Protecting Client Confidences and Prioritizing Wellness to Run a Successful Practice
December 2017
Proactive Practices: Protecting Client Confidences and Prioritizing Wellness to Run a Successful Practice
Join in the Innovation! Proactive Practices for Attorneys:
The Colorado Office of Attorney Regulation Counsel has launched an innovative Self-Assessment Survey for attorneys. After a similar program was implemented in Australia, the data and results showed a dramatic decrease in complaints to Attorney Regulation. This new Self-Assessment Survey will assist attorneys in improving their practices by allowing them to self-assess how well they perform in 10 key areas. This CLE program will review two of the key principles of the new Colorado Self-Assessment Program for attorneys.
MEET YOUR PRESENTERS:
Barbara A. Ezyk, Esq. is the Executive Director of the Colorado Lawyer Assistance Program, pursuant to Rule 254, as adopted by the Colorado Supreme Court. Ms. Ezyk has been a Colorado licensed attorney since 1995 and licensed Registered Nurse since 1983. Ms. Ezyk obtained her law degree from the University of Denver and her Bachelor's degree in Nursing from the Metropolitan State College in Denver. Ms. Ezyk worked in the Neonatal Intensive Care Unit for approximately 10 years; as a trial attorney for approximately 10 years, as a Legal Risk Manager for 3 years at United Health Care and the Substance Use Education Director at Peer Assistance Services for 2 years. Ms. Ezyk has worked with judges, lawyers and law students in need of assistance due to physical and mental health issues. She has served on the Colorado Lawyers Helping Lawyers Board of Directors and has been an active participant of the Colorado Bar Association and the ABA Commission on Lawyer Assistance Programs.
April McMurrey, Esq., is Deputy Regulation Counsel in the intake division. Ms. McMurrey also assists in the supervision of the trial division. Ms. McMurrey received her undergraduate degree from Colorado State University and her law degree from the University of Colorado School of Law. Ms. McMurrey joined the Office of Attorney Regulation in 2001 as a law clerk. She was later promoted to the trial division, where she worked for seven years as an Assistant Regulation Counsel. Ms. McMurrey then worked in the intake division as an Assistant Regulation Counsel. Ms. McMurrey is a member of the Colorado Bar Association, the Colorado Women's Bar Association, the Douglas-Elbert County Bar Association, the Colorado Bar Association Ethics Committee and the National Organization of Bar Counsel.
Jonathan P. White, Esq. is a staff attorney at the Colorado Supreme Court Office of Attorney Regulation Counsel. He is the day-to-day project manager for the Colorado Supreme Court Advisory Committee’s Proactive Management-Based Program (PMBP) Subcommittee. The subcommittee is developing a program to help Colorado lawyers better serve their clients through proactive practice self-assessments. The self-assessments also promote compliance with the Colorado Rules of Professional Conduct. Mr. White rejoined the Office of Attorney Regulation Counsel in November 2016 after previously working for the office as a law clerk in 2009 and 2010.
Mr. White practiced civil defense litigation for several years before rejoining the Office of Attorney Regulation Counsel. Mr. White also served as a judicial law clerk to the Honorable Christopher Cross and the Honorable Vincent White of the Douglas County District Court in Castle Rock, Colorado. In 2009, fellow law students selected him to receive the annual Family Law Clinic Award in recognition of his work in the law school’s clinical program. Mr. White is a member of the Colorado Bar Association, the Arapahoe County Bar Association, and the National Organization of Bar Counsel.
Program Highlights:
- Colo. RPC 1.6
- Confidentiality Policies for Employers
- Inadvertent Disclosure
- Confidentiality Policies for Outside Vendors/Experts
- Office Sharing
- Email and the Risk of Confidentiality Compromise
- Social Media and Confidentiality
- File and Network Security in Today’s Digital Age
- Wellness in One’s Personal and Professional Life
- Referrals and Resources for Mental Health Issues
- The Relationship between Competence and Wellness
- Utilizing the Colorado Lawyer Self-Assessment Program to Assess Your Practice and Claim CLE Credit
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $59.00 |
| CBA Member | $39.00 |
| CBA Solo Small Firm Section Member | $29.00 |
| CLE ELITE Pass Holder | $0.00 |
| New Lawyer Edge Partner | $0.00 |
| CLE BASIC Pass Holder | $0.00 |
- General Credits: 2.00
- Ethics Credits: 1.80
- EDI Credits:
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