Best Practices and Ethics in the Profession - Webinar
Stay on top of ethical issues faced by a modern law practice, and earn 5 ethics credits along the way. Learn how to safely practice law across jurisdictions, limit your scope of representation, network online without exposing yourself to attorney-client liability, protect client data online, and what to do in the event of a data breach. Lead by expert faculty, this program will improve your practice and help ease the anxiety of running a law practice.
- 5 Ethics credits!
- Tips for limiting the scope of your representation agreement
- Safeguarding client data and preparing for a breach
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Please note that the home study will be available approximately 2-3 weeks after the live program.
9:00 – 9:10 AM
Welcome and Introduction
9:10 – 10:00 AM
Multijurisdictional Practice
Margrit Parker (Colorado, Wyoming) and John Gleason (Colorado, Oregon) will discuss ethical rules related to multijurisdictional practice, including Rules 5.5 and 8.5. Discover what you can and cannot do as a lawyer in another jurisdiction, and learn how actions in one can subject you to discipline in others.
Presented by John Gleason, Esq., Burns Figa & Will and Margrit Parker, Esq., Lent Parker Law LLC
10:00-10:10 AM
Stretch Break
10:10 – 11:00 AM
Limited Scope Representation Agreements
Most attorneys these days are specialists, yet many client issues do not fit neatly into one practice area box. Learn to communicate what you can and cannot do for a client, and how to record your client’s consent to your limited scope agreement. Additionally, discover how proper unbundling can provide clients with access to affordable legal services.
Presented by Erika Holmes, Esq., ELHolmes Legal Solutions
11:00 - 11:10 AM
Stretch Break
11:10 AM -12:00 PM
Rule 1.6 in Formal and Informal Marketing
After months of work, you finally obtain a great result for your client in court. Time to announce your big win on social media, right? Maybe not. Chris Montville will discuss the best practices for complying with Rule 1.6’s client confidentiality mandate in marketing situations, both formal and informal. Discover the keys to touting your experience on your website, in social media, and in listservs without revealing confidential client information, and learn how to obtain express consent from a client to use case details for marketing purposes.
Presented by Chris Montville, Esq., Haddon, Morgan and Foreman P.C
12:00 PM-1:00 PM
Lunch on your Own
1:00 PM -1:50 PM
The Ethics of Cybersecurity: Practical and Budget-Friendly Tips for Lawyers
Attorney and data security expert Sharon Nelson will walk you through your duties to protect sensitive client data.
Presented by Sharon Nelson, Esq., President, and John Simek, Vice President, Sensei Enterprises
1:50-2:00 PM
Stretch Break
2:00-2:50 PM
Ethically Responding to Data Breaches and Cyberattacks: A Road Map for Lawyers
A data breach is every business owner’s nightmare, especially in professions where confidentiality is paramount. Sharon Nelson will prepare you with concrete steps to communicate with clients and attorney regulation, and repair your system in the event of a cyberattack.
Presented by Sharon Nelson, Esq., President, and John Simek, Vice President, Sensei Enterprises
Registration Fees
| Non Member | $389.00 |
| CBA Member | $289.00 |
| Active Military | $144.50 |
| Public Service/Government | $144.50 |
| New Lawyers Edge Partner | $144.50 |
| Paralegal/Legal Support Staff | $144.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 5.00
- Ethics Credits: 5.00
- EDI Credits:
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Sponsor Information
- Interactive - Set-up and practice the system during the presentation
- Customized – Email organization that works for you, your firm, and your life
- Effective – Gone are the days of having thousands of unread or flagged emails!