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Course1

2025 Advanced Bankruptcy Seminar - Day One

$175.00
  • Instructor(s):  OBA CLE

2025 Advanced Bankruptcy Seminar - Day One When Practices Collide: The Intersection of Bankruptcy and Bar Presented by the OBA Bankruptcy and Reorganization Section  Thursday, December 11th, 2025    *A bonus 1 hour Basic Bankruptcy program is included with your registration. The program will be loaded to your WebCredenza account for on-demand viewing.    Time Topic  Speaker  9:00am  Welcome  Ron Brown, Attorney, Brown Law Firm, Tulsa, OK  9:10am – 10:10am  Bankruptcy Ethics  Jack Williams, Professor of Law, Georgia State University    10:10am – 11:10am  Bankruptcy and Healthcare Law  Layla Dougherty, Attorney, Oklahoma City, OK 11:10am  Break    11:15am – 12:15am  Consumer Law Panel  Greggory T. Colpitts, Attorney, Colpitts Law Firm, Oklahoma City;  Jerry Brown, Attorney, Jerry D. Brown, P.C., Oklahoma City, OK   12:15am  Lunch    1:00pm – 2:00pm How to Advise a Struggling Small Business Lacey Bryan, Markus Williams Young & Hunsicker, LLC, Denver & Cheyenne  2:00pm – 3:00pm  Tax Considerations in Bankruptcy Michael Deeba, CIRA, Baker Tilly Virchow Krause, LLP   3:00pm  Close   Bonus Course(loaded to your WebCredenza account; 1 General credit) The Basics: A Bankruptcy Primer for the General Practitioner Ron Brown, Attorney, Brown Law Firm, Tulsa, OK          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.
  • 12/11/25
    Presented
  • DETAILS
Course1

2025 Advanced Bankruptcy Seminar - Day Two

$175.00
  • Instructor(s):  OBA CLE

2025 Advanced Bankruptcy Seminar - Day Two When Practices Collide: The Intersection of Bankruptcy and Bar Presented by the OBA Bankruptcy and Reorganization Section  Friday, December 12th, 2025  *A bonus 1 hour Basic Bankruptcy program is included with your registration. The program will be loaded to your WebCredenza account for on-demand viewing.    Time Topic  Speaker  9:00am  Welcome  Ron Brown, Attorney, Brown Law Firm, Tulsa, OK  9:10am – 10:10am  Bankruptcy Law Update  Brandon Bickle, Shareholder, GableGotwals, Tulsa, OK;   David Herber, Associate, GableGotwals, Tulsa, OK   10:10am – 11:10am  Chapter 13 Trustee Panel  John Hardeman, Attorney, OKC, OK;  Lonnie Eck, Attorney, Tulsa, OK;   Mark Bonney, Attorney, Muskogee, OK  11:10am  Break    11:15am – 12:15am  Ethics  Susan Freeman, Womble Bond Dickinson, Phoenix, AZ  12:15am  Lunch    1:00pm – 2:00pm Bankruptcy and Family Law  Craig Abrahamson, Attorney, Tulsa, OK  2:00pm – 3:00pm  Judges’ Panel Judge Janice Loyd, USBC, Western District of Oklahoma   Chief Judge Sarah Hall, USBC, Western District of Oklahoma  Chief Judge Paul R. Thomas, USBC, Eastern and Northern Districts of Oklahoma  3:00pm  Close   Bonus Course(loaded to your WebCredenza account) The Basics: A Bankruptcy Primer for the General Practitioner Ron Brown, Attorney, Brown Law Firm, Tulsa, OK          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.
  • 12/12/25
    Presented
  • DETAILS
Course1

2025 Employment Law Seminar

$225.00
  • Instructor(s):  OELA & OBA Labor and Employment Law Section

2025 EMPLOYMENT LAW SEMINAR Presented by the Oklahoma Employment Lawyers Association & the OBA’s Labor and Employment Law Section When:          Wednesday, December 10, 2025 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                               AND                               Webcast 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 TOPICS     Ethical Conflicts: Tips from the OBA’s Ethics Counsel     Mediation in Employment Cases: Evaluating Risk and Value from All Sides     Faith at Work: The New Landscape of Religious Accommodation Claims     Federal and State Case Law Update: What’s New in 2025    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
  • 420
    Min.
  • 12/10/25
    Presented
  • DETAILS
Course1

2025 OBA Family Law Section Annual Meeting

$25.00 **
  • Instructor(s):  OBA Family Law Section

2025 OBA Family Law Section Annual Meeting Presented by the OBA Family Law Section November 6, 2025 Oklahoma Bar Center Registration is free for OBA Family Law Section members. You must be logged in to your account to see the discount. Non Family Law Section members can attend by paying the $25 fee. This fee will serve as your Family Law Section dues for 2025. Contact the OBA CLE department with questions: 405-416-7029   Time Topic Speaker 8:30 am - 9:00 am Business Meeting &  Awards OBA Family Law Section 9:00 am - 10:20 am Recent Developments in Family Law  TBA 10:20 am  BREAK   10:35 am - 11:35 am The Hidden Law: Analysis of Unpublished Family Law Cases TBA 11:35 am - 2:00 pm LUNCH BREAK      2:00 pm - 3:00 pm   Support Alimony Cases- Representing the Payor   TBA 3:00 pm BREAK     3:15 pm - 4:10 pm   Support Alimony Cases- Representing the Recipient   TBA 4:10 pm 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
  • 240
    Min.
  • 11/6/25
    Presented
  • DETAILS
Course1

2025 Year End Review - Day One Webcast

$175.00
  • Instructor(s):  OBA CLE

2025 Year End Review - Day One WebcastProgram Moderator Gigi McCormick, OBA, Director of Educational Programs    AGENDA 8:30 a.m.  - Registration and Continental Breakfast  9:00 a.m.Health Law Update  Maggie Martin, Oklahoma Hospital Association 9:50 a.m. - BREAK 10:00 a.m.Bankruptcy Law Update  David Herber, Gable Gotwals 10:50 a.m. - BREAK 11:00 a.m.Real Property Law Update  Kraettli Epperson, Nash, Cohenour & Giessmann, P.C. 11:50 a.m. - LUNCH (included with registration) 12:30 p.m.Criminal Law Update  Barry L. Derryberry, First Assistant Federal Defender 1:20 p.m. - BREAK 1:30 p.m.Mental Health (Ethics) Gina Stafford, A Change for Change 2:20 p.m. - BREAK 2:30 p.m.Animal Law Update Charis Ward 3:20 - 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.
  • 12/4/25
    Presented
  • DETAILS
Course1

2025 Year End Review - Day Two Webcast

$175.00
  • Instructor(s):  OBA CLE

2025 Year End Review - Day Two WebcastProgram Moderator Gigi McCormick, OBA, Director of Educational Programs    AGENDA 8:30 a.m.  - Registration and Continental Breakfast  9:00 a.m. Business & Corporate Law Update Gary Derrick, Derrick & Briggs, LLP 9:50 a.m. - BREAK 10:00 a.m.Law Office Management and Technology Update Julie Bays, Director of Management Assistance Program, Oklahoma Bar Association 10:50 a.m. - BREAK 11:00 a.m.Cannabis Law Update  Felina Rivera, Renaissance Legal Solutions 11:50 a.m. - LUNCH (included with registration) 12:30 p.m.Family Law Update  Stacy Acord, McDaniel Acord, PLLC 1:20 p.m. - BREAK 1:30 p.m.Estate Planning and Probate Law Update H. Terrell Monks, Oklahoma Estate Attorneys, PLLC 2:20 - BREAK 2:30 p.m.Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association 3:20 - 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.
  • 12/5/25
    Presented
  • DETAILS
Course1

A Nightmare on Ethics Street: Don't Fall Asleep on Your Ethical Obligations

$50.00
  • Instructor(s):  Sean Carter

A Nightmare on Ethics Street: Don't Fall Asleep on Your Ethical Obligations Acclaimed humorist Sean Carter is back with all new tales of real-life ethical nightmares. In this fun (and sometimes, frightening) webinar, Carter draws upon recent disciplinary cases to demonstrate the ethical danger for attorneys who fall asleep on their ethical obligations. This program focuses on the ethical pitfalls that await those who "fall asleep" and become too comfortable in the practice of law. As a result, these lawyers can (sleep) walk right into an ethical nightmare unless they wake up to the hidden dangers lurking in the shadows. In that vein, this webinar focuses on some of the less-obvious ethical pitfalls that lawyers must avoid in both their professional and personal lives.   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.
  • 10/30/25
    Presented
  • DETAILS
Course1

Advanced Cross-Examination - Emphasis on Remote (Zoom) Cross, Part 1

$99.00
  • Instructor(s):  Roger Dodd, Esq

Advanced Cross-Examination - with Emphasis on Remote (Zoom) Cross featuring Spontaneous Loops and 20 Ways to Keep Control of a Witness, Part 1 of the 4-part “Advanced Cross Examination: Emphasis on Zoom" Series In a series of four 75-minute webinars, Roger Dodd presents a completely integrated cross-examination system, with an emphasis on conducting cross-examination over Zoom, taught via learnable concrete principles. In each webinar Roger illustrates key principles and techniques of  cross-examination to implement at trial and at depositions (in-person or online). His examples are based on dozens of real-life examples. Even if you don’t take the whole series, you will immediately be able to put to use important cross examination skills that Roger shares.  In this webinar (Part 1 of the series), Roger introduces his "One Complete Integrated Trial System", including 20 ways to control difficult witnesses.  Other topics covered, include:      • Keep Quality, but Save Time in Preparation     • Controlling Ourselves - Reduce Our Fear and Anxiety     • The Skill of Listening in Cross-Examination     • Loops             • Double Loops - Works on Expert Cross-Examination            •  Spontaneous Loops            •  Control Techniques in Zoom Applications   Speaker:  Roger J. Dodd has active offices in Park City, Utah (Dodd & Kuendig), Valdosta, Georgia (Dodd and Burnham), and Jacksonville, Florida (Spohrer and Dodd) where he practices trial work of all types. This includes personal injury, wrongful death, criminal defense, and domestic relations. He has been listed in Best Lawyers for more than 20 years. He is one of a handful of lawyers nationally who are listed in Super Lawyers in more than one state simultaneously (Georgia, Florida and Mountain States (5). He was Board Certified by the National Board of Trial Advocacy in Civil Trial Practice for more than 20 years and was a Board Certified in Criminal Trial Practice for more than 20 years. He acts as co-counsel all over the United States and in select foreign countries. He also coaches individual lawyers in individual cases. He has lectured and taught lawyers and judges in all 50 states, and multiple foreign countries. TV and legal credits include CourtTV, TruTV, CNN, ABC, CBS, and cable TV. For more information on Dodd's individualized lawyer coaching, see http://www.rogerdoddtriallawyercoaching.com. For more information on Dodd's intensive Trial Skills Clinics, see https://www.doddlawclinic.com.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 75
    Min.
  • 11/5/25
    Presented
  • DETAILS
Course1

Advanced Cross-Examination - Emphasis on Remote (Zoom) Cross, Part 2

$99.00
  • Instructor(s):  Roger Dodd, Esq

Advanced Cross-Examination – with Emphasis on Remote (Zoom) Cross-Examination: Featuring Chuck Rathburn Featuring Constructive Cross-Examination in both Depositions and Trial, Part 2 of the 4-part “Advanced Cross Examination: Emphasis on Zoom" Series In this second  installment of  this four-part series of four 75-minute webinars,  Roger Dodd presents a completely integrated cross-examination system, with an emphasis on conducting cross-examination over Zoom, taught via learnable concrete principles. In each webinar Roger illustrates key principles and techniques of  cross-examination to implement at trial and at depositions (in-person or online). His examples are based on dozens of real-life examples. Even if you don’t take the whole series, you will immediately be able to put to use important cross examination skills that Roger shares.  In this webinar (Part 2 of the series), Roger covers:      • The Importance of Listening in Cross-Examination     • Verbal Requests for Admissions on Cross-Examination at Depositions     • Storytelling     • Neuroscience     • Word Selection     • Making Their Expert Our Expert     • Chapters in Depositions and in Zoom Depositions     • Chapters Based on Feelings   Speaker:  Roger J. Dodd has active offices in Park City, Utah (Dodd & Kuendig), Valdosta, Georgia (Dodd and Burnham), and Jacksonville, Florida (Spohrer and Dodd) where he practices trial work of all types. This includes personal injury, wrongful death, criminal defense, and domestic relations. He has been listed in Best Lawyers for more than 20 years. He is one of a handful of lawyers nationally who are listed in Super Lawyers in more than one state simultaneously (Georgia, Florida and Mountain States (5). He was Board Certified by the National Board of Trial Advocacy in Civil Trial Practice for more than 20 years and was a Board Certified in Criminal Trial Practice for more than 20 years. He acts as co-counsel all over the United States and in select foreign countries. He also coaches individual lawyers in individual cases. He has lectured and taught lawyers and judges in all 50 states, and multiple foreign countries. TV and legal credits include CourtTV, TruTV, CNN, ABC, CBS, and cable TV. For more information on Dodd's individualized lawyer coaching, see http://www.rogerdoddtriallawyercoaching.com. For more information on Dodd's intensive Trial Skills Clinics, see https://www.doddlawclinic.com.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 75
    Min.
  • 11/6/25
    Presented
  • DETAILS
Course1

Artificial Intelligence (AI) for Lawyers

$51.00
  • Instructor(s):  Jennifer Ellis, Esq.

Artificial Intelligence (AI) for Lawyers AI (Artificial Intelligence) is not just the hot new thing. It is changing the way lawyers practice. Join us and learn about the legal, ethical, and practical issues you need to know. We will discuss: Prompts: What they are and how to write them The lawsuits surrounding AI, copyright, and biometrics Examples of new laws different states are using to regulate AI Ethical issues surrounding using AI in your practice, including: Rule 1.1 - Competence  Rule 1.6 - Confidentiality  Rule 5.3 - Responsibilities Regarding Nonlawyer Assistance How you can use AI to manage your work and serve your clients more efficiently   Speaker: Jennifer Ellis is a legal ethics attorney in Pennsylvania. She owns the law practice/law firm marketing company Jennifer Ellis, JD, LLC, through which she assists attorneys with their practice management and online presence. Previously, Jennifer worked with a Philadelphia area personal injury firm, where she practiced legal ethics, managed the firm’s online presence, and oversaw its IT and security consultants. Jennifer also served as the Associate Director of Media Technology with the Pennsylvania Bar Institute, where she organized and presented courses on numerous issues, including law practice management, technology, and ethics. Jennifer speaks and writes throughout Pennsylvania and nationally on issues relating to law practice management, technology, ethics, marketing, and more. Jennifer wrote the book “Wordpress in One Hour for Lawyers and the social Media chapter for the book “Solo and Small Firm Legal Technology Guide” – both published by the ABA’s Law Practice Division. For more information about Jennifer, see her website at jlellis.net, find her on Twitter @jle_jd, or email her at jennifer@jlellis.net.       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.
  • 10/28/25
    Presented
  • DETAILS
Course1

Buy/Sell Agreements: Crafting for Closely Held Companies, Part 1

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

Buy/Sell Agreements: Crafting for Closely Held Companies, Part 1 There is rarely a liquid market for the sale or exchange of ownership interests in closely-held companies.  Buy/sell agreements fix that problem by creating a market among the owners of a company, providing a mechanism for owners to liquidate their interests in a reliable manner. The owners may agree to buy and sell interests among themselves on the occurrence of certain events and using certain valuation metrics, or they may agree that the company itself will redeem an owner’s interest. Without these agreements, there is often no alternative for an owner to cash out, short of liquidating the company. This program will provide you with a practical guide to the different types of buy/sell agreements, drafting the essential provisions of each, and common negotiating and drafting tips. Day 1:          Types of buy/sell agreements – cross-purchase among owners, entity redemption, and hybrid approaches          Most highly negotiated provisions of buy/sell agreements          Triggering events – voluntary sale, retirement, death, bankruptcy of shareholder or member          Valuation of interests – appraisals, formula clauses,comps, and dispute resolution          Rights of first offer v. rights of first refusal, and sales to third parties   Day 2:          Funding buy/sell arrangements  – payouts/earnouts over time, commercial borrowing, key-man insurance, other funding sources          Special issues involving S Corps and unincorporated entities          Drag-along and tag-along rights in buy/sell agreements          Major tax issues in buy/sell agreements for buyer, seller and the entity    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.  He also have extensive experience in private equity and cross-border transactions.       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.
  • 11/13/25
    Presented
  • DETAILS
Course1

Buy/Sell Agreements: Crafting for Closely Held Companies, Part 2

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

Buy/Sell Agreements: Crafting for Closely Held Companies, Part 2 There is rarely a liquid market for the sale or exchange of ownership interests in closely-held companies.  Buy/sell agreements fix that problem by creating a market among the owners of a company, providing a mechanism for owners to liquidate their interests in a reliable manner. The owners may agree to buy and sell interests among themselves on the occurrence of certain events and using certain valuation metrics, or they may agree that the company itself will redeem an owner’s interest. Without these agreements, there is often no alternative for an owner to cash out, short of liquidating the company. This program will provide you with a practical guide to the different types of buy/sell agreements, drafting the essential provisions of each, and common negotiating and drafting tips. Day 1:          Types of buy/sell agreements – cross-purchase among owners, entity redemption, and hybrid approaches          Most highly negotiated provisions of buy/sell agreements          Triggering events – voluntary sale, retirement, death, bankruptcy of shareholder or member          Valuation of interests – appraisals, formula clauses,comps, and dispute resolution          Rights of first offer v. rights of first refusal, and sales to third parties   Day 2:          Funding buy/sell arrangements  – payouts/earnouts over time, commercial borrowing, key-man insurance, other funding sources          Special issues involving S Corps and unincorporated entities          Drag-along and tag-along rights in buy/sell agreements          Major tax issues in buy/sell agreements for buyer, seller and the entity    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.  He also have extensive experience in private equity and cross-border transactions.       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.
  • 11/14/25
    Presented
  • DETAILS
Course1

Capital Stocks in Real Estate: Tiers, Tradeoffs & Costs

$85.00
  • Instructor(s):  Anthony Licata

Capital Stocks in Real Estate: Tiers, Tradeoffs & Costs Real estate capital structures have evolved into sophisticated financing mechanisms that can make or break investment deals. This intensive program demystifies the complex world of equity tiers, preferred returns, and capital stack optimization for real estate transactions. Attorneys will gain practical insights into structuring deals that balance investor expectations with project feasibility.  Analyze different capital stack structures and their legal implications  Understand waterfall distributions and preferred return mechanisms  Navigate investor agreements and capital contribution requirements  Examine case studies of successful and failed capital structures  Master the documentation necessary for complex real estate financing   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.        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.
  • 11/5/25
    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   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.
  • 12/30/25
    Presented
  • DETAILS
Course1

Confetti, Cocktails and Consequences: How to Avoid an Ethical Hangover

$50.00
  • Instructor(s):  Sean Carter

Confetti, Cocktails and Consequences: How to Avoid an Ethical Hangover This timely and eye-opening ethics program that explores the professional risks lawyers face when the celebration goes too far. Whether it's the office holiday party, a big trial win, or a festive holiday celebration, excessive revelry can lead to serious ethical consequences - including breaches of confidentiality, inappropriate conduct, conflicts of interest, and damaging social media posts. Through real-world disciplinary cases and cautionary tales, this program reminds attorneys that professional responsibility doesn't end when the bar tab opens. Don't let one night of poor judgment result in a career hangover - learn how to navigate the perils of partying while protecting your license and reputation. In this program, you will learn how excessive celebrations can lead to serious ethical violations, including: Breaches of client confidentiality; Inappropriate conduct at professional events; Improper legal marketing following victories; and The risks of casually taking on new clients in social settings. Through real-life examples and applicable rules of professional conduct, this course will help you recognize and avoid the ethical pitfalls that can arise when lawyers let their guard down outside the office.       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.
  • 12/3/25
    Presented
  • DETAILS
Course1

Defeating Imposter Syndrome for Lawyers

$51.00
  • Instructor(s):  CLEWebinars

Defeating Imposter Syndrome for Lawyers Imposter Syndrome is a phenomenon whereby individuals doubt their skills, talents, or qualifications.  They have a persistent fear of being exposed as a “fraud” or “imposter” believing they will be found out to be less competent or qualified than others think they are.  They often attribute their success to external factors rather than their abilities.  Imposter Syndrome is common among attorneys, business owners, and other high-achieving individuals.  By understanding and defeating Imposter Syndrome you will obtain many benefits, including more confidence, greater resilience, and less stress.  Defeating Imposter Syndrome will liberate you from playing it small and empower you to take on greater challenges, as well.  Includes a discussion on how Imposter Syndrome can be triggered due to the work environment and several ways law firms and legal departments can help prevent attorneys from experiencing this phenomenon.   SPEAKER: Lawrence D. Eichen, Esq. is an attorney, professional speaker, and certified coach. As an attorney, Mr. Eichen focuses exclusively on litigation and has experience in personal injury, workers compensation, traffic, DUI, municipal court, trusts & estates, landlord-tenant, consumer debt, matrimonial, guardianship, employment, commercial, and criminal law matters.   He has also served for over 20 years as a mediator for the Dispute Resolution Program in Morris County.  He has negotiated well over 1,000 cases during his career as an attorney and mediator. As a professional speaker, Mr. Eichen speaks to associations, businesses, and educational institutions on various topics including Mastering the Art of Negotiation and Defeating Imposter Syndrome.    As a certified Rethinking Impostor Syndrome™ coach, he provides mentoring and coaching to professionals, executives, and entrepreneurs on overcoming limiting beliefs and negative subconscious programming.  He is also certified in EFT (Emotional Freedom Techniques). He is a member of the New Jersey State Bar Association, New Jersey Association of Professional Mediators, National Speakers Association,  Association of Continuing Legal Education, and Association of EFT Professionals.  He is the owner of FirstClassCLE.com, which is an Approved Provider of CLE Courses by the New Jersey State Supreme Court Board on Continuing Legal Education. He earned his J.D. from Rutgers Law School in Newark, NJ and B.S. in Computer Science from SUNY Albany, NY. A lifelong all-around competitive athlete, in his spare time “Ike” (as his sports buddies call him) can usually be found playing golf, tennis, or ice hockey.       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.
  • 10/22/25
    Presented
  • DETAILS
Course1

Discipline or No Discipline: A CLE Game Show

$50.00
  • Instructor(s):  Sean Carter

Discipline or No Discipline: A CLE Game In this interactive game modeled after the popular television game show, you will be presented with 30 briefcases. Each briefcase contains the details of an actual disciplinary case that was filed against a U.S. lawyer. When you select a case, you will hear the facts of the case and then, as counsel for the respondent, you will be offered a "deal" (e.g., a reprimand, 1-year suspension, etc.). You will then be asked to accept the proposed discipline or to reject it, in hopes that the actual sanction imposed was less severe than the proposed sanction. If you choose correctly (accepting a good deal or rejecting a bad deal), you will be awarded the points contained in that briefcase. In this interactive game modeled after the popular television game show, lawyers from across the country will compete by attempting to correctly advise real-life lawyers who have run afoul of the ethical canon as it relates to: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much 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.
  • 12/30/25
    Presented
  • DETAILS
Course1

Don't Be an Outlaw: The Ethical Imperative to Follow the Law

$50.00
  • Instructor(s):  Sean Carter

Don't Be an Outlaw: The Ethical Imperative to Follow the Law  Lawyers must not only have a fundamental understanding of the law, but also, a fundamental commitment to abiding by it. And while the necessity to avoid committing major felonies is obvious to everyone, some lawyers forget about the necessity to follow the "little laws" as well. In this eye-opening webinar, legal humorist Sean Carter will recount the tales of past Ethy Award nominees (those who were recognized the best of the worst ethics violations). These lawyers learned, albeit too late, that if you do even a minor crime, you will do the disciplinary time. For an officer of the court and one who has sworn an oath of fidelity to the law, there is very little tolerance for any unlawful behavior, even that which would be considered minor or insignificant to most citizens. In this webinar, humorist Sean Carter will demonstrate how even the smallest legal infractions can carry large ethical sanctions. And he will provide tips to help lawyers from inadvertently crossing the legal trip wires as they pertain to: The unauthorized practice of law Moral character and fitness Low crimes and misdemeanors Criminal infractions Crimes of passion       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.
  • 12/9/25
    Presented
  • DETAILS
Course1

Drafting LLC Operating Agreements Tax and Non-Tax Provisions, Part 1

$85.00
  • Instructor(s):  Paul Kaplun

Drafting LLC Operating Agreements Tax and Non-Tax Provisions, Part 1 LLC operating agreements may be the most commonly document drafted, reviewed and negotiated by transactional counsel. These documents define the governance, information and liquidation rights of members, allocate economic rewards, sometimes establish restrictions on members or their interests, and can assign or alleviate liability.  The tax provisions, too, are highly complex, defining allocations of tax attributes and rights to cash and property distributions.  Fiduciary duties may also be modified in a way that is not possible in other types of entities. This program will provide you with a practical guide to drafting the most important provisions of LLC operating agreements.   Day 1: Drafting the most important provisions of LLC operating agreements Planning for different types of capital contributions – capital v. services, current contributions v. future capital calls Management provisions depending on whether the LLC is member-managed v. manger-managed LLCs Fiduciary duties of members, modifications, and the “LLC opportunity doctrine” Restrictions on transfers of capital and profits interests Relationship between tax allocation and property distribution provisions, including IRC Section 704(b) accounting   Day 2: Drafting allocation provisions for maximum tax benefit and to secure the safe harbor How “payments to member” (not distributions) are treated for financial v. tax purposes Drafting ordinary distributions, minimum tax distributions, waterfall distributions, liquidating distributions Rights of first refusal, rights of first offer, buy-sell provisions – understanding the alphabet soup of exit alternatives Liquidations of the entity and sale of an individual member’s interests   Speakers: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.        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.
  • 10/21/25
    Presented
  • DETAILS
Course1

Drafting LLC Operating Agreements Tax and Non-Tax Provisions, Part 2

$85.00
  • Instructor(s):  Paul Kaplun

Drafting LLC Operating Agreements Tax and Non-Tax Provisions, Part 1 LLC operating agreements may be the most commonly document drafted, reviewed and negotiated by transactional counsel. These documents define the governance, information and liquidation rights of members, allocate economic rewards, sometimes establish restrictions on members or their interests, and can assign or alleviate liability.  The tax provisions, too, are highly complex, defining allocations of tax attributes and rights to cash and property distributions.  Fiduciary duties may also be modified in a way that is not possible in other types of entities. This program will provide you with a practical guide to drafting the most important provisions of LLC operating agreements.   Day 1: Drafting the most important provisions of LLC operating agreements Planning for different types of capital contributions – capital v. services, current contributions v. future capital calls Management provisions depending on whether the LLC is member-managed v. manger-managed LLCs Fiduciary duties of members, modifications, and the “LLC opportunity doctrine” Restrictions on transfers of capital and profits interests Relationship between tax allocation and property distribution provisions, including IRC Section 704(b) accounting   Day 2: Drafting allocation provisions for maximum tax benefit and to secure the safe harbor How “payments to member” (not distributions) are treated for financial v. tax purposes Drafting ordinary distributions, minimum tax distributions, waterfall distributions, liquidating distributions Rights of first refusal, rights of first offer, buy-sell provisions – understanding the alphabet soup of exit alternatives Liquidations of the entity and sale of an individual member’s interests   Speakers: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.        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.
  • 10/22/25
    Presented
  • DETAILS
Course1

Drafting Settlement Agreements in Civil Litigation

$85.00
  • Instructor(s):  Steven B. Malech

Drafting Settlement Agreements in Civil Litigation A settlement in litigation is only as good as the settlement agreement.  The case may have stopped short of trial or stopped in the middle of trial as the parties realized that settlement was the best course of action, but preserving the informal agreement to settle places immense pressure on getting the underlying agreement right – not only settling the present dispute but preserving the settlement as things change over time. Understanding the law governing these agreements and carefully drafting their essential provisions – mutual releases, scope, financial terms, non-disclosure, non-disparagement– are essential to preserving the value of the settlement. This program will provide you with a practical guide to the essential provisions, traps and opportunities of litigation settlement agreements. Framework of law governing settlement agreements Essential provisions of settlement agreements, including traps for the unwary Defining scope of settlement and mutual releases – either to prevent resumption of litigation or leave related litigation untouched Role of non-disclosure and non-disparagement provisions, violations and remedies. Enhancing the enforceability and decreasing the costs of settlement agreements   Speaker: Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut 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.
  • 12/2/25
    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: 9-10 am Client Intake & Case Evaluation 10-11 am Initial Pleadings & Discovery 11 am-12 pm Due Diligence & Document Review 12-1 pm LUNCH BREAK 1-2 pm Contract Drafting   2-3 pm  Correspondence w/ Clients (and others) 3-4 pm  Additional A.I. Tips and Tricks 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.
  • 12/17/25
    Presented
  • DETAILS
Course1

Enough is Enough: Avoiding Vexatious Lawyering

$50.00
  • Instructor(s):  Sean Carter

Enough is Enough: Avoiding Vexatious Lawyering While lawyers are expected to provide their clients with zealous representation, we are not allowed to become outright zealots in pursuit of our client's objectives. Yet, time and again, this is precisely what happens as lawyers become fixated on winning at all costs. And as a result, they end up paying the ultimate price -- the loss of their license to practice law. In this sobering but surprisingly funny presentation, legal humorist Sean Carter will distinguish permissible zealous legal practices from unethical legal zealotry. Moreover, he will provide helpful tips to overcome the temptation (and sometime, client expectation) to play "hardball" and to avoid those situations that are most likely to cause lawyers to cross ethical lines. In particular, we will discuss: Frivolous lawsuits Prosecutorial misconduct Threats Retaliatory actions Desperate tactics Excess stubbornness       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.
  • 11/25/25
    Presented
  • DETAILS
Course1

Ethical Jeopardy: A CLE Game Show

$50.00
  • Instructor(s):  Sean Carter

Ethical Jeopardy: A CLE Game Show In Ethical Jeopardy, you will compete against lawyers from across the country in answering legal ethics-related questions, such as the one below:        Which of the following is NOT grounds to disclose client information? To prevent death or harm to another person To defend oneself against civil, criminal or disciplinary charges To impress prospective clients To prevent fraud In this webinar modeled after the popular television game show, lawyers from across the country will compete by answering legal ethics questions in various categories, such as: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much more After participants have had a chance to answer each question, the correct answer will be displayed, along with the corresponding ethics rule and a brief explanation. In that way, not only will you have fun, but you just might learn something as well.   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.
  • 12/30/25
    Presented
  • DETAILS
Course1

Fantasy Supreme Court League: The 2025 Season

$100.00
  • Instructor(s):  Sean Carter

Fantasy Supreme Court League: The 2025 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: Birthright citizenship Educational grants Environmental regulation Excessive force Federal workers Gender-affirming care Immigration Private school funding Special education TikTok   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.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.
  • 12/18/25
    Presented
  • DETAILS
Course1

From Competence to Excellence: The Ethical Imperative for Excellent Client Service

$50.00
  • Instructor(s):  Sean Carter

From Competence to Excellence: The Ethical Imperative for Excellent Client Service The very first rule of the ethics canon calls for lawyers to provide competent representation to clients. Yet, mere competence isn't enough to satisfy our ethical obligations to our clients. We must instead strive for excellence. In this unique webinar, noted legal humorist Sean Carter will highlight the need for excellence in client service and demonstrate the consequences of mediocrity by recounting the sagas of past Ethy Award nominees -- lawyers who earned CLE infamy for the failure to provide excellent client service. In this webinar, legal humorist Sean Carter will review the competence requirement with an eye towards demonstrating that the ethical canon actually requires far more than mere competence on the part of practitioners. In doing so, he will discuss: The four competencies (skill, preparation, knowledge, thoroughness) The importance of relevant past experience The Preparation Paradox The different kinds of knowledge required by the rules The three keys to diligent representation (avoiding conflicts of interest, over-commitment and procrastination)       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.
  • 11/11/25
    Presented
  • DETAILS
Course1

From Tribbles to Trials: Tacking Litigation Using A.I.

$150.00
  • Instructor(s):  Sean Carter

From Tribbles to Trials: Tacking Litigation Using A.I. This engaging and practical workshop will guide you through real-world applications of A.I., from streamlining discovery processes to crafting persuasive arguments and enhancing case strategy. Using the iconic humor and insights you've come to expect, this session will demonstrate how to save time, increase efficiency, and achieve better outcomes for your clients - all while tackling the tribbles of modern legal practice. Whether you're a seasoned litigator or just beginning to explore the potential of AI, this session will provide the tools and inspiration to boldly litigate where no lawyer has gone before! Attendees will leave this half-day training workshop equipped with actionable techniques to integrate A.I. into their workflows, demystify complex technologies, and confidently harness the power of this cutting-edge technology to manage the ever-growing demands of litigation. Specifically, you will learn how to use A.I. to more effectively: Execute client intake and case evaluation Develop a discovery plan and draft discovery requests Thoroughly review documents at warp speed Conduct legal research Draft pleadings and momorandum Negotiate settlements And 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
  • 180
    Min.
  • 10/22/25
    Presented
  • DETAILS
Course1

Good Faith in Business: Navigating Litigation Risks

$85.00
  • Instructor(s):  William J. Kelly, III

Good Faith in Business: Navigating Litigation Risks The duty of good faith and fair dealing has become a powerful weapon in commercial disputes, transforming routine contract disagreements into high-stakes litigation. This program provides essential guidance on understanding, applying, and defending against good faith claims across various business contexts. Learn to counsel clients on compliance strategies that prevent disputes while positioning them advantageously if litigation arises. Understand the evolving scope of good faith obligations in different jurisdictions Identify high-risk scenarios where good faith claims commonly arise Learn defensive strategies for businesses facing good faith allegations Master contract drafting techniques that clarify performance standards   Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 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.        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.
  • 10/7/26
    Presented
  • DETAILS
Course1

Governance Principles & Management Agreements for Non-Profits

$85.00
  • Instructor(s):  Michael Lehmann

Governance Principles & Management Agreements for Non-Profits Nonprofit and tax-exempt organizations of every size are complex. Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often-volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in an environment of increased governmental and public scrutiny. Effective governance of these organizations is essential to advancing the nonprofit’s mission. When governance fails, the organization itself and its directors are exposed to potential liability. This program provides you with a real-world guide to major governance issues for nonprofits, including fiduciary duties of directors and officers, managing endowments, executive compensation issues, compliance, and conflicts of interest.  Governance issues for nonprofit organizations  Current IRS and attorneys general investigation and enforcement priorities  Essential provisions of nonprofit management agreements  Best practices for determining executive compensation  Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers  Compliance issues, including Form 990   Speaker Michael Lehmann is a partner in the New York office of Dechert LLP, where he specializes in tax issues related to nonprofits and the tax treatment of cross-border transactions. He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations, and arts organizations on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.        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.
  • 9/19/26
    Presented
  • DETAILS
Course1

I Think, Therefore I Am ... Biased: How Implicit Biases Manifest in the Legal Profession

$100.00
  • Instructor(s):  Sean Carter

I Think, Therefore I Am ... Biased: How Implicit Biases Manifest in the Legal Profession The human brain is wired to recognize patterns and make generalizations, even those based on faulty or incomplete information. And contrary to popular opinion, lawyers are human as well and therefore, we are just as susceptible to forming biases and acting upon them. And it does not require that we harbor ill will or animus towards other people. In fact, most often, our biases are not even our own, but rather those that have been taught to us.In this eye-opening presentation, the presenter will use videos to show lawyers just how easy it is to form these biases, how they manifest themselves in the way we treat clients, colleagues and opposing parties, and most importantly, how we can reduce the effect of these biases by recognizing and compensating for them.         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.
  • 12/16/25
    Presented
  • DETAILS
Course1

I Want Out, Too: Russian Roulette/Stand-off & Tag-along Rights in Business Transactions

$85.00
  • Instructor(s):  Frank Ciatto

I Want Out, Too: Russian Roulette/Stand-off & Tag-along Rights in Business Transactions A client investment in an operating business, particularly a minority stake, is only as good as its liquidity.  If a client cannot readily sell his or her ownership stake at fair market value, it has little real value. The key to ensuring liquidity is contractually creating a private market for the ownership stake.  This market can come in the form of requiring other stakeholders, including the majority owner, to buy the minority stake at a mutually agreeable price, or creating other mechanisms for selling the stake to third parties. Without these contract rights, a stakeholder has no liquidity and is stuck. This program will provide you with a practical to planning and drafting contractual liquidity rights in closely held companies.          Planning and drafting liquidity rights in closely held companies          Counseling clients about the limitations and risks of liquidity in closely held companies          Framework of alternatives for determining most appropriate liquidity rights         “Texas standoff” or “Russian roulette” – opportunities, risks and tradeoffs          Drafting “tag-along” and “drag-along” rights – practical uses and drawbacks          How to think about valuing closely held ownership stakes     Speaker: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center.       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.
  • 11/21/25
    Presented
  • DETAILS
Course1

Joint Representations, Part 1: Civil Litigation Focus

$85.00
  • Instructor(s):  Elizabeth Treubert Simon

Joint Representations, Part 1: Civil Litigation Focus Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy. Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   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.
  • 11/25/25
    Presented
  • DETAILS
Course1

Joint Representations, Part 2: Civil Litigation Focus

$85.00
  • Instructor(s):  Elizabeth Treubert Simon

Joint Representations, Part 2: Civil Litigation Focus Joint representations in civil litigation present unique opportunities and significant ethical minefields that can derail cases and careers. This two-part program provides essential guidance on when joint representation serves clients' interests and when it creates insurmountable conflicts. Practitioners will learn to navigate these complex arrangements while maintaining ethical compliance and effective advocacy. Part 1: Evaluate when joint representation benefits multiple parties in litigation Identify potential conflicts before they become ethical violations Master consent procedures and documentation for joint representations Understand the scope of shared confidentiality in joint arrangements Learn to structure retainer agreements for multiple-client representations   Part 2: Navigate withdrawal obligations when conflicts develop mid-litigation Handle strategic considerations for managing divergent client interests Address privilege issues unique to joint representation scenarios Develop communication protocols that protect all parties' interests Master fee allocation and billing practices in joint representations   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.
  • 11/26/25
    Presented
  • DETAILS
Course1

Learning Legal Ethics From the Lincoln Lawyer, Season 1

$51.00
  • Instructor(s):  Philip Bogdanoff, Esq.

Learning Legal Ethics From the Lincoln Lawyer The first season of the Lincoln Lawyer series was the most popular English-language Netflix show having made the Top 10 in 90 countries.  Although everyone enjoyed watching the exploits of the Lincoln Lawyer, Mickey Haller, was he ethical?  The goal of this program is for attorneys to review the Rules of Professional Conduct while discussing this fascinating seriesTo do so, we will use film clips to examine Haller’s conduct , and determine whether he violated the following Rules of Professional Conduct:               Rule 1.1 Competence of Counsel,               Rule 1.2, Allocation of Authority Between a Client and Lawyer,               Rule 1.6, Confidentiality of Information, and               Rule 3.3, Candor Toward the Tribunal.    Attendees have described Mr. Bogdanoff’s presentations as “entertaining, engaging, informative, and helpful.”   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/.       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.
  • 10/30/25
    Presented
  • DETAILS
Course1

Learning Legal Ethics From the Lincoln Lawyer, Season 2

$51.00
  • Instructor(s):  Philip Bogdanoff, Esq.

Learning Legal Ethics From the Lincoln Lawyer, Season 2 In season two, the Lincoln Lawyer, Mickey Haller, develops aromantic relationship with the owner of a Mexican restaurant, Lisa Trammel. He learns she is feuding with a developer who is attempting to take her property.The developer files a restraining order against Ms. Trammel and is subsequently murdered. When Ms. Trammel is charged with this Murder, the Lincoln Lawyer springs into action to defend his new client against a confident prosecutor, Andrea Freeman, who relishes the thought of beating the Lincoln Lawyer attrial.   Attendees will watch film clips from this series to examine Haller’s and Freeman’s conduct and determine whether they violated the Rules of Professional Conduct, including:     • Rule 1.8 Conflict of Interest.     • Rule 1.6 Confidentiality of Information.     • Rule 3.4 Fairness to Opposing Party and Counsel. Attendees have described Mr. Bogdanoff’s presentation of the Lincoln Lawyer as “fantastic, entertaining, useful and awesome.”   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/.       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.
  • 10/30/25
    Presented
  • DETAILS
Course1

Lies, Damn Lies & Legal Marketing: The Ethics of Legal Marketing

$50.00
  • Instructor(s):  Sean Carter

Lies, Damn Lies & Legal Marketing: The Ethics of Legal Marketing What is effective advertising in other fields is rarely acceptable in the field of law. In this entertaining ethics course, Sean Carter examines in detail the ethical rules concerning marketing and their practical implications. The program also covers common advertising strategies employed by attorneys, and the pitfalls many attorneys will encounter. Like all professionals, lawyers must market their services. Yet, unlike other professionals, lawyers must do so according to the most demanding ethical standards. In this off-beat ethics webinar, legal humorist Sean Carter will demonstrate the "dos" (and mostly "don'ts") of legal marketing.Using real-life (and often, comical) examples of legal marketing, Sean will demonstrate how to stay within our ethical boundaries when it comes to: Websites Blogs Social media Mail solicitations Client consultations And much 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.
  • 11/5/25
    Presented
  • DETAILS
Course1

LIVE REPLAY: Ethics of Beginning and Ending Client Relationships

$85.00
  • Instructor(s):  Elizabeth Treubert Simon

LIVE REPLAY: 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.       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.
  • 12/30/25
    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.         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.
  • 2/27/27
    Presented
  • DETAILS
Course1

Market Entry: Key Provisions in Successful Sales and Distribution Agreements

$85.00
  • Instructor(s):  Joel R. Buckberg

Market Entry: Key Provisions in Successful Sales and Distribution Agreements A product is only as successful as its distribution, only as profitable as it reaches the widest market possible.  Most suppliers of goods rely on distributors to reach the market. Distributor agreements can come in a multitude of types, including wholesale and retail distribution agreements. These agreements encompass a series of intricately interrelated provisions about the scope of products, the scope of the territory involved, exclusivity, pricing control, support in the form of marketing and training, supply guarantees, and much more.  Success for both the supplier and the distributor depends on a thoughtfully planned and drafted agreement.  This program will provide you with a practical guide to drafting the most essential provisions of distributor agreements. Understanding distributor and supplier objectives – and how they can be harmonized Legal framework of distributor agreements Products covered and how they are defined and altered over time Exclusivity – territory and products Support – training, advertising, promotion Supply guarantees, timeliness of performance Pricing – who controls and antitrust considerations   Speaker: Joel R. Buckberg is a partner in Nashville office of Baker Donelson, P.C. and vice chair of the firm’s corporate group. He has more than 40 years’ experience in corporate and business transactions.  His practice focuses on corporate and asset transactions and operations, particularly in hospitality, franchising and distribution.  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.        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.
  • 9/17/26
    Presented
  • DETAILS
Course1

Mine, Yours and Ours: Trust and Estate Planning for Non-Traditional Families, Part 1

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

Mine, Yours and Ours: Trust and Estate Planning for Non-Traditional Families, Part 1  Modern families demand modern planning strategies that traditional estate planning often fails to address. This comprehensive two-part program equips attorneys with the specialized knowledge needed to serve blended families, unmarried partners, LGBTQ+ couples, and other non-traditional family structures. Navigate complex inheritance issues, custody considerations, and beneficiary designations that reflect today's diverse family realities.   Part 1: Master planning techniques for blended families with children from multiple relationships Address unique challenges facing unmarried couples and domestic partnerships Explore LGBTQ+ estate planning considerations and protective strategies Learn to draft documents that honor chosen family structures and relationships Understand guardianship issues for non-biological parental figures   Part 2: Navigate tax implications and legal hurdles specific to non-traditional arrangements Develop strategies for managing family disputes in complex inheritance scenarios Master trust structures that accommodate multiple family dynamics Address business succession planning for non-traditional family enterprises Learn to counsel clients on relationship agreements that support estate plans   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.   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.        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.
  • 10/28/25
    Presented
  • DETAILS
Course1

Mine, Yours and Ours: Trust and Estate Planning for Non-Traditional Families, Part 2

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

Mine, Yours and Ours: Trust and Estate Planning for Non-Traditional Families, Part 2  Modern families demand modern planning strategies that traditional estate planning often fails to address. This comprehensive two-part program equips attorneys with the specialized knowledge needed to serve blended families, unmarried partners, LGBTQ+ couples, and other non-traditional family structures. Navigate complex inheritance issues, custody considerations, and beneficiary designations that reflect today's diverse family realities.   Part 1: Master planning techniques for blended families with children from multiple relationships Address unique challenges facing unmarried couples and domestic partnerships Explore LGBTQ+ estate planning considerations and protective strategies Learn to draft documents that honor chosen family structures and relationships Understand guardianship issues for non-biological parental figures   Part 2: Navigate tax implications and legal hurdles specific to non-traditional arrangements Develop strategies for managing family disputes in complex inheritance scenarios Master trust structures that accommodate multiple family dynamics Address business succession planning for non-traditional family enterprises Learn to counsel clients on relationship agreements that support estate plans   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.   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.        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.
  • 10/29/25
    Presented
  • DETAILS
Course1

Navigating Conflicts on Interest, Part 1

$85.00
  • Instructor(s):  Elizabeth Treubert Simon

Navigating Conflicts on Interest, Part 1 Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   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.
  • 12/9/25
    Presented
  • DETAILS
Course1

Navigating Conflicts on Interest, Part 2

$85.00
  • Instructor(s):  Elizabeth Treubert Simon

Navigating Conflicts on Interest, Part 2 Conflicts of interest remain among the most common sources of legal malpractice claims and disciplinary actions. This comprehensive two-part program transforms conflict analysis from guesswork into systematic risk management through practical frameworks and real-world scenarios. Attorneys will develop the skills to identify, evaluate, and properly handle conflicts before they become career-threatening problems.   Part 1: Apply systematic conflict-checking procedures and documentation requirements Understand when conflicts are consentable versus absolutely prohibited Master client consent processes and required disclosures Learn to identify conflicts in transactional versus litigation contexts Develop intake procedures that catch conflicts before engagement   Part 2: Handle conflicts that arise during ongoing representations Navigate conflicts between current and former clients Understand imputation rules and their impact on law firm operations Develop firm-wide policies for conflict prevention and management Learn remedial measures when conflicts are discovered after engagement   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.
  • 12/10/25
    Presented
  • DETAILS
Course1

Negotiation Ethics: Balancing Boasts and Integrity

$85.00
  • Instructor(s):  Thomas E. Spahn & Elizabeth Treubert Simon

Negotiation Ethics: Balancing Boasts and Integrity Lawyers must be truthful.  Yet they must be zealous in the representation of their clients.  The tension between these two principles is perhaps never as great as when the lawyer is negotiating for a client.  The negotiation may be a settlement of litigation or in connection with a transaction. 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 his or her client’s interest.   Lawyers may also “puff” or boast, signaling that a negotiating stance is firmer than a client’s true positon or more substantively valid than the law can reasonably support.  At some point, the gray ethical line is tripped and what the lawyer does becomes improper. This program will provide you with a real world guide to ethical issues in lawyer negotiations.  Ethics and ethical drawing lines – what’s an acceptable level of deception in negotiations? 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: 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.    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.         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.
  • 12/4/25
    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   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.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.
  • 12/22/25
    Presented
  • DETAILS
Course1

Noticing & Reacting to Red Flags: Under Duress & Undue Influence in Trust and Estate Planning

$85.00
  • Instructor(s):  Steven B. Malech

Noticing & Reacting to Red Flags: Under Duress & Undue Influence in Trust and Estate Planning Elderly and other clients with diminished physical or intellectual capacity are often the victims of undue influence or duress in disposition of their property.  They are often dependent on a caregiver, relative or other person for social interaction or essential mobility and functioning.  This makes them ripe for exploitation by the unscrupulous.  From a trust and estate planner’s perspective, undue influence and duress undermine the client’s true intent and jeopardize the validity of estate and trust instruments. This program will provide you with a world guide to spotting warning signs of undue influence and duress, drafting considerations, and the risks of litigation challenging trust and estate plans.          Undue influence and duress risks in trust and estate planning          Elements of undue influence – motive, opportunity and actual exercise          Understanding what constitutes duress          How to spot warning signs or red flags of undue influence and duress          Drafting considerations to preserve the true intent of a client and prevent challenges          Court battles – burdens of proof, assessing likelihood of successful challenges   Speaker: Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars.       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.
  • 12/12/25
    Presented
  • DETAILS
Course1

Real Estate Wealth: Trust and Estate Planning, Part 1

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

Real Estate Wealth: Trust and Estate Planning, Part 1 Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   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.   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.        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.
  • 12/17/25
    Presented
  • DETAILS
Course1

Real Estate Wealth: Trust and Estate Planning, Part 2

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

Real Estate Wealth: Trust and Estate Planning, Part 2 Real estate often represents the largest component of a client's wealth, yet many estate plans fail to optimize its transfer potential. This two-part program reveals advanced strategies for minimizing transfer taxes, maximizing valuation discounts, and preserving family wealth through sophisticated real estate planning techniques. Discover how to turn property holdings into powerful estate planning tools.   Part 1: Explore valuation discounts and their application to real estate transfers Master grantor retained annuity trusts (GRATs) for real estate assets Understand qualified personal residence trusts and their benefits Learn family limited partnership structures for real estate holdings Navigate installment sales and self-canceling installment notes   Part 2: Master conservation easements and their estate planning advantages Understand opportunity zone investments in estate planning contexts Learn charitable remainder trusts with real estate contributions Explore real estate investment trust (REIT) structures for family wealth Address generation-skipping transfer tax strategies for real estate   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.   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.        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.
  • 12/18/25
    Presented
  • DETAILS
Course1

Rescission in Business Transactions: How to Fix Something That's Gone Wrong

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

Rescission in Business Transactions: How to Fix Something That's Gone Wrong Despite the best-laid plans and careful drafting, errors occur in transactions and their underlying documents. The parties may have had a misunderstanding of a crucial fact or the applicable law, leaving the parties with a practically or legally defective arrangement. Or a simple drafting error may have been made in one or more of the transaction’s underlying documents. This program provides you with a practical guide to using rescission, backdating, and other forms of modification to fix transactional errors, teach you about the best uses and limits of each technique, and discusses the tax and other consequences of using these techniques. • Types of temporal modification—rescission, backdated initial actions, backdated modification • Legitimate reasons for after-the-fact modification of transactions• Statutory and common law recognition of rescission• Permissibility of backdating certain transactions• Special use of rescission to save S corporation status• Tax consequences of rescission and other corrective measures   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.        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.
  • 12/1/25
    Presented
  • DETAILS
Course1

Snow, Taillights, and Reasonable Doubt: The Karen Read Murder Trial

$100.00
  • Instructor(s):  Joel Oster

Snow, Taillights, and Reasonable Doubt: The Karen Read Murder Trial In the freezing winter of 2022, Boston Police Officer John O’Keefe was found dead in a snowbank outside a fellow officer’s home. His girlfriend, Karen Read, was accused of killing him with her SUV and leaving him to die. What followed were two high-profile trials — the first ending in a mistrial, the second in a full acquittal — that captured national attention and became a masterclass in the art of creating reasonable doubt. In this engaging, story-driven CLE, we’ll walk through both trials, analyze the prosecution’s and defense’s theories, compare the two proceedings, and break down the strategies that led to the ultimate not-guilty verdict. Along the way, you’ll gain practical trial tips for defending circumstantial murder cases, managing pretrial publicity, and leveraging jury instructions to your advantage. Learning ObjectivesBy the end of this session, participants will be able to: Compare and contrast prosecution and defense strategies in the first and second Karen Read trials. Identify key evidentiary and procedural differences that contributed to differing outcomes. Apply effective techniques for creating reasonable doubt in a circumstantial case. Recognize the role of investigative bias and media influence in shaping trial narratives. Integrate jury instructions strategically into closing arguments for maximum impact. Timed Agenda 12:00pm – 12:10pm — Review facts of murder Early morning, Canton, MA. John O’Keefe, a respected Boston Police officer, found in the snow outside a fellow officer’s home. Injuries: head trauma, hypothermia. Karen Read — a financial analyst, former girlfriend, last known person to see him alive. Eyewitness fragments: late-night drop-off, SUV taillight debris, cracked rear light on Read’s car. Early decisions in evidence collection (or lack thereof) that will haunt both trials. 12:10pm – 12:40pm — Initial Legal Theories        The Prosecution’s Theory   Prosecutor’s circumstantial evidence approach — strengths and vulnerabilities. How to keep a chain of circumstantial evidence unbroken (and what happens if a single link breaks). Intent issues: murder vs. manslaughter considerations.   The Defense’s Theory O’Keefe was assaulted inside the home or nearby, not struck by Read’s SUV. Taillight debris could have been planted or misinterpreted. Police officers at the afterparty had motive to close ranks. Investigators ignored key evidence that pointed away from Read.  The “alternate perpetrator” defense — when it’s powerful and when it’s risky.  Using investigative gaps to your advantage (and avoiding speculation that alienates jurors).  The tightrope between conspiracy suggestion and credible alternate theory. 12:40pm – 1:00pm — The First Trial (2024) — Mistrial Review of key witness testimony Review of closing statements How juror disagreement in a mistrial can foreshadow acquittal (or retrial strategy). Media leaks, pretrial publicity, and their role in juror psychology. Lessons from first trial mistakes: when to not overcomplicate your narrative. 1:00pm – 1:20pm — The Second Trial (2025) — Acquittal Prosecutors streamline case — fewer witnesses, cleaner exhibits. Defense sharpens expert testimony — snow temperature, injury timelines, biomechanics of SUV strikes. Prosecution’s burden becomes more visible — each link in the circumstantial chain questioned. Jury instructions hammer home: if any link fails, the chain is broken. Verdict: not guilty on all counts. Lessons Learned   How small strategic shifts flipped the outcome. The underestimated power of concise, consistent defense messaging. Importance of jury instruction emphasis in closing argument.  1:20pm – 1:40pm — Comparing the Two Trials Side-by-side differences: witness credibility, expert scope, jury demeanor, press coverage. How the defense learned to avoid overreaching and stuck to provable doubts. How prosecution’s narrowing case actually made it easier for defense to attack individual links. 1:40pm – 2:00pm — Lessons Learned: Building Reasonable Doubt in a Circumstantial Case Practical Trial Tips: Attack the weakest link early — don’t wait for closing. Always give jurors a plausible alternative — not just “maybe it didn’t happen.” Use experts as translators — jurors trust explanations more than raw data. Exploit contradictions between trials — testimony shifts destroy credibility. Make jury instructions your co-counsel — rehearse your closing around the “burden of proof” language. Speaker:  Joel Oster is a seasoned litigator and regular speaker to attorneys and non-attorneys alike.  He currently is in private practice in Kansas City, specializing in constitutional litigation, campaign finance, sports law and appellate advocacy.  He previously served as senior counsel with Alliance Defending Freedom at its Kansas City Regional Service Center. While at ADF, he was counsel for the Town of Greece, New York in the landmark case Galloway v. Greece.  Joel argued the case before the United States District Court for the Western District of New York and the Second Circuit, and was part of the legal team presenting the case to the U.S. Supreme Court where they successfully defended the Town against a challenge to its practice of opening its sessions with an invocation. Oster regularly litigates First Amendment issues.  As lead counsel in Freedom from Religion Foundation v. Obama, Oster skillfully defended the constitutionality of the National Day of Prayer against an Establishment Clause challenge. Before the U.S. Court of Appeals for the 8th Circuit, he successfully defended the right of an organization to have a pro-life specialty license plate in Missouri in Roach v. Stouffer. In Wigg v. Sioux Falls School District, he successful represented an elementary school teacher in obtaining equal access to school facilities after contract time after she was denied that right based on the viewpoint of her speech.  In addition, Oster has defended various churches based on the Religious Land Use and Institutionalized Persons Act, against discriminatory zoning codes and regulations.  Oster also has defended various individuals, corporations, and political committees against discriminatory and unconstitutional campaign finance regulations.  Joel has also spoken to thousands of attorneys across the United States and has learned from their successful and unsuccessful legal practices.  Joel brings this practical perspective to all his seminars. Oster earned his J.D. in 1997 from the University of Kansas School of Law.Oster is admitted to the bar in Kansas, Missouri, Florida, and numerous federal courts.       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.
  • 11/18/25
    Presented
  • DETAILS
Course1

Sophisticated Choice of Entity, Part 1

$85.00
  • Instructor(s):  Paul Kaplun, Christopher Davidson

Sophisticated Choice of Entity, Part 1 Choosing the right entity for a closely held business is not only a choice in time but planning for long stretches of time and the likelihood of substantial change. Among those changes are changes in tax law, changes in the capital structure and ownership ranks of the company, and changes in business strategy. These and a multitude of other considerations often involve a sophisticated tradeoff of benefits and costs, balancing certainty with flexibility, in full knowledge that change is certain.  This program will provide you with a practical guide to sophisticated choice of entity considerations for closely held businesses.  Day 1: Impact of industry norms, investor expectations, and regulatory requirements Management and information rights, and the ability to restrict Fiduciary duties/liability of owners and managers, and the ability to modify these duties Economic rights – choosing among capital rights, income rights, tracking rights Day 2: Anticipating liquidity events – sale of the company, liquidation of the company, new investors/members Planning for distributions of property Owner and employee fringe benefit considerations Impact of recent tax law changes, employment taxes, and SALT considerations   Speakers: Paul Kaplun is a partner in the Washington, D.C. office of Venable, LLP where he has an extensive corporate and business planning practice, and provides advisory services to emerging growth companies and entrepreneurs in a variety of industries. He formerly served as an Adjunct Professor of Law at Georgetown University Law Center, where he taught business planning.  Before entering private practice, he was a Certified Public Accountant with a national accounting firm, specializing in corporate and individual income tax planning and compliance.  Mr. Kaplun received his B.S.B.A., magna cum laude, from Georgetown University and J.D. from Georgetown University Law Center. Christopher Davidson is a partner in the Baltimore, Maryland office of Venable, LLP, where he advises clients on a wide variety of federal and tax matters, including in the areas of corporate formations, financings, and transactions.  His focus is on foreign and domestic tax matters for partnerships, LLCs, and corporations. He is a frequent contributor to professional tax journals. Mr. Davidson received his B.A., summa cum laude, from the University of Maryland, his J.D. from the University of Maryland School of Law, and his LL.M. from New York University.       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.
  • 8/11/26
    Presented
  • DETAILS
Course1

Stockholders' Agreements for C & S Corps, Part 1

$85.00
  • Instructor(s):  Frank Ciatto & Molly Merritts

Stockholders' Agreements for C & S Corps, Part 1 Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.  Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information   Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.  Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.        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.
  • 11/6/25
    Presented
  • DETAILS
Course1

Stockholders' Agreements for C & S Corps, Part 2

$85.00
  • Instructor(s):  Frank Ciatto & Molly Merritts

Stockholders' Agreements for C & S Corps, Part 2 Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.  Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information   Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.  Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.        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.
  • 11/7/25
    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 2025 Ethy Awards

$150.00
  • Instructor(s):  Sean Carter

The 2025 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
  • 180
    Min.
  • 12/13/25
    Presented
  • DETAILS
Course1

The 2025 Ethy Awards

$150.00
  • Instructor(s):  Sean Carter

The 2025 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
  • 180
    Min.
  • 12/29/25
    Presented
  • DETAILS
Course1

The Final Transaction: Hands-On A.I. Training for the Transactional Lawyer

$150.00
  • Instructor(s):  Sean Carter

The Final Transaction: Hands-On A.I. Training for the Transactional Lawyer The Final Transaction is a three-hour interactive mission for transactional attorneys ready to explore strange new tech to seek out smarter workflows and faster closings to boldly draft where no lawyer has drafted before! Join this hands-on voyage through the galaxy of A.I. tools that can turbocharge your due diligence, supercharge your negotiations, and draft contracts at warp speed. You'll get practical demonstrations, real-life applications, and enough tips and tricks to make even the most skeptical lawyer say, "Make it so." Engage your inner legal tech captain and prepare for a practice-transforming experience. In this program, you will learn: How to identify and evaluate AI tools that can assist with due diligence in transactional matters. Methods for using AI to review and analyze corporate documents for potential risks and red flags. Techniques for drafting and revising deal documents using generative AI tools. Approaches to using AI for analyzing and preparing responses to contract negotiation points. Ethical considerations involved in using AI in transactional practice, including issues related to confidentiality, supervision, and professional competence. Practical strategies for integrating AI into everyday workflows to improve efficiency and accuracy in transactional legal work. 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.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
  • 180
    Min.
  • 11/19/25
    Presented
  • DETAILS
Course1

The Privilege: Exactly What Communications Between Attorney and Client Are Protected?

$85.00
  • Instructor(s):  Thomas E. Spahn

The Privilege: Exactly What Communications Between Attorney and Client Are Protected? Attorney-client privilege seems straightforward until you're faced with corporate clients, third-party communications, or discovery disputes that challenge its boundaries. This program cuts through the confusion with practical guidance on when privilege applies, how it can be waived, and what communications truly remain protected. Learn to safeguard confidential communications while avoiding privilege pitfalls that could expose sensitive client information. Identify the precise scope and limitations of attorney-client privilege Understand privilege in corporate settings and multi-party representations Learn when third-party presence destroys or preserves privilege protection Master common privilege waiver scenarios and how to avoid them Develop strategies for asserting and protecting privilege in litigation   Speaker: Thomas E. Spahn is of counsel 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 2000 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.
  • 11/19/25
    Presented
  • DETAILS
Course1

The Top 10 Trust Account Slip-Ups: How to Avoid the Grievance

$50.00
  • Instructor(s):  Jordan Turk, Smokeball

The Top 10 Trust Account Slip-Ups: How to Avoid the Grievance Do you trust yourself with trust accounting? Law school didn’t offer courses on how to input time, or how to invoice a client, and certainly nothing on how to reconcile a trust account. Yet these very subjects are what land attorneys in grievance and sanctions territory every day. Whether you’re a solo attorney juggling administrative tasks or a managing partner trying to wrangle billing across your firm, this CLE is designed to make the money side of law a lot less confusing (and a lot more ethical). Join attorney Jordan Turk as she takes you through some real-life legal horror stories and shares how these issues could have been prevented altogether with proper processes in place. She’ll give you the tools, templates, and real-world tips to help you eliminate poor timekeeping habits, revolutionize your invoicing procedures, and get your trust account reconciled like a pro. In this CLE webinar, you’ll learn:  The biggest billing and trust accounting mistakes lawyers make Tips and tech that can help streamline time tracking, invoicing, and trust accounting The ethical implications of poor financial management   At the conclusion of this 50 minute program, Smokeball will give a brief presentation sharing information on their product. This portion is not part of the CLE and you are not required to stay.      Speaker:  Jordan is a practicing attorney in Texas, and the Director of Education and Attorney Development at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.  Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.  In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 50
    Min.
  • 12/2/25
    Presented
  • DETAILS
Course1

The Truth, The Whole Truth and Nothing But the Truth: The Ethical Imperative for Honesty in Law Practice

$50.00
  • Instructor(s):  Sean Carter

The Truth, The Whole Truth and Nothing But the Truth: The Ethical Imperative for Honesty in Law Practice Dr. Martin Luther King once said, "A fact is the absence of contradiction, but the truth is the presence of coherence." As lawyers, we are duty bound to be more than just factual. Lawyers must tell the truth to clients, judges, and even opposing counsel and third parties. In this eye-opening webinar, legal humorist Sean Carter will deal frankly with the very human inclination for dishonesty and explain how to avoid the traps from which dishonesty most often springs. In doing so, he will draw upon current and past nominees from his annual Ethy Awards to show the consequences of dishonesty. Dr. Martin Luther King, Jr. once said, "A fact is the absence of contradiction, but the truth is the presence of coherence." As lawyers, we are duty bound to be more than just factual. Lawyers must tell the truth to clients, judges, and even opposing counsel and third parties.In this eye-opening webinar, legal humorist Sean Carter will deal frankly with the very human inclination for dishonesty and explain how to avoid the traps from which dishonesty most often springs. 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 dishonesty. In particular, this webinar will cover: Disclosure obligations at the outset of the representation Communicating fully with clients Candor towards the tribunal The duty of honesty to opposing parties and third parties Truthful marketing practices Responding to disciplinary bodies       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.
  • 12/23/25
    Presented
  • DETAILS
Course1

The Yellowstone CLE: Can the Dutton Family Get Away with Murder

$51.00
  • Instructor(s):  Philip Bogdanoff, Esq.

The Yellowstone CLE: Can the Dutton Family Get Away with Murder The final season of Yellowstone contained murder and mayhem including the death of Governor Dutton.   In this engaging and entertaining presentation, we will watch film clips of the final season and determine whether any criminal offenses were committed, the nature of these crimes, any possible defenses and impediments to the prosecution.  Further, we will discuss the importance of the medical examiner’s testimony in a homicide or wrongful death case. We will review the conduct of Beth Dutton and  Rip Wheeler to determine whether the police have probable cause to charge anyone with a criminal offense after the deadly fight at Jamie Dutton’s home.    Whether or not you are a fan of Yellowstone, please join us for a discussion of the legal issues raised in the last season of this classic series.   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/.       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.
  • 11/12/25
    Presented
  • DETAILS
Course1

Walking the Diversity Talk: Making Greater Strides Towards the Elimination of Bias

$50.00
  • Instructor(s):  Sean Carter

Walking the Diversity Talk: Making Greater Strides Towards the Elimination of Bias By now, you are likely familiar with the concept of implicit bias and how it impacts both individuals and organizations in decision-making. However, knowledge of the problem is just the first step. In order to truly "walk the (diversity) talk," we must take definitive strides in the direction of diversity, equity and inclusion. In this engaging webinar, legal humorist Sean Carter will explore a wide range of actionable steps that individuals (and organizations) can take to reduce bias in their decision-making, allowing us all to move one step closer a more diverse, equitable and inclusive legal profession. In this program, lawyers will learn how to translate their insights about implicit bias into actionable steps they can take to reduce bias in their own decision-making (and that of the organizations they lead). By examining case studies and the best practices of leading organizations in the legal industry and beyond, lawyers will learn how to: Identify (and reduce) their own biases Develop greater culture competency Navigate and resolve microaggressions Recognize structural impediments to diversity Drive organizational change       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.
  • 12/31/25
    Presented
  • DETAILS
Course1

Wealth Transfer Talks: Avoiding Beneficiary Disputes

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

Wealth Transfer Talks: Avoiding Beneficiary Disputes Transferring wealth often unearths long-deferred issues that may complicate or even subvert the best laid trust and estate plans. Heirs may have expectations about their inheritance that are unrealistic. Certain children may expect to take control of a family business. There are often interpersonal resentments or animosities among children of different marriages. Sometimes, too, there are children from a relationship that was previously unknown.  These and many other issues need to be explored before plans are formulated and documents drafted.  But raising these issues is a very delicate conversation which sometimes takes lawyers to the edge of their comfort zone. This program will provide you a practical guide to raising these issues and counseling clients about the legal issues involved.  Communicating wealth transfer plans before the death of a client When to have those conversations – timing is everything How to broach uncomfortable topics and pose unpopular choices Anticipating visceral reactions and strategies to avoid estrangement and dispute How trustee choices may impact beneficiary reactions   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.        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.
  • 10/24/25
    Presented
  • DETAILS
Course1

Who Wants to be Disbarred?: A CLE Game Show

$50.00
  • Instructor(s):  Sean Carter

Who Wants to be Disbarred?: A CLE Game Show In Who Wants to be Disbarred?, you will compete against lawyers from across the country in answering legal ethics-related questions, such as the one below: Which of the following conflicts of interest is prohibited by the ethics canon? Being related to the client Going to the same high school as the judge Being close friends with opposing counsel Lending money to the client In this webinar modeled after the popular television game show, lawyers from across the country will compete by answering legal ethics questions in various categories, such as: Civility Client communication Competence Conflicts of interest Fees Legal marketing Trust accounting And much more After participants have had a chance to answer each question, the correct answer will be displayed, along with the corresponding ethics rule and a brief explanation. In that way, not only will you have fun, but you just might learn something as well.   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.
  • 12/30/25
    Presented
  • DETAILS
Course1

Working in the Cloud: Employment Law Issues When Employees Work Remotely

$85.00
  • Instructor(s):  Thomas E. Spahn & H. MIchael Drumm

Working in the Cloud: Employment Law Issues When Employees Work Remotely Technology allows lawyers far more flexibility to practice law than ever before.  Lawyers can work in shared offices, splitting expenses with other small firms or solo practitioners. They can work remotely, from home or virtually anywhere, with basic computer and networking technology. But all these innovations come with potential ethics traps. These include issues of communications and confidentiality, supervising outsourced worked, multijurisdictional practice, and ethically managing all the technology used to practice law with this newfound flexibility.  This program will provide you with a practical guide to significant issues when lawyers and law firms share office space, work remotely, or establish “virtual” practices. Ethical issues when lawyers share office space or other resources but practice separately Disclosure to clients of virtual nature of law office Electronic communications, confidentiality, and ethical risks in virtual law offices How Web sites and a “virtual” presence implicate multijurisdictional practice issues Outsourcing work to paralegal services, including fee sharing issues    Speakers: 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.     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.”         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.
  • 11/4/25
    Presented
  • DETAILS