Celesq® Attorneys Ed Center
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Programs in Business Law

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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

Proactive vs. Reactive: A Review of Rights and Suggested Approaches for Businesses, Partnerships, and Their Owners (02/08/2021)

Program Number: 3125 Presenter: Henny Lawrence Shomar, Esq.

The program will discuss the general rights and challenges for owners of businesses as to risk of litigation disputes with their partners. The program, which focuses on Florida law, will discuss various options on being proactive in anticipation of avoiding long and expensive litigation based on certain actions businesses and their partners can take. The program will also touch on the rights of individuals and businesses when litigation ensues. This proactive versus reactive discussion will endeavor to educate attorneys and businessmen and women alike, from the prospective of a business litigator, on how protecting a business in anticipation of problems, much like buying insurance, is often better in lieu of ignoring possibilities and finding oneself in substantial litigation.

$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

COVID-19 Business Interruption Claims Litigation and Legislation: The Current Lay of the Land (02/09/2021)

Program Number: 3115 Presenter: Caitlin Bronner, Esq.

This webinar provides an in-depth analysis of the current state of Covid-19 business interruption claims litigation and legislation. Topics covered will include the current state of legislative efforts to shift to insurers liability for such losses, or to encourage the early settlement of claims arising from same, as well as the current status of litigation of Covid-19 business interruption claims across the country.

$95.00Audio Tape Add to Cart

Evolving Foreign Trade Risks Under CFIUS: What Lies Ahead? (02/10/2021)

Program Number: 3112 Presenter: Michael Clark, Esq., Alan F. Enslen, Esq., Aldo M. Leiva, Esq., Hon. Joe D. Whitley, Esq.

The panelists will provide an overview of key changes to U.S. dual-use export controls in the past 18 months and enforcement initiatives relating to ongoing interagency efforts to designate and safeguard U.S. emerging and foundational technologies, and the continued evolution of regulations and policies governing national security reviews of foreign direct investment into the United States—along with observations about the anticipated status of these initiatives in the next year. Attention will also be given to cybersecurity due diligence for covered transactions, how investigations get launched, opportunities for assisting clients, such as internal investigations and examining compliance issues, and an overview of potentially applicable federal statutes that may be implicated.

$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

Bid Protests 101 (05/15/2020)

Program Number: 3087 Presenter: Maria Panichelli, Esq.

Today’s federal marketplace is extremely competitive. It is not surprising, then, that protests have become an almost inevitable feature of many procurements. Successful contractors know that they need to understand both sides of the protest process to succeed. They must learn how to use protests to go after the contracts they deserve, when improperly awarded to someone else. At the same time, contractors must be able to defend baseless protests challenging their own awards, brought by disgruntled competitors. Assisting clients with these processes requires a thorough understanding of the complex web of regulations and requirements governing the protest process. In this session, experienced government contracts lawyer Maria Panichelli walks you through the protest process, explaining how to successfully assert and defend bid protests. Learning objectives: • Differentiate between bid protests, size protests, and status protests, and understand when to use which • Study the procurement timeline, and recognize protest or debrief “

$95.00Online Audio Add to Cart

The Intersection of Ethics and Well-Being (04/08/2020)

Program Number: 3084 Presenter: Sharon D. Nelson, Esq., John W. Simek

There is a very strong link between lawyer well-being and a lawyer’s duty of competence. Beyond Rule 1.1, here are some other rules which are often impacted by lawyer well-being. Rule 1.15 (Safeguarding Property), Rule 1.3 (Diligence), Rule 1.4 (Communications), Rule 1.6 (Confidentiality), Rule 5.1 (Responsibilities of Partners, Managers, and Supervisory Lawyers), Rule 5.2 (Subordinate Lawyers), Rule 5.3 (Responsibilities Regarding Nonlawyer Assistants), Rule 8.3 (Maintaining the Integrity of the Profession) and Rule 8.4 (Misconduct). Our presenters will cover real-life stories of lawyers who ran afoul of legal ethics due to substance abuse issues, mental health problems, stress, exhaustion and other issues related to well-being, Firms large and small have begun to implement wellness programs – what’s working and what’s not? As has been said many times, “to be a good lawyer, you have to be a healthy lawyer.” This webinar will include practical advice for firms and for those lawyers who need help dealing with well-being issues.

$95.00Online Audio Add to Cart

Filters, Curse Words, and “Lessons Learned”: Best Practices and Tips for Effective Discovery Searches (04/23/2020)

Program Number: 3081 Presenter: Todd Heffner, Esq.

In this one-hour CLE learn some of the most cost-effective processes, filters, searches, and technologies to aid in document review. While it may seem counter-intuitive, the point of document review is not to review documents. Instead, the point of document review is to identify relevant documents that will be used moving forward. To achieve that goal, this CLE will give you ideas and strategies to implement for when reviewing every single document is not an option.

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

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