Course1

2023 Solo and Small Conference - Cyber Security Awareness Training

$50.00
  • Instructor(s):  Susan Wilson

Presented at 2023 OBA Sola and Small Firm Conference  Cyber Security Awareness Training   Designed for legal professionals, this program equips you with essential knowledge to safeguard sensitive client information. Learn from Susan Wilson as she guides you through threat assessment, data protection, incident response, and best practices for securing your firm's digital assets. Don't compromise on the security of your practice—enroll in our program today!   Presented by: SUSAN WILSON Go Security Pro LLC  Susan Wilson is the Co-Founder and President of Go Security Pro, a cybersecurity firm focusing on Risk Assessments, Ethical Hacking/Penetration Testing, Vulnerability Management, and Cybersecurity Advisory Services. Our clients include government agencies, higher education, critical infrastructure including power generation, power distribution, and health care. Proudly, much of our work in health care goes in front of the Office of Civil Rights in HIPAA breach actions. Susan has a Juris Doctorate from The George Washington University Law School and is admitted to practice in Oklahoma and Maryland. She spent 5 years helping build the legal profession for the University of Oklahoma College of Law as the Director of Admissions. Susan brings a unique blend of law and cybersecurity to our consulting practice that strengthens our business relationships, informs every customer engagement, and ensures our deliverables are audit ready.   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
  • 46
    Min.
  • 6/23/25
    Avail. to
  • DETAILS
Course1

2023 Solo and Small Conference - Document Automation to Build an Unbundled Legal Product

$50.00
  • Instructor(s):  Kenton Brice

Presented at 2023 OBA Solo and Small Firm Conference  Document Automation to Build an Unbundled Legal Product   Unlock the potential of document automation as Kenton Brice guides you through the latest techniques and technologies. Learn how to seamlessly integrate data with your legal expertise, saving valuable time and resources. This program empowers legal professionals to create legal documents such as contracts, agreements, and pleadings with ease. Enroll today and revolutionize your document creation process to maximize productivity and efficiency!   Presented by:  KENTON BRICE  Director of the Law Library at the University of Oklahoma College of Law  Kenton Brice is the Director of the Law Library at the University of Oklahoma College of Law. Prior to joining the College of Law, Kenton practiced as an associate attorney with the firm, Christman Kelley & Clarke, PC, where he gained extensive experience in the trial and appellate courtrooms and the boardroom, handling various litigation and transaction matters for the firm. During his short practice, Kenton earned honors as the Texas Appellate Lawyer of the Week by Texas Lawyer magazine for successfully appealing a case to the U.S. Court of Appeals for the Fifth Circuit as well as becoming a member of the Texas Bar Association's Pro Bono College for serving on the board of directors and executive committee for the nonprofit, Serve Denton. In addition to his legal work, Kenton administered all the firm's technology to enhance the firm's efficiency in all aspects of professional and legal work. Brice graduated from the University of Oklahoma College of Law in 2009. Kenton is a member of the American Association of Law Libraries, the Southwestern Association of Law Libraries, and the Texas Bar Association.   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
  • 52
    Min.
  • 6/23/25
    Avail. to
  • DETAILS
Course1

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
Course1

2023 Solo and Small Conference - Law Firm Efficiency Overhaul: Optimize Your Technology for Maximum Performance

$50.00
  • Instructor(s):  Trevor Riddle

Presented at 2023 OBA Solo and Small Firm Conference Law Firm Efficiency Overhaul: Optimize Your Technology for Maximum Performance   There are many tools available today to automate and optimize your law practice. Tulsa attorney Trevor Riddle, who gave two presentations at ABA TECHSHOW 2023, will be teaching us about the technology he uses in his estate planning law practice. If you think automation tools are only for large firm lawyers, Riddle wants to introduce you to the tools he uses.   Presented by:  TREVOR RIDDLE Trevor Riddle is the founder of Riddle Law, PLLC, in Tulsa, Oklahoma. The firm helps clients prepare for every stage of life through a full menu of estate and business planning services. The owner of a small firm and former shareholder in another, Trevor is well acquainted with the issues and obstacles faced by solo and small firm attorneys. He has devoted significant time to finding technology-based solutions to these unique challenges. Through technology, Trevor has found opportunities to reduce law firm expenses and increase revenue while delivering outstanding client service. Trevor is licensed in Oklahoma and Kansas. He conducts regular research on legal technology issues and has written and presented on numerous legal technology topics. He is an active member of the Oklahoma and Kansas bar associations, the Tulsa County Bar Association, and the ABA’s Law Practice Division and Solo, Small Firm and General Practice Division. Since 2018, his peers have selected him as one of the Best Lawyers in America. In 2022 and 2023, Best Lawyers in America recognized him as a Lawyer of the Year.  Trevor is an avid outdoors person. He volunteers for several conservation groups and can often be found in the field with his Pudelpointer, Loretta.     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.
  • 6/23/25
    Avail. to
  • DETAILS
Course1

2023 Solo and Small Conference - The Benefits for Lawyers of Using Plain Language

$50.00
  • Instructor(s):  Melissa Brooks and Shandi Stoner (Campbell)

Presented at 2023 OBA Solo and Small Firm Conference The Benefits for Lawyers of Using Plain Language   The first year of law school involves learning a lot of new legal terminology. It is only natural that we lawyers want to use our expanded vocabulary. But when communicating with clients who haven’t been to law school or drafting  a document that a jury might be examining in litigation, the benefits from avoiding “legalese” and using language that everyone can understand are many. Using plain language is an important skill for today’s lawyer.   Presented by:  MELISSA BROOKS  Director of Legal Information and Engagement of Legal Information and Engagement, Oklahoma Access to Justice Foundation   SHANDI CAMPBELL  Director of Landlord/Tenant Resource Center, Housing Solutions   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.
  • 6/24/25
    Avail. to
  • DETAILS
Course1

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
Course1

2024 Year End Review Day Two

$175.00
  • Instructor(s):  OBA CLE

2024 Year End Review – Day Two   Program Moderator  Jim Calloway, OBA, Director, Management Assistance Program      Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City    Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, Oklahoma Bar Association, Oklahoma City  Julie Bays, Practice Management Advisor, Oklahoma Bar Association, Oklahoma City    Real Property Law Update  Kraettli Epperson, Nach, Cohenour & Giessmann, P.C., Oklahoma City     Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City    Family Law Update   Stacy Acord, McDaniel Acord, PLLC, Tulsa    Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, 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
  • 360
    Min.
  • 12/31/26
    Avail. to
  • DETAILS
Course1

AI and Knowledge Management - 2024 Annual Meeting

$50.00
  • Instructor(s):  Catherine Sanders Reach & Ben M. Schorr

AI and Knowledge Management   Filmed at the 2024 OBA Annual Meeting   Catherine Sanders Reach Catherine Sanders Reach is director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was director of law practice management and technology for the Chicago Bar Association and the director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for several years, working at Ross and Hardies as a librarian. She received a master’s degree in library and information studies from the University of Alabama, Tuscaloosa in 1997. Ms. Reach's professional activities include articles published in Law Practice magazine, DePaul Business and Commercial Law Journal, and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law practice for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. She is a guest lecturer for many law schools including NCCU, Elon, UNC, Loyola, and the University of Maryland. She is frequently interviewed for legal tech podcasts including LawTechPartners, Legal Fuel and Lawyerist. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law. She was on the founding advisory board of the Chicago Bar Foundation’s Justice Entrepreneur Project. In 2013 she was inducted as a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, and was co-vice-chair in 2019 and co-chair in 2020. She is co-editor of the 2023 ABA book, Design Your Law Practice   Ben M. Schorr Ben M. Schorr is a Senior Content Program Manager at Microsoft. He is also the author of several books and articles on technology including “Microsoft 365 for Lawyers” and “The Lawyer’s Guide to Microsoft Word.” He was a Microsoft MVP for 20 years and has been involved with management and technology for more than 30, including in-house at law firms in Los Angeles and Honolulu. In his free time, he’s a slow Ironman triathlete and a high school football coach. He currently lives in Martha Lake, Washington, with his wife Carrie, their son Keith, daughter Elena, and their rescue mutt Sampson.       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.
  • 8/5/26
    Avail. to
  • DETAILS
Course1

Artificial Intelligence and the Law: Promise or Peril? - 2023 OBA Annual Meeting

$49.00
  • Instructor(s):  Julie A. Bays and Jim Calloway

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
  • 51
    Min.
  • 11/12/25
    Avail. to
  • DETAILS
Course1

Electronic Filing in District Court

$50.00
  • Instructor(s):  Frank Holdsclaw

Electronic Filing in District Court This is a presentation of the ongoing Electronic Filing (e-Filing) Project of the Administrative Office of the Courts, Oklahoma Supreme Court. The purpose of the presentation is to advise the audience of the current state of the e-Filing project, specifically for the start of the initial release.   SPEAKER:  Frank Holdsclaw is the project manager of the e-Filing project and overall program manager for several related projects. He joined the Administrative Office of the Courts, Supreme Court of Oklahoma in 2009.   He received his B.S. degree in Computer Science from the University of Oklahoma in 1982, a Certificate in IT Project Management from the Georgia Institute of Technology in 2000, and his J.D. from the University of Tulsa in 1999 with a certificate in Resources, Energy, and Environmental Law. He is admitted to practice in all Oklahoma state courts and the United States District Court, Eastern and Northern Districts of Oklahoma.  Before joining the AOC, Mr. Holdsclaw practiced law for six years in Oklahoma primarily in the areas of family law, criminal law, and probate. Prior to practicing law, he was an IT project manager in the oil & gas, healthcare, and defense industries.        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.
  • 10/4/26
    Avail. to
  • DETAILS
Course1

Ethics in the Age of AI: Navigating the Legal Landscape with ChatGPT

$51.00
  • Instructor(s):  Cynthia Sharp, Becky Howlett

Ethics in the Age of AI: Navigating the Legal Landscape with ChatGPT In this essential CLE, lawyers Cynthia Sharp and Rebecca Howlett delve into the ethical complexities of using Gen AI tools like ChatGPT in legal practice. This course explores best practices for mitigating risks related to accuracy, over-reliance and confidentiality while navigating the evolving legal landscape. Participants will review the implications of ABA Formal Op. 512 - Generative Artificial Intelligence Tools (issued July 29, 2024), along with U.S. ethics decisions involving AI and bar association guidance. The program also covers ethical duties of competence, communication, and supervision, along with issues like AI in the judiciary, plagiarism, and unauthorized practice of law. Learning Objectives: Avoid Gen AI ethical pitfalls related to over-reliance, inaccuracy, and confidentiality. Review the implications of ABA Formal Op. 512 - Generative Artificial Intelligence Tools on maintaining ethical practice of law. Understand the impact of U.S. ethics decisions involving AI use on duties of competence (MRPC 1.1). Explore how AI affects duties of communication, confidentiality, and supervision (MRPC 1.4, 1.6, 5.1, 5.3). Examine emerging issues such as plagiarism, unauthorized practice of law, and the future role of AI in the legal profession.   AGENDA :00 - :15 Scrutiny of possible pitfalls of using ChatGPT including inaccuracy and overreliance. Tips on how to address these issues will be included. Introductory overview of ethical implications of AI use in the legal field  :16 - :30 Beware “halluCITATIONS” Survey & analysis of U.S. ethics opinions related to AI use Discussion of ABA Formal Op. 512 - Generative AI Tools Duty of competence (MRPC 1.1) :31 - :45 Duty of communication - transparency required (MRPC 1.4) How to comply with duty of confidentiality (MRPC 1.6) Compliance with duty to supervise lawyers and non-lawyers (MRPC 5.1 and 5.3) Overview of bar association Gen AI guidance  :46 - :60 Overview of bar association Gen AI guidance (cont.) AI trends in the judiciary Other relevant issues: unauthorized practice of law, plagiarism, copyright infringement and defamation The Future of AI in the legal setting -- Will AI replace 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.

  • Webcast
    Format
  • 60
    Min.
  • 5/16/25
    Presented
  • DETAILS
Course1

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
Course1

The AI Edge: Enhancing Legal Practice with ChatGPT

$51.00
  • Instructor(s):  Cynthia Sharp, Becky Howlett

The AI Edge: Enhancing Legal Practice with ChatGPT Join attorneys Cynthia Sharp and Rebecca Howlett in this practical and insightful CLE exploring how ChatGPT can transform legal practice. The course covers this Generative AI tool's capabilities, practical applications like document analysis and legal research, and how it can enhance attorney productivity. Learn how to mindfully use AI to streamline workflows and promote attorney well-being. Participants will experience a live, in-depth demonstration of ChatGPT in a legal setting, reviewing best practices, prompt engineering, and potential pitfalls such as misinformation and over-reliance.  Learning Objectives: Understand the capabilities and limitations of ChatGPT in the legal setting. Learn practical, creative ways to streamline all areas of your law practice with Gen AI, including document review, marketing, and more. Identify best practices and strategies to mitigate risks like “hallucinations” and inaccurate information when using AI. Explore how leveraging AI can improve attorney well-being through enhanced workflow management and reduced workload.   AGENDA :00 - :15 Overview of ChatGPT and discussion of its capabilities and limitations  Various ways ChatGPT can be used in legal practice, including document analysis, contract review, and legal research Evolution of ChatGPT  :16 - :30 Leveraging ChatGPT in the Legal Field - Practical examples as to how ChatGPT can help attorneys streamline their work, save time, and reduce errors. Legal Specific AI Resources Explanation of prompt engineering & best prompts How mindfully leveraging technology such as ChatGPT can help promote attorney wellbeing 31 - :45  Live in-depth demonstration of ChatGPT use in legal setting :46 - :60 ChatGPT best practices Scrutiny of possible pitfalls of using ChatGPT including issues related to bias and accuracy.  Tips on how to address these issues will be included.       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.
  • 5/15/25
    Presented
  • DETAILS
Course1

The Checklist Lawyer: Serving Your Clients More Efficiently

$50.00
  • Instructor(s):  Daniel J. Siegel and Pamela A. Myers

The Checklist Lawyer: Serving Your Clients More Efficiently   This program will explain why lawyers need to use checklists in their practices and offer strategies how to create effective checklists, including: How checklists can improve efficiency and prevent mistakes How checklists help reduce the risk of malpractice claims and help lawyers comply with their ethical obligations How the use of checklists reduces training costs and helps orient new hires to your firm’s practices How to create and manage checklists to improve efficiency and streamline processes How to overcome objections to checklists How to use checklists to eliminate potential mistakes and avoid missed deadlines   DANIEL J. SIEGEL Principal Attorney, Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC Attorney Daniel J. Siegel is a nationally recognized authority on ethics, technology, data protection and cybersecurity, civil litigation and workers’ compensation matters, and business workflow management, and the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. Dan provides techno-ethics counsel to solo, small, and mid-sized law firms on cybersecurity, technology, and other related issues. His practice includes representing attorneys in disciplinary matters; providing professional responsibility guidance to attorneys and firms; serving as appellate counsel; representing individuals in workers’ compensation and personal injury matters. In short, Dan handles the types of matters that keep attorneys awake at night. Siegel also consults with law firms and businesses on workflow management, implementation of paperless offices, and other productivity matters. He is a prolific speaker and author. He is Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility, Chair of the Pennsylvania Bar Association Technology Committee, and Secretary of the American Bar Association’s Law Practice Division. The author of 15 books, Dan is also a columnist and frequent lecturer on a wide range of topics.   PAMELA A. MYERS Office Administrator, Paralegal, and Client Liaison, Law Offices of Daniel J. Siegel, LLC  Office Administrator, Integrated Technology Services, LLC Pam has 27 years of experience in the legal field representing both plaintiffs and defendants. She is known for her attention to detail, her ability to anticipate an attorney’s needs, and her dedication to obtaining the best results for clients, making her an extremely valuable member of the Firm’s team. Pam first worked with Dan Siegel at his prior firm, where she assisted him in the representation of injured plaintiffs in pharmaceutical liability cases and class actions. Years later, Pam was fortunate enough to have the opportunity to join Dan at his firms in Havertown, not far from her home. Pam’s professional activities include co-authoring three books, The Ultimate Guide to Adobe Acrobat DC (1st and 2nd editions) and Checklists for Lawyers, for the American Bar Association’s Law Practice Division. She also previously served on the Board of Directors of the Philadelphia Association of Paralegals, as its second vice president, and as Editor-in-chief of its newsletter. Pam received her bachelor’s degree from West Chester University where she graduated with honors. After working for five years in management, Pam decided to pursue paralegal studies at the PJA School, where she has practiced ever since.     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
  • 54
    Min.
  • 6/19/25
    Avail. to
  • DETAILS
Course1

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.
  • 12/31/25
    Avail. to
  • DETAILS
Course1

Winning Depositions with TrialPad: Master the Technology and Unlock the Keys to Taking Impactful Depositions

$95.00
  • Instructor(s):  Chad Kelliher & Jacob Rowe

Winning Depositions with TrialPad: Master the Technology and Unlock the Keys to Taking Impactful Depositions Chad Kelliher and Jacob Rowe will share their secrets to leveraging the power of TrialPad and the entire LitSoftware Suite to take case-winning depositions, secure bigger settlements, and produce powerful trial presentations. Attendees will gain an understanding of TrialPad and related software and receive live instruction on its functionality while also learning from real case examples. Attendees can also expect to gain strategic insights on how to best leverage this remarkable tool in their own practices. SPEAKERS:  Chad Kelliher Chad is a partner at the Oklahoma City firm of Fulmer Sill who has devoted his legal career to helping injured Oklahomans and brings a vast wealth of experience in handling catastrophic injury claims. Amongst other honors, He has been selected as a “Rising Star” by Super Lawyers, named to the National Trial Lawyers Top 40 Under 40 and Top 100 lists, and is the recipient of numerous “Client’s Choice” awards.  Chad has been nationally recognized by Top Verdict for securing one of the Top 50 Motor Vehicle Accident verdicts in the United States. Chad’s history of obtaining multi-million-dollar verdicts and settlements for his clients has helped hundreds of injured Oklahomans get the compensation they deserved. Some of his most fulfilling experiences have come from helping victims and family members of those who have been injured or killed at the hands of intoxicated motorists.  Chad is also deeply devoted to serving the legal profession. He actively serves on the Oklahoma Bar Associations Rules of Professional Conduct Committee and the Professionalism Committee. His passion for service to the profession extends to helping other lawyers further their legal education and develop the skills necessary to help their clients. He is a frequent presenter of continuing education programming and in 2021 received the Earl Sneed Award from the Oklahoma Bar Association in recognition of outstanding continuing education contributions.  Jacob Rowe Jacob is a partner at the Oklahoma City firm of Fulmer Sill and brings a diverse set of skills and experience collected from nearly 20 years of legal practice. Although his current practice focuses on insurance and catastrophic injury litigation, Jacob has successfully litigated divorces, misdemeanor and felony criminal cases, and has presented argument to the Federal Tenth Circuit Court of Appeals.  Jacob’s approach to lawyering is as diverse as his trial experience. At an early age, he excelled in high school speech, debate, and drama activities. As an adult he continued honing these skills by training extensively in the art of improvisational comedy and has performed in comedy festivals around the country. Jacob is also a graduate of the prestigious Trial Lawyer’s College where he learned various advanced communication techniques that allow him to to make deep, impactful connections with clients, witnesses, and jurors.  Jacob’s unique approach to the practice of law incorporates?all?of his life experience into the telling of his client’s stories and has yielded exceptional results. Not only is Jacob responsible for recovering millions of dollars for his clients, he has been awarded the respected designation of Super Lawyer. Jacob is routinely sought out by other lawyers as a case consultant and trial strategist and routinely shares his expertise with other lawyers as a Continuing Legal Education instructor.  Jacob is committed to being an active and involved member of the legal community. He serves on the Oklahoma Association for Justice Advisory Board, as a mentor to new trial lawyers, and regularly volunteers for various non-profit organizations throughout 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
  • 109
    Min.
  • 11/1/26
    Avail. to
  • DETAILS