brandon Pasley is the Senior Director of Compliance & Education for YWCA Oklahoma City. · Sharon Byers: The GAL's Perspective on Alienation and the Different Domestic Violence Matters Discussed Sharon Byers is the Senior Staff Attorney for the Oklahoma Guardian Ad Litem Institute. Previous to this position, she served as the Executive Director for the Oklahoma GAL Institute for 6 years. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
304
Min.
5/17/25
Avail. to
DETAILS

Ethical Issues for Small Law Firms: Technology, Paralegals, Remote Practice & More

$85.00

Instructor(s): Thomas E. Spahn and H. Michael Drumm

Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites. They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps. Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege. Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest. Client development also implicates a range of ethics issues. It’s a lot to manage for a firm of any size, but particularly for smaller firms.This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners. · Ethical issues for small law firms and solo practitioners · Technology – storing client files in “the Cloud,” email traps, and remote networks · Pooled Resources – shared office/meeting space, shared support staff, shared technology · Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more · Paralegals – training and billing, confidentiality and the attorney-client privilege · Co-Counsel – ethical responsibilities when practicing with other lawyers Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice. He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements. He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.” Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
3/1/25
Avail. to
DETAILS

Ethical Issues in Contract Drafting

$85.00

Instructor(s): Thomas E. Spahn

Negotiating, drafting and reviewing contracts are processes fraught with ethical issues. Negotiations sometimes require zealous advocacy, taking maximal positions; other times, they require delicacy and balance. Reviewing and drafting complex contracts is a similar ethical minefield. If you discover that the draft of a contract contains materially incorrect assumptions about the law but which will benefit your client, do you have the duty to disclose or correct the error? In the same way, if the contract contains faulty assumptions about material facts, must you disclose those faulty assumptions? And how do these rules apply when drafting a contract? This program will provide you with a real world guide to the ethics of negotiating, drafting and reviewing contracts. · The law – when you know a counterparty has made faulty assumptions benefiting your client, must you say? · The facts – when a counterparty makes faulty factual assumptions, must you correct? · Ethics and rescission – are you ever ethically obligated to rescind or restate a contract? · Ethics in negotiations – what’s the line between zealous representation and deception? Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
3/7/25
Avail. to
DETAILS

Ethical Issues Relating to Smartphone Use

$51.00

Instructor(s): Daniel J. Siegel, Esq

Ethical Issues Relating to Smartphone Use Smartphones are in reality powerful computers that store massive amounts of data, potentially including information that lawyers are required to keep confidential under the Rules of Professional Conduct, such as client names, dates of birth, Social Security numbers, and other information. This program will discuss the data stored by smartphones, and the dangers created by apps that can access information that is supposed to remain confidential. The program will focus on how lawyers can protect confidential information and information about clients under Rules of Professional Conduct 1.3, 1.4, and 1.6, and will also address recent ethical guidance from major state bar associations. Attendees will also learn how, with a few easy steps, they can secure their devices, determine which apps access which types of data, and how to deny access to apps that could improperly access and use the information stored on their phones. Daniel J. Siegel, Esq Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury. In addition, Dan represents individuals and families in Social Security Disability/SSI and medical malpractice claims and counsels clients on estate planning and real estate transactions. As Chair of the Pennsylvania Bar Association Committee on Legal Ethics & Professional Responsibility, Dan also provides ethics and disciplinary guidance as well as trial and appellate court writing to fellow attorneys. Dan is also the owner of Integrated Technology Services, LLC, a technology consulting firm for attorneys and small businesses that combines his passion for technology and the law. Given this expertise, Dan is a frequent author and nationally recognized speaker on legal ethics, social media, law firm technology, law practice management and mobile computing for lawyers. Dan wrote or co-wrote several books for the ABA Law Practice Division including “How to Do More in Less Time,” “The Ultimate Guide to Adobe Acrobat DC,” “The Ultimate Guide to LexisNexis CaseMap” and “Checklists for Lawyers,” among others. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/10/24
Presented
DETAILS

Ethical Issues When Representing the Elderly

$85.00

Instructor(s): Thomas E. Spahn, Missia H. Vaselaney

Many ethical issues arise when lawyers represent elderly clients. Foremost among these issues is determining whether a client has the capacity to make valid decisions – and if not, then what? There are many conflict of interest issues, including whether direction is taken from the elderly person or another person (often an adult child) who is paying for the representation. There are also issues involving the exercise of undue influence by a caregiver or other person, including the validity of gifts to that person. Issues of preserving confidentiality and the attorney-client privilege when meetings are held in the presence of children or caregivers are also very important. This program will provide you with a practical guide to the most important ethical issues when lawyers represent elderly clients. Determining whether your elderly client has capacity – and identifying your client Practical alternatives if you determine a client doesn’t have capacity Conflicts of interest between the elderly client and the person paying for the representation, including the validity of gifts Preserving confidentiality and the attorney-client privilege when a caregiver or third party is in client meetings Clients who lose capacity during a continuing representation Ethical issues involved with undue influence over the elderly – what should you do? Elder abuse issues – how to spot it and what to do if you discover it Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
1/10/25
Avail. to
DETAILS

Ethical Issues When You Have a Dishonest Client

$85.00

Instructor(s): Thomas E. Spahn

Ethical Issues When You Have a Dishonest Client One of the dangers of practicing law is that, now and again, you get a dishonest client. Your client may be misleading you – and others – about the facts of their case, either through silence or affirmative misstatements. Or they may be telling you one thing and others something else different. You may discover proof of the dishonesty or just suspect it. Client dishonesty raises many ethical issues. What must you do to ensure your client is telling you the truth? What if you discover a client is lying to a court or tribunal? Are you allowed to disclose the dishonesty despite the duty of client confidentiality? Are there degrees of client dishonesty – some acceptable, others not? This program will provide you with a guide to the substantial ethical issues when client dishonesty is discovered or suspected. Tension between the duty of confidentiality and the duty to be honest in communications Determining whether a client is lying – active v. passive, fact v. opinion, affirmative statements v. silence Unknowing attorney representations on basis of client dishonesty Duties of disclosure and to whom – the tribunal, third parties? Mandatory and permissive withdrawals from a case, including “noisy” withdrawals Discovery of dishonesty in closed matters Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 40 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
7/31/26
Avail. to
DETAILS

Ethical Pitfalls Lawyers Should Avoid On Social Media

$95.00

Instructor(s): Claude Ducloux and Jim Calloway

Ethical Pitfalls Lawyers Should Avoid On Social Media So many experts advise lawyers to market via social media. Prospective clients use social media. And, at least at the entry level, social media is free. But unlike many other businesses using social media to market, most of lawyer’s best examples of accomplishments are given by client confidentiality an d attorney client privilege. Sharing something the client considers confidential with thousands of internet users is a problem, and deleting the post does not address all resulting issues. Out two presenters have spent a great deal of time counseling lawyers who found themselves in social media hot water for possible ethics violations. Among the items covered will be: What are three ethical pitfalls attorneys should be mindful of regarding their social media presence? What are three ethical pitfalls attorneys need to be mindful of regarding their client's social media presence? What are the ethical issues with online reviews? Several examples of lawyer mistakes, inadvisable posts and other social media posts gone very wrong will be covered. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
100
Min.
6/16/25
Avail. to
DETAILS

Ethics & Artifcial Intelligence: What Lawyers Should Know

$85.00

Instructor(s): Thomas E. Spahn

Ethics and Artificial Intelligence: What Lawyers Should Know The use of artificial intelligence is not some distant prospect. Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff? This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice. What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI? Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/10/25
Avail. to
DETAILS

Ethics & Artifcial Intelligence: What Lawyers Should Know

$85.00

Instructor(s): Thomas E. Spahn

Ethics and Artificial Intelligence: What Lawyers Should Know The use of artificial intelligence is not some distant prospect. Many of the tools lawyers use today – online research platforms that suggest other areas for research, software packages that help complete forms or propose or assemble language, and discovery tools that sort through documents – are driven by artificial intelligence. These and other AI engineered legal tools raise substantial ethical issues. Are they the unauthorized practice of law? Have lawyers researched their capabilities such that they are competent to use them? How must lawyers supervise their use by non-lawyer staff? This program will provide you with a guide to ethics issues when using software and other technology tools based on AI in law practice. What duties do lawyers have to investigate and understand AI in the tools they use? Does AI constitute the unauthorized practice of law (UPL) in a state? Do software packages that draft language and assemble forms violate ethics rules? What supervisory and training obligations do lawyers have for non-lawyer staff using these tools? Are there ethics concerns of using AI in discovery? Must lawyers warn clients that they use AI? Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/8/25
Avail. to
DETAILS

Ethics and "Virtual Law Offices"

$85.00

Instructor(s): H. Michael Drumm & Thomas E. Spahn

Ethics and "Virtual Law Offices" Technology allows lawyers far more flexibility to practice law virtually – from home or in shared settings – than ever before. No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues.This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices. Disclosure to clients of the virtual character of a law practice Electronic communications, confidentiality, and ethical risks in virtual practices Ethical issues when lawyers share office space or other resources but practice separately How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to vendors or co-counsel, and ensuring its competently performed Requirements and risks when offering legal advice across state lines Duty to understand law office technology as a duty of competence SPEAKERS: H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice. He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements. He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.” Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
10/23/26
Avail. to
DETAILS

Ethics and Client Money: Trust Funds, Expenses, Setoffs & More

$85.00

Instructor(s): Thomas E. Spahn

Whenever an attorney takes money from a client – for fees billed, to cover expenses, as a retainer, or held in trust – there are substantial ethical issues involved. Many ethical complaints arise from accusations that an attorney mishandled funds. In billing and collecting fees and expenses, there are issues about whether the fees and expenses were explained in advance and are proper in relation to services provided. If an attorney accepts credit cards from clients, there are significant issues related to disclosure, Truth-in-Lending laws, chargebacks, pass-through of merchant processing fees, and confidentiality. In trust funds, there are issues of segregation of funds, accounting, and more. This program will provide you with a practical guide to the many ethical issues that arise when attorneys, clients, and money mix. Traps in trust fund accounting and the risks of “set-offs” of disputed amounts Disclosure and documentation of trust accounting of client money Retainers – use, accounting, and regular communications Accepting credit card payments from clients – pass-through processing fees, Truth-in-Lending, disclosure and confidentiality Confidentiality when a client has a dispute with his credit card company – ethical tension of client duties and contractual obligations Use of credit cards to fund a retainer and related trust fund accounting issues – trust funds v. operating funds Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
1/30/25
Avail. to
DETAILS

Ethics and Conflicts with Clients, Part 1

$85.00

Instructor(s): William Freivogel

Ethics and Conflicts with Clients, Part 1 Despite best efforts, lawyers may develop ethical conflicts with their clients. Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client. But these and many others come with substantial ethical issues. Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice. This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/21/25
Avail. to
DETAILS

Ethics and Conflicts with Clients, Part 2

$85.00

Instructor(s): William Freivogel

Despite best efforts, lawyers may develop ethical conflicts with their clients. Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client. But these and many others come with substantial ethical issues. Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice. This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 1: Gifts – can lawyers accept from clients? Business – can lawyers go into business with a client? Departure – can lawyers take their clients to a firm? Former clients – what duties does a lawyer have? Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions? What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose? Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/31/25
Avail. to
DETAILS

Ethics and Conflicts with Clients, Part 2

$85.00

Instructor(s): William Freivogel

Ethics and Conflicts with Clients, Part 2 Despite best efforts, lawyers may develop ethical conflicts with their clients. Sometimes these conflicts may initially seem like positive developments. The lawyer may seek to buy into a client’s business enterprise or participate in a transaction, be offered a gift by a client, or even develop a romantic relationship with a client. But these and many others come with substantial ethical issues. Sometimes these conflicts may be more immediately problematic, as when a lawyer leaves a law firm and wants to take his or her clients to the new firm, or when a client refuses to pay legal fees, or worse, as when the lawyer has a duty to disclose certain acts of his or her own malpractice. This program will provide you with a real world guide to lawyer conflicts with their clients and how to avoid or resolve them. Day 2: Dishonest clients – what must you do? Lawyers as witnesses – how do you handle the conflict and privilege issues? Clients with diminished capacity – from whom do you take instructions? What are the other issues? Settlements – what if a client’s tactics are improper? Malpractice – do you have a duty to disclose? Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/22/25
Avail. to
DETAILS

Ethics and New Clients: Inadvertent Clients, Intake, and More

$85.00

Instructor(s): Matthew Corbin, Mark A. Webster

Ethics and New Clients: Inadvertent Clients, Intake, and More Getting a client relationship right from the outset – defining scope, setting reasonable expectations – greatly helps set up the relationship for success and helps avoid disputes with clients. There are issues of identifying and clearing conflicts of interest, or getting them waived in writing. There are issues of explaining billing policies to clients, ensuring they understand, and putting it in writing. There are issues of communication – explaining how and when you will communicate with clients about their case, and about decision-making.This program will provide you a practical guide to drafting engagement letters and best practices in new client intake. Engagement letters – best practices in setting scope and expectations Explaining bill rates and practices – tips on avoiding disputes Conflict of interest clearance – current clients, past clients Drafting and obtaining conflict of interest waivers Attorney-client privilege considerations Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit. Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law. Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services. He consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice. Mr. Webster received his B.A. from the University of Kansas and his J.D. from Vanderbilt University Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
4/19/26
Avail. to
DETAILS

Ethics for Business Lawyers

$85.00

Instructor(s): William Freivogel, Thomas E. Spahn

Ethics for Business Lawyers Lawyers advising businesses on transactions or negotiating on their behalf often confront a range of important ethical questions. The biggest is, who is your client? Often a company’s owners or managers will not understand the distinction between representing them and representing the company? There are also issues of identifying and clearing conflicts among clients when they are negotiating transaction. And what can a lawyer say or do when negotiating for a client? Also, lawyers are sometimes confronted with issues about what to do when clients are dishonest. This program will provide you with a real world guide to ethical issues when representing clients in business transactions. Ethical issues in business and corporate practice Identifying your client in a variety of transactional contexts – the company v. its managers? Conflicts of interest in representing both sides of a transaction Ethical issues in transactional negotiations and communications with represented parties Representing clients you know to be dishonest and reporting wrong-doing “up and out” Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com<http://www.freivogelonconflicts.com/> .Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
9/12/26
Avail. to
DETAILS

Ethics for Transactional Lawyers

$85.00

Instructor(s): William Freivogel and Thomas E. Spahn

Ethics for Transactional Lawyers Representing a client in a business, commercial or real estate transaction can get ethically complicated very quickly. There is the question of who you represent. In a closely held company, with multiple shareholders or members, this can be problematic if the officer or manager from whom you are taking instructions thinks you represent that person and not the entity. The client may offer you the opportunity to buy into a transaction, which puts your role as lawyer in tension with your role as investor. There are also substantial ethical issues involved in negotiations and whether a party on the other side of the transaction is represented by legal counsel or not. This program will provide you with a real world guide to the ethics of representing clients in business, commercial, and legal transactions. · Representation – who is your client? The company’s board or its owners? Do they know that? · Counter-parties – how do you negotiate on behalf of your client with unrepresented parties? · Business with clients – can you buy into (or be given) a stake in a client’s business or a transaction? · Serving on a client’s board of directors – how do you separate your legal role from your fiduciary obligation? · Negotiations – how do ethics rules limit your flexibility to negotiate? Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
11/21/25
Avail. to
DETAILS

Ethics in Discovery Practice

$85.00

Instructor(s): Elizabeth Treubert Simon & Thomas. E. Spahn

Ethics in Discovery Practice Discovery can be the most important phase of litigation, directing the course and outcome of the case. How evidence is discovered, how it is used, and how mistakes in its handling are disclosed and remedied all raise very significant ethical issues. These issues – the risk of mishandling – are increased by the vast growth of ESI, electronically stored information. Litigators have certain obligations that their vendors comply with ethics rules. There are also issues surrounding the use of paralegals in discovery practice. Failure to ensure ethics compliance during discovery can have a material adverse impact on the underlying litigation and draw an ethics complaint. This program will provide you with a real-world guide to substantial issues ethical issues that arise in discovery practice and how to avoid ethics complaints. Duty of candor to the tribunal during discovery Ethical issues when you learn that a client is dishonest Inadvertent disclosure privileged documents and their handling Ethics in depositions – conferring with witnesses, using video depositions and more Ethical issues in widespread data mining of discovery documents Issues involving metadata in electronic files – documents, email, text messages Attorney-client privilege and security issues of working with outside e-discovery vendors Ethics and social media discovery SPEAKERS: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
11/1/26
Avail. to
DETAILS

Ethics in Negotiations – Boasts, Shading, and Impropriety

$85.00

Instructor(s): Anthony Licata and Thomas E. Spahn

Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to a client’s interest. Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations. · Truthful representations v. zealous representations? · Affirmative statements of fact, value or intent in settlements · Silence about adverse law in negotiations · Silence about facts unknown to an opponent or counter-party · Silence about errors in settlement agreements or transactional documents · Non-litigation work in another state – “temporary” practice Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
58
Min.
6/28/25
Avail. to
DETAILS

Ethics in Trust and Estate Practice

$85.00

Instructor(s): Thomas E. Spahn & Missia H. Vaselaney

Ethics in Trust and Estate Practice Trust and estate practice often sits at the intersection of money, aging clients, family drama, easy accusations of self-dealing and misdeeds, dispute – and anger. This turbulent combination of circumstances can put attorneys in difficult ethical spots. Questions about the competence of aging clients in combination with family drama can easily lead to ethical complaints and eventually litigation. There are also issues of decision-making authority and confidentiality if someone other than the client is paying for the representation. Conflicts of interest, especially where a longtime client may gift something to the attorney, are rife. This program will provide you with a practical guide to substantial ethical issues in trust and estate practice. Working with clients with diminished capacity and protecting against challenges Confidentiality – understanding what information is confidential and when and to whom it can be disclosed Conflicts of interest – joint and common representations, husbands and wives, multiple generations of a family Gifts from clients – what lawyers may accept, what should they decline? Special issues when someone other than the client pays for a representation SPEAKERS: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
11/13/26
Avail. to
DETAILS

Ethics of Beginning and Ending Client Relationships

$85.00

Instructor(s): Elizabeth Treubert Simon

Ethics of Beginning and Ending Client Relationships Substantial ethics issues flow from the moment an attorney-client relationship is formed, whether it is formed intentionally or through inadvertence. Determining when a relationship commences and the scope of the representation has dramatic implications for issues related to confidentiality, conflicts of interest, the attorney-client privilege and more. Ending an engagement is nearly as complicated. When are you allowed to end an engagement? And how must you go about it without prejudicing a client’s interest in a transaction or in litigation? This program will you provide a real-world guide the ethical issues of beginning and ending an attorney client relationship. Determining when and how a relationship starts – including through inadvertence Email and technology issues – how unsolicited communications may trigger ethical obligations Joint representation issues – unsorting the confidentiality and privilege issues End a relationship – when are you allowed to end an engagement? How do you do it ethically? Circumstances when you might be required to end a relationship Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee. She is the immediate past chair of the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
12/31/24
Avail. to
DETAILS

Ethics of Beginning and Ending Client Relationships

$85.00

Instructor(s): Elizabeth Treubert Simon

Ethics of Beginning and Ending Client Relationships Substantial ethics issues flow from the moment an attorney-client relationship is formed, whether it is formed intentionally or through inadvertence. Determining when a relationship commences and the scope of the representation has dramatic implications for issues related to confidentiality, conflicts of interest, the attorney-client privilege and more. Ending an engagement is nearly as complicated. When are you allowed to end an engagement? And how must you go about it without prejudicing a client’s interest in a transaction or in litigation? This program will you provide a real-world guide the ethical issues of beginning and ending an attorney client relationship. Determining when and how a relationship starts – including through inadvertence Email and technology issues – how unsolicited communications may trigger ethical obligations Joint representation issues – unsorting the confidentiality and privilege issues End a relationship – when are you allowed to end an engagement? How do you do it ethically? Circumstances when you might be required to end a relationship Speaker: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee. She is the immediate past chair of the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/10/24
Presented
DETAILS

Ethics of Co-Counsel and Referral Relationships

$85.00

Instructor(s): Brian S. Faughnan

Co-counsel and referral relationships are common in law practice. Lawyers associate with other lawyers on cases to gain specialized knowledge required for competent representation in a case.Litigation counsel may seek local counsel on a case in another jurisdiction. Lawyers also refer out business for a variety of reasons, including overflow work or the work is outside of a lawyer’s core competencies. These any many other co-counsel and referral relationships, however, raise substantial ethical and malpractice issues. This program will provide you with a framework for understanding the ethical issues surrounding co-counsel and referral relationships. Duty to supervise counsel to whom you have referred work · Associating with other lawyers or firms to gain competence in specific areas · Fee splitting in co-counsel or referral relationships · Liability to co-counsel for breaches of fiduciary duty or malpractice · Liability for errors of co-counsel · Duty to inform of malpractice by co-counsel Speakers: Brian S. Faughnan is special counsel in the Memphis office of Thomason Hendrix Harvey Johnson & Mitchell, PLLC, where he represents clients in a wide variety of matters at the trial level and on appeal. He counsels lawyers and law firms on a wide variety of issues surrounding legal ethics and professional responsibility. He is the chair of the Tennessee Bar Association’s Standing Committee on Ethics and Professional Responsibility, a reporter for the committee’s rules revision project, a member of the Association of Professional Responsibility Lawyers, and a member of the Media Law Resource Center’s Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
5/30/25
Avail. to
DETAILS

Ethics of Identifying Your Client: It's Not Always Easy

$85.00

Instructor(s): Elizabeth Treubert Simon and Thomas E. Spahn

Ethics of Identifying Your Client: It's Not Always Easy The first step in every ethics analysis is answering the question, who is your client? It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight. Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts. If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex. This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client. · Ethics and identifying your client and avoiding conflicts in transactions and litigation · Representing businesses entities, nonprofit associations, and the government – client v. person giving directions · Identifying clients in trust and estate planning – the testator or the person paying your fees? · Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues · How to untangle clients and conflicts in joint representations – managing conflicts and information flows · Best practices in documenting client representation to avoid later challenge Speakers: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
61
Min.
10/24/25
Avail. to
DETAILS

Ethics of Joint Representations: Keeping Secrets & Telling Tales

$85.00

Instructor(s): William Freivogel and Thomas E. Spahn

Ethics of Joint Representations: Keeping Secrets & Telling Tales Representing two or more clients in a business or commercial transaction is full of potential ethical traps. It’s essential that clients understand the potential for conflicts of interest, how confidential information is shared among the joint clients, how negotiating strategies may be altered because of the joint representation, and the real risk to the transaction if clients eventually develop unresolvable disputes among themselves. Counseling clients about information flows and obtaining a written waiver of conflicts from all clients are essential first steps but not the end of the process. This program will provide you with a real-world guide to representing two or more clients in a business or commercial transaction. Understanding information flows and potential conflicts of interest Counseling clients about sharing of confidential information – and its implications Negotiation ethics when representing multiple clients Drafting conflict of interest waivers Attorney-client privilege issues involved in joint representations What to do when jointly represented clients disagree Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
11/30/25
Avail. to
DETAILS

Ethics of Shared Law Offices, Working Remotely & Virtual Offices

$85.00

Instructor(s): Thomas E. Spahn

Technology allows lawyers far more flexibility to practice law than ever before. Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and managing all the technology used to practice law from home. This program will provide you with a practical guide to ethical issues when working from home or anywhere but a traditional office. · Disclosure to clients of virtual nature of law office · Duty of competence as a duty to understand technology · Electronic communications, confidentiality, and ethical risks in virtual law offices · How Web sites and a “virtual” presence implicate multijurisdictional practice issues · Outsourcing work to paralegal services, including fee sharing issues Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
5/24/25
Avail. to
DETAILS

Ethics of Using AI Today - 2024 Annual Meeting

$50.00

Instructor(s): Jim Calloway & Gina Hendryx

Ethics of Using AI Today Filmed at the 2024 OBA Annual Meeting Jim Calloway Jim Calloway has served as director of the OBA Management Assistance Program for 25 years. He received his J.D. from the OU College of Law. He publishes the award-winning law blog, "Jim Calloway’s Law Practice Tips" and has co-authored three ABA books on law practice management. Calloway, alongside Sharon Nelson, produces the monthly podcast, "The Digital Edge: Lawyers and Technology," covering legal tech issues. Mr. Calloway, an ABA member, served as 2005 ABA TECHSHOW chair and is a member of the ABA Law Practice Division’s Law Practice Magazine editorial board, writing the magazine's "Practice Management Advice" column for five years. He was awarded the Law LP Division’s Robert P. Wilkens Award for Best Column in Division Publications in 2015. He is currently co-chair of the LP Division’s Legal Futures Initiative. In November 2018, he was awarded the William G. Paul Oklahoma Justice Award from Legal Aid Services of Oklahoma, Inc. for his work on access to justice projects. Jim has been inducted as a Fellow of the College of Law Practice Management. Gina Hendryx Gina Hendryx is the OBA General Counsel. A licensed attorney for more than 30 years, Ms. Hendryx received her J.D. from OCU School of Law. As General Counsel she is the chief disciplinary counsel, supervising a staff of 15 and serves as the association’s counsel on other legal matters. Ms. Hendryx works with the Professional Responsibility Commission and serves as a liaison to the OBA Board of Governors, OBA committees, the courts, and other local and national entities concerning lawyer ethics issues. Ms. Hendryx is a frequent lecturer in the areas of professional responsibility and compliance with ethical standards. She has spoken to numerous private, public and governmental sector groups including state and county bar associations, legal services groups, and Judge Advocate General training programs. She writes a regular column for the Oklahoma Bar Journal on current issues in the area of professional accountability. She is also an avid scuba diver with over 1000 logged dives and holds instructor-level ratings with several scuba certification agencies. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
45
Min.
8/5/26
Avail. to
DETAILS

Ethics of Working with Experts and Witnesses

$85.00

Instructor(s): Thomas E. Spahn, Elizabeth Treubert Simon

Ethics of Working with Experts and Witnesses Preparing witnesses – whether fact witnesses or experts – for deposition or trial or conferring with them during breaks in testimony fraught with ethical issues. Expert witnesses are paid for their time, not their testimony. Though they may be hired to support a client’s view of the facts, there are limits to how experts can be coached. There are also real limits to how attorneys can prompt fact witnesses, for instance to “not remember” unfavorable facts. There are also significant ethical issues involving how to handle inadvertently produced privileged documents and when testimony goes in an unexpected adverse direction. This program will provide you with a practical guide to the ethical issues and traps of working with witnesses. Paying witnesses for their time versus their testimony Prompting a witness to “not remember” unfavorable testimony Conferring with witnesses during deposition breaks and the limits of what you advise Dishonest witnesses – what are your obligations to the court and your client? How to handle the inadvertent production of privileged documents Drafting witness affidavits without interviewing the witness Speakers: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections. He has served on the ABA Standing Committee on Ethics and Professional Responsibility and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis. Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee. She is the immediate past chair of the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
1/20/26
Avail. to
DETAILS

Ethics, Disqualification and Sanctions in Litigation

$85.00

Instructor(s): Thomas E. Spahn

Ethics, Disqualification and Sanctions in Litigation Disqualification standards have their roots in conflicts of interests. When an attorney has a conflict that rises to a certain level, he or she is disqualified from representing a certain party in litigation. Though ethics rules substantially overlap with disqualification standards, those standards do not follow traditional conflicts analysis in every detail. Indeed, the relationship between conflicts of interest (and related confidentiality concerns) and disqualification is highly nuanced, varying depending on facts of each case. There are also substantial issues in the context of joint representations, including whether the disqualification of one attorney necessarily disqualifies co-counsel. This program will provide you with a practical guide to attorney ethics rules and their relationship to disqualification in litigation. Attorney ethics, conflicts of interest, and disqualification standards How ethics rules and disqualification standards overlap and vary from each other Ethics standards and tests for obtaining – or defending against disqualification Joint representations and disqualification – if co-counsel is disqualified, are you? Screening for conflicts of interest and the risk of imputation of conflicts/disqualification to other attorneys Ethical sanctions and their relationship to disqualification Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
9/26/25
Avail. to
DETAILS

Ethics, Juror Misconduct, and Jury Tampering: The Murdaugh Motion For New Trial

$99.00

Instructor(s): Philip Bogdanoff

Ethics, Juror Misconduct, and Jury Tampering: The Murdaugh Motion For New Trial Prominent South Carolina attorney Richard Murdaugh was convicted of Murder and he filed a motion for new trial alleging that the clerk of courts tampered with the jury by advising them not to believe Murdaugh’s testimony and pressuring them to reach a quick guilty verdict. After an evidentiary hearing where a juror indicated they were influenced by the clerk to return a guilty verdict, the judge overruled the motion finding that there was insufficient evidence to overturn the jury’s verdict. In this presentation, we will examine the Murdaugh case, watch film clips of testimony regarding jury tampering, discuss case law regarding jury misconduct, and the standard of proof to obtain a new trial. Finally, we review ethical rules regarding interaction with the jury and disciplinary cases interpreting these rules. Whether you practice civil or criminal law, attendees will benefit from this presentation by learning about juror misconduct, jury tampering, ethics, and a litigant’s right to a fair trial with an impartial jury. The presenter, Philip Bogdanoff, is a nationally recognized presenter who has over 40 years of experience as a prosecutor and has litigated cases involving allegations of juror misconduct. Speaker: Philip Bogdanoff is a nationally recognized continuing legal education speaker on the topics of ethics, professionalism, and other related topics. Previously, as an attorney, he served as assistant prosecutor in the Summit County, Ohio Prosecutor’s Office for more than 25 years, beginning in 1981. Mr. Bogdanoff argued cases before the Ohio Ninth District Court of Appeals and twenty cases before the Ohio Supreme Court including six death penalty cases - before retiring as a senior assistant prosecutor. He is the author of numerous articles on ethics, professionalism and other related legal topics and has taught the members of numerous organizations including the National Association of Legal Administrators, as well as numerous state and local Bar associations, Prosecuting Attorney's Associations, and law firms. More information about Mr. Bogdanoff is available on his Web site at http://www.philipbogdanoff.com/. Originally Recorded: June 17, 2024 Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/11/24
Presented
DETAILS

Family Law Section - Last Chance CLE

$150.00

Instructor(s): Family Law Section

FAMILY LAW SECTION – LAST CHANCE CLE Filmed on Wednesday, December 13th, 2023 A Total of Six (6) Hours of CLE with Two (2) Hours of Ethics Offered SPEAKERS: - Virginia Henson o What’s Wrong with the Practice and How Do We Fix It? (Ethics) - Monica Dionisio, Christopher Brecht, and Brian Swenson o A Panel Discussion on the Cost of Family Law Litigation - Christian Barnard o Attorney Fees with Some Discussion on Requests for Suit Monies - Linda Van Valkenburg o Children’s Stressors and Coping Mechanisms o Talking to Children and Separation/Divorce (Ethics) o Children’s Preference and Visitation Schedules Start Time Activity Virginia Henson (Ethics) Monica Dionisio, Christopher Brecht, and Brian Swenson Christian Barnard Linda Van Valkenburg and Ron Gore – Children’s Stressors and Coping Mechanisms Linda Van Valkenburg and Ron Gore – Talking to Children and Separation/Divorce (Ethics) Linda Van Valkenburg and Ron Gore – Children’s Preference and Visitation Schedules END Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
312
Min.
12/15/25
Avail. to
DETAILS

FREE MOVIE NIGHT: Matlock

FREE

Instructor(s): Oklahoma Supreme Court, OBA CLE

FREE MOVIE NIGHT: Matlock Co-sponsored by the Oklahoma Supreme Court FYI: NO FOOD OR DRINKS ARE ALLOWED IN THE AUDITORIUM About the Episode: "Matlock" - The Judge; Season 1, Episode 2 Matlock accepts the pro bono case of Kevin Meredith, a young man accused of murdering his lover, whom Matlock soon realizes had a much more powerful lover. In order to capture the real killer, Matlock must throw away a many-year-long friendship with a prominent judge. 5:30 p.m. - Registration 6:00 p.m. - Matlock Episode 7:00 p.m. - Panel Discussion 9:00 p.m. - Adjourn MODERATOR: Chief Justice M. John Kane IV, Oklahoma Supreme Court Judicial District 1 PANEL MEMBERS: David Prater Former Oklahoma County District Attorney Taylor Henderson Director, Oklahoma Council on Judicial Complaints Trevor Pemberton Former Judge, Oklahoma Court of Civil Appeals Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

In-Person
Format
180
Min.
12/10/24
Presented
DETAILS

GALPS 2023 CLE Conference

$175.00

Instructor(s): Government and Administrative Law Section

GALPS 2023 CLE Conference Friday, December 8th, 2023 Co-sponsored With: Government and Administrative Law Section AGENDA 8:30 - 9:00 am ~ Registration and Breakfast 9:00 - 9:10 am ~ Welcome 9:10 - 10:00 am ~ Trevor Pemberton - Executive Function 10:00 - 10:50 am ~ Elizabeth Field - Professional Licensing 10:50 - 11:00 am ~ Morning Break 11:00 - 11:50 am ~ Amanda Otis & Jason Lawson - The State of Procurement 12:00 - 1:00 pm ~ Lunch Break 1:00 - 1:50 pm ~ Sarah Penn & James Rucker - The State of Agency Deference 1:50 - 2:40 pm ~ Panel Discussion -Eric Davis, Don Maisch, Mackenzie Murphy-Wilfong, Kara Smith 2:40 - 2:50 pm ~ Afternoon Break 2:50 - 3:40 pm ~ Preston Draper - A Brave New World: AI Through an Ethics Lens Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
308
Min.
12/31/25
Avail. to
DETAILS

Honoring Sovereignty: An Indian Law Update

$175.00

Instructor(s): OBA Indian Law Section

Oklahoma Bar Association Indian Law Section CLE December 21, 2023, 9 a.m. to 4:20 p.m. Oklahoma Bar Center, Oklahoma City and Online Topic Panelists Welcome from OCU Law Dean David Holt The Hon. David Holt U.S. Supreme Court Update A discussion focused on the Supreme Court’s notable Indian law decisions in the last year and cases to watch on this year’s docket. Prof. Marc Roark, University of Tulsa College of Law, Professor and Associate Dean of Faculty Development Tribal Court Transitions A primer on how to transition from a tribal court created by the Code of Federal Regulations, i.e. a “CFR Court,” to an independent tribal court, featuring necessary legal infrastructure and practical tips. Hon. Eldridge Onco, Chief Justice, Kiowa Tribal Court; Hon. Heather Mitchell, Chief Judge, Kiowa Tribal Court; Hershel M. Gorham, Esq., General Counsel, Cheyenne & Arapaho Tribes Break Smoothing the Path from Fee to Trust A detailed overview on how to make an application to Interior for taking land into trust, whether for gaming, non-gaming or “mandatory” acquisitions. Valery Giebel, Esq., senior Indian law attorney, U.S. Department of the Interior Office of the Solicitor, Tulsa Field Office Lunch Farm Bill Updates for Indian Country Learn how updates to the 2018 Farm Bill 2023 will impact Indian Country’s farming, ranching, hemp, forestry and nutrition programs to achieve food sovereignty and security. Carly D. Griffith Hotvedt, Esq. Associate Director of the Indigenous Food and Agriculture Initiative ("IFIA"), University of Arkansas Law School Kelli Case Senior Staff Attorney, IFIA Kristiana Coutu Director of Policy, Research and Governance, IFIA Restoring the Indian Treaty Power Professor Pearl will discuss the likely unconstitutional nature of the 1871 prohibition on the President’s ability to enter into treaties with Indian tribes, touching on relevant case law on separation of powers, potential legal challenges and how the ability to negotiate treaties would solve many disputes between Oklahoma tribes and the State. Prof. M. Alexander Pearl, University of Oklahoma College of Law Break Eliminating Implicit Bias in the Legal Profession This interactive session will explore how attorneys can meet their duty under the Rules of Professional Conduct to respect the legal system and those who serve it by recognizing and mitigating implicit bias in their relationships and interactions with clients, job applicants and as prosecutors, defense counsel and judges. Dr. Natasha M. Mickel, PhD., Assistant Professor, Assistant Director of Faculty Development, University of Oklahoma HSC. Stephanie Hudson, Esq., director, Oklahoma Indian Legal Services; President, Oklahoma Bar Association Indian Law Section Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
375
Min.
12/31/25
Avail. to
DETAILS

How Ethics Rules Apply to Lawyers Outside of Law Practice

$85.00

Instructor(s): Thomas E. Spahn

How Ethics Rules Apply to Lawyers Outside of Law Practice Ethics rules are intended primarily to regulate lawyer acts when practicing law. But the rules do not always stop there. Lawyers can be held responsible and disciplined under ethics rules for things they do when acting outside of their practices. Lawyers may be disciplined under ethics rules for criminal conduct, including misdemeanors, entirely unrelated to their lawyerly conduct. They may be also be disciplined for any acts that involve dishonesty, misrepresentation, or any actions prejudicial to the judicial system. This program will provide you with a guide to circumstances in which ethics rules apply to lawyers when they act outside of law practice. Dishonesty and misrepresentation when a lawyer is acting as a non-lawyer Lawyers as business people – how counter-parties can allege ethical misconduct Self-representation – when lawyers represent themselves in litigation, who can they communicate with? Violations of law, including misdemeanors, as ethics violations Restrictions on lawyers’ ability to market themselves in non-lawyer roles Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/6/26
Avail. to
DETAILS

How to Overcome Substance Abuse Disorder and Avoid Legal Ethics Issues Using Mindfulness as Part of Your Toolkit

$51.00

Instructor(s): Becky Howlett, Esq, Cynthia Sharp, Esq

How to Overcome Substance Abuse Disorder and Avoid Legal Ethics Issues Using Mindfulness as Part of Your Toolkit The ABA and Hazelden Betty Ford Foundation’s (ABA/HBFF) groundbreaking 2016 study confirmed devastatingly high rates of both mental health concerns and substance abuse amongst lawyers. For example, between 21-36% of attorneys qualify as problem drinkers—3-5x higher than the general population. Moreover, 25-30% of attorney disciplinary matters, 60% of all malpractice claims, and 85% of all trust-fund violation cases were caused by a lawyer’s substance-use disorder issues. Even though the problem is pervasive in the legal community, most lawyers aren’t equipped to seek help if in distress or to have sensitive conversations with those who need help. In fact, the ABA/HBFF’s 2016 study indicated that 93% of attorneys did not receive help for alcohol or other drug abuse. As we struggle to cope with life in post-COVID-19 world, lawyers are particularly vulnerable to worsened mental health and substance abuse issues. In this eye-opening program, veteran attorney Cindy Sharp will share her struggles with alcohol, reveal how she got sober, and how she has remained alcohol free for over 11 years. Attorney and certified meditation instructor Becky Howlett will share her perspectives on the issues and provide practical tips for reducing stress and anxiety in your professional practice and personal life. In this timely program, you will learn: What is a Highly Functioning Alcoholic Attorney (HFAA) Why we must eliminate the stigma surrounding substance use disorder How to detect the warning signs of impairment Ethical rules to consider: MRPC 1.1 - Competence and MRPC 1.3 - Diligence Ethical duties of the law partner of an impaired attorney Treatment options and other resources to consider Mindfulness as a tool for resilience, stress release, and relapse prevention Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career. For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year. As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations. Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves. After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/12/24
Presented
DETAILS

Indigeneity Today: An Indian Law Framework

$175.00

Instructor(s): OBA Indian Law Section

2024 Indian Law Section CLE Indigeneity Today: An Indian Law Framework (6 Hours of CLE Credit) Natural Resources Law Speakers: Ken Bellmard & Patrick Kane Description: This session will delve into the complexities of natural resource management, with a focus on current challenges and emerging issues and trends. Topics will include water rights, regulatory frameworks, and the impact of energy policy on environmental law concerns in Indian Country. Speakers from various sectors will provide insights into the legal and environmental considerations that shape disputed issues involving natural resources. The focus will include the Osage Minerals Council suit regarding wind farms and the conflict regarding the construction of a hydroelectric power plant on the Kiamichi River in Southeast Oklahoma. Tribal AG Office Perspectives Speakers: Clayton Fulton (Muscogee Nation), Alauna Crawford (Chickasaw Nation) Description: This session will provide a comprehensive overview of the roles and responsibilities of Tribal Attorney General offices. Speakers Clayton Fulton and Faith Lasiter will share their experiences and perspectives on the unique legal challenges faced by tribal governments. Topics will include jurisdictional issues, Tribal Attorney General office initiatives, enforcement of tribal laws, and the interplay between tribal, federal, and state legal systems. Political = Indian Status Speaker: Professor Lindsay Robertson Description: In this session, Professor Lindsay Robertson will explore the concept of "Indian" as a political status rather than a racial distinction, meaning that being "Indian" refers to membership in a federally recognized tribe, which is a political entity with sovereign rights, not simply a racial category based on ancestry. Professor Robertson will discuss the legal precedent established in Morton v. Mancari and the recent challenges in ICWA and other contexts. Priorities for Federal/Tribal Prosecution Speakers: Arvo Mikkanen, Jonathan Rohrer Description: This session will address the priorities and challenges in federal and tribal prosecution. Arvo Mikkanen and Jonathan Rohrer will discuss their experiences and insights into prosecuting cases involving tribal lands and citizens, focusing on the coordination between federal and tribal justice systems. The session will also highlight key areas of concern, such as violent crime, jurisdictional issues, and the protection of tribal sovereignty within the legal framework. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
330
Min.
11/12/26
Avail. to
DETAILS

It's Not the Fruit, It's the Root: Getting to the Bottom of Our Ethical Ills

$50.00

Instructor(s): Sean Carter

It's Not the Fruit, It's the Root: Getting to the Bottom of Our Ethical Ills In this unique legal ethics webinar, humorist Sean Carter will go beyond the simple "dos" and "don'ts" of rules and get to the root of the matter -- the mindsets that cause lawyers to commit ethics violations in the first place. In doing so, he will cover the Seven Deadly Sins of legal ethics: 1. Lust (conflicts of interest -- Rules 1.7-1.9)2. Gluttony (over-commitment -- Rule 1.3)3. Greed (trust account violations -- Rules 1.5 & 1.15)4. Sloth (lack of diligence -- Rules 1.1 & 1.3)5. Wrath (incivility -- Rules 3.4, 3.5, 4.4 & 8.4)6. Envy (incompetence -- Rule 1.1)7. Pride (breaches of confidentiality, failure to communicate -- Rules 1.4 & 1.6) SPEAKER: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
11/26/24
Presented
DETAILS

LA Law(less): Don't Be Like Mike Kuzak

$50.00

Instructor(s): Sean Carter

LA Law(less): Don't Be Like Mike Kuzak Lawyers on our favorite TV legal dramas often act in ways that would cause significant trouble for actual lawyers. In this multimedia webinar, legal humorist Sean Carter will use short video clips from the very popular series, LA Law, to demonstrate some of the legal ethics violations that played out on the show. In doing so, Carter hopes to show you how to keep your professional life from imitating art. In this program, the presenter will use short (30-60 second) video clips from the show to discuss precise rules violated and what the TV lawyer should have done to avoid the ethical violation. And while these examples will provide for a more engaging experience for the lawyer attendee, they will also serve as a reminder that our clients have viewed these same programs, giving them an unrealistic view of the role of an attorney and the tactics available to that attorney in the furtherance of the client's cause.Finally, lawyers will be reminded to manage client expectations by having candid conversations detailing just what the lawyer can (and more importantly, cannot) do during the course of the representation. Speaker: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/30/24
Presented
DETAILS

Lawyer Ethics & Credit Cards

$85.00

Instructor(s): Thomas E. Spahn

Lawyer Ethics & Credit Cards Use of credit cards by law firms and lawyers is commonplace. Law firms may accept credit cards as means of payment for fees and expenses. This concession to the larger reality of the economy, however, raises many ethical issues. Can lawyers pass on credit card processing fees (which can be substantial) to clients? What happens if a client’s credit card company does a chargeback of fees? How does a lawyer maintain confidentiality when he or she has a dispute with a credit card company, or the client has a dispute with the credit card company? These and many issues arise when lawyers accept credit cards from clients. This program will provide you with a guide to ethical issues when credit cards are accepted and used in law practice. · Passing on credit card processing fees to clients · Truth-in-Lending issues and tax penalties · Ethical issues when credit card companies chargeback funds paid to a lawyer or from a trust account · Confidentiality when a client has a dispute with his or her credit card company · Use of credit cards to fund a retainer and related trust fund accounting issues · Creditor claims against trust fund accounts · Leftover client funds and proper trust fund accounting Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
58
Min.
7/18/25
Avail. to
DETAILS

Lawyer Ethics and Disputes with Clients

$85.00

Instructor(s): Thomas E. Spahn, Elizabeth Treubert Simon

Lawyer Ethics and Disputes with Clients Ethical tensions are perhaps never as great as when a lawyer is in dispute with a client. The dispute may arise over fees, communication, perceived conflicts of interest, or something else. In these and other circumstances, the lawyer’s duties of loyalty, zealous representation and confidentiality are all brought into direct conflict with the lawyer’s interest in self-defense. In these extremely delicate circumstances, the lawyer must determine what information may disclosed in his or her self-defense, its impact on the attorney-client privilege, and what steps he or she can take to de-escalate the conflict. This program will provide you with a real-world guide to the ethical issues for a lawyer when he or she is in conflict with a client. Disputes involving lawyers’ fees, communications, unfavorable result of representation, conflicts of interest, malpractice claims Confidentiality and self-defense – what disclosure of confidences is permissible? Waivers and engagement letters to prevent dispute – or mitigate their damage Permissible and mandatory withdrawals from a representation Special attorney-client privilege issues in these disputes Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, her practice focused on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Rules of Professional Conduct Rules Review Committee. She is the immediate past chair of the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
8/6/26
Avail. to
DETAILS

Lawyer Ethics and Email

$85.00

Instructor(s): Thomas E. Spahn

Lawyer Ethics and Email Email has become essential to law practice. Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email. But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices. Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
5/23/26
Avail. to
DETAILS

Lawyer Ethics and Investigations for and of Clients

$85.00

Instructor(s): Elizabeth Treubert Simon and Thomas E. Spahn

Lawyer Ethics and Investigations for and of Clients Investigations by lawyers are an essential element of most litigation. Lawyers investigate the parties and the facts underlying the case through the use of third-party investigators, online searches, obtaining public records, seeking the production of electronic communications, including text messages, and much more. Also, lawyers sometimes need to investigate their own clients – to assure themselves of the veracity of certain representations or when the lawyer suspects the client may be actively misleading the lawyer. These investigations are not without risk. Ethics rules limit what lawyers can do and say, and how the work product of these investigations may be used. This program will provide you with a practical guide to ethical issues when lawyers conduct investigations. · Duty of an attorney to investigate a case before filing a lawsuit · “Pre-texting” – the ethics of deception in investigations · Ethical issues when a lawyer investigates a client – and when it is ethically required · Conflicts of interest in investigations · Ethical issues in social media and online searches – and obtaining text messages · Use of third-party investigators · Limitations on investigating members of a jury or jury pool · When investigations go awry – discipline, sanctions, exclusion of evidence obtained Speakers: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. She received her B.A. and M.S. from the University of Pennsylvania and her J.D. from Albany Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
4/25/25
Avail. to
DETAILS

Lawyer Ethics and Texting

$85.00

Instructor(s): Thomas E. Spahn

Text messaging has become a mainstream form of communication. Clients now routinely text their lawyers about pending matters. They may ask about the status of a case, provide facts about a case, communicate decisions to a lawyer, or message other sensitive information. These messages are often to a lawyer’s mobile phone that is used extensively for personal purposes, unsecured in their transmissions, and easily accessible by third parties. This new wave of lawyer-client communication raises many difficult ethical questions, including preservation of the attorney-client privilege. This program will provide you with a guide to the major ethics issues when lawyers and their clients text message about pending matters. · Confidentiality issues involving unsecured transmission of texts involving sensitive case issues · How to handle mobile phones used for both personal purposes and law practice · Potential loss of the attorney-client privilege when text messages are accessible by third parties · Tension among the duties of competence, prudence and to communicate with clients · Understanding the ethical risks and counseling clients about the risks to their case when texting Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/22/25
Avail. to
DETAILS

Lawyer Ethics and the Internet

$85.00

Instructor(s): Thomas E. Spahn

Lawyer Ethics and the Internet The Internet is the uniform information appliance for communications, research, and marketing, for consumers and for lawyers. You can easily research witnesses, parties, judges, and jurors with a simple Google search. Add in social media searches – blogs, Facebook, Twitter and many other platforms – and you can develop a rich demographic profile of all of these individuals. With a few keystrokes, you can pull down more information than ever before. You can also communicate freely, unmediated and unrestricted, with virtually anyone. All of these functions are valuable in litigation and transactional practice but also give rise to substantial ethics issues – not everything that the Web enables is proper. This program will provide you with a real world guide to ethics issues when lawyer engage in research and communication using the Internet. · Communicating with parties, opposing attorneys, and witnesses via email, social media, and texting · Researching jurors, parties, witnesses and judges via social media · Blogging or sending newsletters/law updates to clients · Trends in texting, confidentiality, and discoverability · Law firm marketing via the web Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
59
Min.
8/15/25
Avail. to
DETAILS

Lawyer Ethics in a Digital World

$85.00

Instructor(s): Thomas E. Spahn

Lawyer Ethics in a Digital World Lawyer use of technology, in both their professional and personal lives, is inescapable, and frequently those two worlds blend and give rise to substantial ethical issues. It’s difficult to disconnect from constant digital communications. Lawyers talk to, email, text and otherwise communicate with clients on smartphones, tablets, and social media. Frequently these and laptops are connected to public or at best semi-secure networks, despite the fact they are used to carry sensitive and often confidential information. The ease of technology obscures its complexity – a complexity lawyers are required, as duty of competence, to understand before they use it. This program will provide you with a roadmap through the maze of ethical issues that occur when lawyers use technology in their lives and practices. Lawyers and social media – obtaining information on clients, adversaries, jurors and others Ethics when you’re never unplugged from technology Traps for law firms when using the cloud Ethics and working remotely Lawyer ethics when texting clients, witnesses, and others Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/21/26
Avail. to
DETAILS

Lawyer Ethics in Real Estate Practice

$85.00

Instructor(s): William Freivogel, Thomas E. Spahn

Lawyer Ethics in Real Estate Practice The real estate industry is fiercely competitive as developers and contractors, investors and lenders, brokers and others – often with the aid of legal counsel seek advantage. This can easily present real estate lawyers with ethical dilemmas. Conflicts of interest are rife. There are issues of communicating and negotiating with unrepresented parties. There are also issues of taking an equity stake in a real estate venture in lieu of fees. Sometimes, too, there is the discovery that a client is engaged in wrongdoing. These and many other ethical issues arise in real estate practice. This program will provide you with a real-world guide to common ethics issues in real estate practice. Joint representations of a business entity and its owners in a real estate transaction Representation of a client with adverse interests in unrelated transactions Exchange of legal services for transaction equity Communications with unrepresented parties – and with represented parties Inadvertent disclosure of confidential Transaction terms Special issues when client wrongdoing is discovered Speakers: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com . Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
4/3/26
Avail. to
DETAILS

Lawyer Ethics of Using Paralegals

$85.00

Instructor(s): Thomas E. Spahn

Lawyer Ethics of Using Paralegals Paralegals are often essential for lawyers to successfully practice law. Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients. Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct. Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or are otherwise improper, the supervising lawyer is ethically responsible for that misconduct. This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals. Conflicts of interest and the attribution of paralegal knowledge about client matters Determining when paralegal research and document preparation becomes the unauthorized practice of law How paralegals must be instructed about client confidentiality – and lawyer consequences on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals Speaker: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections. He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis. Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
1/26/26
Avail. to
DETAILS

Lawyer Ethics When Storing Files in the Cloud

$85.00

Instructor(s): Matthew Corbin and Mark A. Webster

Lawyer Ethics When Storing Files in the Cloud Most files are now stored in the “cloud,” a global network of servers that store files for organizations of every size, including law firms. Many applications, including word processing, email and billing software packages that are used daily by lawyers and law firms, are also stored and used in the cloud. This dramatic shift in the way files are created, modified, stored, and shared has substantial implications for law firms. The first is a duty of competence requirement that lawyers understand how the technology they employ works and how it might impact client communications and confidentiality, among many other issues. This program will provide you with a practical guide to ethical issues when lawyers and law firm store and create files in the cloud. Technology competence as an ethical duty of competence Ethical benchmarks and diligence for ensuring file and communication confidentiality in the cloud Mobile access – issues when the cloud is used via smartphone or tablet What if your client uses the cloud but you do not? Attorney-client privilege issues when using the cloud to communicate Internal policies – ensuring law firm security supplements cloud security Speakers: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit. Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services. He consults with the company’s law firm clients on professional responsibility and liability issues.? Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
11/14/25
Avail. to
DETAILS

Lawyer Ethics When Working with Paralegals

$85.00

Instructor(s): Thomas E. Spahn

Paralegals are often essential for lawyers to successfully practice law. Paralegals conduct basic legal research, help review and prepare documents, and sometimes screen clients. Still, they are not lawyers and not directly subject to the ethics rules applicable to lawyers. But the lawyers who supervise their work are responsible for their actions and liable for any improper conduct. Lawyers are responsible for ensuring that their paralegals’ work conforms to ethics rules. If a paralegal’s actions breach client confidentiality, compromise the attorney-client privilege, or are otherwise improper, the supervising lawyer is ethically responsible for that misconduct. This program will provide you with a practical guide to how ethics rules make supervising lawyers responsible for the actions of their paralegals. Conflicts of interest and the attribution of paralegal knowledge about client matters Determining when paralegal research and document preparation becomes the unauthorized practice of law How paralegals must be instructed about client confidentiality – and lawyer consequences on breach Attorney-client privilege implications when clients communicate with paralegals – and risk of inadvertent disclosure Issues when paralegals participate in discovery Fee sharing with paralegals Speaker: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections. He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis. Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
1/20/25
Avail. to
DETAILS

LIVE REPLAY: Ethical Issues When You Have a Dishonest Client

$85.00

Instructor(s): Thomas E. Spahn

Ethical Issues When You Have a Dishonest Client One of the dangers of practicing law is that, now and again, you get a dishonest client. Your client may be misleading you – and others – about the facts of their case, either through silence or affirmative misstatements. Or they may be telling you one thing and others something else different. You may discover proof of the dishonesty or just suspect it. Client dishonesty raises many ethical issues. What must you do to ensure your client is telling you the truth? What if you discover a client is lying to a court or tribunal? Are you allowed to disclose the dishonesty despite the duty of client confidentiality? Are there degrees of client dishonesty – some acceptable, others not? This program will provide you with a guide to the substantial ethical issues when client dishonesty is discovered or suspected. Tension between the duty of confidentiality and the duty to be honest in communications Determining whether a client is lying – active v. passive, fact v. opinion, affirmative statements v. silence Unknowing attorney representations on basis of client dishonesty Duties of disclosure and to whom – the tribunal, third parties? Mandatory and permissive withdrawals from a case, including “noisy” withdrawals Discovery of dishonesty in closed matters SPEAKER: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 40 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
11/27/24
Presented
DETAILS

LIVE REPLAY: Ethics and "Virtual Law Offices"

$85.00

Instructor(s): H. Michael Drumm & Thomas E. Spahn

Ethics and "Virtual Law Offices" Technology allows lawyers far more flexibility to practice law virtually – from home or in shared settings – than ever before. No longer must they maintain freestanding offices, support staff, and libraries. Lawyers can set-up offices in their homes, communicate with clients, adversaries and the courts electronically, outsource overflow work to co-counsel or vendors, and establish web sites that can reach potential clients. These “virtual” practices are increasingly commonplace, but the relative ease with which they are established obscures many significant ethical issues.This program will provide you with a practical guide to significant issues when lawyers and law firms establish “virtual” law practices. Disclosure to clients of the virtual character of a law practice Electronic communications, confidentiality, and ethical risks in virtual practices Ethical issues when lawyers share office space or other resources but practice separately How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to vendors or co-counsel, and ensuring its competently performed Requirements and risks when offering legal advice across state lines Duty to understand law office technology as a duty of competence SPEAKERS: H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice. He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements. He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.” Mr. Drumm received his BSBA from the University of Missouri-Columbia and his J.D. from the University of Texas School of Law. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/30/24
Presented
DETAILS

LIVE REPLAY: Ethics in Negotiations – Boasts, Shading, and Impropriety

$85.00

Instructor(s): Anthony Licata, Thomas E. Spahn

LIVE REPLAY: Ethics in Negotiations – Boasts, Shading, and Impropriety Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to a client’s interest. Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations. Truthful representations v. zealous representations? Affirmative statements of fact, value or intent in settlements Silence about adverse law in negotiations Silence about facts unknown to an opponent or counter-party Silence about errors in settlement agreements or transactional documents Non-litigation work in another state – “temporary” practice SPEAKERS: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
11/26/24
Presented
DETAILS

LIVE REPLAY: Ethics in Negotiations – Boasts, Shading, and Impropriety

$85.00

Instructor(s): Anthony Licata, Thomas E. Spahn

LIVE REPLAY: Ethics in Negotiations – Boasts, Shading, and Impropriety Lawyers must always be truthful in their representations. Yet they must be zealous in representing clients. The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client. The lawyer may make statements about the law or fact – or simply refrain from making statements because the lawyer knows certain facts or legal precedent are adverse to a client’s interest. Lawyers may also boast, signaling that a client’s position is stronger than is, in fact, the case. Navigating these gray lines is the difference between ethical representation and impropriety. This program will provide you with a guide to ethical issues in negotiations. Truthful representations v. zealous representations? Affirmative statements of fact, value or intent in settlements Silence about adverse law in negotiations Silence about facts unknown to an opponent or counter-party Silence about errors in settlement agreements or transactional documents Non-litigation work in another state – “temporary” practice SPEAKERS: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/26/24
Presented
DETAILS

LIVE REPLAY: Ethics of Identifying Your Client: It's Not Always Easy

$85.00

Instructor(s): Elizabeth Treubert Simon, Thomas E. Spahn

LIVE REPLAY: Ethics of Identifying Your Client: It's Not Always Easy The first step in every ethics analysis is answering the question, who is your client? It’s seemingly a very easy question to answer, but it’s not always 20/20 except in hindsight. Representing multiple parties on the same matter, whether in litigation or on a transaction, may mean you have many clients, some or all with conflicts. If you’re a private practitioner and you represent an organization, your client may be the entity, its officers from whom you are taking directions, or possibly both. If you’re an in-house attorney, the analysis – and its implications for the attorney-client privilege – becomes even more complex. This program will provide you with a real world guide to ethics of identifying your client in a variety of settings avoiding conflicts of interest with the client. Ethics and identifying your client and avoiding conflicts in transactions and litigation Representing businesses entities, nonprofit associations, and the government – client v. person giving directions Identifying clients in trust and estate planning – the testator or the person paying your fees? Special ethical challenges and ethical risks for in-house counsel and attorney-client privilege issues How to untangle clients and conflicts in joint representations – managing conflicts and information flows Best practices in documenting client representation to avoid later challenge SPEAKERS: Elizabeth Treubert Simon is an ethics attorney in the Washington, D.C. office of Akin Gump Strauss Hauer & Feld LLP, where she advises on a wide range of ethics and compliance-related matters to support Akin Gump’s offices worldwide. Previously, she practiced law in Washington DC and New York, focusing on business and commercial litigation and providing counsel to clients regarding professional ethics and attorney disciplinary procedures. She is a member of the New York State Bar Association Committee on Professional Discipline and the District of Columbia Legal Ethics Committee. She writes and speaks extensively on attorney ethics issues. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a broad complex commercial, business and securities litigation practice. He also has a substantial practice advising businesses on properly creating and preserving the attorney-client privilege and work product protections. For more than 20 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
11/25/24
Presented
DETAILS

LIVE REPLAY: Lawyer Ethics and Email

$85.00

Instructor(s): Thomas E. Spahn

LIVE REPLAY: Lawyer Ethics and Email Email has become essential to law practice. Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email. But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices. Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.

Webcast
Format
60
Min.
12/31/24
Presented
DETAILS

LIVE REPLAY: Professionalism for the Ethical Lawyer

$85.00

Instructor(s): Thomas E. Spahn

LIVE REPLAY: Professionalism for the Ethical Lawyer Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated. Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact. This program will provide you with a practical guide to professionalism for the ethical lawyer. Interrelationship of ethics rules, professionalism, and sanctions Zealous representation v. needlessly embarrassing an adversary or third-party Reacting to an adversary’s drafting errors in transactional documents Ethics, professionalism, and inadvertent transmission of communications Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts Offering candid advice to clients and withdrawal when they demand offensive conduct Avoiding discrimination and bigotry SPEAKER: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections. He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis. Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/5/24
Presented
DETAILS

Nice Lawyers Finish First

$100.00

Instructor(s): Sean Carter

Nice Lawyers Finish First It's been said that nice guys finish last. And while that might be true in the rough and tumble arenas of politics, professional prize fighting and marriage, nothing could be further from the truth in the practice of law. Zealous representation doesn't require us to be zealots. In fact, the most effective representation requires just the opposite. Nice lawyers finish first ... and so do their clients! In this off-beat webinar, Mr. Carter uses humor to stress the importance of not only being "nice," but embodying all the traits of true professionalism: Integrity -- making our word our bond. Civility -- being zealous but not zealots. Efficiency -- expediting client matters. Charity -- giving of our time and talents for the benefit of others Conciliation -- always willing to entertain compromise Accommodation -- making reasonable allowances for others Humility -- putting the client's interests first Sean Carter Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report.Finally, Sean lives in Mesa, Arizona with his wife and four sons. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/31/24
Presented
DETAILS

Panel on Professionalism and Civility - 2023 OBA Annual Meeting

$49.00

Instructor(s): Judge Anthony Bonner, Judge Sheila D. Stinson, and John W. Coyle III

Presented at the 2023 Oklahoma Bar Association Annual Meeting. PANEL MEMBERS: Judge Anthony Bonner, District Judge, Oklahoma County Judge Sheila D. Stinson, District Judge, Oklahoma County John W. Coyle III, Coyle Law Firm Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
53
Min.
11/12/25
Avail. to
DETAILS

Privacy and Tools for the Non-Tech Lawyer

$100.00

Instructor(s): Jeff Taylor

Privacy and Tools for Non-Tech Savvy Lawyer OBA/CLE Lunch and Learn Learn why you should care about technology. From efficiency to ethics concerns (and because standards are always changing), tech is more important than most realize. Learn efficiency tips to manage your emails and set reminders for important items. And so much more! SPEAKER: Jeff Taylor The Duit Group of Companies Jeff is first (and only) In-House General Counsel to the Duit (pronounced Do It) Group of Companies. The Duit companies build road and bridge highway projects in Oklahoma, Texas, Arkansas, and Kansas. Jeff's focuses his daily activities on contract negotiations, construction delays, litigation, risk management, and employee issues. Jeff worked as a solo practitioner handling litigation, consumer advocacy, and representing small businesses before joining Duit. Jeff also created "The Droid Lawyer," a legal tech blog focused on Android and mobile devices for lawyers. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
85
Min.
12/31/24
Avail. to
DETAILS

Professionalism for the Ethical Lawyer

$85.00

Instructor(s): Thomas E. Spahn

Professionalism for the Ethical Lawyer Ethics rules, the principles of professionalism, and sanctionable conduct are interrelated. Lawyers have a duty to zealously represent their clients, but they do not have a duty to engage in offensive conduct that may be desired by clients. Lawyers have duties of confidentiality and honesty, but those duties do not always require pressing every advantage, such as when the lawyer knows that opposing counsel has made a material drafting error in a transactional document. In these and many other scenarios, ethics rules, professionalism, and potentially sanctionable conduct subtly interact. This program will provide you with a practical guide to professionalism for the ethical lawyer. Interrelationship of ethics rules, professionalism, and sanctions Zealous representation v. needlessly embarrassing an adversary or third-party Reacting to an adversary’s drafting errors in transactional documents Ethics, professionalism, and inadvertent transmission of communications Duty to supervise and train subordinate lawyers and staff, including to ensure courtesy to clients, opposing counsel, and courts Offering candid advice to clients and withdrawal when they demand offensive conduct Avoiding discrimination and bigotry Speaker: Thomas E. Spahn is a partner in the Tysons Corners, Virginia office of McGuireWoods, where he advises firm clients on professional responsibility issues and properly creating and preserving the attorney-client privilege and work product protections. He has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has written extensively on attorney-client privilege, ethics and other topics, and has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links on his website biography, he has made available to the public his summaries of over 1,600 Virginia and ABA legal ethics opinions, organized by topic; a 300 page summary of his two-volume 1,500 page book on the attorney-client privilege and work product doctrine; over 900 weekly email alerts about privilege and work product cases; and materials for 40 ethics programs on numerous topics, totaling over 9,000 pages of analysis. Mr. Spahn graduated magna cum laude from Yale University and received his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/14/26
Avail. to
DETAILS

The (Mal)Practice: From the Don't Try This At Home Series

$50.00

Instructor(s): Sean Carter

The (Mal)Practice: From the Don't Try This At Home Series Lawyers on our favorite TV legal dramas often act in ways that would cause significant trouble for actual lawyers. In this multimedia webinar, legal humorist Sean Carter will use short video clips from the very popular series, The Practice, to demonstrate some of the legal ethics violations that played out on the show. In doing so, Carter hopes to show you how to keep your professional life from imitating art. In this program, the presenter will use short (30-60 second) video clips from the show to discuss precise rules violated and what the TV lawyer should have done to avoid the ethical violation. And while these examples will provide for a more engaging experience for the lawyer attendee, they will also serve as a reminder that our clients have viewed these same programs, giving them an unrealistic view of the role of an attorney and the tactics available to that attorney in the furtherance of the client's cause.Finally, lawyers will be reminded to manage client expectations by having candid conversations detailing just what the lawyer can (and more importantly, cannot) do during the course of the representation. Speaker: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/30/24
Presented
DETAILS

The 2024 Ethy Awards

$100.00

Instructor(s): Sean Carter

The 2024 Ethy Awards Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, each year, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter will host the festivities and announce the award winners for: Worst Original Excuse Least Competent in a Legal Representation Best Courtroom Outburst Worst Love Scene Most Creative Billing Lifetime Achievement Award And much more ...In the process of recapping these egregious instances of unethical behavior, Mr. Carter will demonstrate how the rest of us can avoid more common ethical violations. SPEAKER: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/14/24
Presented
DETAILS

The 2024 Ethy Awards

$150.00

Instructor(s): Sean Carter

The 2024 Ethy Awards Each year, Hollywood celebrates the best performances in motion pictures at the Oscars. Well, each year, we note the worst ethics violations in the legal profession at the Ethys. Humorist Sean Carter will host the festivities and announce the award winners for: Worst Original Excuse Least Competent in a Legal Representation Best Courtroom Outburst Worst Love Scene Most Creative Billing Lifetime Achievement Award And much more ...In the process of recapping these egregious instances of unethical behavior, Mr. Carter will demonstrate how the rest of us can avoid more common ethical violations. SPEAKER: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
120
Min.
12/27/24
Presented
DETAILS

The Ethics of Bad Facts and Bad Law

$85.00

Instructor(s): Thomas E. Spahn

The Ethics of Bad Facts and Bad Law Every lawyer wrestles with how to handle facts or law that is unfavorable to a client. There is a natural tension between a lawyer’s duty to be honest, on the one hand, and the lawyer’s duty to provide zealous representation of a client. In some instances, bad facts or bad law must be disclosed. In other instances, disclosure is not required. How this tension is resolved involves substantial ethical issues. This program will discuss the ethics issues involved and how they may be resolved in a practical setting. Ethical issues surrounding the representation of adverse facts to tribunals and adversaries Disclosure of adverse legal precedents Required discloses of bad facts or law Timing issues – when must the disclosure occur? Related issues of confidentiality and the attorney-client privilege Ex parte communications with the courts – what’s ethically permissible, what’s not? Speakers: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
6/28/26
Avail. to
DETAILS

The Ethics of Representing Two Parties in a Transaction

$85.00

Instructor(s): William Freivogel

The Ethics of Representing Two Parties in a Transaction Representing two or more clients in a business or commercial transaction is full of potential ethical traps. It’s essential that clients understand the potential for conflicts of interest, how confidential information is shared among the joint clients, how negotiating strategies may need to be altered because of the joint representation, and the real risk to the transaction itself if the clients eventually develop unresolvable disputes among themselves. Counseling clients about information flows and obtaining a written waiver of conflicts from all clients are essential first steps but not the end of the process. This program will provide you with a real world guide to representing two or more clients in a business or commercial transaction. Information flows and potential conflicts of interest Counseling clients about sharing of confidential information – and its implications Drafting conflict of interest waivers Attorney-client privilege issues involved in joint representations Negotiation ethics when representing multiple clients What to do when jointly represented clients disagree Speaker: William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management. He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years. He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
61
Min.
9/14/25
Avail. to
DETAILS

The Ethics of Supervising Other Lawyers

$85.00

Instructor(s): Matthew Corbin

Lawyers are not only responsible for their own ethical conduct and decision making but also for the ethical practice of lawyers they supervise. Whether it’s a partner supervising the work of an associate or the lead lawyer on a case supervising a group of partners and associates, the supervising lawyer has responsibilities to ensure that the lawyers he or she is supervising are ethically compliant. When subordinate lawyers violate ethics rules, supervising lawyers are potentially liable for that misconduct. This program will provide you with a guide to ethical issues when lawyers supervise other lawyers and non-lawyer support staff. · Standards for ensuring compliance by subordinate attorneys and potential liability when they act improperly · Lawyer supervision of paralegals and other non-lawyer staff · Responsibilities of subordinate lawyers who rely on judgment of supervising lawyers · Special issues involved in billing the work of subordinate and co-counsel attorneys, and paralegals · In-house counsel of outside counsel Speaker: Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit. Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
2/17/25
Avail. to
DETAILS

The Mindful Approach to Addressing Mental Health Issues in the Legal Field

$51.00

Instructor(s): Becky Howlett and Cindy Sharp

The Mindful Approach to Addressing Mental Health Issues in the Legal Field Join attorneys Becky Howlett and Cindy Sharp for this timely webinar as they explore the prevalence of burnout, stress, depression, and anxiety in the legal profession. The landmark 2016 study on lawyer impairment, Patrick R. Krill, JD, LLM, et al, The Prevalence of Substance Use and Other Mental Health Concerns Among American Attorneys, 10 Journal of Addiction Medicine 46 (January/February 2016), available at http://linkon.in/lawyerimpair, found that attorneys have disproportionately high rates of mental health concerns compared with the general population. For example, 45.7% of lawyers self-reported experiencing symptoms of depression and 61% for anxiety. Tragically, 63% of them did not seek help for their mental health concerns. One of the main reasons cited is the fear that they would be stigmatized if others discovered their “problem.” The objective of this program is to raise awareness about the nature of mental health distress in the legal setting, to challenge the biases and stigma that surround those concerns, and to motivate those who are suffering to take advantage of available resources. Certified Meditation Instructor Becky Howlett will teach and lead mindfulness practices throughout this session designed to help lawyers learn how to cope with stress, depression, and anxiety. Topics include: High prevalence of mental health issues among lawyers Barriers to seeking treatment Ways to support colleagues who may be in distress Ethical implications of poorly managed stress Overcoming stigma in the legal community Mindfulness practices to help lawyers learn how to cope with stress, depression, and anxiety Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career. For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year. As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations. Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves. After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/16/24
Presented
DETAILS

The Murdaugh Murder Trial: Ethical Violations to Murder

$100.00

Instructor(s): Joel Oster

The Murdaugh Murder Trial: Ethical Violations to Murder "The Murdaugh Murder Trial: Ethical Violations to Murder" – an extraordinary Continuing Legal Education program that delves into the riveting case that shook the legal world. Don't miss this opportunity to gain invaluable insights into the complex interplay between ethics, addiction, and the criminal justice system. Prepare to be enthralled as Joel Oster, the renowned "Comedian at Law," takes you on a unique exploration of the Murdaugh murder trial. Through his signature blend of wit and legal expertise, Joel will provide a fresh perspective on this high-profile case, offering invaluable insights into the ethical violations that unfolded. Witness the drama and intrigue as key courtroom moments are discussed and reviewed. You won't want to miss the powerful contributions of our esteemed guests. Brian Hermanson, President of the Oklahoma Bar Association, shares his firsthand knowledge of trying a high-profile criminal case, shedding light on the immense pressure and ethical dilemmas faced by attorneys in such circumstances. Joining us is Pamela Turner, a respected substance abuse nurse, who explores the profound impact of addiction on an individual's behavior and decision-making process. By drawing connections between Mr. Murdaugh's ethical misconduct and his battle with addiction, this underscores the chilling link between professional misconduct and the tragic murder of his wife and son. Join us for "The Murdaugh Murder Trial: Ethical Violations to Murder," a CLE program that will challenge your understanding of legal ethics while leaving you spellbound by the events that unfolded. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
116
Min.
12/31/24
Avail. to
DETAILS

Trust Accounting Essentials

$125.00

Instructor(s): Gina Hendryx and Julie Bays

Trust Accounting Essentials The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, there are cases where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts. 1:30 p.m. Rules for Handling Trust Funds and Property Gina Hendryx, OBA General Counsel 2:20 p.m. Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion) Julie Bays, OBA/MAP Practice Managemnet Advisor 3:10 p.m. Break 3:20 p.m. Essential Features of Electronic Tools for Trust Fund Accounting Julie Bays, OBA/MAP Practice Managemnet Advisor 4:10 p.m. Adjourn Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
130
Min.
12/31/24
Avail. to
DETAILS

Voting Rights in Oklahoma: The Legacy of Guinn v. U.S.

$50.00

Instructor(s): Anthony Hendricks

Voting Rights in Oklahoma: The Legacy of Guinn v. U.S. While many are familiar with the role of the 15th Amendment and the 1965 Voting Rights Act in providing access to the ballot for African Americans, the importance of the U.S. Supreme Court’s 1915 decision in Guinn v. United States cannot be understated when examining the history of the Black vote. This little talked about appeal out of the state of Oklahoma may be even more relevant now. SPEAKER: Anthony Hendricks is a legal problem solver and litigator at Crowe & Dunlevy, one of Oklahoma’s largest and oldest firms. At Crowe & Dunlevy, Anthony serves as founder and chair of the firm’s Cybersecurity and Data Privacy Practice Group. His legal practice focuses on data privacy compliance, regulatory enforcement and permitting, and other “bet-the-company” suits in the areas of data security, privacy, and other complex business litigation. Anthony is an adjunct professor who teaches Cybersecurity Law and Information Privacy courses at Oklahoma City University School of Law. He also hosts “Nothing About You Says Computer Technology,” a weekly podcast on cybersecurity and data privacy viewed through the lens of diverse voices. Anthony has been nationally recognized for his legal skills, being selected as a member of the Lawyers of Color Hot List, a 40 under 40 attorney by the National Association of Black Lawyers, Ion Oklahoma Magazine 30 under 30 recipient, Oklahoma Magazine 40 under 40, and the Journal Record 40 under 40. Anthony is also a former cybersecurity policy fellow in New America’s Cybersecurity Initiative. He serves as a Trustee for the Oklahoma City Community College Foundation and is an active Arnall Community Fund Criminal Justice Reform Committee member. Anthony is a proud graduate of Howard University and was selected as Howard’s first British Marshall Scholar. Anthony holds two masters from the London School of Economics and earned his JD from Harvard Law School.To learn more about Anthony’s current projects and upcoming speaking events, or listen to the latest episodes of his podcast, visit www.anthonyjhendricks.com. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
50
Min.
12/31/25
Avail. to
DETAILS

Wellness Wednesday - Ethics and Addiction

$24.00

Instructor(s): Richard Stevens

Wellness Wednesday - Ethics and Addiction A survey of disciplinary cases involving substance abuse and mental health issues. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
32
Min.
12/31/24
Avail. to
DETAILS

What Overrated Rock Bands Teach About Attorney Ethics

$50.00

Instructor(s): Stuart Teicher, Esq.

What Overrated Rock Bands Teach About Attorney Ethics The name says all. Stuart Teicher (the CLE Performer) thinks that some iconic bands are overrated. And he also believes that the reasons explaining why they’re overrated provide good ethics lessons for lawyers. The bands (and ethics issues) we’ll address are… …Bruce has been terrible since the 80s (Competence, Rule 1.1, Comment [8]) …Led Zeppelin stole their best stuff (Misconduct, Rule 8.4(b)) …Metallica has one good song. That’s it. And their drummer annoys me (Professionalism vs. ethics in the law) …The Foo Fighters are Leaps and Bounds Better than Dave Grohl’s old band (Former conflicts, Rule 1.9 SPEAKER: Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction. A practicing lawyer for 30 years, Stuart’s career is now dedicated to helping fellow lawyers survive the practice of law and thrive in the profession. Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings. Stuart helps lawyers get better at what they do (and enjoy the process) through his entertaining and educational CLE “performances”. He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology. Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys. Mr. Teicher also served on the New Jersey Office of Attorney Ethics Fee Arbitration Committee. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses. He also taught legal writing at St. John’s University School of Law in New York City. www.stuartteicher.com stuart.teicher@iCloud.com Tel: 732-522-0371 Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/3/24
Presented
DETAILS

What Race Car Drivers and Fighter Pilots Teach About Lawyer Mental Health

$50.00

Instructor(s): Stuart Teicher, Esq.

What Race Car Drivers and Fighter Pilots Teach About Lawyer Mental Health Whether it’s dealing with high pressure situations, or the need to make critical split decisions, there’s a lot of similarities between lawyers, race car drivers, and fighter pilots. And there are some critical mental health lessons that lawyers can learn from those two vocations. Join the CLE Performer as he talks about lawyer stress, substance abuse, and the importance of resilience in the practice of law. SPEAKER: Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction. A practicing lawyer for 30 years, Stuart’s career is now dedicated to helping fellow lawyers survive the practice of law and thrive in the profession. Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings. Stuart helps lawyers get better at what they do (and enjoy the process) through his entertaining and educational CLE “performances”. He speaks, teaches, and writes— Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology. Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys. Mr. Teicher also served on the New Jersey Office of Attorney Ethics Fee Arbitration Committee. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses. He also taught legal writing at St. John’s University School of Law in New York City. www.stuartteicher.com stuart.teicher@iCloud.com Tel: 732-522-0371 Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
60
Min.
10/8/26
Avail. to
DETAILS

Working in High Conflict Disputes - 2023 OBA Annual Meeting

$49.00

Instructor(s): Megan Hunter

Presented at the 2023 Oklahoma Bar Association Annual Meeting. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

On-Demand
Format
160
Min.
11/14/25
Avail. to
DETAILS

Yakety Yak! Do Call Back!: The Ethical Need for Prompt Client Communication

$50.00

Instructor(s): Sean Carter

Yakety Yak! Do Call Back!: The Ethical Need for Prompt Client Communication While it is important to comply with every obligation of the ethics canon, the obligation to promptly communicate with the client may be the most important. Lawyers who flaunt this rule leave their clients with no choice but to contact the state bar in a desperate attempt to seek answers to their questions. And, of course, by that point, the disciplinary authorities will have a long list of questions of their own. In this insightful webinar, legal humorist Sean Carter will provide lawyers with practical tips for how to meet the increasingly difficult of burden of talking, emailing and texting to each client's content. In doing so, he will draw upon current and past nominees from his annual Ethy Awards for the worst ethical behavior to provide poignant reminders of the consequences of failing to meet the requirement. In particular, this webinar will cover: The shortening window for "prompt" client communication Managing multiple communication avenues The reason for most failures of communication Avoiding compounding the initial error Dealing with the "unreasonable" client Ensuring effective communication Sean Carter Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/12/24
Presented
DETAILS

You're a Lawyer Not a Fighter: The Ethical Imperative to Remain Peaceful at All Times

$50.00

Instructor(s): Sean Carter

You're a Lawyer Not a Fighter: The Ethical Imperative to Remain Peaceful at All Times Lawyers serve a vital role in society -- to help others resolve their disputes peacefully. And while lawyers do so through use of the adversarial process, we must not ever lose sight of the fact that we are not "fighting" for our clients. We are striving to help them reach a peaceful solution to their problem.Sadly, quite often, lawyers get so hung up in the confrontational manner of depositions, cross-examinations, contract negotiations, and the like, that we develop a "fighting" mentality. This mentality does not serve the best of interest of our clients and nor does it serve our personal or professional interests. In this sobering webinar, legal ethicist Sean Carter will use real-life examples of lawyers who lost sight of the promises of peace and decided to handle their own personal disputes through less than peaceful means. As you will see, they not only did irreparable damage to their personal relationships, but also, by betraying the ethical standards to which they once swore allegiance, they proved themselves unfit for the professional role of peacemaker and endured significant sanctions from disciplinary authorities. Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

Webcast
Format
60
Min.
12/19/24
Presented
DETAILS

On-Demand

38

12/31/24

On-Demand

152

12/31/24

On-Demand

50

12/31/24

On-Demand

45

12/31/24

On-Demand

60

6/7/25

On-Demand

58

6/8/25

On-Demand

60

2/8/25

On-Demand

60

2/9/25

On-Demand

247

1/24/25

On-Demand

49

6/24/25

On-Demand

305

12/31/25

On-Demand

298

12/31/25

Webcast

420

11/22/24

In-Person

420

11/22/24

Webcast

450

12/13/24

In-Person

450

12/13/24

On-Demand

60

7/10/26

On-Demand

60

6/5/26

On-Demand

60

6/6/26

On-Demand

60

2/8/26

On-Demand

60

2/9/26

On-Demand

60

10/30/26

Webcast

380

12/6/24

Webcast

380

12/5/24

In-Person

380

12/5/24

In-Person

380

12/6/24

In-Person