Course1

2024 Advanced Bankruptcy Seminar - Day One

$175.00
  • Instructor(s):  OBA Bankruptcy & Reorganization Section

2024 Advanced Bankruptcy Seminar Cosponsored by the OBA Bankruptcy and Reorganization Section December 19th - 20th, 2024 Oklahoma Bar Center, Emerson Hall *Speakers and topics subject to change* December 19th – Day One TIME TOPIC SPEAKER 9:00  Welcome Kelley G. Loud, Titus Hillis Reynolds Love, Tulsa, OK 9:10 - 10:00 U.S. Trustee Presentation Karen Walsh, Assisstant U.S. Trustee, Northern and Eastern Districts of Oklahoma MJ Creasey, Assisstant U.S. Trustee, Western District of Oklahoma 10:00 - 10:50  TBA Lacey S. Bryan, Markus Williams Young & Hunsicker, Denver, CO 10:50 - 11:00  Break   11:00 - 11:50  TBA Anne Zoltani, Clerk of Court, U.S. Bankruptcy Appellate Panel of the Tenth Circuit 11:50 - 12:40  Lunch   12:40 - 1:30 TFS TBA 1:30 -2:40 TBA Trey A. Monsour, Partner, Fox Rothschild, Las Vegas, NV 2:40 -2:50 Break   2:50 - 3:40  Student Loan Discharge Issues Ron Brown, The Brown Law Firm PC, Tulsa, OK 3:40  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
  • 360
    Min.
  • 12/19/24
    Presented
  • DETAILS
Course1

2024 Advanced Bankruptcy Seminar - Day Two

$175.00
  • Instructor(s):  OBA Bankruptcy & Reorganization Section

2024 Advanced Bankruptcy Seminar Cosponsored by the OBA Bankruptcy and Reorganization Section December 19th - 20th, 2024 Oklahoma Bar Center, Emerson Hall *Speakers and topics subject to change* December 20th - Day Two TIME TOPIC SPEAKER 9:00 - 9:50 TBA Susan M. Freeman, Partner, Lewis Roca Rothgerber Christie, Phoenix, AZ 9:50 - 10:40 TBA Brandon Bickle, Shareholder, GableGotwals, Tulsa, OK 10:40 - 10:50 Break         10:50 - 11:40 TBA Judge Terrence Michael, Chief Judge, Northern District of Oklahoma 11:40 - 12:20 Lunch         12:20 - 1:10 TBA Judge Bianca Rucker, Eastern and Western Districts of Arkansas 1:10 - 2:00 Consumer Law Panel Clif Gooding, The Gooding Law Firm PC, Oklahoma City, OK   2:00 - 2:15 Break         2:15 - 3:05  Bankruptcy Court Panel Chief Judge Sarah Hall, Western District of Oklahoma Chief Judge Paul R. Thomas, Eastern District of Oklahoma Chief Judge Terrence L. Michael, Northern District of Oklahoma  Judge Bianca M. Rucker, Eastern and Western Districts of Arkansas 3:05 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
  • 360
    Min.
  • 12/20/24
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

Baskets and Escrow in Business Transactions

$85.00
  • Instructor(s):  Steven O. Weise

Baskets and Escrow in Business Transactions Identifying and hedging the risk of the unknown is one of the biggest risks in business documentation.  If unknown liabilities arise – or known liabilities are greater than anticipated –parties want recourse to address the economic loss.  “Caps” and “baskets” are used to address this problem.  Caps are the the total amount for which one party may be liable to the other party post-closing. “Baskets” are the amount of loss one party must incur, if any, before seeking recourse to the other party. The variations and interplay between caps and baskets can be highly complex. This program will provide you with a practical guide to the uses, types, and drafting traps of caps and baskets in business transactions. Types of “baskets” – “tipping baskets” v. “true deductibles” v. hybrids Negotiating “caps” – aggregates limits, specific carve-outs for fraud and other bad acts Intricate relationship between baskets and caps Drafting to reduce risk of dispute and enhance collectability of claims Use of escrow to ensure payment of indemnification claims   SPEAKER: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall 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.

  • Webcast
    Format
  • 60
    Min.
  • 11/21/24
    Presented
  • DETAILS
Course1

Buying, Selling and Exchanging Partnership and LLC Interests

$85.00
  • Instructor(s):  C. Ben Huber

Buying, Selling and Exchanging Partnership and LLC Interests As LLCs have become the default choice of entity for most businesses, sales and exchanges of LLC membership interests are commonplace. Despite the frequency of sales and exchanges, exactly what rights of the seller the buyer succeeds to is often mistaken and these mistakes can lead to dispute and litigation. By default, transferees succeed only to the economic interests of the transferor. They do not succeed to the transferor’s governance rights. If governance rights are part of the underlying bargain, the consent of the LLC’s other members generally must be sought.  This program will provide you with a practical guide to drafting and planning for the sale and exchange of LLC interests. Selling/exchanging LLC and partnership interests and effective alternatives Succession to economic rights of seller v. management and information rights Tax consequences to the entity and buyers/sellers in sales/exchanges of entity interests Disguised sales of LLC/partnership interests – and techniques to avoid adverse tax impact Constructive terminations and their adverse tax consequences Distributions and other alternative to sales and exchanges of LLC/partnership interests   SPEAKER: C. Ben Huber is a partner in the Denver office of Greenburg Traurig, LLP, where he has a broad transactional practice encompassing mergers and acquisitions, restructurings and reorganizations, corporate finance, capital markets, venture funds, commercial transactions and general corporate law.  He also has substantial experience as counsel to high tech, biotech and software companies in the development, protection and licensing of intellectual property.  His clients include start-up companies, family- and other closely-held businesses, middle market business, Fortune 500 companies, venture funds and institutional investors.  Mr. Huber earned his B.A. from the University of Colorado and his J.D. at the University of Colorado 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.
  • 12/6/24
    Presented
  • DETAILS
Course1

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
Course1

Change Your Outlook

$51.00
  • Instructor(s):  Danielle DavisRoe, Esq

Change Your Outlook Microsoft is rolling out a new user interface for its venerable Outlook program. It’ll be more like smartphone apps—for good and for ill. Learn what changes Microsoft has made and tips and tricks for handling them.   Danielle DavisRoe, Esq Whether it’s teaching clients a new skill, writing a macro to automate a complicated task, fixing a document that doesn’t work properly or automating a complex set of documents, Danielle, who is part of Affinity Consulting's document automation team, is 100-percent focused on making the lives of her clients better. After working as an attorney in domestic relations for several years, Danielle found her way to Affinity and to this day she is always on the lookout for better ways to do things. She carries new strategies she finds with her as she works with the clients her team supports. Danielle has a Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business and a Juris Doctorate from The Ohio State University Moritz 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. 

  • Webcast
    Format
  • 60
    Min.
  • 12/16/24
    Presented
  • DETAILS
Course1

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
Course1

Drafting Client Engagement Letters in Trust and Estate Planning

$85.00
  • Instructor(s):  Daniel L. Daniels

Drafting Client Engagement Letters in Trust and Estate Planning Client engagement letters are the foundation of a successful representation in trust and estate planning, administration or fiduciary litigation.  It’s where expectations are set – about fees, timelines, and who you are representing. Difficult issues involving conflicts of interests and decision-making can also be framed and addressed. These letters clarify goals and substantially reduce the risk of later dispute.  This program will provide you a practical guide to using client engagement letters to provide the foundation of a successful relationship in trust and estate planning, administration and litigation. Most important elements of successful client engagement letter Spousal representations – joint representation or separate, and practical difficulties of each Representing multiple generations of a family – who is in charge?   Lawyer as fiduciary – what must you do if you’re the trustee How to handle extant or developing client incapacity Ongoing communication and billing issues Providing for withdrawal from an engagement – when and how   SPEAKER:  Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard 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.
  • 12/4/24
    Presented
  • DETAILS
Course1

Drafting Indemnity Agreements in Business and Commercial Transactions

$85.00
  • Instructor(s):  Joel R. Buckberg & William J. Kelly

Drafting Indemnity Agreements in Business and Commercial Transactions Indemnity agreements are central to the risk allocation and limitation of liability system built into most transactionalarrangements. The indemnitor agrees to indemnify the indemnitee on the occurrence of certain events. The scope of liability in these agreements is very carefully defined, often including actual costs but excluding consequential damages or any damages arising from third-party claims. All of the pieces of the indemnity puzzle – scope, measure of damages, exclusions and procedures for cost recovery – must be very carefully considered, negotiated and drafted. This program will provide you with a practical guide to drafting key provisions of indemnity agreements in transactional agreements.  Scope of indemnity – indemnity v. hold harmless, damages v. liabilities, direct v. third-party claims Types of losses subject to indemnity – breaches of reps and warranties, covenants, losses, specific circumstances Determining recoverable damages and costs, including attorneys’ fees Implied or equitable indemnity – and use of disclaimers to limit liability Difference between the duty to defend v. indemnification  Procedure for claiming and obtaining indemnification reimbursements   SPEAKERS: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions.  He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.  Mr. Buckberg received his B.S. form Union College, his M.B.A. from Vanderbilt University, and his J.D. from Vanderbilt University School of Law. William J. Kelly, III is a founding member of Kelly Law Partners, LLC, and has more than 30 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.  Mr. Kelly earned his B.A. from Tulane University and his J.D. from St. Louis University 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/23/24
    Presented
  • DETAILS
Course1

Employment Law Torts

$85.00
  • Instructor(s):  Alex J. Maturi

Employment Law Torts The workplace is deep with potential torts.  Hiring can be a delicate balance of adequately investigating the background of an applicant without making legally prohibited searches or inquiries.  Workplace supervision in a technologically interconnected age can easily give rise to claims of invasions of privacy. Workplace investigations, often involving conflicts among employees, can implicate claims of basis, discrimination, harassment, intentional infliction of emotional distress, defamation, and retaliation.  At every stage of the employment process there are potential torts.  This program will provide you with a practical guide to employer tort liability in the workplace.  Torts in hiring –balancing act of background checks, drug/cannabis checks, and the standard of foreseeability Privacy based torts – monitoring employee social media and other digital communications/posts Negligent retention of potentially dangerous employees Torts in workplace investigations – intentional infliction of emotional distress, defamation, false light torts Negligent supervision of troubled employees Best practices and defenses for employers to avoid or limit liability   SPEAKER: Alex J. Maturi is an attorney in the Chicago office of Paul Hastings, LLP, where he represents employers in all aspects of employment law, including discrimination, harassment, wrongful discharge, and wage and hour matters. He also counsels clients on compliance with state and federal law, and advises employers facing investigations initiated by the EEOC, OFCCP, and various state agencies.  During law school, he served as an extern judicial clerk to Judge Robert W. Gettleman of the U.S. District Court for the Northern District of Illinois. Mr. Maturi earned his B.A., cum laude, Illinois Wesleyan University and his J.D., cum laude, from Northwestern University 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. 

  • Webcast
    Format
  • 60
    Min.
  • 11/22/24
    Presented
  • DETAILS
Course1

Engage! Hands-On A.I. Training For Modern Legal Practice

$300.00
  • Instructor(s):  Sean Carter

Engage! Hands-On A.I. Training For Modern Legal Practice Join us for an extraordinary six-hour webinar journey where you'll not only learn about artificial intelligence's revolutionary impact on the legal profession but will also engage directly with the technologies reshaping our field. This hands-on workshop program is designed for forward-thinking legal professionals eager to command the tools of tomorrow, today. In this day-long workshop, you will acquire the skills to effectively use artificial intelligence tools to boldly take your practice into the future. In addition to being exposed to the power of this remarkable tool, you will have the opportunity to participate in exercises designed to teach you how to employ AI to more efficiently: Draft contracts Review documents Conduct legal research Analyze legal precedents Craft legal strategies Conduct discovery Correspond with clients and opposing parties And so much more   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
  • 360
    Min.
  • 12/18/24
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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
Course1

Fantasy Supreme Court League: The 2024 Season

$100.00
  • Instructor(s):  Sean Carter

Fantasy Supreme Court League: The 2024 Season Step right up to participate in the Fantasy Supreme Court League. In this unique presentation, Sean Carter humorously recaps the significant cases of the most recent term. After receiving the facts of each case, you will compete with lawyers from across the country by attempting to remember (or guess) the outcome and "vote spread" of each case. Legal humorist Sean Carter will give his annual review of the most significant cases to come before the court this term, dealing with such hot-button issues as: Abortion Presidential immunity from prosecution Racial gerrymandering Free speech on social media and in trademarks Gun control Employment discrimination Federal agency authority State ballot restrictions in federal elections Federal emissions standards Probable cause in police stops 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
  • 120
    Min.
  • 12/16/24
    Presented
  • DETAILS
Course1

Guarantees in Real Estate Transactions

$85.00
  • Instructor(s):  John S. Hollyfield

Guarantees in Real Estate Transactions Guarantees undergird most real estate transactions.  Lenders, investors and others are often unwilling or unable to finance or otherwise support a real estate transaction without certain substantial guarantees.  These guarantees may concern repayment of loan proceeds or performance of other services – construction, maintenance and waste prevention, environmental indemnity, etc.  The scope of guarantees is highly negotiated, particularly whether the guarantee is recourse or non-recourse and the scope of carve-outs from the guarantees. This program will provide you with a practical guide to negotiating and drafting guarantees in real estate transactions.  Types of guarantees – payment, performance, collection, completion Essential elements of a guarantee – consideration, scope, carve-outs, waivers Guarantees for property maintenance/no waste, environmental indemnity and other non-financial concerns Carve-outs – full v. partial, fraud, misappropriation, misapplication, failure to maintain, insurance, and more Guarantees of construction loans   Speaker: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.  He received his B.B.A. from the University of Texas and his LL.B. 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/20/24
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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
Course1

Letters of Intent in Business Transactions

$85.00
  • Instructor(s):  Allen Sparkman

Letters of Intent in Business Transactions Letters of intent frame the material terms of business and commercial transactions.  They outline with considerable detail the substantive terms of the underlying agreement – price, reps and warranties, closing conditions, etc. They also provide a process by which a definitive underlying agreement will be finalized. But they are not, generally, intended to be definitive agreements themselves; not enforceable, only a substantial starting point. There is, however, a certain point at which the detail in these letters becomes so extensive that they become enforceable.  This program will provide you with a practical guide to the most important substantive and process aspects of letters of intent, their uses and traps, including unexpected enforceability. Drafting effective letters of intent in transactions Purposes of letters, timing, relationship to diligence, exclusivity Substantive  terms v. process terms Indemnity, hold back and limitation of liability provisions Termination of a letter and survival of certain provisions Understanding the point at which letters of intent may become enforceable   SPEAKER: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.  Mr. Sparkman received his A.B. with honors from Princeton University and his J.D. with high honors 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/13/24
    Presented
  • DETAILS
Course1

Liquidation: Legal Issues When a Client Decides to Close a Business

$85.00
  • Instructor(s):  Daniel G. Straga

Liquidation: Legal Issues When a Client Decides to Close a Business Planning for an LLC’s eventual liquidation can be as important as formation. Well planned and efficient liquidations help LLC members preserve value. Messy liquidations are costly and rapidly diminish value. Whether triggered by a provision in a buy/sell agreement or on the basis of a statutory provision, liquidations are a process of marshaling assets, providing a variety of notices, satisfying debts and other liabilities, and eventually liquidating distributions to LLC members. When planned and managed effectively, the process can preserve substantial value for clients. This program will provide you with a practical guide to liquidations of LLCs. Statutory bases for voluntary LLC dissolution and how they are triggered by members Judicial/non-voluntary bases for LLC dissolution Planning for eventual dissolution of an LLC in buy/sell agreements Process of dissolution, winding up and termination – and practical consequences of each step Drafting statements of dissolution Summary of tax consequences of distributions of various type of property   Speaker: Daniel G. Straga is counsel in the Washington, D.C. office of Venable, LLP, where he counsels companies on a wide variety of corporate and business matters across a range of industries. He advises clients on mergers and acquisitions, capital raising, venture capital, and governance matters.  Mr. Straga earned his and his B.A. from the University of Delaware and his J.D. from the George Washington 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/2/24
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

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
Course1

LIVE REPLAY: Service Level Agreements in Technology Contracting

$85.00
  • Instructor(s):  Peter J. Kinsella

Service Level Agreements in Technology Contracting In a world where every client depends on IT functions – web site hosting, e-commerce, telecom, storing files remotely in the Cloud, or on locally leased servers, e-mail and much more – and when most of these functions are outsourced or provided by vendors, Service Level Agreements (SLAs) are of paramount importance. SLAs set benchmarks for these services – what uptime is expected and for how long, what happens when something goes down, how is service measured and reported?  The operation of every business and every law firm rests on the answer to these questions. This program will provide you a practical guide to reviewing, drafting and negotiating SLAs for client IT functions.  Purpose of SLAs – ensuring clients get benefit of bargain, incentivizing providers Types of services – locally installed v. the Cloud Service availability – uptime, guarantees, exclusions Service performance – minimum v. expected service, resolution time v. resolution goals Special considerations when drafting for the Cloud Common failures, damages, and remedies   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters.  Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc.  Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses.  Mr. Kinsella received his B.S. from North Dakota State University and his J.D. from the University of Minnesota 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.
  • 7/15/25
    Presented
  • DETAILS
Course1

LIVE REPLAY: The Great Reckoning: When Commercial Real Estate Loans Come Due

$85.00
  • Instructor(s):  Anthony Licata, John S. Hollyfield

The Great Reckoning: When Commercial Real Estate Loans Come Due When a commercial real estate loan comes due, there are typically three alternatives for clients: refinance the loan, sell the property underlying the mortgage, or restructure the property’s capital structure, perhaps by adding more equity. There are complex tradeoffs with each alternative.  Renegotiating a loan extension is time-consuming, even when credit is available. Selling the property, especially in a strong market, may trigger adverse tax consequences. Most murky of all is restructuring the capital structure of project. Is the owner willing to add more equity to the project? This program will provide you with a practical guide to the issues of working with clients when their commercial real estate loans come due. Alternatives when a commercial real estate mortgage comes due Exploration of refinance options in an environment of volatile interest rates Role of preferred equity, mezzanine loans, and second mortgages Alternative of selling into a strong market Counseling clients about refinance in a time of certainty   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.   John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.         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.
  • 12/27/24
    Presented
  • DETAILS
Course1

Living in a Cloud-Based World - The Next Generation of Digital Evidence

$51.00
  • Instructor(s):  Michael C. Maschke

Living in a Cloud-Based World - The Next Generation of Digital Evidence Electronic evidence plays a critical role in most cases. Frequently, relevant evidence is now found in the cloud and not on a local computer, server, or external hard drive. Businesses and consumers are using cloud services more than ever. Microsoft 365 has taken over the business world. Third-party messaging apps such as Instagram, TikTok, and WhatsApp continue to flourish. The cloud is now – and will remain - a potential evidence goldmine for litigators. Understanding the “how-to” of cloud-based electronic evidence lays the foundation for you to competently guide clients through the process of retaining and using a digital forensics expert, including understanding what may or may not be recoverable. Our presenter will cover:  The basics of cloud forensics, including costs  Cloud storage buckets  Webmail such as Google Mail, Hotmail, and Yahoo  Social media preservation and analysis  Secure file storage – Dropbox, Box, GoogleDrive, SharePoint  Amazon Ring and other IoT (Internet of Things) devices including cars, thermostats, refrigerators, smart TVs, etc. and the information they may   store   Michael C. Maschke Michael Maschke is the Chief Executive Officer/Director of Cybersecurity and Digital Forensics at Sensei Enterprises, Inc. Mr. Maschke holds a degree in Telecommunications from James Madison University. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), a Certified Ethical Hacker (CEH) and an AccessData Certified Examiner (ACE). Mr. Maschke is also a Certified Information Systems Security Professional (CISSP). Mr. Maschke has significant experience with network troubleshooting, design and implementation, security, systems integration and computer engineering. He is also a member of the International Society of Forensic Computer Examiners (ISFCE). Prior to his current role, he oversaw Sensei’s digital forensics andand information technology departments, which provided support to over 200 area law firms, legal entities and corporations. Mr. Maschke is a Microsoft Certified Systems Engineer, Microsoft Certified Systems Administrator and a Microsoft Certified Professional. He is an associate member of the American Bar Association and has spoken at the American Bar Association’s TECHSHOW conference on the subject of cybersecurity. He is currently an active member of the ABA’s Law Practice Division: Technology Core Group and is on the Fairfax Law Foundation Board of Directors. Mr. Maschke is a 2019 Fastcase 50 award recipient. He is also a co-author of Information Security for Lawyers and Law Firms, a book published by the ABA in 2006 and The 2008-2020 Solo and Small Firm Legal Technology Guides (American Bar Association, 2008 – 2020).       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.
  • 12/11/24
    Presented
  • DETAILS
Course1

Make Your Witness a Star!

$139.00
  • Instructor(s):  Alan Blumenfeld, Katherine James, Andrew Caple-Shaw, Anna Marie Thatcher

Make Your Witness a Star! How many times have you thought you prepared a witness perfectly only to have that witness fail – either just a little, or completely and disastrously? Do your problem witnesses keep you awake at night?  Do some witnesses affect YOUR performance? You are not alone. Every attorney knows exactly what a “star witness” looks like, acts like, and performs like. A star witness is confident, ready for whatever comes at him or her, able to communicate well with judges and jurors, and able to avoid the pitfalls of deposition and cross-examination. Most attorneys do their best to prepare their witnesses to be as close to that ideal as possible. Yet in deposition and on the stand, many witnesses do not perform even adequately, let alone as a “star.” Whether you are brand new to witness preparation or are an old hand at good witness preparation and would just like to learn some new ways to work with problem witnesses.  The proven techniques in this program will help you create witnesses of star stature. Katherine James and Alan Blumenfeld, who facilitate this program, are two of the premier litigation consultants in the country and they have helped attorneys prepare hundreds of witnesses in over a thousand trials.  Their game-changing system, The Star Witness Preparation System, has been refined over her more than four decades of work with attorneys and witnesses.  These unique and proven techniques are based in the theater discipline of rehearsal and performance and the system works with all kinds of witnesses.       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
  • 135
    Min.
  • 12/12/24
    Presented
  • DETAILS
Course1

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
Course1

Piercing the Entity Veil: Individual Liability for Business Acts

$85.00
  • Instructor(s):  Allen Sparkman

Piercing the Entity Veil: Individual Liability for Business Acts One of the bedrock principles of business law is limited liability. The individual owners of an entity – shareholders of a corporation or members of a limited liability company – cannot be held personally liable for the debts or liabilities of the entity.  But the doctrine is not absolute.  There are many common law fact patterns that allow courts to pierce the entity veil – co-mingling of funds, using an entity as an alter ego, among others – and reach an individual person’s assets. There are also several sources of statutory authority allowing veil piercing. This program will provide you with a practical guide to common law, equitable, and statutory theories of piercing entity veils. Statutory and equitable principles to pierce the entity veil Fact pattern justifying piercing limited liability to reach an owner’s personal assets Statutory sources permitting breaching the entity veil Application of veil piercing to non-corporate entities Liability for improper distributions Piercing for withheld income and employment taxes, and sales/use taxes   Speakers: Allen Sparkman is a partner in the Houston and Denver offices of Sparkman Foote, LLP.  He has practiced law for over forty years in the areas of estate, tax, business, insurance, asset protection, and charitable giving.  He has written and lectured extensively on choice-of-entity, charitable giving and estate planning topics.  He is the Colorado reporter for the books "State Limited Partnership Laws" and "State Limited Liability Company Laws," both published by Aspen Law & Business.  He has also served as president of the Rocky Mountain Estate Planning Council.  Mr. Sparkman received his A.B. with honors from Princeton University and his J.D. with high honors 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/12/24
    Presented
  • DETAILS
Course1

REPLAY: Practical Lessons in Diversity, Equity & Inclusion in Law Practice

$85.00
  • Instructor(s):  Anthony Licata

REPLAY: Practical Lessons in Diversity, Equity & Inclusion in Law Practice This program will provide you with a practical guide to diversity, inclusion, and equity in law firms and in clients. The program will discuss the value of diversity and inclusion, including how it fosters collegiality, greater client value, and organizational and personal growth.  The panel will look at real world case studies of what types of diversity training work and help law firms – and also review those types of training that do not work. The program cover best practices not only for law firms but also for advising clients on developing diversity, inclusion, and equity training and practices. Types of diversity – internal, external, organizational, and worldview Racial and ethnic, generational and age, gender, socio-economic diversity Training to raise awareness of unconscious bias v. promoting allyship and inclusivity What types of diversity training work – and what types do not work? Best practices in helping law firms and their clients grow in diversity, inclusion and equity   Speaker: 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.       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
Course1

Rights of First Offer, First Refusal in Real Estate

$85.00
  • Instructor(s):  John S. Hollyfield

Rights of First Offer, First Refusal in Real Estate Rights of first refusal and rights of first offer are frequently used in commercial real estate transactions, establishing rights to acquire property from a seller before it hits the market.  The practical effect of these tools is often to exert downward pressure on the price of the property and hamper development of a third-party market.  Rights of first refusal can help hasten a deal among buyers and sellers or landlords and tenants, thereby reducing costs, or they can be a costly waste of time. There are many subtle differences between rights of first refusal and rights of first offer, each with subtle tradeoffs for counter-parties that must be considered in context of a particular transaction.  This program will provide you with a practical guide to drafting rights of first refusal and rights of first offer in real estate. How rights of first refusal and rights of first offer work in real estate transactions Real-world costs, tradeoffs and risks of each type of right – and drafting tips and traps Best circumstances in which these mechanisms are used in property acquisitions, sales, and leasing How rights of refusal depress prices &limiting third party interest in the property – and how to mitigate Practical strategies for buyers and sellers, landlords and tenants when negotiating these rights   SPEAKER: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.  He received his B.B.A. from the University of Texas and his LL.B. 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/9/24
    Presented
  • DETAILS
Course1

Selection and Preparation of Expert Witnesses in Litigation

$85.00
  • Instructor(s):  Shannon M. Bell

Selection and Preparation of Expert Witnesses in Litigation Experts play a vitally important role in civil litigation, whether they act as consulting experts or also as testifying experts.  The complexity of modern litigation has substantially increased the pressure on attorneys to carefully evaluate the suitability of experts for a particular case and prepare them for testimony. Approaching, evaluating and preparing witnesses, however, is as much an art as science or database search.  Furthermore, once an expert is selected, there are substantial risks surrounding discovery and preserving the attorney-client privilege.  This program will provide you with a practical guide to selecting and preparing experts in civil litigation. How to find the right expert witness and common traps Evaluating the suitability of experts for your case Consulting v. testifying experts Approaching and retaining experts Preparing witnesses for testimony in a specific case Practical tips on the best/worst uses of particular types of expertise in litigation Discovery issues and preserving the attorney-client privilege   SPEAKER: Shannon M. Bell is a member with Kelly & Walker, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues.  Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen.  She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions.  She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.  Ms. Bell earned her B.S. from the University of Iowa and her J.D. from the University of Denver.       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.
  • 12/11/24
    Presented
  • DETAILS
Course1

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

$115.00
  • Instructor(s):  OBA CLE

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community Co-Sponsored by:The Oklahoma Bar AssociationThe Oklahoma Bar FoundationWatersEdge AdvisorsThe Oklahoma Association of Charitable Gift PlannersOklahoma Estate Planning Council   Learn about the legal frameworks, tax implications, and best practices for planned giving.   AGENDA 11:00 a.m. - 11:30 a.m. - Registration and Buffet Lunch 11:30 a.m. - 1:00 p.m. - Beyond Fundraising: Building Ethical Legacies Through Charitable Estate Planning 1:15 p.m. - 2:30 p.m. - Advancing Oklahoma Universities Through Planned Gifts and How You Can Help 2:45 p.m. - 4:00 p.m. - Fueling the Future: How Foundations Leverage Today's Gifts for Tomorrow's Impact       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
  • 270
    Min.
  • 12/17/24
    Presented
  • DETAILS
Course1

Subleases & Assignments in Commercial Real Estate, Part 1

$85.00
  • Instructor(s):  Michael P. Williams

Subleases & Assignments in Commercial Real Estate, Part 1 Subleasing and assignments are essential instruments for tenants to reduce the size and cost of their space as their needs change. Landlords (and their lenders) often disfavor subleases and assignments because they might lose control of who occupies the space. Subleases come in a variety of forms, all of which need to conform to the provisions of the master lease. Because of this, subleases can quickly become wildly complex, and have the potential to give rise to multiple levels of friction and possibly litigation. This program will provide you with a practical guide to the types of subleases and assignments, key issues for landlords, tenants, and subtenants, and drafting tips   Day 1 – March 27, 2024:             Subleasing v. assignments – when is each used or allowed?      Types of subleases – no reference to master leases, reference by incorporation, custom subleases      Standards of “reasonableness” in obtaining landlord consent to assignment or sublease      Identifying and mitigating risks to tenants and subtenants in subleasing           Landlord and lender concerns in subleases and methods to address   Day 2 – March 28, 2024:            Space recapture, profit sharing, and other landlord remedies     Restrictions on use in subleases and subtenant risks     Non-disturbance agreements with landlord and lender     Subtenant remedies when tenant defaults on master lease          Most important provisions of lease assignments   Speakers: Michael P. Williams is a partner in the Denver, Colorado office of Senn Visciano Canges, P.C., where he has extensive experience in commercial leasing and tenant relations, acquisition and disposition of office, industrial, retail and multi-family properties, representing real estate professionals in disputes before their boards or in litigation, and advising homeowner associations.  He also assists lenders in pre-foreclosure workouts, foreclosures, loan modifications and servicing REO property needs.  He is a member of the banking law subcommittee of the ABA’s Business Law Section.  Mr. Williams received his B.A. from Colorado State University and his J.D. from the University of Denver 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. 

  • Webcast
    Format
  • 60
    Min.
  • 3/27/26
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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
Course1

The Art and Science of Conditional Gifts in Estate Planning

$85.00
  • Instructor(s):  Missia H. Vaselaney

The Art and Science of Conditional Gifts in Estate Planning In formulating their trust and estate plans, clients often want to set up benchmarks of achievement before distributions or gifts are made. These benchmarks often involve educational attainment – i.e., that a child obtain a college degree by a certain.  But they may involve more difficult to measure benchmarks or life goals that are arguably not appropriate – i.e., that a child marry or have children of their own by a certain age.  Conditional gifts can easily lead to resentments among beneficiaries, questionable enforceability, disputes, and fiduciary litigation.  This program will provide you with a practical guide to conditional gifting using incentive trusts and other mechanisms, and counseling clients about the real limits and risks of conditional gifting. Conditional gifting using incentive trusts and other mechanisms Establishing objectively measurable conditions for gifts or distributions Types of conditions or benchmarks – education, life goals, etc. What’s enforceable, what’s not – counseling clients about limits Choosing the right fiduciaries to administer conditional gifts/incentive trusts   Speaker: 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/18/24
    Presented
  • DETAILS
Course1

The Art of Advocacy

$169.00
  • Instructor(s):  Alan Blumenfeld, Katherine James, Andrew Caple-Shaw, Anna Marie Thatcher

The Art of Advocacy The attorney is called upon to assume the tasks of writer, director and actor, but is usually only trained in the rules and procedures of the law.  The Art of Advocacy:  What Can Lawyers Learn From Actors? teaches lawyers how to translate ideas, opinions, research and facts of a trial or other professional presentation into live three-dimensional events.   The program demonstrates how to employ the full spectrum of verbal and non-verbal communication skills of the performing artist to connect with jurors, clients and judges to win more cases, create better settlements and generally communicate much more effectively.   Attorneys and actors share a common mission … to create a riveting drama that demands the listener’s attention and directs the listener’s point of view to convince him or her of the story’s desired outcome! Persuasion is the point of every word the actor and the lawyer speaks.  A performance comes alive when the actor or lawyer connects deeply with an audience through a masterful command of evocative language, human emotion and skillful pacing … resulting in an ovation for the actor … a decisive WIN for the attorney.  Presented in three sessions – webcast attendees view a filmed workshop that offers concrete solutions to courtroom “performance” and presentation challenges.            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
  • 180
    Min.
  • 12/17/24
    Presented
  • DETAILS
Course1

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
Course1

The Search for Truth: Using AI in Legal Discovery

$50.00
  • Instructor(s):  Sean Carter

The Search for Truth: Using AI in Legal Discovery Imagine cutting through mountains of documents at warp speed, pinpointing crucial evidence with precision, and drafting targeted discovery requests in minutes. This one-hour webinar will guide you through the latest AI tools and techniques that can save you time, reduce costs, and enhance your practice's efficiency. Don't miss out on this opportunity to boldly go beyond traditional methods and discover a smarter, faster way to navigate the complexities of legal discovery. In this cutting-edge program, you will learn how to harness the power of AI to streamline the legal discovery process. In particular, you will learn how to: Identify Key Case Elements: Utilize AI tools to evaluate the critical facts and issues that need to be uncovered during the discovery phase, ensuring a comprehensive approach tailored to each case. Draft Precise Discovery Requests: Generate effective and targeted interrogatories, requests for production, and other discovery documents with the assistance of AI, reducing time and enhancing accuracy. Synthesize and Analyze Discovery Data: Leverage AI's capabilities to organize, categorize, and extract valuable insights from the information obtained during discovery, enabling quicker and more effective case strategy development.By the end of this program, you'll be equipped with the knowledge and tools to revolutionize your approach to legal discovery and stay ahead in the evolving legal landscape.   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.
  • 11/21/24
    Presented
  • DETAILS
Course1

Trust and Estate Planning for Pets

$85.00
  • Instructor(s):  Missia H. Vaselaney & Michael Sneeringer

Trust and Estate Planning for Pets Providing for the care of pets is, for some clients, their most urgent estate and trust priority.  These clients want to ensure that, after their own deaths, their pets are looked after in a safe and secure environment.  But the law is unclear in this area – there are few familiar planning patterns to follow in this area.The challenge for the planner is to create new structures to achieve these goals, including choosing standards for caregivers and trustees, drafting distribution provisions, and providing for the disposition of the remains of pets.This program will provide you with a practical guide to the estate and trust planning for pets and other animals, including drafting trusts, fiduciary standards, and distribution provisions. Legal and practical framework for estate and trust planning for pets and other animals Traditional trusts v. statutory trusts – advantages and disadvantages of each Drafting standards for caregivers and trustees, and understanding the relationship between the two Distributions to caregivers for the pet and for themselves Designation of remainder beneficiary or trust, terminating the trust, and final disposition of pets or other animals   SPEAKERS: 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. Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami 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.

  • Webcast
    Format
  • 60
    Min.
  • 12/3/24
    Presented
  • DETAILS
Course1

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
Course1

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
Course1

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