Course1

2024 Ethics in Litigation Update, Part 1

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 1 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1 – June 4, 2024: Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1   Day 2 – June 5, 2024: Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/4/24
    Presented
  • DETAILS
Course1

2024 Ethics in Litigation Update, Part 2

$85.00
  • Author/Instructor:  Lucian T. Pera, William Freivogel, Thomas E. Spahn

2024 Ethics in Litigation Update, Part 2 This annual ethics update will cover a wide range of ethical developments important to your civil litigation practice.  The program will provide detailed coverage of developments in conflicts of interest in litigation, confidentiality and the attorney-client privilege, and ethics in defense and common interest agreements.  The program will provide a wide-ranging discussion of the ethical issues that arise with the spread, use and development of technology in litigation.  Also, the panel will discuss ethical issues in discovery of digital files, records, and communications.  Please join for this annual program which will provide you with a lively discussion of ethical developments important to civil litigation practice.  Day 1 – June 4, 2024: Ethics and discovery Ethics and preparing witnesses – the limits of coaching Recent developments in conflicts of interest, part 1   Day 2 – June 5, 2024: Annual technology review – the many ways in which technology can cause ethical traps for lawyers in litigation Client confidentiality, the attorney-client privilege, and work product doctrine Recent developments in conflicts of interest, part 2   Speakers: Lucian T. Pera is a partner in the Memphis office of Adams & Reese, LLP.  His practice includes professional malpractice litigation as well as counseling lawyers and law firms in the area of ethics and professional responsibility.  He was a member of the ABA’s Ethics 2000 Commission and is co-author of "Ethics and Lawyering Today," a national e-mail newsletter on lawyer ethics, which is accessible at: www.ethicsandlawyering.com.  He is the immediate past Treasurer of the ABA and currently serves as Vice President of the Tennessee Bar Association.  Before entering private practice, he served as a judicial clerk to Judge Harry W. Wellford of the U.S. Court of Appeals for the Sixth Circuit.  Mr. Pera received his A.B. with honors from Princeton University and his J.D. from Vanderbilt University School of Law. William Freivogel is the principal of Freivogel Ethics Consulting and is an independent consultant to law firms on ethics and risk management.  He was a trial lawyer for 22 years and has practiced in the areas of legal ethics and lawyer malpractice for more than 25 years.  He is chair of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct. He maintains the Web site “Freivogel on Conflicts” at www.freivogelonconflicts.com. Mr. Freivogel is a graduate of the University of Illinois (Champaign), where he received his B.S. and LL.B. Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/5/24
    Presented
  • DETAILS
Course1

2024 Trust Litigation Update

$85.00
  • Author/Instructor:  Steven B. Malech

2024 Trust Litigation Update The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more complicated family circumstances.  This wealth and family complexity are giving rise to more trust litigation. This litigation includes the extent to which trust interests are reachable in divorce proceedings; fiduciary investment decisions, the handling of concentrated positions in closely held companies, and arguably tortious interference with trust interests. This program will review significant developments in fiduciary litigation.           Disputes over discretionary decisions, including distributions          Tortious interference with inheritance interests          Handling concentrated positions in closely held companies          Disputes involving operation of family businesses in trusts          Counseling clients when fiduciary litigation involves family animosity   Speakers: 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.
  • 5/31/24
    Presented
  • DETAILS
Course1

Battling Gender Bias: How Bill Cosby and Other Sexual Predators Escape Punishment

$51.00
  • Author/Instructor:  Philip Bogdanoff, Esq.

Battling Gender Bias: How Bill Cosby and Other Sexual Predators Escape Punishment Bill Cosby victimized nearly sixty women and was convicted of sexually assaulting Andrea Constand and sentenced to prison.  However, the Pennsylvania Supreme Court reversed his convictions indicating he could not be tried again.   In 2006 the FBI did an extensive investigation of Jeffrey Epstein and found that he had sexually assaulted 37 girls, some as young as 14, and prepared a 53-page indictment.  However, Epstein was never charged in federal court and pleaded guilty to state charges where he served only 13 months in jail with work release.   In this presentation we will discuss the Epstein and Cosby prosecutions and other cases where the legal system protects the predator and not the victims.  Further, we will discuss why this occurs, how to prevent these miscarriages of justice and what steps we can take as lawyers to ensure that the legal system treats victims of sexual assault with dignity and respect.   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.
  • 6/28/24
    Presented
  • DETAILS
Course1

ChatGPT in the Legal Field: Benefits, Pitfalls, and Ethical Issues of Artificial Intelligence

$51.00
  • Author/Instructor:  Cynthia Sharp, Becky Howlett

ChatGPT in the Legal Field: Benefits, Pitfalls, and Ethical Issues of Artificial Intelligence Join Attorneys Cynthia Sharp and Rebecca Howlett in this cutting-edge CLE course exploring the benefits, pitfalls and potential ethical considerations as you incorporate ChatGPT into your legal practice. Through real-life examples and live demonstration, we will examine how ChatGPT can enhance legal research, drafting, client communication and even marketing. Don't miss out on this opportunity to gain valuable insights into the world of Artificial Intelligence (AI) and the law. The presenters provide tips on how to comply with the Model Rules of Professional Conduct while integrating ChatGPT into their daily practice lives. Our discussion will include details about MRPC 1.1, 1.3, 1.6 and 5.3 and their relevance in the AI context. Mindfully leveraging technology such as ChatGPT can help promote attorney wellbeing by providing lawyers with an effective means to help reduce workload and stress. For example, ChatGPT can help streamline workflow and communication processes, which can have far-reaching positive effects on reducing the anxiety of uncertainty and managing client expectations. Ultimately, harnessing Artificial Intelligence (AI) tools like ChatGPT lends itself to more balanced work-life integration, including more time for self-care, family, and friends. Learning objectives include:  Understand the capabilities of ChatGPT and how it can be used in the legal setting to enhance efficiency.  Identify the benefits and pitfalls of using ChatGPT in legal practice.  Discussion of issues related to bias, accuracy, and confidentiality when using ChatGPT.  Understand the ethical considerations that arise when using ChatGPT with references to relevant Rules of Professional Conduct.   Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.    Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/20/24
    Presented
  • DETAILS
Course1

Cross By Camera: How to Become a Master of REMOTE Cross-Examination

$199.00
  • Author/Instructor:  Roger Dodd, Esq

Cross By Camera: How to Become a Master of REMOTE Cross-Examination With his customary humor, Roger Dodd The King of Cross, teaches his most effective cross-examination techniques and adapts them to remote depositions: Loops, Double Loops, Spontaneous Loops, and 21 Additional Ways to Control Difficult Witnesses. This award-winning content is professionally edited into a tight 2 - hour presentation. Listening: the most important skill              Looping a basic building block.                 Spontaneous Loops. Cutting edge to control.                 Elimination technique for Depositions, Zoom Depositions, and at Trial                 Quotes from Churchill and Other Luminaries.   Roger Dodd, Esq 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.       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.
  • 6/14/24
    Presented
  • DETAILS
Course1

Discipline or No Discipline: A CLE Game Show

$50.00
  • Author/Instructor:  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.
  • 5/29/24
    Presented
  • DETAILS
Course1

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

$50.00
  • Author/Instructor:  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.
  • 5/29/24
    Presented
  • DETAILS
Course1

Drafting Stockholder Agreements, Part 1

$85.00
  • Author/Instructor:  Frank Ciatto, Molly Merritts

Drafting Stockholder Agreements, 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 – June 11, 2024:          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 – June 12 2024:          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   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. 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.  Ms. Merritt earned her B.S. from the University of Maryland, and her J.D. from the University of Virginia 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.
  • 6/11/24
    Presented
  • DETAILS
Course1

Drafting Stockholder Agreements, Part 2

$85.00
  • Author/Instructor:  Frank Ciatto, Molly Merritts

Drafting Stockholder Agreements, 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 – June 11, 2024:          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 – June 12 2024:          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   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. 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.  Ms. Merritt earned her B.S. from the University of Maryland, and her J.D. from the University of Virginia 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.
  • 6/12/24
    Presented
  • DETAILS
Course1

Elimination of Bias–Combating Age Bias in the Legal Field

$51.00
  • Author/Instructor:  Becky Howlett, Esq, Cynthia Sharp, Esq

Elimination of Bias–Combating Age Bias in the Legal Field Join veteran attorney Cindy Sharp and certified contemplative practices teacher and attorney Becky Howlett as they unpack age bias in the legal field—what it is, why it matters, and ways to enhance collaboration across all age levels. Addressing ageism in the legal profession can strengthen cross-generational collaboration, meaning better service for clients and more fulfilling workplaces for us all.  Lawyers of all experience levels and ages will benefit from this program. Overall, this course will support your ability to recognize implicit bias and implement strategies to curtail its harmful effects. Cindy and Becky, whose age difference spans 35 years, will share their own perspectives, as well as viewpoints and experiences of others in the legal community.  You will also learn:     Concepts to help identify and address age bias when dealing with colleagues, clients, and others.      How enhanced cultural competency will help any attorney both serve justice and advocate more effectively.     How to use mindfulness tools to develop deeper awareness of age bias and learn to counter insensitive attitudes.     Specific steps that you can take IMMEDIATELY to reduce the ill effects of age bias in the legal setting.   Cynthia Sharp, Esq Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.  As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.   Becky Howlett, Esq Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/18/24
    Presented
  • DETAILS
Course1

Ethical Issues Relating to Smartphone Use

$51.00
  • Author/Instructor:  Daniel J. Siegel, Esq

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

  • Webcast
    Format
  • 60
    Min.
  • 6/27/24
    Presented
  • DETAILS
Course1

Ethical Issues Representing a Band - Using the Beatles and Rolling Stones as Examples

$51.00
  • Author/Instructor:  Jim Jesse, Esq

Ethical Issues Representing a Band - Using the Beatles and Rolling Stones as Examples In this program, attorney/songwriter Jim Jesse discusses the unique issues faced when representing an organization as a client, particularly one as unique as a musical group. in this case, Jesse uses The Beatles and Rolling Stones as examples. Picture yourself as General Counsel for the two biggest bands in the world. And there's plenty of overlap between the two bands. Jesse uses specific fact patterns from the later portions of The Beatles' career and overlapping portions of The Rolling Stones' career to illustrate these principles, including copyright infringement, as well as:          Ethical Issues in George Harrison My Sweet Lord Case (The Featured Case) / Breach of Fiduciary Duty / Conflict of Interest – MRPC 1.7, 2.1          Ethical Issues Regarding Band/Organization Dissolution – MRPC 1.13, 1.14          Ethical Issues and Conflict of Interest in Representing Competing Interests in a Group – MRPC 1.7, 2.1     Jim Jesse, Esq Jim Jesse has been an attorney for 24 years, and has been a full-time CLE presenter since 2013. He is the former General Counsel for Cool Music Network (THECOOLTV), which is a 24-hour music video television network. Previously in private practice, he founded Rock N Roll Law to spread his passion for music law through his seminars. He is also a singer/songwriter who has released two albums, is a member of BMI, and has run his own record label distributing his music. He has written songs for more than 30 years, and studied music history for nearly as long. He is also the author of "The Music Copyright Law Manual" and the forthcoming "The Musician’s Guide to Music Copyright Law." Mr. Jesse consults and practices in areas regarding intellectual property, licensing and music law. He has drafted and reviewed hundreds of contracts from small barter deals to multi-million dollar ones.       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.
  • 6/14/24
    Presented
  • DETAILS
Course1

Find and Use Historical Web Information with the Internet Archive Wayback Machine

$51.00
  • Author/Instructor:  Nicholas Taylor

Find and Use Historical Web Information with the Internet Archive Wayback Machine Imagine that you could find and have admitted as evidence virtually any public historical web content, and without having to rely on discovery from the opposing party. Imagine that you could thereby establish when specific information was first published, updated, or available online - e.g., patent disclosures, marks and copyrighted materials, terms of service, advertised claims regarding products or services, business relationships, and more. Imagine that the maintainer of such a repository made it freely available to all and were committed to both the breadth and integrity of its contents. That is the potential of the Internet Archive Wayback Machine (IAWM), a free web-based tool that provides access to hundreds of billions of archived web pages dating from 1997 to present. In this webinar, Presenter Nicholas Taylor will: Provide background on what IAWM is, how it works, and the scope of content to which it provides access; Walk through IAWM features that are useful for the discovery of specific information or web content; Review strategies and trends for authentication and admissibility of IAWM evidence in U.S. federal courts; and Explain critical differences in the behavior of archived websites accessible through IAWM and “live” websites. Folks who join this webinar should come away with a better understanding of the potential of IAWM for litigation use cases, be able to use IAWM more effectively to find relevant information, be better able to interpret evidence from IAWM, and have greater success in either having evidence from IAWM admitted, or contesting its admission, in legal proceedings.   Speaker: Nicholas Taylor provides expert witness services related to evidence produced from the Internet Archive Wayback Machine, other web archive repositories, and public websites. He is commonly engaged to help determine when particular information or web content may have been published, updated, available, or discoverable on the web, as well as to authenticate and interpret archived web content for evidentiary purposes. His regular full-time employment is as the Deputy Group Leader for Technology Strategy and Services at the Los Alamos National Laboratory Research Library. In this role, he oversees IT research and development efforts focused on digital repository services, applied information science, and system operations. Prior to Los Alamos National Laboratory, he managed and supported digital library, digital preservation, library technology, and web archiving programs at Stanford Libraries, the Library of Congress, and the U.S. Supreme Court Library. He possesses an M.A. in Communication, Culture, and Technology from Georgetown University and an M.L.S. from the University of Maryland, College Park.       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.
  • 6/7/24
    Presented
  • DETAILS
Course1

How Secondary Trauma Affects Attorney Mental Health

$51.00
  • Author/Instructor:  Becky Howlett and Cindy Sharp

How Secondary Trauma Affects Attorney Mental Health Attorneys often represent people who have been traumatized as victims of abuse, crime, or other adversity. As the matter unfolds, lawyers, staff and judges alike may be exposed to emotional stories, highly charged situations, as well as gruesome and disturbing evidence, which can lead to secondary or vicarious trauma.  Symptoms include burnout, PTSD, irritability, difficulties with sleep and concentration as well as diminished pleasure and interest in activities. Join Cindy Sharp and Becky Howlett for this timely educational webinar as they explore secondary trauma. Case studies of legal professionals who have experienced the adverse effects of vicarious trauma are included.  Certified Meditation Instructor and Attorney Becky Howlett will teach and lead mindfulness practices throughout this session. Attendees will learn: How to identify situations that may lead to secondary trauma  Symptoms of vicarious traumatization Ethical Implications of secondary trauma: Analysis of MRPC 1.1 - Competence MRPC 1.3 - Diligence MRPC 1.4 - Communication MRPC 8.4 - Misconduct Specific steps you can take IMMEDIATELY to manage and avoid the ill effects of compassion fatigue Tips on how to approach a colleague who is exhibiting “the signs” Strategies to implement a trauma-informed approach How to use mindfulness tools to develop deeper awareness about secondary trauma   Cindy Sharp, Esq. Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.   As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations. She can be reached via email at cindy@thesharperlawyer.com.   Becky Howlett, Esq. Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/29/24
    Presented
  • DETAILS
Course1

Learn Mindfulness to Curtail Implicit Bias and Make Ethical Decisions

$51.00
  • Author/Instructor:  Cynthia Sharp, Esq., Becky Howlett, Esq.

Learn Mindfulness to Curtail Implicit Bias and Make Ethical Decisions Join Cindy Sharp and Becky Howlett for this timely educational webinar as they unpack implicit bias—what it is, why it matters, and reveal strategies to become aware of our own unconscious biases and ultimately enhance mindful decision-making. Overall, this program will support your ability to recognize these biases and implement strategies to curtail their harmful effects in your legal practice. Implicit bias is universal— everyone has it! Yet, these biases are uniquely our own as they are shaped by our individual life experiences. Although we all have them, we are generally unaware of their presence and effects, meaning implicit biases can negatively impact our decisions without our knowing. Research has shown that mindfulness meditation may effectively reduce implicit bias at the individual level. Certified Meditation Instructor and Attorney Becky Howlett will teach and lead mindfulness practices throughout this session designed to promote awareness of your own biases. Co-Presenter and Veteran Attorney Cynthia Sharp will join with Becky in sharing their own perspectives as well as viewpoints and experiences of others in the legal community. The speakers will delve into why words DO matter and discuss commonly held harmful assumptions related to diverse groups of people. You will also learn:  How to use mindfulness tools to develop deeper awareness about implicit bias and learn to counter insensitive attitudes  Specific steps that you can take IMMEDIATELY to reduce the ill effects of implicit bias in the legal setting  Concepts that will help identify and address unconscious bias when dealing with colleagues, clients, and others  How enhanced cultural competency will help any attorney both serve justice and advocate more   Speakers: Veteran Attorney Cynthia Sharp works with motivated lawyers seeking to build sustainable law practices. After building and selling her boutique firm which she ran for over a quarter of a century, she embarked on a professional speaking and consulting career.  For the past 10 years, she has dedicated herself to sharing practice building strategies and processes with solo and small firm attorneys throughout North America. In recognition of her contributions to the profession, the ABA GPSolo Division named her Trainer of the Year.  As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.   Becky Howlett is an attorney, consultant, and educator dedicated to facilitating positive relationships with others and ourselves.  After graduating from KU Law cum laude with a Tribal Lawyers Certificate in 2014, Becky focused her career on Indian Country advocacy, developing an expertise in federal Indian law and policy and tribal law. After experiencing burnout early on in her legal career, Becky felt compelled to do an in-depth study of meditation techniques and share these practices with others. In spring 2020, she co-founded legalburnout.com with the mission of empowering others to effectively manage their stress by promoting mindfulness practices in the legal field.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/31/24
    Presented
  • DETAILS
Course1

Learning Legal Ethics From the Lincoln Lawyer

$51.00
  • Author/Instructor:  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.
  • 5/29/24
    Presented
  • DETAILS
Course1

Learning Legal Ethics From the Lincoln Lawyer

$51.00
  • Author/Instructor:  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.
  • 6/25/24
    Presented
  • DETAILS
Course1

Legal Malpractice Insurance & Claim Avoidance 101

$51.00
  • Author/Instructor:  JoAnn L. Hathaway

Legal Malpractice Insurance & Claim Avoidance 101 Selecting legal malpractice insurance can be a daunting undertaking.  Due to lack of understanding, lawyers often find themselves without adequate coverage when a claim occurs.  This “too little too late” scenario could have been avoided if they had purchased coverage knowing some basic insurance concepts. In addition, many policies provide coverage outside the realm of legal malpractice coverage, such as coverage for disciplinary actions and employment practices liability.  Often unaware or having forgotten such coverage was part of their policy, many lawyer-insureds never avail themselves of these and other protections they have under their policy of insurance. During this informative, eye-opening program, you’ll learn about:          Policy pricing          Assessing carriers          The importance of the insurance application          Interpreting your coverage          Claims-made coverage          How to choose coverage limits          How to select your deductible          Policy endorsements          Policy “add-ons”          Why you should avoid coverage gaps          What to do when changing firms and carriers          Which claims are the most prevalent          The ABAs top 10 traps that can get you into trouble   Join JoAnn Hathaway as she helps to demystify the world of legal malpractice insurance.  Becoming an informed insured will help you protect your practice and sleep at night.   Speaker: JoAnn L. Hathaway is a practice management advisor for the State Bar of Michigan, where she developed, launched, and oversees the Bar’s practice management program. She previously worked as a legal liability claims director, risk manager, paralegal, and legal administrator. She holds undergraduate degrees in Paralegal Studies, and Management and Organizational Development from Spring Arbor University, and a graduate degree in General Administration from Central Michigan University. She is an Adobe Certified Expert, is a Certified Clio Product Pro, and holds software certifications in LexisNexis Time Matters and Billing Matters software. She is a Registered Professional Liability Underwriter, a licensed property and casualty insurance agent, and the author of the ABA publication Legal Malpractice Insurance in One Hour for Lawyers. She is active in the ABA Law Practice Management Division, serving on the Publishing Board and Law Practice Today Editorial Board, and is a frequent speaker on law firm technology, insurance, and risk and practice management topics.       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.
  • 6/5/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2024 Americans with Disabilities Act Update

$85.00
  • Author/Instructor:  Jeanne Goldberg

LIVE REPLAY: 2024 Americans with Disabilities Act Update This program will provide you with a comprehensive update of important developments related to the Americans with Disabilities Act.  The program will cover case law, administrative, and practical developments related to reasonable accommodation of disabilities in the workplace.  The panel will also discuss developments related to permissible job qualification standards, determining essential job functions, and judging the workplace performance of employees subject to the ADA. This program will provide you with a wide-ranging and practical review of important ADA developments.            Review of recent case law and regulatory developments          Developments in job qualification standards          Reasonable accommodation trends, including EEOC’s guidance          Developments related to reassignment to another job category          Trends in the interactive process    Speakers: Jeanne Goldberg is a Senior Attorney Advisor in the Office of Legal Counsel at the U.S. Equal Employment Opportunity Commission headquarters in Washington, D.C. She advises the Commission on the interpretation of Americans with Disabilities Act and the Genetic Information Nondiscrimination Act, among other federal statutes.  Prior to joining the EEOC, Ms. Goldberg was in private law practice specializing in civil rights litigation and argued EEO cases before the U.S. Courts of Appeals for the Fourth and D.C. Circuits.  She has also served as an adjunct law professor at the College and Mary.  Ms. Goldberg earned her B.A. from Northwestern University and her J.D. from George Washington 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.
  • 6/10/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: 2024 Uniform Commercial Code Update

$85.00
  • Author/Instructor:  Steven O. Weise

2024 Uniform Commercial Code Update The overlapping articles of the UCC impact most business, commercial and real estate transactions.  From the perfection of security interests to the enforceability of promissory notes and investment contracts to equipment leases and the sale of goods, the UCC plays a role in most significant transactions. This program, led by one of the nation’s leading authorities on the UCC, will provide you with a wide-ranging discussion of developments under the many articles of the UCC, including secured transactions, investment notes, sales, and equipment leasing. Recent UCC developments for transactional attorneys Developments impacting commercial, business and real estate transactions UCC Article 9, asset-based transactions and secured transactions Sales of goods contracts Equipment leases, including computer equipment and capital equipment Notes, guarantees and letters of credit   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.  He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.  Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.  Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 5/28/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Escrow Agreements in Real Estate Transactions

$85.00
  • Author/Instructor:  John S. Hollyfield

LIVE REPLAY: Escrow Agreements in Real Estate Transactions Escrow agreements are essential documents in every significant real estate transaction. They are mechanisms for allocating risk among the parties to the transaction.  Escrow agents are charged with determining whether certain contractual conditions are satisfied, thereby triggering the disbursement of money or property. Escrow arrangements mitigate the risk of non-performance by one of the parties.  But escrow agreements are fraught with potential conflicts and traps that may give rise to delays in finally closing a transaction. This program will provide you with a practical guide to drafting effective escrow agreements, risk allocation, conflict avoidance and working with escrow agents. Essential terms – property held, conditions for release/disbursement, fees Defining an agent’s duties, authority, and liability Practical problems with escrow arrangements – holding all the documents, breaking escrow, death of party Issues in construction contracts, development transactions, and property sales Letter of credit, tax and bankruptcy issues to consider   Speakers: John S. Hollyfield is of counsel and a former partner in the Houston office Norton Rose Fulbright, LLP.  He has more than 40 years’ experience in real estate law practice.  He formerly served as chair of the ABA Real Property, Probate and Trust Law Section, president of the American College of Real Estate Lawyers, and chair of the Anglo-American Real Property Institute.  He has been named a "Texas Super Lawyer" in Real Estate Law by Texas Monthly magazine and is listed in Who’s Who in American Law.  He is co-editor of Modern Banking and Lending Forms (4th Edition), published by Warren, Gorham & Lamont.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 6/7/24
    Presented
  • DETAILS
Course1

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

$85.00
  • Author/Instructor:  Anthony Licata, Thomas E. Spahn

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

  • Webcast
    Format
  • 60
    Min.
  • 6/24/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Exit Rights in Business Agreements

$85.00
  • Author/Instructor:  Michael Weiner

LIVE REPLAY: Exit Rights in Business Agreements A client investment in an operating business, particularly a minority stake, is only as good as its liquidity rights. 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: Michael Weiner is a partner in the Denver office of Dorsey & Whitney, where he is head of the firm’s corporate department.  His practice focuses on the representation of emerging growth companies in the areas of corporate formation, mergers and acquisitions, venture capital and angel finance, public offerings, and securities regulation. He counsels boards of directors and management teams in the areas of equity compensation, corporate governance, Sarbanes-Oxley and other regulatory and disclosure matters. He also advises clients on intellectual property licensing and commercial contract matters.  Mr. Weiner earned his B.S. in economics from the University of Pennsylvania Wharton School of Business, his B.A. in American history from the University of Pennsylvania College of Arts & Sciences, and J.D. from the University of California, Los Angeles.       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.
  • 6/25/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Going Over: Employment Law Issues When a Key Employee Leaves for a Competitor

$85.00
  • Author/Instructor:  Jennifer S. Baldocchi, Jessica Mendelson, Lindsey Jackson

LIVE REPLAY: Going Over: Employment Law Issues When a Key Employee Leaves for a Competitor Few things strike heart of business owners more than when a key employee departs and joins a competitor.  The departing employee may have sensitive knowledge about products or services, pricing strategies, customer lists, financial or other information essential to the success of the business.  If the business has planned for this eventuality, placing restrictions on key employees through a variety of agreements, any damage may be limited.  But if the key employee is departing without these agreements in place, the business must rely on strategies for protecting its sensitive information. This program will provide you a real-world guide to protecting your client’s sensitive business information when a key employee departs.  Conducting effective exit interviews of the departing employee Enforcing contractual provisions against disclosure of sensitive employer information Resort to statutory protections of trade secrets or “know how” when contractual protections don’t exist Understanding how employment law torts may apply to specific situations Planning in anticipation of the eventual loss of a key employee Speakers: Jennifer S. Baldocchi is a partner in Los Angeles office of Paul Hastings, LLP, where she co-chairs the office’s employment law department.  Her practice focuses on employee mobility and intellectual property, including trade secrets, covenants not to compete, unfair competition, and fiduciary duties.   In her transactional practice, she prepares employee and executive contracts, focusing on the protection of trade secrets and the prevention of improper customer and employee solicitations. She is recognized by Legal 500 US for trade secrets litigation and non-contentious matters.  Jessica Mendelson is an attorney in the Palo Alto, California office of Paul Hastings, LLP, where her practice focuses on trade secrets litigation and employee mobility issues.  Prior to joining Paul Hastings, Ms. Mendelson practiced trade secret, trademark, and copyright litigation in the intellectual property department of a boutique firm in Los Angeles.  Lindsey Jackson is an attorney in the Los Angeles office of Paul Hastings, LLP, where she represents employers in all aspects of employment law and labor relations, including wage-and-hour, discrimination, retaliation, harassment, trade secrets, and employee mobility matters. Ms. Jackson has also represented clients in employment litigation touching upon cybersecurity 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.
  • 6/17/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Health Care Issues in Estate Planning

$85.00
  • Author/Instructor:  Michael Sneeringer, Missia H. Vaselaney

LIVE REPLAY: Health Care Issues in Estate Planning Trust and estate planning for health care involves counseling clients about what are often the most difficult decisions in their life or lives of loved ones. There are issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators.  Planning for long-term care – and how to fund that care – is often the biggest challenge for most clients.  If clients are not carefully counseled about their choices and their decisions not carefully reflected in trust and estate documents, their most important goals will be unfulfilled.  This program will provide you with a practical guide to the most important health care issues in trust and estate planning. Counseling clients about planning for health care decision-making Tension between health care providers & trustees: Areas of competence, conflict, and cooperation Drafting advance health care directives & revocable trusts Defining objective health care “triggers” in documentation Key issues in appointing trustees, guardians & conservators Availability & financing of home health care & institutional care   Speakers: Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.   Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 6/6/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Professionalism for the Ethical Lawyer

$85.00
  • Author/Instructor:  Thomas E. Spahn

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

  • Webcast
    Format
  • 60
    Min.
  • 6/3/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Special Issues in Small Trusts

$85.00
  • Author/Instructor:  John T. Midgett, Missia H. Vaselaney

LIVE REPLAY: Special Issues in Small Trusts There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators.  The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income.  There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated. This program will provide you with a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.  Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees Challenges of trust management of operating businesses and real estate Restructuring or terminating trusts that are no longer economically viable Custodial accounts and other alternatives to small trusts Choosing a trustee for a small trust versus a larger trust   Speakers: John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia, where his practice focuses on estate planning, administration and taxation, elder law, and family business planning.  He is a Fellow of the American College of Trust and Estate Counsel, a member of the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.  He has lectured widely on topics relating to estate planning, taxation, probate, elder law, and family businesses. Mr. Midgett received his B.A. from the University of Virginia and his J.D. from the University of Richmond. Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 6/28/24
    Presented
  • DETAILS
Course1

LIVE REPLAY: Structuring Minority Ownership Stakes in Companies

$85.00
  • Author/Instructor:  Frank Ciatto, Molly Merritts

Structuring Minority Ownership Stakes in Companies Taking a minority ownership stake in a closely held company is a common occurrence. An investor may have taken a minority stake to fund growth in the business or someone may have provided essential, non-cash services – technical expertise, sales skill, management expertise – in exchange for equity. But there are substantial drawbacks with minority stakes. The minority stake holder may have limited access to information to the business and little or no control or influence over the ultimate success of the business.  The majority stake holder(s) may also seek to force out minority stake holders. This program will provide you with a real-world guide to structuring minority stake investments in anticipation of the majority stake owner eventually forcing the buyout of minority stake owners. Structuring minority stake ownership for eventual buyout by the majority stake owner How to avoid undue dispute and litigation through planning Framework of law protecting minority stake owners Equitable structuring of minority stake governance, information, and other rights Differences between passive minority-stake owner and those who actively participate in the business Valuation and buyout finance issues for majority stake owners Liquidity rights for minority stake owners Counseling techniques to help avoid open dispute among owners 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.   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.
  • 5/29/24
    Presented
  • DETAILS
Course1

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

$51.00
  • Author/Instructor:  Michael C. Maschke

Living in a Cloud-Based World - The Next Generation of Digital Evidence Electronic evidence plays a critical role in most cases. Frequently, relevant evidence is now found in the cloud and not on a local computer, server, or external hard drive. Businesses and consumers are using cloud services more than ever. Microsoft 365 has taken over the business world. Third-party messaging apps such as Instagram, TikTok, and WhatsApp continue to flourish. The cloud is now – and will remain - a potential evidence goldmine for litigators. Understanding the “how-to” of cloud-based electronic evidence lays the foundation for you to competently guide clients through the process of retaining and using a digital forensics expert, including understanding what may or may not be recoverable.   Our presenter will cover:  The basics of cloud forensics, including costs  Cloud storage buckets  Webmail such as Google Mail, Hotmail, and Yahoo  Social media preservation and analysis  Secure file storage – Dropbox, Box, GoogleDrive, SharePoint  Amazon Ring and other IoT (Internet of Things) devices including cars, thermostats, refrigerators, smart TVs, etc. and the information they may   store   Michael C. Maschke Michael Maschke is the Chief Executive Officer/Director of Cybersecurity and Digital Forensics at Sensei Enterprises, Inc. Mr. Maschke holds a degree in Telecommunications from James Madison University. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), a Certified Ethical Hacker (CEH) and an AccessData Certified Examiner (ACE). Mr. Maschke is also a Certified Information Systems Security Professional (CISSP). Mr. Maschke has significant experience with network troubleshooting, design and implementation, security, systems integration and computer engineering. He is also a member of the International Society of Forensic Computer Examiners (ISFCE). Prior to his current role, he oversaw Sensei’s digital forensics andand information technology departments, which provided support to over 200 area law firms, legal entities and corporations. Mr. Maschke is a Microsoft Certified Systems Engineer, Microsoft Certified Systems Administrator and a Microsoft Certified Professional. He is an associate member of the American Bar Association and has spoken at the American Bar Association’s TECHSHOW conference on the subject of cybersecurity. He is currently an active member of the ABA’s Law Practice Division: Technology Core Group and is on the Fairfax Law Foundation Board of Directors. Mr. Maschke is a 2019 Fastcase 50 award recipient. He is also a co-author of Information Security for Lawyers and Law Firms, a book published by the ABA in 2006 and The 2008-2020 Solo and Small Firm Legal Technology Guides (American Bar Association, 2008 – 2020).       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.   

  • Webcast
    Format
  • 60
    Min.
  • 6/11/24
    Presented
  • DETAILS
Course1

Practical Tips & Strategies To Combat Implicit Biases In Law Firms and Society

$51.00
  • Author/Instructor:  Katy Goshtasbi, Esq

Practical Tips & Strategies To Combat Implicit Biases In Law Firms and Society Everyone has biases. It’s natural. While me might recognize our own explicit biases, the unconscious nature of implicit bias makes them easier to ignore. Unfortunately, ignoring our implicit biases impacts not only our practice success, but our entire life and reputation.   When we are able to recognize our own biases, and those of others, we can be in control of changing systematic biases within our workplace and society, removing processes that support only one set of particular outcomes. This, in turn, ensures we are doing our part as lawyers to level the playing field.  This program will support you to learn:  How to identify and address implicit biases of any kind among yourself, your staff, colleagues, clients, and vendors regardless of the size of your firm/practice Actionable, concrete strategies and tips to address and minimize these biases How to turn these biases into a diversity model that will help you grow your practice and firm into a renowned leader in equalizing society.   How to bring this change in perspective to any institution   Katy Goshtasbi, Esq Katy Goshtasbi is a branding, diversity and growth expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing with diversity, in size and profits, by mastering change and developing brands that get their message out effectively and ethically. The results include happier, more productive lawyers, reduced stress, attracting better clients and more revenues. Katy practiced securities law for over 14 years at the US Securities & Exchange Commission, on Capitol Hill, in a major law firm and in-house.She has written two books on the subject matter, one for the ABA. She was the 2018-2019 Chair of the ABA Law Practice Division and 2020-2021 Chair of the Division's Diversity & Inclusion 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.
  • 6/28/24
    Presented
  • DETAILS
Course1

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

$85.00
  • Author/Instructor:  Anthony Licata

REPLAY: Practical Lessons in Diversity, Equity & Inclusion in Law Practice This program will provide you with a practical guide to diversity, inclusion, and equity in law firms and in clients. The program will discuss the value of diversity and inclusion, including how it fosters collegiality, greater client value, and organizational and personal growth.  The panel will look at real world case studies of what types of diversity training work and help law firms – and also review those types of training that do not work. The program cover best practices not only for law firms but also for advising clients on developing diversity, inclusion, and equity training and practices. Types of diversity – internal, external, organizational, and worldview Racial and ethnic, generational and age, gender, socio-economic diversity Training to raise awareness of unconscious bias v. promoting allyship and inclusivity What types of diversity training work – and what types do not work? Best practices in helping law firms and their clients grow in diversity, inclusion and equity   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 6/13/24
    Presented
  • DETAILS
Course1

Restructuring Real Estate Deals Gone Bad, Part 1

$85.00
  • Author/Instructor:  Anthony Licata

Restructuring Real Estate Deals Gone Bad, Part 1 When a real estate project goes bad for whatever reason – sales are slow or at prices below projections, leasing is slow, or there are extensive cost-overruns or regulatory delays – developers, investors, lenders, and others are left scrambling to restructure the project and salvage any value or at least limit losses. This often involves restructuring or possibly refinancing a loan.  It may also involve additional equity.  Another option is selling the project, if possible.  These processes can be complicated by the nature of the investors and lenders involved.  This program will provide you with a practical guide to restructuring troubled real estate projects. Day 1          Practical strategies for unwinding real estate deals outside of bankruptcy or litigation          Negotiating, structuring and drafting the restructuring of failed real estate projects          Underlying economics and tradeoffs of real estate restructuring          Types of sellers and their impact on restructuring – individual owner, institutional, joint venture, private equity          Complications and limitations involving syndicated loans, CMBS loans, and REMICs          Navigating seller issues – personal guaranties, ongoing management fees, upside participation, reputation   Day 2          Restructuring alternatives, including straight purchases, “Loan to Own,” rescue capital/preferred stock/securities          Drafting forbearance and loan modification agreements          Receivership of distressed properties and planning to emerge from receivership          “Loan to own” strategies and limitations          Tax issues, including cancellation of indebtedness and restructuring recourse indebtedness          Potential loss of valuable tax attributes and tax planning opportunities   Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. He speaks extensively on real estate topics nationally.       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.
  • 6/20/24
    Presented
  • DETAILS
Course1

Restructuring Real Estate Deals Gone Bad, Part 2

$85.00
  • Author/Instructor:  Anthony Licata

Restructuring Real Estate Deals Gone Bad, Part 2 When a real estate project goes bad for whatever reason – sales are slow or at prices below projections, leasing is slow, or there are extensive cost-overruns or regulatory delays – developers, investors, lenders, and others are left scrambling to restructure the project and salvage any value or at least limit losses. This often involves restructuring or possibly refinancing a loan.  It may also involve additional equity.  Another option is selling the project, if possible.  These processes can be complicated by the nature of the investors and lenders involved.  This program will provide you with a practical guide to restructuring troubled real estate projects.   Day 1          Practical strategies for unwinding real estate deals outside of bankruptcy or litigation          Negotiating, structuring and drafting the restructuring of failed real estate projects          Underlying economics and tradeoffs of real estate restructuring          Types of sellers and their impact on restructuring – individual owner, institutional, joint venture, private equity          Complications and limitations involving syndicated loans, CMBS loans, and REMICs          Navigating seller issues – personal guaranties, ongoing management fees, upside participation, reputation   Day 2          Restructuring alternatives, including straight purchases, “Loan to Own,” rescue capital/preferred stock/securities          Drafting forbearance and loan modification agreements          Receivership of distressed properties and planning to emerge from receivership          “Loan to own” strategies and limitations          Tax issues, including cancellation of indebtedness and restructuring recourse indebtedness          Potential loss of valuable tax attributes and tax planning opportunities   Speakers: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. He speaks extensively on real estate topics nationally.        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.
  • 6/21/24
    Presented
  • DETAILS
Course1

Settlements in Civil Litigation: Strategic Planning and Drafting

$85.00
  • Author/Instructor:  Steven B. Malech

Settlements in Civil Litigation: Strategic Planning and Drafting 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.       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.
  • 6/18/24
    Presented
  • DETAILS
Course1

Take Ethical Security Precautions with Email: When and How to Encrypt

$51.00
  • Author/Instructor:  Daniel J. Siegel, Esq

Take Ethical Security Precautions with Email: When and How to Encrypt  Ever since law firms began using computers, there have been concerns about whether attorneys must or should use special security measures, like encryption, to protect confidential and sensitive information. Changes in ethical and procedural rules, including requirements that lawyers must (1) be technologically competent and (2) redact court filings, highlight the need for lawyers to be proactive when handling everything from email to their office technology. This program will explore attorneys’ duties to safeguard electronic communications, including:  Competence and confidentiality in the use of technology  Ethical and legal duties for handling electronic data  What is encryption, and how and when to use it  When, and by what methods, attorneys may attachments containing “information relating to the representation of a client”  Threats to the security of electronic data and communications  Options for securing electronic data and communications  How and when attorneys may use unencrypted email and when they must take special security precautions when required by a client, by rule, by law, or when the nature of the information requires a higher degree of security   Daniel J. Siegel, Esq Daniel J. Siegel is a seasoned attorney and entrepreneur with 30+ years of experience. Dan is the owner of the Law Offices of Daniel J. Siegel, LLC, a workers’ compensation and personal injury firm, which has assured or increased the benefits of more injured workers than any other law firm in Pennsylvania. Dan has been widely recognized for this work, including being named a Pennsylvania Super Lawyer for Workers’ Compensation for 10+ years, a Philadelphia Inquirer Influencer of Law for Personal Injury and a Philadelphia Business Journal Best of the Bar Honoree for Plaintiff Personal Injury. In addition, Dan represents individuals and families in Social Security Disability/SSI and medical malpractice claims and counsels clients on estate planning and real estate transactions. As Chair of the Pennsylvania Bar Association Committee on Legal Ethics & Professional Responsibility, Dan also provides ethics and disciplinary guidance as well as trial and appellate court writing to fellow attorneys. Dan is also the owner of Integrated Technology Services, LLC, a technology consulting firm for attorneys and small businesses that combines his passion for technology and the law. Given this expertise, Dan is a frequent author and nationally recognized speaker on legal ethics, social media, law firm technology, law practice management and mobile computing for lawyers. Dan wrote or co-wrote several books for the ABA Law Practice Division including “How to Do More in Less Time,” “The Ultimate Guide to Adobe Acrobat DC,” “The Ultimate Guide to LexisNexis CaseMap” and “Checklists for Lawyers,” among others.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 6/27/24
    Presented
  • DETAILS
Course1

Technical Fouls: Even Minor Ethics Violations Can Have Major Consequences

$50.00
  • Author/Instructor:  Sean Carter

Technical Fouls: Even Minor Ethics Violations Can Have Major Consequences When it comes to ethics violations, there is no such thing as a minor or "technical" foul. All ethics violations are serious matters, evidencing a breach of the trust that has been placed in the lawyer. As a result, lawyers must avoid falling into the mindset that a particular violation is "no big deal." To make this case, noted legal humorist Sean Carter will chronicle a number of recent ethics cases in which lawyers were surprised to discover that even minor ethics violations can have major consequences. In making the case that even minor ethics violations can have major consequences, Sean Carter will review cases where lawyers received surprisingly significant sanctions for such transgressions as: Failing to pay vendors Omissions on customs forms Unauthorized use of Westlaw accounts Using another's home address Falsifying MCLE compliance Petty crimes 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.
  • 5/31/24
    Presented
  • DETAILS
Course1

The Ethics of Bad Facts and Bad Law

$85.00
  • Author/Instructor:  Thomas E. Spahn

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

  • Webcast
    Format
  • 60
    Min.
  • 6/27/24
    Presented
  • DETAILS
Course1

The Mentally Tough Lawyer: How to Build Real-Time Resilience in Today's Stressful World

$51.00
  • Author/Instructor:  Steve Hughes

The Mentally Tough Lawyer: How to Build Real-Time Resilience in Today's Stressful World What do you do when something doesn't go your way at work? What if you could remain calm and find your footing in short order? What if you were more resilient after setbacks? This dynamic program gives you simple-to-use tools to unlock your EQ to be more present and think on your feet in and out of the courtroom. Borrowing from the latest scientific research as well as insights from improv performers, you'll be equipped to stay cool under pressure when the stakes are high. Whether you're dealing with a skeptical jury, presenting a bold argument, or frustrated trying to do your job in a hybrid environment, you can improve your ability to be more resilient. Specifically, you'll learn how to: Turn unexpected challenges into opportunities for connection and growth. Be more collaborative and innovative with clients on a consistent basis. Respond more effectively and positively when things go awry.   Steve Hughes Steve Hughes is President Hit Your Stride, LLC, a communications consultancy that helps people look and sound smart when they talk. He is the author of Captivate: Presentations That Engage and Inspire and he has been featured on NPR, CBS, and BBC Radio and in The Wall Street Journal and Businessweek. He is also the proud creator of “International Be Kind to Lawyers Day,” which is observed annually on the second Tuesday in April. Today he works with a short list of blue chip clients including AmLaw 200 law firms, national associations, and leading universities. Prior to launching Hit Your Stride, Steve was the co-owner of an award-winning 50-person advertising agency in St. Louis where he delivered hundreds of presentations with millions of dollars on the line.  He holds a BA in French Literature and European History from the University of Kansas and an MBA in Marketing from Washington University in St. Louis, where he was awarded the prestigious Olin Cup.       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.
  • 6/21/24
    Presented
  • DETAILS
Course1

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

$51.00
  • Author/Instructor:  Becky Howlett and Cindy Sharp

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

  • Webcast
    Format
  • 60
    Min.
  • 6/11/24
    Presented
  • DETAILS
Course1

The Weakest Lawyer: A CLE Game Show

$50.00
  • Author/Instructor:  Sean Carter

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

  • Webcast
    Format
  • 60
    Min.
  • 5/29/24
    Presented
  • DETAILS
Course1

Trust and Estate Planning for Illiquid Assets

$85.00
  • Author/Instructor:  Jonathan Gopman

Trust and Estate Planning for Illiquid Assets Liquidity is an almost universal need in trust and estate planning. When a client dies, death taxes may need to be paid.  Expenses incurred in administration need to be paid.  Distributions may be required under trust instruments.  For these and many other reasons, estates need cash.  The big challenge comes when the estate has assets that, though valuable, are not liquid.  Assets may include real estate that is not quickly or cost-effectively sold.  Or a successful family business may be involved, where ownership stakes are not easily transferred or for which there is no ready market.  Complex financial assets, artwork or other unique property, hard to value and hard to sell, may also be held.  Trust and estate plans must anticipate the need for liquidity and formulate strategies for providing it or deferring taxes and distributions until liquidity can be created. This program will provide you with a real world guide to practical strategies for creating liquidity in trust and estate planning.          Challenges of planning for illiquid assets like real estate, family businesses, and unique property          Techniques and tools to fund tax liabilities, distributions, expenses and more          Mechanics of electing a deferral of estate tax under IRC Section 6166          Use and advantages of using Graegin notes to obtain liquidity          Advantages and disadvantages of use of redemptions and buy-sell agreements          Use of life insurance and other financial products to provide liquidity   Speakers: Jonathan Gopman is a partner with Akerman, LLP in Naples and chair of the firm’s trusts and estate practice group.His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.He also assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle.Mr. Gopman is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio on Estate Tax Payments and Liabilities.       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.
  • 6/26/24
    Presented
  • DETAILS
Course1

Who Wants to be Disbarred?: A CLE Game Show

$50.00
  • Author/Instructor:  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 Through the polling feature on our platform, lawyers will be allowed to make their selections. At the end of the program, each participant will receive their score, along with their "player ranking." Oh yeah, and you just might learn something in the process. 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.       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.
  • 5/29/24
    Presented
  • DETAILS
Course1

Why Female Attorneys Get Paid Less: What's Gender Bias Got to Do With it

$51.00
  • Author/Instructor:  Philip Bogdanoff, Esq.

Why Women Attorneys Get Paid Less: What's Gender Bias Got to Do With It Female lawyers’ median weekly pay is 26.5% less than male lawyers and the pay gap is larger for partners and only getting worse. The Ninth Circuit Court of Appeals has commented that the gender pay gap is “an embarrassing reality of our economy.” In this presentation we review the history of the gender pay gap and determine if there has been any progress in the last 50 years. We will examine the causes of the gender pay gap and suggestions on how to eliminate it. Further, we will discuss a law in the United Kingdom that requires all companies with over 250 employees to file a yearly gender pay gap report with the difference between the average pay of men and women in an organization. We will review gender pay gap reports of legal firms in the United Kingdom and determine if this reporting requirement has helped bridge the gender pay gap.   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.
  • 5/30/24
    Presented
  • DETAILS
Course1

Why Lawyers Need to Know About AI

$51.00
  • Author/Instructor:  Tom O'Connor, Esq.

Why Lawyers Need to Know About AI Lawyers need to know about AI because it is changing the entire scope and delivery of legal services. AI in the legal profession is about far more than machine learning and eDiscovery. Just as businesses outside the profession use AI in basic chatbots on web sites, in automated answering and customer service phone portals and for sophisticated data searching and analytics tools, attorneys are using AI for these functions and many more.   Some iteration of AI is used, often with natural language processing tools, by law firms and corporate law departments for tasks such as:     data and due diligence analysis     augmenting legal research and contract review     drafting legal documents     predicting future outcomes,     automating both general basic tasks and specific case workflows     overseeing IP matters     digitizing payment processes     building computer vision models that are taught to view documents the way humans do   Join Tom O’Connor to learn about the diversity of AI, who’s using it, and how it is crucial to maintaining an efficient legal practice.   Tom O'Connor, Esq Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems.  A New England native who graduated from The Johns Hopkins University in 1972 with a BA in Political Science, Tom attended law school for one year at The University of Notre Dame before returning to Baltimore and undertaking a career as a paralegal specializing in complex litigation. While conducting his consulting business over the years, Tom earned a J.D. at an evening law school program. Tom’s consulting experience is with both small firms and complex litigation matters including the BP litigation in New Orleans and several current opioid MDL matters as well as with the Office of the Federal Public Defender. He has been appointed as He has been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols. A frequent lecturer about legal technology, Tom also teaches CLE courses nationwide and is a prolific writer. He was a co-author of the 2006 award winning article, “In Katrina’s Wake”, which covered recovery efforts in the legal community of post Katrina New Orleans, in which he participated. He was also the author of the Second, Third and Fourth Editions of The Automated Law Firm: A Guide to Computer Systems and Software published by Aspen Law & Business as well as The Lawyers Guide to Summation and EDiscovery for Small Cases, both published by the ABA. He also contributes to several blogs including his own, called Techno Gumbo. (https://wordpress.com/view/technogumbo.wpcomstaging.com) Tom has also been awarded numerous professional accolades including the inaugural Betsy Ann Reynolds Award for Excellence in Litigation Support from the Litigation Support Leaders Conference and the first Scarpitti Award for Professional Achievement from the Masters Conference for Legal Professionals. Tom currently resides down the Mississippi down in New Orleans with his son Seamus, a technical guru and current Captain of the Kings of Crescent City skateboard championship team.     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.
  • 6/12/24
    Presented
  • DETAILS