Protect Yourself and Preserve Confidentiality: Negotiate Instruments Securely Out of Stock

 

Law Practice Management (LPM) Webinars

 

Exchanging electronic documents, while fast and convenient, presents many issues that practitioners must be aware of and risks to protect against. In this webinar, you’ll learn: (i) when it’s appropriate to use word processor files and when it’s appropriate to use PDFs; (ii) how to track your changes in a document and how to ascertain what changes were made by others; (iii) how to add comments and annotations to Word or PDF files, lock documents down to prevent further changes, and avoid including hidden (and potentially damaging) information in the files you’re working with; (iv) email encryption options which ensure that only the intended recipient can open your emails and attachments to them; and (v) how the tools help you adhere to your ethical obligations as an attorney under Colorado Rules of Professional Conduct 1.1 (competence, particularly comment 8), 1.3 (diligence), 1.4 (communication), and 1.6 (confidentiality of information).
 
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the Law Practice Management resources, access past webinars, and sign up for upcoming webinars.
 
 
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
 
Home studies will be available approximately 2-3 weeks following the live program.
 
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.
12:00 – 1:00 pm
Protect Yourself and Preserve Confidentiality: Negotiate Instruments Securely
Presented by Danielle DavisRoe, Esq., Affinity Consulting
  •   Standard Price
    $75.00 USD
  •   Member Price
    $0.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    1.00
12:00 – 1:00 pm
Protect Yourself and Preserve Confidentiality: Negotiate Instruments Securely
Presented by Danielle DavisRoe, Esq., Affinity Consulting
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To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms