Ethics and New Clients: Inadvertent Clients, Intake, and more Out of Stock
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This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2022 (or earlier).
- Engagement letters – best practices in setting scope and expectations
- Explaining bill rates and practices – tips on avoiding disputes
- Conflict of interest clearance – current clients, past clients
- Drafting and obtaining conflict of interest waivers
- Attorney-client privilege considerations
Faculty: Matthew Corbin, Senior Vice President and Executive Director in the Professional Services Group, AON Risk Services and Mark Webster, Vice President and Director in the Professional Services Group, AON Risk Services
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
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.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $89.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 1.00
- EDI Credits