Best Practices and Ethics in the Profession - Video Replay Colorado Springs
June 2020
Best Practices and Ethics in the Profession
Sponsored by the Colorado Bar Association Lawyers' Professional Liability Committee and Co-Sponsored by Lockton Affinity, the Colorado Bar Insurance Program
The first 20 people to register for the program by phone, fax or online, will receive the $100 discount, courtesy of Lockton Affinity, the Colorado Bar Insurance Program.Use promo code LOCKTON2020 if you call, fax or register online.
Program Description:
Your experienced faculty will provide you with knowledge and tips that will enhance your daily practice. You will learn what the best tools are to avoid the latest ethical pitfalls, while earning 6 ethics credits!
FIND ANSWERS TO IMPORTANT ISSUES:
- Are you prepared to deal with the reality of cyber threats?
- Do you know what questions to ask when purchasing a professional liability insurance policy?
- How will the new CRPC 8.4(i) be implemented and enforced?
- What trends are we seeing locally and nationally when it comes to lawyer malpractice?
- What ethics rules need to be top-of-mind when working remotely?
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Home Study Purchases: Please note that all homestudies will be available approximately 2 weeks after the date of the LIVE program.
Agenda:
9:00 – 9:10 AM
Welcome and Introduction
9:10 – 10:00 AM
Cyber Threats in the Daily Practice of Law
Technology saves you a great deal of time in your daily practice, but also creates its own challenges. You are tasked with understanding the technologies used to protect client data and confidentiality. This presentation will discuss some of the many cyber challenges you are facing and suggest options to mitigate many of those exposures in order to protect your clients and law practice. The presentation will cover CRPC 1.1, 1.6, 1.18, and 5.3, ABA Resolution 109, Formal Opinion 477R, and more.
Presented by Theresa Garthwaite, BA, JD, CLCS, Risk Control Consultant, CNA
10:00 – 10:50 AM
Unpacking the “Pac Man” Policy and Other Considerations When Choosing Professional Liability Insurance
- Conditions to Coverage and Common Exclusions
- Endorsements to Consider and Avoiding Gaps in Coverage
- Minimum Limits Required by Law (C.R.C.P. 265)
- C.R.C.P. 227(A)(2)(a)(4)
Presented by John M. Palmeri, Esq., and Christine Kroupa, Esq., Gordon Rees Scully Mansukhani, LLP
10:50 - 11:00 AM
Networking Break
11:00 – 11:50 AM
Think Ahead and Put “It” in Writing! – Best Practices for Client-Lawyer Fee Agreements
Appropriately defining the business relationship between a client and a lawyer is critical to any lawyer’s practice. A fee agreement stands to impact everything from whether a client-lawyer relationship exists and, if so, the scope of work, to framing how the client views “success.” But, crafting a fee agreement tailored to any given client-lawyer relationship can also trigger myriad ethical considerations. This session will provide you with a practical, step-by-step guide on what you should be thinking about at the outset of the relationship with a potential client and how to craft a fee agreement that matches the proposed business relationship, while also complying with the Rules of Professional Conduct (including CRPC 1.5, 1.7, 1.8, and 1.16) and Colorado law.
Presented by James E. Fogg, Esq., Ogborn Mihm, LLP
11:50 AM – 12:50 PM
Lunch on Your Own
12:50 - 1:40 PM
The Ethics of Working from Home
This presentation will focus on lawyers' duties during a disaster, such as the COVID-19 pandemic, and what you need to know to ethically work from home.
Presented by Cecil E. Morris, Jr., Esq., Fairfield and Woods, P.C.
1:40 – 2:30 PM
Should I Do Business With My Client?
CRPC 1.8 sets forth the parameters for entering into a business transaction with a client, but was does this mean as a practical matter? What are common pitfalls and situations to avoid?
Presented by Victoria E. Lovato, Esq., Michael Best & Friedrich LLP
2:30 – 2:40 PM
Colorado Lawyer Assistance Program (COLAP):
What It Is and How It Can Help You
Presented by Carrie Bowers, Clinical Case Manager, COLAP
2:40 – 2:50 PM
Networking Break
2:50 – 3:20 PM
National Trends in Legal Malpractice
Presented by Andrew Feldman, Claims Specialist, CNA
3:20 – 3:50 PM
Local Trends in Legal Malpractice
Presented by Troy Rackham, Esq., Spencer Fane LLP
3:50 PM
Adjourn
Location Information
Law Office of Michael D Holder
405 S. Cascade Ave.
Colorado Springs, CO 80903
Get directions
405 S. Cascade Ave.
Colorado Springs, CO 80903
Registration Fees
| Non Member | $489.00 |
| CBA Member | $389.00 |
| Paralegal/Support Staff | $214.00 |
| New Lawyer Edge Pass Holder | $194.50 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 6.00
- Ethics Credits: 6.00
- EDI Credits:
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