California MCLE - Practice Management Courses
MCLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
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Post-Pandemic Bankruptcy Mediation: A New Chapter and New Solutions
A panel of Bankruptcy experts, led by Hon. Elizabeth Stong and former Judge Melanie Cyganowski will discuss the use of mediation to settle Bankruptcy proceedings, with a particular emphasis post pandemic solutions. Our speakers will provide an overview of Bankruptcy Proceedings, with an emphasis on the areas that are particularly appropriate for mediation. Then, they will conduct a “Master Class,” demonstrating how a Fraudulent Conveyance Mediation unfolds, followed by a Round-table... More Info
$1503General Credits -
Luck Favors the Prepared: Successfully Preparing Your Firm to Address Questions from Clients on Data Security & Privacy
In the current patchwork of cybersecurity and data privacy legal requirements, it can be challenging for a professional organization to create a comprehensive privacy and security program that complies with the various (and sometimes conflicting) legal requirements and contractual obligations imposed by clients. More and more, clients are viewing the law firms and accounting firms they are using as “vendors” obligating those professional organizations to respond and comply with vendor manageme... More Info
$501General Credit -
Thinking Anew and Again About Using Consultants Effectively
Many law practices are experiencing business slowdowns or loss of revenue as a result of COVID -19. This makes evaluating previously overlooked costs, that in good times could be passed on to clients more important than ever! Document management is one of the top 5 expenses law firms need to reconsider. The security of the firms’ document management system also needs to be examined, as 1 in 4 law firms experienced a practice threatening breach in security recently – and that number is o... More Info
$250.5General Credit -
Legal Ethics in the Era of Technology, Social Media, and the Pandemic
Many lawyers are unfamiliar with the nuances of computer technology and data security essential to comply with 21st century ethics rules in our digital world. There are many hidden dangers in frequently used tools and platforms, including e-mail, social-media and “the Cloud.” The ethical dangers and minefields are compounded and heightened by increased use of digital tools and internet connections in the practice of law, including the use of Zoom and other digital meeting platforms, wor... More Info
$751.5Ethics Credits -
Attorney Relationships and Challenges with Them
Andrea Lyon and Ashley Nunn speak from their perspectives of lawyer and investigator and discuss ways that attorneys and investigators can improve their working relationship for the benefit of their client. Topics addressed include: having a team that brings diversity of perspectives, humility and awareness of blind spots and an intentional willingness to learn and understand the client’s perspective the importance of regular, timely, clear and open communication among the team me... More Info
$501General Credit -
Plan Your Escape: Leaving the Law Firm for Public Sector Law
In this CLE course, presenter Mark J. Wuellner discusses how attorneys can make the transition from the law firm into a fulfilling public sector legal career. He guides you through discovering your purpose for the move and why public sector law may – or may not – be for you. Then he shares tips and tricks for interviewing and securing a public sector legal position learned from his own experience on both sides of the interview table. He busts myths about what to expect in a public s... More Info
$751.75General Credits -
Law Office Succession Planning: Options & Ethical Rules
This course will address succession planning options for attorneys, including highlighting the differences between an internal succession plan, an external succession plan, and a contingency plan in the event of an attorney’s unexpected disability or death. Topics will include: (i) The components involved with valuing a lawyer’s practice; and (ii) The numerous NY Rules of Professional Conduct involved with succession planning for lawyers. More Info
$501General Credit -
Best Technologies for Practice Development
Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better client interactions, better management and more efficient research and drafting. And with COVID-19 still raging in many areas, more practitioners are working remotely. This panel will explore the many technological changes affecting estate plann... More Info
$501General Credit -
Who's Zoomin' Who? Virtual FINRA Hearings, Mediations and Developments in a Real Life World
Join us when we share tried and true insights and guidance on managing FINRA virtual hearings: Topics we will cover: FINRA Dispute Resolution Services Developments and Updates Tips and Techniques to Best Present on a Virtual Platform (first step: unmute yourself) FINRA Zoom Arbitration and Expungement Hearings –Panel Conference, Pre-hearing, Hearing itself Handling Exhibits Expert Witness Testimony –Witnesses Preparation, Virtual Direct and Cross Examinations Virtual Mediations... More Info
$751.5General Credits -
Avoiding and Responding to State Bar Inquiries
This CLE program will help practitioners identify and implement various risk management tools that can help them avoid common ethical missteps and client complaints to the state bar. The presenters will discuss the types of conduct and practices that will most frequently draw the attention of bar prosecutors or clients, the lifecycle of a bar investigation, and will provide insight and analysis on best practices for responding to bar complaints. Participants will leave with a better... More Info
$751.5Ethics Credits