Celesq® Attorneys Ed Center
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Programs in Law Practice Management

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IOLTA – The Basics – What Lawyers Need to Know (02/03/2021)

Program Number: 3141 Presenter: Daniel J. Siegel, Esq.

Mismanaging an IOLTA is one of most common ways lawyers find themselves in disciplinary proceedings. Commonly, the problems arise because lawyers do not know the rules that apply to handling their IOLTA accounts, generally because they were never trained in the best practices. This course will explain the basics of IOLTA accounts, and offer practical advice how to set up an account, how to handle the required accounting, and offer detailed information about IOLTA account do’s and don’ts. The program is based upon the American Bar Association Model Rule of Professional Conduct 1.15 and the Model Rule on Financial Recordkeeping.

$95.00Audio Tape Add to Cart

Preparing for the Unexpected: The Ethical Obligation to Plan Ahead (01/20/2021)

Program Number: 3131 Presenter: Craig Reiser, Esq., Thomas Rohback, Esq., Eva Yung, Esq.

Attorneys have an ethical obligation to plan ahead for continued client service and potential matter transition - a responsibility with heightened importance in our uncertain times. This program will review the Rules of Professional Conduct requiring preparedness, and then focus on practical suggestions and steps attorneys can take to fulfill their obligations to their clients. Learning Objectives: Review the relevant Rules of Professional Conduct requiring attorneys to be prepared to transition their matters and responsibilities – in particular: • Model Rule 1.3 • Model Rule 1.4 • Model Rule 3.2 • Model Rule 1.16(d) • Identify when and to whom the obligation to plan ahead for transitioning applies • Discuss practical steps attorneys can take in their daily practice to be prepared

$95.00Audio Tape Add to Cart

Professional Responsibility and Irresponsibility for Lawyers and Judges (03/31/2021)

Program Number: 3119 Presenter: Thomas F. Liotti, Esq.

This will be a knockem sockem inspiring program geared to make real lawyers out of those present.Listeners will be transformed from invertebrates to lawyers with back bones. We know that you know how to take a punch but this program will teach you how to ethically deliver them against judges, lawyers and clients. Model Rules of Professional conduct to be addressed are: Client Lawyer Relationships; 1.7, 1.8, 1.10, 1.11 and 1.14 - Advocate Rules; 3.3, 3.4, 3.5, 3.6, 3.7, 3.8 - Transactions with Persons Other Than Clients; 4.1, 4.2, 4.3 - Law Firms and Associations; 5.5 - Information About Legal Services; 7.6 - Maintaining the Itegrity of the Profession; 8.3, 8.4

$95.00Audio Tape Add to Cart

Up the Ladder Reporting – Counsel’s Ethical and Legal Obligations for Addressing Potential Violations by Management (03/11/2021)

Program Number: 3101 Presenter: Erik R. Anderson, Esq., Carolyn H. Kendall, Esq.

This ethics program will discuss a lawyer’s legal and ethical obligations when he or she believes that a member of management is no longer fit to carry out company responsibilities or potentially violating company policy or the law. Drawing from real world examples, this program will ensure that both in-house and outside counsel understand their role and obligations under such circumstances and provide them with practical steps to navigate these complex situations. Participants will understand their applicable ethical duties under the Model Rules and the Sarbanes Oxley Act of 2002, including when or if a “noisy withdrawal” is required; learn when and under what circumstances they can or should report to the Board or other governing body; and the role of internal investigations conducted by outside counsel, including potential risks and complexities for in-house counsel who may have been involved in the underlying fact pattern.

$95.00Audio Tape Add to Cart

Blockchain and Digital Assets: A Review of 2019 Legislative, Regulatory and Legal Developments and What to Expect in 2020 (03/02/2020)

Program Number: 3072 Presenter: Caroline A. Morgan, Esq. , Antonia Savaria, Esq.

In this CLE you will learn about the regulatory and legislative changes in 2019 that impacted the blockchain and digital assets space on the federal level and highlights of New York developments. We demystify the rules, regulations and the law and explain the complex interplay businesses face between innovation and regulatory/legal compliance. Join us as we discuss these key developments and what is to come in 2020. In addition to lawyers, this seminar is relevant for both FinTech startups and more mature firms.

$95.00Online Audio Add to Cart

Ins and Outs of HARPC: What is a Hazard Analysis and Risk-Based Preventive Controls Plan and what does it mean to me? (04/09/2020)

Program Number: 3049 Presenter: Jennifer Allen, Esq.

This course will educate attorneys, both in-house and in law-firms, on the FDA regulations pertaining to HARPC plans. Attorneys who have taken the course will be able to identify the various exemptions, will understand how to avoid losing an exemption, and will be able to identify the necessary steps for all non-exempt food manufacturers who need a HARPC plan.

$95.00Online Audio Add to Cart

Attorney-Client Privilege and Work Product Doctrine in Internal Investigations: Latest Developments for Corporate, Securities and White-Collar Attorneys (02/25/2020)

Program Number: 3048 Presenter: Evan P. Singer, Esq.

Today, corporations routinely conduct internal investigations, and those investigations serve a multitude of different purposes. In many circumstances, the corporation intends to conduct the investigation in such a way that communications will be protected by the attorney-client privilege and/or the attorney work product doctrine. Waiver of those protections, however, remains a possibility if the investigation isn’t designed and conducted with an eye to preserving privileges. In this program, Jones Day partner Evan P. Singer will (i) review fundamentals of attorney-client privilege and attorneys’ work product, including their application in ABA Model Rule 1.06 (Confidentiality of Information), ABA Model Rule 1.13 (Organization as Client), Federal Rules of Evidence 501, 502, Federal Rule of Civil Procedure 26(b)(3), as well as certain foundational cases, including Upjohn and In re KBR, (ii) discuss more recent cases discussing the application – and potential waiver of – attorney-client privilege and/or work product in the context of internal investigations, and (

$95.00Audio Tape Add to Cart $95.00Online Audio Add to Cart

Important Differences Between Federal and State Antitrust & Consumer Protection Laws (03/04/2020)

Program Number: 3030 Presenter: Robert M. Langer, Esq.

Federal and state antitrust laws, as well as the Federal Trade Commission Act and its state analogues, differ significantly, both substantively and procedurally. Bob Langer, who has written and spoken on this vital topic for more than forty years, and is the co-author of the treatise, “Unfair Trade Practices, Business Torts and Antitrust,” will discuss many of the most critically important differences that practitioners who litigate or counsel in this area of law should know. It is indeed a veritable trap for the unwary.

$95.00Online Audio Add to Cart

What to do Before your Client Signs on the Dotted Line (12/16/2020)

Program Number: 30283 Presenter: Dr. Sharon Meit Abrahams, Courtney Worcester, Esq.

Everyone calls a litigator when they are sued or are contemplating suing. However, calling your litigation colleague prior to your client signing a contract can help avoid expensive surprises down the road. Join us as we discuss the traps hiding in common contractual terms and the things that litigators wished their corporate brethren knew about “boilerplate” language.

$95.00Audio Tape Add to Cart

Where Can We Be Sued? The Evolving Landscape of Personal Jurisdiction (12/03/2020)

Program Number: 30282 Presenter: Michael W. Mitchell, Esq., Edward Roche, Esq.

Defending a lawsuit in a distant state can give rise to a range of challenges: unfamiliar laws, additional litigations costs, and increased business disruption. Personal jurisdiction is the principal determinant of where a business can be sued. This program will help attendees understand the personal jurisdiction principles that determine where a business may be sued. Those principles have evolved in recent years, and continue to evolve, causing some uncertainty for businesses. This program will provide tools for navigating that uncertainty. It will help businesses determine how their business operations may affect their exposure to lawsuits outside their home states.

$95.00Audio Tape Add to Cart

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