Iowa CLE - All Courses
This is a listing of CLE Courses for Iowa. Please make your selection below of Iowa CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Mastering Field Sobriety Tests: Legal, Scientific, and Practical Considerations
This CLE course will focus on the three standardized field sobriety tests. We will be exploring some of the main issues to focus on when cross-examining a police officer. This program will help lawyers better understand the proper administration of the field sobriety tests along with the grading system. The presenter will provide cross-examination techniques that can be used at pre-trial hearings along with trials. The goal is to help assist lawyers better understand the field sobriety... More Info
$501General Credit -
Bringing Broadband to Underserved Communities: Legal Considerations for BEAD Program Deployment
This CLE course will cover legal considerations regarding BEAD infrastructure deployment to close the broadband divide. The BEAD program, created pursuant to the 2021 IIJA, is a once in a generation opportunity to utilize federal funds for broadband infrastructure for underserved locations. It is a complex process with a range of legal issues from state funding allocation to contracting service providers for the actual work. We will touch upon the following: Legal traps of technolog... More Info
$501General Credit -
Selective Ethics in Litigation from the Plaintiff's Perspective
This CLE course will focus on the ethical obligations that govern counsel in litigated matters and the boundaries that must be respected to ensure compliance with professional standards. Panelists will explore the ethical rules that shape an attorney’s responsibilities when representing a client and discuss the key limitations that must be observed. They will also provide practical insights on how to navigate these requirements effectively, offering “common sense” guidance to help you stay wit... More Info
$751.5Ethics Credits -
Winning Trial Techniques: Cross Examinations
Effectively cross-examining an expert witness can mean the difference between simply surviving a case and seizing control of the narrative. This CLE course is designed to equip attorneys with a powerful, adaptable framework for dissecting expert testimony, exposing weaknesses, and reinforcing their own case strategy. Participants will gain practical tools for structuring an incisive cross-examination, identifying and exploiting vulnerabilities in expert opinions, and avoiding common mis... More Info
$501General Credit -
The Basics of Special Education Law in a Public Education Setting
This CLE course will cover the history of special education law in the United States, the evolution of the laws in the court system, vocabulary and acronyms, and the practical aspects of advocating for students with special needs in public schools, administrative proceedings and courts. In addition, this course will consider how children with special needs impact the juvenile court system and how that system affects these children. Finally, there will be a discussion of future... More Info
$501General Credit -
Navigating Healthcare Compliance: Key Takeaways from Recent OIG and DOJ Guidance
With the release of the Office of Inspector General’s (OIG) General Compliance Program Guidance (GCPG) and subsequent industry-specific updates, healthcare organizations face a rapidly evolving compliance landscape. This CLE course breaks down the key takeaways from recent OIG guidance, including specialized recommendations for nursing facilities, and examines the Department of Justice’s (DOJ) latest updates on corporate compliance expectations. Participants will gain actionabl... More Info
$501General Credit -
Identifying Winning Social Security Cases and Preparing for Hearings
How do you identify potential Social Security disability clients who have the best chance of winning? And once these clients retain you, how do you increase their odds of winning at an ALJ hearing? Social Security disability claims can take two to three years from application to hearing so you need a roadmap to identify the most viable cases and a roadmap to prepare your clients to take full advantage of the 45 minutes they will have with a judge. In this CLE presentation the... More Info
$1002General Credits -
Artificial Intelligence as Evidence: Discoverability, Use, Admissibility of Algorithmic & Digital Evidence
Recent interest in AI has been focused on how it can be used to improve productivity in your practice. This CLE looks at AI from a different perspective – as evidence that may be crucial to your trial. It will cover the legal definitions of artificial intelligence and what types of evidence fall under that definition, how to identify artificial intelligence in litigation, which discovery tools can be used to obtain it, and what rules and legal standards govern the use and admissibility... More Info
$751.5General Credits -
Constitutional Policing: Bridging the Legitimacy Gap
In this CLE presentation, a retired FLETC Senior Legal Instructor will take a deep dive into the concept of Constitutional Policing. The session will begin with a historical look at the development of Constitutional Policing, followed by an exploration of constitutional legality, an introduction to the notion of constitutional legitimacy, and a discussion of the most significant obstacles to Constitutional Policing. More Info
$1002General Credits -
Tax Law and Personal Injury Litigation: Representing Victims of Sexual Abuse
This CLE presentation is designed for attorneys who litigate personal injury disputes, focusing specifically on the representation of individuals who have been the victims of sexual abuse. It outlines the general tax principles governing the taxability of recoveries for tort actions, and the development of the statutory rule that compensation for personal physical injury is non-taxable. It discusses the historical background and development of this rule, and its application to victims of s... More Info
$751.5General Credits -
Land Use and Zoning Implications of Data Centers: A Legal Perspective
The increasing reliance on digital services has made data centers a fundamental part of modern infrastructure, supporting industries that depend on cloud computing, artificial intelligence, and data storage. As their presence grows, so do the legal challenges surrounding their development. Navigating zoning laws, land use regulations, and compliance requirements is essential for ensuring these facilities operate within the legal framework. This CLE course provides an in-depth analysis... More Info
$501.25General Credits -
Meeting the Challenges of Co-Ownership Agreements
Parties sharing in ownership and use of vacation homes, boats, aircraft, vintage vehicles and other assets without a primary profit-making intent may be exposing themselves to a variety of risks, liabilities and disputes implicating the need for an Agreement. The advent of short-term rentals for real estate accentuate those exposures. The issues to be covered can be complex and vary somewhat with the kind of asset involved, as well as with the nature of the relationship between the par... More Info
$501General Credit -
Federal Torts Claims Act: Personal Injury Lawsuit from Intake through Trial
A client calls and tells you that they had to remove their shoes to pass through a TSA checkpoint. The floor was slippery and they fell and broke their knee requiring surgery. What do you do? This CLE course will take you from intake through trial in a federal tort claims act (FTCA) slip and fall lawsuit in the Eastern District of Pennsylvania and the Third Circuit. The presenter will highlight cases to take and cases to turn down. FTCA cases have an unnerving number of pitfalls th... More Info
$501General Credit -
Recognizing and Handling Conflicts of Interest
This CLE course will provide critical information and guidance regarding conflicts of interest, including screening for conflicts and addressing different types of conflicts, including simultaneous representation of clients, representing multiple clients, engaging in business transactions with clients, lawyer as Witness, the organization as client, and when the client is under a disability. Attendees will learn about the importance of properly handling conflicts of interest, includin... More Info
$501Ethics Credit -
Ethical Considerations Regarding Hourly Billing and More
This CLE program offers a comprehensive overview of essential billing practices for attorneys. The course is designed to equip participants with a thorough understanding of fundamental billing procedures, the governing rules and regulations related to billing in the legal field, and practical time-keeping strategies to enhance efficiency and accuracy. Led by an esteemed attorney specializing in ethics and professional responsibility, this program delves into critical aspects of legal bi... More Info
$501Ethics Credit -
How to Build Your Firm into a Sellable Asset
Running a law firm is much like running any other business — it requires effective management, efficiency, and profitability. While law school teaches us the ins and outs of legal practice, it doesn't prepare us to lead and grow a business. Yet, these fundamental principles are just as critical to the success of your firm as the legal expertise you provide. Even if you're not currently thinking about selling your practice, building a law firm that can be sold is about more than just gen... More Info
$501General Credit -
10 Mistakes to Avoid When Working with Asset Protection Trusts
10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecting the right jurisdiction, understanding case law, and ensuring your trust is properly funded. More Info
$501General Credit -
DUI Defense: Mastering Strategies From The Experts
This CLE course provides an intensive examination of the legal issues involved when a potential client is arrested and charged with a DUI. The course examines the elements the prosecution must prove in their case, common and uncommon DUI defenses, and global issues related to constitutional rights, such as the right to remain silent. It also addresses issues involving driver's licenses and the Department of Motor Vehicles. While the course focuses on California, many of the lessons and... More Info
$501General Credit -
Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls
This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The course integrates key elements of cybersecurity, privacy, data protection, and ethics within today's evolving technological and threat environment. Additionally, it emphasizes the role of artif... More Info
$501Ethics Credit -
Cross-Examination of Experts in Tort Cases: The Basics Plus
This CLE course will review the essential principles of cross-examination of defense experts in tort cases with an emphasis on personal injury and insurance bad faith actions. This will include sources of research for identifying fertile areas for cross, setting up the expert for effective cross at deposition and devising and implementing a cross-examination that effectively brings out the critical points for challenging the expert’s testimony. This is a program for those who h... More Info
$751.5General Credits -
Alimony and Spousal Maintenance: What Attorneys Need to Know
This comprehensive CLE presentation will review essential insights into spousal support analysis across jurisdictions. The first part focuses on the legal framework, covering the fundamental distinctions between alimony, support, and maintenance, while providing a detailed examination of the contrasting approaches in New York and New Jersey. Participants will gain a thorough understanding of how maintenance differs from child support, the interplay with equitable distribution, and the specific... More Info
$501General Credit -
The ABCs of MSOs: How and Why to Form a Compliant Lasting and Profitable Management Services Organization
This CLE presentation on Management Services Organizations (MSOs) provides an in-depth exploration of their critical role in healthcare. Participants will learn about the definition, purpose, and significance of MSOs, focusing on their structure and function. The course covers essential legal compliance topics, including the Corporate Practice of Medicine Doctrine and key federal and state regulations. Attendees will debunk common myths, examine real-world examples, and discover best p... More Info
$751.5General Credits -
Immigration 101: Overview of U.S. Immigration Law
This CLE program offers an essential overview of U.S. immigration law, providing participants with a solid foundation to understand this dynamic legal field. The course will cover key aspects of immigration law, starting with nonimmigrant (temporary) visas, including their various categories, eligibility criteria, and application procedures. Participants will also explore the process of obtaining lawful permanent resident (LPR) status, focusing on pathways such as family-based and emplo... More Info
$501General Credit -
Wiretaps 101: Defending Your Client in Wiretap Cases
This CLE course provides an introduction to wiretaps and offers essential knowledge for defending clients in cases involving wiretap evidence. Participants will explore the history of wiretaps and the development of modern caselaw to gain a better understanding of how to challenge wiretap evidence and effectively represent clients in wiretap prosecutions. The course covers key topics, including the Government’s application process for a wiretap, the execution of wiretaps by law e... More Info
$1002General Credits -
How to Prepare and Try a Car Accident Case in Front of a Jury
This CLE course is designed to equip attorneys, particularly those with limited trial experience, with the knowledge and skills necessary to successfully prepare a case for trial and present it effectively before a jury. Attendees will be guided through each stage of the trial preparation process, beginning with the inception of the case and continuing through to closing arguments. The course will explore essential strategies for organizing case materials, developing a coherent trial st... More Info
$501General Credit -
The Nonprofit Legal Compliance Checklist: What Attorneys Need to Know
This CLE course is a practical and engaging session designed to help nonprofit leaders, attorneys, and compliance officers navigate the basic legal requirements of nonprofit organizations. This lecture provides a shallow overview of the key legal, tax, and governance obligations nonprofits must meet to maintain their tax-exempt status, protect their mission, and ensure operational integrity. Through actionable insights and real-world examples, attendees will gain the tools need... More Info
$501General Credit -
Pause, Breathe, Lead: Mindfulness for the Modern Lawyer
During this CLE, attorneys will learn what mindfulness is and what are known as the “attitudinal foundations” of mindfulness. We will explore evidence-based research which demonstrates the ways in which mindfulness can help attorneys reduce stress, and anxiety and connect more fully with the present moment. Attendees will be guided in a formal mindfulness meditation and have an opportunity to share their experience. In addition to learning a formal mindfulness practice, participants wi... More Info
$501Atty Wellness -
Clarity Above All Things: Writing Briefs That Can Actually Be Understood
This CLE course focuses on the cornerstone of effective legal writing: clarity. Designed for attorneys who aim to craft briefs that are not only compelling but also easily understood, the course emphasizes practical strategies for clear and concise communication. Participants will learn techniques to eliminate ambiguity, organize arguments logically, and prioritize readability without sacrificing substance. Whether you're drafting for a court, client, or colleague, this course... More Info
$501General Credit -
Recent Supreme Court Decisions in Veterans Law
This CLE course reflects a significant and evolving area of law. The Supreme Court's increased engagement with veterans law indicates its growing recognition of the importance of ensuring constitutional consistency and compliance with Congressional mandates in this specialized field. The role of decisions such as Loper-Bright—potentially referencing a landmark case impacting VA deference—deserves exploration. This shift by the Supreme Court could herald a more balanced approach in veter... More Info
$501General Credit -
Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques
This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insurance and annuities; retirement assets; and homestead provisions. There are 20 states which now recognize asset protections trusts. We will examine how these trusts are structured and analyze t... More Info
$1002General Credits -
God, Gadgets, and the Law: Understanding Patents Through Faith-Based Inventions
In this CLE program, the instructor dives into the intersection of faith and innovation by exploring the basics of patent law, the history of patents, and the process of securing patent rights. Using fascinating examples of faith-based inventions—such as patents for rosaries, Sabbath observance tools, halal food production devices, artificial Christmas trees, Buddha figurines, and more, this course explores what can be learned about patents from religion, and what can be learned about... More Info
$501General Credit -
Ethical Considerations in Representing Multiple and Corporate Clients
The foundation of any attorney-client relationship is the client. However, it isn’t always obvious to a lay person who your client is. It is imperative for clients to understand who we represent, the subtleties of organizational representation and joint representation, as well as the contours of attorney-client communications and what actions can waive confidentiality. It is equally important as attorneys to be on guard against inappropriate expansion of who we represent and the scope... More Info
$501Ethics Credit -
Artificial Intelligence & the Criminal Justice System
This CLE course explores the transformative role of Artificial Intelligence (AI) in criminal law, addressing its growing influence on law enforcement, judicial process, and professional ethics. Participants in this CLE program will gain practical insights into challenging AI-generated evidence, understanding bias and transparency issues, and staying current with legislative developments shaping AI’s application in the Criminal Justice System. Topics include: AI in Law Enforce... More Info
$751.5General Credits -
The Ethics of Collection: An Oxymoron or Reality
Are there really ethical issues in collections? While many people may consider debt collection as something other than desirable, for people and entities who are owed money, it could mean the financial well-being of the creditor. There are ethical requirements, mostly encompassed within the FDCPA for consumer debt (and in the Rules of Professional Conduct for commercial collections and legal services in general) an attorney or debt collector must follow. This CLE program provides a bri... More Info
$501Ethics Credit -
Sentencing is Not Always the End of the Line
Anyone who has been involved in the practice of criminal defense law for a while has had a client or two sentenced. A recent PEW Research Center Report examined federal criminal cases. There were 80,000, but only 2% went to trial, 8% were dismissed and 90% pled guilty. Of the remainder, 800 went to trial and were convicted. Sentencing is a recurring and common phenomena but there are not a lot of CLE's focused on it. This is going to be an exercise on individualizing your client fo... More Info
$501General Credit -
State and Federal Taxation of Cannabis Businesses
This CLE course will provide an overview of the federal income tax issues facing a business operating in the state regulated cannabis industry. Some states allow a business to grow, manufacture and sell cannabis in a state regulated market. Under federal law, cannabis is a Schedule I controlled substance and remains illegal. Section 280E of the Internal Revenue Code disallows income tax deductions for a business trafficking in a Schedule I controlled substance. This course will examine... More Info
$501General Credit -
Handling Sexual Abuse Claims
This CLE course offers a primer on the confluence of the jurisprudence, legal factors and considerations that inform the proper handling of and that effect expedited, empathetic, cost-effective and compassionate resolution of sexual abuse claims. Discussion includes explanations of what constitutes actionable sexual abuse; and introduces the audience to the causes of action typically asserted and the defenses thereto. Discussion includes exposition of liability and insurance coverage i... More Info
$1002General Credits -
Ethical Mediation: Principles and Practices in Dispute Resolution
The use of Alternative Dispute Resolution, particularly in the area of mediation, has grown dramatically in the past ten years. However, it is a process in which many counsel are unfamiliar. Judge Scheinkman will discuss the importance of ethical considerations that relate to settlement negotiations. Given the nature of mediation, it is important that the parties negotiate in an ethical fashion which translates into good faith. While the trust of an adversary is a relative concept, there is an... More Info
$501Ethics Credit -
Legal Implications of the Baltimore Bridge Collapse
This CLE lecture will address the legal framework regarding theories of liability which may be asserted against the owner and operator of the container ship Dali following the collision with and destruction of the Francis Scott Key Bridge on March 24 2024. The course will briefly cover the defenses available to owners and operators, including the ability to to limit their liability under Federal law, potential defenses to cargo interests under the Carriage of Goods by Sea Act (COGSA),... More Info
$501General Credit -
A Lawyers Guide to Dealing with the Media
This CLE course equips trial lawyers with the skills and strategies necessary to effectively engage with the media while safeguarding their clients' interests and maintaining professional ethics. Participants will learn how to craft clear and compelling messages, manage press interactions, and respond to challenging questions in high-profile cases. The course covers topics such as media law, courtroom publicity, and the impact of media coverage on jury perception and case outcomes. Thr... More Info
$751.5General Credits -
Employment Accommodations for Women with Children in the Workplace
This CLE program will examine the principal laws protecting parents who are pregnant or with children in the workplace. There are numerous protections regarding various aspects of pregnancy and child birth. The laws covering a parents need to care for themselves and others will be discussed. And protections against discrimination based on gender, particularly in terms of pay, will be considered. The course will also cover some basic employment law principals for litigating t... More Info
$501General Credit -
An Attorneys Guide to Working with Personal Property Appraisers: Ethical Issues, Potential Pitfalls, and Best Practices
This CLE course will provide attorneys with an advanced understanding of the role of appraisals in various legal contexts, primarily focusing on estate planning and estate litigation and the value of working with personal property appraisers. Participants will explore the ethical considerations, potential pitfalls, and key guidelines that attorneys must follow when working with appraisers or relying on appraisal reports. The course will focus on both practical do’s and don’ts,... More Info
$751.5General Credits -
The Use of Trusts in Government Benefits Planning
This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care planning provisions utilized in powers of attorney. Practitioners will learn the differences among the various types of trusts used in government benefits planning, drafting provisions that may be... More Info
$501.25General Credits -
Essential Insights for Attorneys Navigating Group Lateral Moves
The lateral market for attorneys is ever-changing. Recently, there have been many group lateral moves in which a team of attorneys or perhaps even an entire department leaves one firm to join another firm. A group move involves additional considerations and is more complex than a singular lateral move. As a result, it involves even more planning. This CLE will focus on group lateral partner moves and features a discussion on the dos and don’ts in connection with such a move. The sp... More Info
$501General Credit -
Nuts and Bolts of Social Security Disability Law
This CLE course discusses the nuts and bolts of what is involved to start practicing Social Security Disability Law. The aim of this course is to provide the information needed so that you can hit the ground running and start practicing Social Security Disability Law immediately. The topics and advice range from the intake process, initial claim, reconsideration, hearing, and appeals process. More Info
$501General Credit -
How to Win Your Case Without Going to Trial
The author and lecturer, based upon over a half-century of litigation experience in the State and Federal Courts, will share his knowledge and experience on how to win cases without going to trial, while at the same time preparing you in case your case does have to go to trial. The premise of this course is that the pre-trial discovery, pre-trial court conferences and motions, especially motions for summary judgment and to dismiss, in at least 90% of litigations culminates in either an... More Info
$1002General Credits -
Sealing the Deal: Clean Slate 3.0 and Pennsylvania Pardons
This CLE presentation, led by a seasoned criminal defense attorney with over 35 years of experience, dives into the latest developments in Pennsylvania's Clean Slate 3.0 law and the evolving pardon process. Designed for attorneys looking to expand their expertise in post-conviction relief, this session covers key legislative updates, practical strategies for helping clients clear their records, and the ethical considerations attorneys must navigate. Learn how to use Clean Slate... More Info
$501General Credit -
Anatomy of a TTAB Action
This CLE course will walk you through an inter partes proceeding before the U.S. Patent and Trademark Office’s Trademark Trial and Appeal Board. These proceedings have many of the same rules as federal court litigation but tend to be more informal and can be much more cost-effective for clients. During the course, the presenter will review the typical stages of these proceedings as well as discuss possible strategies and pitfalls. More Info
$501General Credit -
The Ethics Rules & Logistics Involved with Selling or Buying a Law Firm
In this CLE course, lawyers will learn about the Professional Rules of Conduct that intersect with the sale and purchase of a law firm, together with the 3 options for selling a law firm and the logistics involved with selling and buying a law firm. More Info
$501Ethics Credit -
The ABC’s of the Newly Enacted Good Cause Eviction Law in New York State
This CLE presentation will provide an overview of the newly enacted New York State Good Cause Eviction Law. This law serves as a seismic shift in how housing accommodations not otherwise subject to rent-regulation are now being regulated. However, with this new law comes numerous questions as to how the provisions of the Good Cause Eviction Law are to be implemented. This presentation will provide a thorough summary of the law, the questions it raises and possible answers. More Info
$501General Credit -
Legal Ethics for Inside and Outside Counsel
Whether inside or outside counsel, an attorney must be able to provide competent, timely, and cost-effective legal advice and related services to the company and its affiliates based on an intimate knowledge of the company’s mission, operations, culture, and objectives in its domestic and global marketplace. Business acumen is an essential quality to providing competent and effective risk assessment and legal advice. This CLE course will discuss the ethical challenges attorneys face. More Info
$501Ethics Credit -
Updates on Hot Topics in Environmental Law
This CLE course will discuss updates in three hot topics in environmental law. First, it will discuss updates in the regulation of PFAS, also known as “forever chemicals”, including details of ongoing litigation and newly promulgated regulations. Second, it will discuss the concept of the 6th Mass Extinction and how worldwide efforts are being made in avoidance of such an event. Third, will discuss updates and progress in the renewable energy industry. More Info
$751.5General Credits -
Discovering the Lost Coin: Helping Clients Recover from Online Scams
If you've ever had a client who was subjected to online fraud over more than $100,000, you need this course. In this CLE, we take a close look at the latest iteration of a Ponzi scheme to defraud innocent people - "Pig Slaughtering Scams". We consider how these cases come to light, the various avenues of pursuit to recover losses and litigation strategies that can be tailored to this type of case. More Info
$1002General Credits -
Ethics of Practicing Across State Lines: Temporary and Virtual Practice
Every day, lawyers practice in jurisdictions where they are not licensed. They advise clients who live there, respond to calls and emails from them, draft agreements that will be implemented there, even try cases there. This has led to a host of regulatory issues in recent years, as the courts, bar regulators, and ethics committees struggle to keep pace with modern commerce. In this program, we will use hypothetical scenarios to explore the rules for practicing law across.state line... More Info
$501Ethics Credit -
Update On Conflicts Of Interest for Attorneys: Rules and Recent Cases & Opinions
Management of conflicts of interest present one of the greatest challenges to the efficient and ethical operation of a law firm and accordingly, a good understanding of the rules, and knowledge of important cases and opinions interpreting the rules, is essential. While all states in the US have adopted some form of the Model Rules of Professional Conduct, there are variations within the conflict rules. Further, there are differences in how each state applies the rules, including the... More Info
$501Ethics Credit -
Environmental Ethics and The Law
There have been seven evolutionary eras since the Earth formed 4.5 billion years ago, and there have been five mass extinctions. We are currently in what many call the eighth era, which is the Anthropocene, that of humans, which may include the sixth mass extinction. To put it into a perspective that is more easily understood, if the past 4.5 billion years are put into one calendar year, life on the planet began with lightning strikes into the so-called, “primordial soup”. Dinosaurs, in their... More Info
$501General Credit -
The Federal Estate Tax Return, IRS Form 706, in a Fluid Estate Tax Environment
With a Federal Estate Tax exclusion of over $13.6 Million, often there is not an actual 706 filing requirement. However, the estate tax exclusion is expected to drop by 50% at the end of 2025, and in the case of the death of the first spouse, a portability election will require the filing of the 706. In addition, the statute of limitations does not run unless a Form 706 is filed. This course will not only cover the nuts and bolts of filing the 706, but further explain certain strategi... More Info
$751.5General Credits -
Drafting the Future: Comic Book Contract Negotiation and Drafting Practicum
This intensive CLE course is designed for those ready to master contract negotiation and drafting in the comic book industry. Attendees will participate in practical exercises, simulating real-world scenarios that reflect the latest industry trends. The course will address the legal nuances of AI-generated art, the evolving digital marketplace, and the emerging legal challenges facing creators and publishers. Special attention will be given to understanding the ramifications of the Warn... More Info
$1002General Credits -
From Pencils to Pixels: Advocating for Comic Book Creators in the Age of AI
This CLE course provides an expansive overview of the comic book industry. It covers the rise of digital comics, the importance of diverse representation, and the impact of AI on content creation and legal practices. Participants will delve into the implications of recent copyright and trademark rulings, such as Warner Chappell v. Nealy, which affirmed that copyright owners could seek damages for infringements regardless of when they occurred, and the Fair Use After Warhol decision, wh... More Info
$1503General Credits -
Foreclosure 101: An Overview of the Process to Recover Real Property Across the Country
This CLE course provides a high level overview of the basic topics pertinent to practitioners interested in residential foreclosure for lenders across the nation. We will review standard documents, concepts, terms, and methods to achieve foreclosure at a high level, as well as common pitfalls and defenses that can be raised by homeowners in defending against foreclosure. More Info
$501General Credit -
Criminal Procedure: The 4th, 5th and 6th Amendments
This CLE lecture will cover issues such as what is a search and what is a seizure under the fourth amendment; search warrants, their issuance as well as their execution; exceptions to the search warrant requirement; stop and frisk; the exclusionary rule and exceptions to it; Miranda and the 5th amendment, and 14th amendment voluntariness of statements; as well as more briefly than other topics, the 6th amendment and the right to counsel. More Info
$1002General Credits -
An Overview of NJ Residential Eviction Practice
Now that the COVID-19 era has passed we are returning to “normal,” albeit a new “normal.” So, what is the new “normal”? In this course we will explore basic procedural and substantive concepts of New Jersey landlord-tenant law as they currently exist in an area of law that is evolving and growing now more than ever. In particular, we will explore procedural nuances and the many impediments to eviction procedures. Presented by Kenneth W. Biedzynski, Esq., this course will canvas and disc... More Info
$751.5General Credits -
Fashion Law: What Every Attorney Needs to Know
This introductory CLE course explores the intersection of fashion and intellectual property law. Participants will gain an understanding of how key legal principles, including trademarks, copyrights, and patents, apply specifically to the fashion industry. Through real-world case studies and recent legal developments, attendees will learn to navigate the complexities of intellectual property protection in fashion, from brand safeguarding to the creative reuse of materials. More Info
$501General Credit -
Mastering Depositions: How to Command the Room with Authority and Civility
The goal of this CLE program is to assist attorneys in honing their deposition skills so as to better control witnesses and their adversary(s), while making their own client more comfortable. By sharing proven strategies, the program will give attendees an insight into how seasoned litigators and successful trial lawyers conduct depositions. The program further aims to help attorneys maximize the opportunities often wasted at depositions and in the process, maximize their chances of su... More Info
$1002General Credits -
Update on Disclosure in Special Proceedings
Disclosure is not permitted as of right in special proceedings (with the exception of a notice to admit). To obtain disclosure in a special proceeding, a party must make a motion under CPLR 408 and show “ample need” for disclosure. This test is somewhat amorphous. What do courts look for when a motion for disclosure under CPLR 408 is made? This CLE course is intended to give you a brief overview of the standards that various courts have applied to determine if disclosure will be or... More Info
$501General Credit -
Traumatic Brain Injury and Necessary Experts
In order for any litigator to pursue litigation related to traumatic brain injury, it necessary to understand how the brain functions, what are the causes and effects of TBIs and what’s and how exerts are utilized. This CLE course can also provide to any individual a useful overview of brain function and dysfunction. By understanding the brain, we can understand how we love and hate, build and structure our environment. If our brain makes us who we are, it can also limit our be... More Info
$501General Credit -
Selecting the Appropriate ADR Forum for Your Case
Initial Decisions in choosing an ADR Forum for Tort Cases are significantly important given that not every lawsuit fits each and every ADR Forum. First, identifying the choices of ADR forums (Binding ADR with high/low parameters, Non-Binding Mediation or Hybrid Non-Binding/Arbitration or Med-Arb. Consideration then should deal with the nature of the jurisdiction that you are in, the status of the case (early pre-litigation cases, cases with some degree of discovery and cases that are b... More Info
$501General Credit -
The State Of The Art of Investment Advisor Regulations
This CLE course explores the latest developments in Investment Adviser Regulation, focusing on practical steps for investment advisers in light of the Fifth Circuit's decision to vacate the SEC's recent Private Investment Adviser regulations. We'll examine why the SEC chose not to appeal the ruling and discuss the implications. The course will also cover emerging trends and best practices in artificial intelligence, the Marketing Rule, and other recent regulatory changes. Addit... More Info
$501General Credit -
Providing Expert Counsel in the Network Marketing and MLM Industry
Network Marketing, also known as Multi-Level Marketing (MLM), is part of the direct selling industry. Accounting for over $100B in economic impact in the US, $200B globally, it is growing at a 6%+ rate annually. Almost half of that is in Asia/Pacific, with a high product concentration in Health and Wellness: Weight loss, dietary supplements, skin care, beauty. Known by their most famous incumbents, Amway, Herbalife, and Nu Skin, multi-billion dollar enterprises, some of them are public... More Info
$501.25General Credits -
No Mercy: Presenting a Successful Justification Defense
This innovative CLE takes you through the concepts and practice of presenting the defense of self-defense, or justification, at trial. Whether you are advanced practitioner looking to hone your skills, or just trying to learn basics, this lecture will cover all the steps involved in a successful justification defense, including the burden of proof; the reasonableness standard; discovery and investigation; voir dire; and the preparation and presentation of defense witnesses and evidence.... More Info
$501General Credit -
The Foundations of Asylum Law
This CLE course is designed for attorneys who are new to immigration, and specifically the practice of asylum law. The course will cover the basic requirements of asylum law and what is required for a respondent in EOIR court or an applicant in with USCIS including the basis of asylum law in the Immigration and Nationality Act, the need to fall within one of the protected grounds, and credible fear. Some other concepts covered will include dual nationality and firm resettlement rules.... More Info
$501.25General Credits -
An Introduction to Conducting a Special Civil Trial Under 20K in Damages
This CLE presentation is primarily focused on preparation for beginning attorneys who don’t have mentors or other senior attorneys to help them. The techniques explained will help the new attorney deal with any type of case that may walk in. These cases can range from special civil cases to temporary restraining orders and even relatively high stakes civil cases. The goal here is to help the new attorney become more flexible in their approach to cases and perhaps take on cases that one may ot... More Info
$501General Credit -
Conducting Police Internal Affairs Investigations
This CLE course is designed to provide government lawyers and others practical knowledge and sample policies on how to conduct effective police internal affairs investigations. The presenter has decades of experience representing police and local government officials in connection with internal affairs investigations, civil rights lawsuits, labor & employment disputes, policy drafting & workforce training. The course includes the following topics: The roles of solicitors,... More Info
$751.5General Credits -
Litigation: Using Outcome Based Strategies to Drive Value
Welcome to the world of outcome-based litigation strategies. Unlike Traditional Litigation, in outcome- based Litigation we are focused on what we want the results of our litigation efforts to achieve. That means, having a very clear goal in mind, in terms of value and settlement in settlement purposes. Having a clear understanding of what pressure needs to be brought to bear on the opposing side to achieve that result. We use the power of automation to leverage those things to achieve... More Info
$2004General Credits -
Essential Estate Documents: Don't Delay Until It's Too Late
This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when they come into play, and often overlooked issues that should be addressed. Three basic documents will be reviewed: Will, Power of Attorney, and Advance Directive. More Info
$501General Credit -
U.S. Trademark Essentials: A Step-by-Step Guide
This CLE course takes you through the step-by-step process of a U.S. trademark application from beginning to end, including but not limited to, advantages of a federal trademark registration, United States Patent and Trademark Office trademark application requirements, responding to Office Actions, how to identify proper specimens. We will also have a brief overview of proceedings before the Trademark Trial and Appeal Board including oppositions, cancellations, expungements, reexamina... More Info
$501General Credit -
Visas and "Green Card" Options for Research Scientists
Several visa and "green card" (permanent residence) categories are available to Research Scientists. Selecting which works best for your client depends on multiple factors, including whether the individual is sponsored for the visa/green card, their level of success, and whether they are able to provide strong evidence of their success and its impact on the field; the importance of their work to the country, and more. This CLE course will explore visa options, including the J-1, H-1B an... More Info
$501General Credit -
Written on the Wind: A Bird’s Eye View of Data, Cloud, CRM, and Duty of Care
When we talk about technology, there is great focus on artificial intelligence and cybersecurity and their ethical implications. Rightly so, but here, we will be looking at technology from a different point of view. Specifically, we begin with a historical perspective and a little “techno-speak” so we are all on the same page and can appreciate the magnitude of the issue. We then look at commercial data solutions and discuss both practical and ethical concerns arising from their use... More Info
$501General Credit -
Understanding Medicaid: Guidelines, Applications, and Recovery Processes
This CLE program will discuss not only the history of Medicaid, but also the features of Medicaid as to appeals and Medicaid utilization for Long term Nursing Care and state recovery and how to avoid the state from recovering all assets from an estate, This presentation will attempt to place Medicaid in its context related to the aging of America as well as the 10% poverty level in the U. S. More Info
$501General Credit -
Ethical Issues in Pro Bono Representation
This CLE examines the ethical issues that arise when attorneys are performing legal services on a pro bono basis. Using the ABA Model Rules of Professional Conduct, it identifies particular rules that would apply in common pro bono scenarios, and discusses how attorneys can spot potential issues and avoid “steeping over” ethical lines while they seek to effectively represent their clients and increase access to justice through their pro bono work. Some Michigan and other state bar variations... More Info
$751.5Ethics Credits -
In the Drone Zone: Legal Insights for Attorneys in Unmanned Aircraft Law
This CLE course provides attorneys with a comprehensive overview of unmanned aircraft systems (UAS), commonly known as drones, and the intricate legal and regulatory landscape surrounding their operation. Participants will delve into the technological advancements of drones, their diverse applications across industries, and the pivotal role of legal frameworks in governing their use. Participants will gain insights into the current legal framework governing drone operations, with a fo... More Info
$751.5General Credits -
Making Them Pay: Collecting Judgments in Personal Injury Cases in Excess of Available Insurance
Successfully prosecuting a large civil case to judgment is fantastic but can create some real headaches when your judgment exceeds the available insurance coverage. Personal injury lawyers must understand the basics of collection law, so you can finish the job, monetize the judgment and maximize your chances of getting your client (and potentially yourself) paid as much as possible. This CLE course discusses some simple (and not-so-simple) measures you can take to maximize your ability... More Info
$501General Credit -
Navigating Legal Challenges and Issues in Telecommuting and Remote Work
Organizations offer telecommuting options for all the right reasons - to help workers manage family care issues, medical problems and disabilities, or simply to help them reduce commute costs and add some flexibility to their schedules. But what happens when your well-intentioned plan turns into a legal nightmare? How do you protect your organization when a worker claims he’s being discriminated against because he’s not allowed to telecommute. Or when another demands that telecommuting... More Info
$501General Credit -
Innovative Approaches to Drafting Copyright Infringement Complaints
With the expansion of AI into creating works that may qualify for copyrightability, and the ever accelerating expansion of the Internet to every aspect of world-wide commerce, copyright protection and copyright enforcement is practically a mandatory skill for any business attorney whether you are a transactional or litigation attorney. This CLE course will go over the detailed requirements for analyzing potential copyright claims and then crafting a solid comprehensive copyright compla... More Info
$501.25General Credits -
Evidentiary Issues in the Murdaugh Case
This CLE course will review the evidentiary issues in the Alex Murdaugh case. In this case, a South Carolina jury convicted Murdaugh of murdering his wife and son. The prosecution had alleged that the defendant killed his family members for two reasons, primarily. First, the People claimed that the defendant killed his son, Paul, because Paul was the alleged wrongdoer (along with Alex, due to negligent entrustment) in litigation resulting from Paul’s driving the family boat while dru... More Info
$751.5General Credits -
Capital Punishment: The Myth of Innocence
Controversial, yet present in virtually every state's criminal code since the founding of the United States almost 250 years ago, the issue of Capital Punishment has been consistently controversial.concern if over whether the penalty itself is fair, whether it is fairly administrated in both conception, and action and over the last 70 years the controversy has concentrated on three primary concerns about the death penalty: Whether having both the letter and imposition of the ultimate puni... More Info
$501.25General Credits -
Understanding Religious Accommodations After The Groff Supreme Court Decision
Employers are required to accommodate the religious beliefs of their employees pursuant to Title VII of the Civil Rights Act of 1964. However, understanding what this means and how to ensure compliance is not easy. How has the Groff Supreme Court decision changed the meaning of “undue burden” under Title VII and how can an employer ensure compliance? What does the interactive process under Title VII look like and what documentation can an employer request? The answers to these and ot... More Info
$501General Credit -
Protecting Your Family Home Through Trusts
All too often, the senior client may find themselves in a dire predicament. Immediate long-term nursing home care is needed and they do not have private funds or long-term care insurance to pay for such care. An individual’s primary asset is often the home in which he or she resides, and there is a common misconception that in such instances, the only recourse would be to sell one’s home and to use the entire proceeds to pay for long-term care needs. This CLE course will provid... More Info
$501General Credit -
Mastering Courtroom Success: Winning Your Trial and Appeal
This CLE course will cover the major aspects necessary to effectively present your case to maximize the possibility of winning a successful verdict, both when you are representing the plaintiff and when you are representing the defendant. The emphasis will be upon those aspects of the trial which make the difference between winning or losing. In addition the Course will teach ways to "protect the record" so that, if you win the trial, your success will be upheld on appeal, if the other... More Info
$1002General Credits -
FLSA: New OT Rule: What You Need to Know
This CLE program will explain the key provisions of the proposed FLSA Overtime Rule. You will learn how to prepare to comply while avoiding lawsuits and fines. What You'll Learn What will the new DOL rule change? How can you properly classify employees as exempt or non-exempt? What is the new salary level threshold? When will the new FLSA overtime rule take effect? What changes should you make in your organization to comply? Will there be court challenges to the new rule? More Info
$501General Credit -
Filing Social Security Disability Appeals in Federal Court
Filing a Social Security case in Federal Court can be a daunting task. There are many prerequisites to meet before the case can be filed and the window to file is rather limited. This course will focus on ascertaining your chance of success. follow proper court procedures. and write your brief in a convincing matter. This course will enable you to: Determine whether to file in United States District Court; The proper Court in which to file the case; Procedures for be... More Info
$751.5General Credits -
Reel Ethics: Navigating Ethical Dilemmas Through Film and TV Scenarios
This fun interactive CLE course will cover various ethical scenarios by analyzing ethical dilemmas presented in popular movies and television shows, and how to best navigate such issues. Real life examples will be presented, along with solutions and considerations, along with possible outcomes. A mock format will be utilized, with the focus being on the New York Rules of Professional Conduct. This course is designed to provide you with the skills to evaluate and handle ethical issues... More Info
$501Ethics Credit -
Pregnancy in the Workplace: Understanding the New Laws on Accommodations for Pregnancy and Lactation
If you thought you understood your obligations from a legal perspective of handling a pregnant employee in your workplace, think again. The rules are changing so quickly it is often hard to keep up. This CLE will answer your most important questions on this topic such as whether you even have to accommodate a pregnant employee since a normal pregnancy is not a “disability” within the meaning of the ADA/ADAAA. What laws come into play when an employee requests to be able to take more... More Info
$501General Credit -
ABA Model Rules Of Professional Conduct and AI Ethics: Key Highlights of the New Challenges Facing Attorney Compliance
Every rule of the ABA’s Model Rules of Professional Conduct has been impacted by the presence of artificial intelligence. During this CLE, we will examine key concerns arising under the ABA Model Rules when juxtaposed against the realities and challenges imposed when practicing law alongside the less structured, if at times, nonexistent, ethical underpinnings of artificial intelligence. This CLE will be 100% “lawyer friendly.” It will begin with a brief overview of what is artificial inte... More Info
$751.5Ethics Credits -
Diversity & Inclusion: Recognizing the Damaging Effects of Implicit Bias in the Workplace
Implicit bias, the unconscious associations that shape our thoughts and actions, is increasingly recognized as a crucial area of study. These biases often originate from our personal experiences, cultural backgrounds, societal norms, and media influences. This CLE program offers an in-depth exploration of implicit bias and its pervasive impact on the legal field and workplace dynamics. Attorneys will gain insights into how implicit biases can subtly influence behaviors and decision-maki... More Info
$501Diversity/Inclusion -
Legal Aspects of Artificial Intelligence: Navigating the Digital Frontier
Artificial Intelligence (AI) is rapidly transforming the landscape of legal practice, bringing both opportunities and challenges. This CLE course will delve into the essential aspects of AI and its implications for the legal profession while adhering to legal and ethical standards. Whether you're an AI novice or a seasoned professional, this course will provide crucial guidance on navigating the evolving AI landscape in law. More Info
$1002General Credits -
Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships
This CLE course covers the interplay of (1) ethical issues and (2) relationship issues in talking with clients about things they don’t necessarily want to hear. These things include talking with them about (a) when things don’t go the way you’ve planned; (b) when you’ve made a mistake; (c) when they have what you think is a bad idea; (d) when you don’t believe them; (e) when they want you to do something inappropriate; and (f) when they may be mentally incompetent. The perspective is t... More Info
$501Ethics Credit -
The Ethics of Law Firm Lateral Transitions
The days when lawyers stayed in the same firm for their entire careers are almost gone. Lawyers move to new firms every day. Each step in such a move is subject to complex (and sometimes contradictory) ethical and legal rules, as the lawyers must weigh their own rights against their obligations to their current partners, their potential new firm and – most importantly – their clients. Ronald Minkoff, a lawyer who has handled dozens of lateral moves for both law firms and lateral law... More Info
$501Ethics Credit -
Implicit Bias and DEI Today: Challenges & Opportunities
All human beings including lawyers have implicit biases. Indeed, such biases result from natural biochemical processes and reactions in the human brain. Knowing the science of implicit bias enhances our understanding of reactive human behavior while also providing key indicators to avoid significant liability outcomes. This CLE course, presented by Professor Bruce Adelson, will include his scholarship at Georgetown University School of Medicine and University of Pittsburgh School of L... More Info
$501Diversity/Inclusion -
Professionalism and Civility for Attorneys: Mastering First Impressions and Effective Communication
In today's interconnected world, how you present yourself professionally can make or break your career. This CLE course offers practical strategies for crafting a strong, lasting professional brand. From the courtroom to Zoom meetings, and across all forms of social media, your verbal and non-verbal communication is constantly under scrutiny. Learn the art of making a powerful first impression and maintaining a consistent professional demeanor in every interaction. We’ll cover essential... More Info
$501Ethics Credit -
New Developments in Sports Law: A Time of Change in the Collegiate and Professional Landscape
In the last year, college sports is seeing nothing less than a revolution. It's model of amateurism is under attack, both in antitrust litigation in the courts and at various regional offices of the National Labor Relations Board ("NLRB"). A day is coming where big-time college athletics will be professionalized, with new challenges and uncertainties for various stakeholders. In the professional sports area, team sales, an increasing fractured media rights universe and ongoing issues s... More Info
$501General Credit -
Do's and Don'ts for Zoning Hearings
What is a public hearing and why is it necessary. Is it different from a public meeting? This CLE program will help you understand the importance of public hearings especially in the context of zoning and land use projects. The do's and don’ts of what to say, what not to say and how to make sure you successfully comply with procedure and technical aspects of a public hearing will be fully explained during this seminar by an experienced land use attorney. The presenter is a seasoned pra... More Info
$501General Credit -
1st and 4th Amendment and Employment Cases: Difficult Issues and Lessons Learned
Experienced litigators in the areas of First and Fourth Amendment Law and Employment Law share perspectives on difficult issues and lessons regarding some of the most interesting and timely issues of our day. The presenters will seek to impart lessons you may not have learned in law school or perhaps in some books so that newer and less-experienced counsel gain the competence to successfully handle these matters at the motions stage, at trial, on appeal or by settlement. Learn practica... More Info
$1753.5General Credits -
Navigating Florida's Legal Tools for Mental Illness: Marchman Act, Guardianship, and Baker Act
Florida has three statutes that enable counsel representing an individual seeking to protect a loved one who is suffering from substance use and mental health disorders. In this CLE presentation we will analyze how the Marchman Act, Guardianship, and Baker Act can work separately and together to accomplish that goal. We will examine why one cause of action may be more appropriate than another, and why often, all three may come into play in the same case. We will also examine the time... More Info
$501General Credit -
Prosecutors and Restitution: Navigating Ethical Challenges
In many criminal cases, crime victims are desperately injured and dramatically inconvenienced in a long, confusing, and challenging legal process. The road to recovery physically, legally, emotionally, and personally can be hard. In those exact same cases, criminal defendants face their own series of setbacks and challenges from a legal system managing countless cases and conflicting philosophical priorities. Their road to “justice” encounters its own breed of challenges. Wedged so... More Info
$501Ethics Credit -
Wetlands Law & Policy: From the Federal Clean Water Act to Local Administration
Wetlands Science and Law became a very important part of general environmental law, primarily beginning with the Industrial Revolution of the 1700s. Wetlands has paramount importance from the mushy area behind a residential backyard to mitigating Global Climate Change. Topics will include, but in legal parlance, not exclusive of: A brief history of Wetlands – Bogs, Fens, Marshes, Prairie Potholes, Bayous, Swamps, et-cetera The history of law and policy General environmental law I... More Info
$751.5General Credits -
Lawyers and Generative Artificial Intelligence: What Could Go Wrong: Ethical and Other Concerns
Artificial intelligence and, more specifically, generative artificial intelligence (GAI) is increasingly used by attorneys. GAI is touted as being revolutionary and "game-changing" for the legal profession for purposes of litigation and providing broader legal services to clients. However, GAI brings with it risks and well as benefits. This CLE program will consider the nature of GAI, how it could be used by attorneys, the risks that might present to attorneys and clients, and the ethi... More Info
$501Ethics Credit -
Handling Cannabis Personal Injury Lawsuits
There is a false perception that marijuana and cannabis products such as CBD are harmless. They are not. Attorneys and the public are not used to thinking about marijuana as a cause of personal injuries. However, marijuana has proven to cause many personal injuries and attorneys should be aware of potential liability claims. Some marijuana industry defense attorneys have been warning their clients of future personal injury cannabis litigation. This webinar will help them advise their c... More Info
$1002General Credits -
Understanding Financial Solutions While Planning for Possible Long-term Care
This CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of the Medicaid Asset Protection Trust wherein the homestead and liquid assets can be transferred and the Medicaid applicant (settlor) would retain the ability to receive government benefits. He or... More Info
$501General Credit -
The Intersection of Bias and Legal Ethics
Although bias typically has a negative connotation, one can be biased in favor of a thing, a smell, or a person in a positive way. On the flip side, bias also plays a role in discrimination. The purpose of this CLE course is to explore bias and its role in discrimination within the practice of law and in situations where attorneys may advise clients. Additionally, suggestions for addressing bias and implementing solutions on a personal and organizational level are also considered. More Info
$501Diversity/Inclusion -
Protecting Your Trademark In The Face of EU’s, GPDR and U.S. Privacy Laws- Case Study and Practical Tips
This CLE course will demonstrate why it has become increasingly difficult to identify internet trademark infringers, the obstacles often encountered during the process of identifying trademark infringers on the world-wide web and what you need to know to secure relief from their infringement. We will discuss GDPR and U.S. Privacy laws, the obstacles they present in trying to identify infringers who only do business on the internet, and the mechanisms and practical considerations for se... More Info
$1002General Credits -
Silicon Valley Bank: Do Its Outside Directors Share in the Blame for Its Failure?
This riveting CLE course reviews the well-publicized failure of the high-flying Silicon Valley Bank. This bank ran out of money as a result of a quick, massive run on the bank—depositors sought their money back—immediately after the public disclosure of serious financial problems. The demise of this Bank—with $209 billion in assets, its failure was the second biggest in U.S. history—received immediate widespread analysis and attention, much of which has been focused on the quality of... More Info
$501General Credit -
Starting, Managing and Growing Your New Practice
Starting any new business can be daunting. You have the legal knowledge and perhaps even some clients, but how do you start and manage the business side of the firm—something typically not taught in law school! This CLE will focus on effectively managing the business and tips for running an effective office. Topics will cover how to select a location and balance the rent obligation with subletting possibilities. Also discussed will be staffing, including perhaps sharing a secretary,... More Info
$501General Credit -
Defying Limits: Breaking the Boundaries of Adverse Possession
Adverse possession is a phrase we all learned in law school, and then promptly forgot. But the concept has been with human society for millennia, and will likely last until the final day a person walks the earth. So long as the elements are met, adverse possession gives people the right to automatically be deemed owners of real estate that they may not have purchased – even without filing a suit for such relief. This CLE course will address the various secrets, critical elements, and... More Info
$1002General Credits -
Compliance and Legal Trends in The Financial Industry
Join industry leaders for an in-depth discussion on the latest legal trends, critical focus areas, and innovative strategies shaping legal and compliance functions within financial firms. This CLE session will provide valuable insights into how these changes are impacting the sector and share their approaches to navigating evolving business, regulatory, and technological landscapes. Key topics will include: Regulatory Burden: Understand the complexities and increasing demands of re... More Info
$501General Credit -
Ask FINRA Senior Leaders
During this CLE session, FINRA senior staff provide updates on key regulatory issues and initiatives. Panelists address questions relating to FINRA’s risk-based examination program, disciplinary actions, market regulation programs and new and anticipated rules, among other topics. This session will discuss: Modernization of FINRA Rules in a post-COVID world (RSL, Remote Inspection Pilot), the current regulatory landscape and FINRA Rulemaking, Risk Monitoring Questionnaires, Exam Moder... More Info
$501General Credit -
Crowdfunding Capital Raises: Considerations for Broker-Dealers & Funding Portals
This CLE session explores aspects of Regulation CF and considerations for broker-dealers and funding portals within the crowdfunding realm. Join panelists at this session to gain knowledge on emerging regulatory risks and practices broker-dealers and funding portals can implement to stay in compliance. This session will discuss: Considerations for broker-dealers engaging in Regulation Crowdfunding offerings. Considerations for funding portals engaging in Regulation Crowdfunding offe... More Info
$501General Credit -
Crypto Assets: Trends, Regulatory Developments and Resources
Join this session to learn about the latest cryptocurrency regulatory developments including the crypto-assets retail communications sweep and rule proposal, current trends in crypto misconduct, and resources and guidance firms can leverage. This session will discuss: • Regulatory Developments: Crypto-assets retail communications sweep published in December 2023 Disclosure concerns with OBAs/private securities transactions and net capital issues Themes from crypto survey (reg... More Info
$501General Credit -
Financial Crimes: Outpacing the Threats
This CLE will explore how threat actors are attempting to defraud investors through tactics including market manipulation, new account fraud, cryptocurrency and generative AI. Panelists address the most prominent threats and share effective practices and resources to help firms proactively combat criminals. This session will discuss: • Threats: Microcap IPO manipulation and single stock ETFs for AML Fraud and Sanctions or Manipulative Trading topics New account fraud (includi... More Info
$501General Credit -
FINRA's Disciplinary Hearing Process
Hear from FINRA Enforcement counsel, defense counsel, and a hearing panelist as they broaden awareness about FINRA's disciplinary hearing process and highlight distinctions between self-driven hearings and administrative law judge hearings. This CLE course will discuss: The differences between FINRA hearings versus hearings by administrative law judges; The conflicts clearance process for panelists and hearing officers; The full lifecycle of a case from the pre-complaint phase throu... More Info
$501General Credit -
The Latest in Private Placement Sales Oversight
Learn about regulatory developments, compliance obligations and effective compliance practices related to the sales of private placements, including relevant topics such as Regulation Best Interest, communications, due diligence and conflicts of interest. This session will discuss: Review regulatory developments, compliance obligations and effective compliance practices related to private placements, including discussion about Reg BI, Communications, Due Diligence and Conflicts of I... More Info
$501General Credit -
Top 10 Lease Mistakes & Pitfalls and How to Steer Clear of Them
This program will provide an overview of commercial real estate leasing and the common mistakes made by those drafting and reviewing such leases. Although geared towards landlords and the pitfalls they want to avoid, it will also address some tenant concerns and the best way to negotiate the terms of the lease, from both viewpoints. We will examine the most common provisions in a commercial lease, how to ensure that the parties are protected from unintended consequences and ways to m... More Info
$751.5General Credits -
Developments in Remote Supervision
This CLE course will explore the latest remote supervision developments including the remote inspection pilot program, amendments to supervision rules to cover Residential Supervisory Locations and risk-based supervision best practices. This session will discuss: Sunsetting of current COVID relief, and the implementation of Rules 3110.18 and 3110.19 How to functionally report residential locations and RSLs in Firm Gateway Remote supervision best practices and considerations FAQs fo... More Info
$501General Credit -
Fixed Income Securities Regulatory Outlook
This CLE session addresses the latest regulatory focuses related to both fixed income and municipal securities, including Time of Trade disclosures, SEA Rule 15c2-11, and considerations firms should keep in mind with respect to exam priorities, findings, and enforcement actions. This session will discuss: Updates to SEA Rule 15c2-11 Time of Trade Disclosures, including Municipal Fund Securities and Market Discount Transaction Reporting Municipal short closeouts/ possession and co... More Info
$501General Credit -
Modernizing Off-Channel Communications Supervision
Join panelists as they discuss observations from thematic reviews of off-channel communications such as text and social media platforms and effective techniques firms are using to provide oversight of their firms’ communications. This session will discuss: Communications Landscape Rule Requirements--Books and Records, Communications with the Public, and Supervision SEC and FINRA Enforcement Actions Observations from Thematic Reviews of Off-Channel Communications OSE-Facilitated Comm... More Info
$501General Credit -
Promoting Market Integrity: FINRA’s Role in Market Structure
Hear regulatory and industry perspectives on FINRA’s role in promoting market integrity and on the new and evolving rules such as current market structure proposals, securities lending and how transparency initiatives are shaping the market. This CLE discusses: New and emerging rules SEC market structure proposals, securities lending, and other transparency initiatives More Info
$501General Credit -
Technology Governance: Mitigating Risk Throughout the Vendor Lifecycle
This CLE course dives into factors firms should consider when outsourcing activities or functions to third-party providers. Hear from panelists as they discuss how to mitigate vendor risk with strong technology governance programs that encompass the lifecycle of vendor engagement, from onboarding, performing ongoing due diligence, responding to events, and offboarding. This session will discuss: Vendor Management and Due Diligence Regulatory Notice 21-29 (FINRA Reminds Firms of their... More Info
$501General Credit -
The Plaintiff Fact Sheet (“PFS”) in a Mass Tort Setting
The Plaintiff Fact Sheet (PFS) is a written questionnaire which takes the place of non-negotiated interrogatories, or written questions, and is typically served in Mass Tort litigation. In a Mass Tort case, the Parties negotiate the questions to be asked on the PFS questionnaires. The Defendants are entitled to ask questions in a PFS that provides both basic information about the claimant (date of birth, marital status) and specific information (date of injury, type of injury, name... More Info
$501.25General Credits -
The Progression of Regulation Best Interest and Form CRS
During this CLE session, panelists discuss recent observations on firm adherence to Regulation Best Interest and Form CRS and share guidance on Reasonably Available Alternatives, the Care Obligation, and Conflicts of Interest. This session will discuss: Actions: Recent SEC and FINRA findings in Reg BI and Form CRS Interpretation, guidance and best practices: Recent SEC and FINRA findings in Reg BI and Form CRS Reg Notice 23-20 Form CRS FAQs Reasonably Available Alter... More Info
$501General Credit -
Winning Strategies for Soft Tissue Injuries
Winning Jury Trial Strategies for Soft Tissue Injury in Car Crash cases: This program will concentrate on the most successful methods on achieving great results on soft tissue sprain/strain types of injuries in crash cases. The program will summarize these winning strategies from the starting point of Voir Dire to the ending point of Closing Argument. More Info
$501General Credit -
The Mediator's Toolkit: 15 Strategies Towards A Successful Mediation
Mediation has been called an art and not a science. It is true that there is not one specific way to conduct a mediation. However, there are tried-and-true methods for facilitating a successful mediation. That success will be determined by the attainment of Win-Win by both parties. This CLE program will outline and discuss strategies that ensure that the mediation will be dignified and productive. Many of these strategies can be used in non-mediation circumstance such as negotiations,... More Info
$501.25General Credits -
Conflicts of Interest in the Financial Services Industry: What Every Attorney Needs to Know
Do you refer clients to financial advisers? Lawyers need to understand the regulatory framework that distinguishes financial advisers, particularly in light of new (2020) disclosure documents (Form CRS). In this program, we will cover how financial advisers are regulated; how standards of care differ; how to recognize potential conflicts of interest that can affect the adviser-client relationship; and most importantly, how new SEC disclosure tools make your due diligence process easie... More Info
$501General Credit