Montana CLE - Practice Management Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
Instantly Print Your CLE Certificates
-
On-DemandCD/DVD/USB, Online, iOS/Android App
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 -
On-DemandCD/DVD/USB, Online, iOS/Android App
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 -
On-DemandCD/DVD/USB, Online, iOS/Android App
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 -
On-DemandCD/DVD/USB, Online, iOS/Android App
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