Tennessee CLE - Practice Management Courses

This is a listing of Practice Management CLE Courses for Tennessee. Please make your selection below of Tennessee 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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  • 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

    $50
    1.1General Credits

  • 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

    $50
    1.02Ethics 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

    $50
    1General Credit

  • 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

    $50
    1.08General Credits

  • 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

    $75
    1.5Ethics Credits

  • 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

    $100
    2General Credits

  • 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

    $50
    1.02Ethics 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

    $50
    1.1General 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

    $50
    1.02Ethics Credits

  • 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

    $50
    1General Credit

  • 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

    $50
    1.02General Credits

  • How To Write a Persuasive Motion

    This CLE course is designed to explore the art of drafting persuasive legal motions. Tailored for practicing attorneys seeking to enhance their advocacy skills, this one-hour course delves into structuring compelling arguments, constructing engaging factual narratives, and navigating the stages of motion practice. From mastering citation formats to addressing ethical considerations, participants will gain practical tips essential for effective motion writing. Whether you're a seasoned... More Info

    $50
    1.05General Credits

  • Basic Business Lawyering For Small Company Clients

    Providing business law services to small company clients is similar to…but is not the same …as doing so for a medium sized or larger company. This CLE course is primarily directed to (a) beginning lawyers who plan to practice business law; (b) experienced lawyers who have switched, or plan to switch from other practice areas to business law and (c) in either case, to mostly represent “smaller” companies (e.g., typically less than $100M annual revenue; less than 500 employees). The cour... More Info

    $175
    3.62General Credits

  • The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

    This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the power of AI for legal tasks using tools like Generative Pre-trained Transformers (GPT), participants will learn straightforward techniques to improve research and document drafting with AI assistance... More Info

    $50
    1.07General Credits

  • Data Privacy in Higher Education

    This CLE is designed for lawyers who want a better understanding of the unique data privacy concerns relevant to higher education. Colleges and Universities must comply with data privacy standards that can impact students, employees, alumni, donors, and the work of the institution. The course is meant to provide a general overview of the topic of data privacy as it applies to the unique needs of this industry. More Info

    $50
    1.03General Credits

  • The Business Side Of Your Plaintiffs Practice: Survival In The Dark Days and What To Do When The Sun Shines

    Our speakers are the senior principals in their own firms and have many years of experience in managing their litigation practice. They will provide their thoughts, based on that experience, about what you need to know in managing that type of law practice in today’s environment, with an emphasis on small and more medium sized firms. They will address the list of management issues with an emphasis on overseeing your case load, your intake, and the operation of your practice. The pan... More Info

    $50
    1General Credit

  • Getting and Keeping Cases From The Plaintiffs Perspective: Delivering on Your Promises of Performance

    Our speakers will discuss how to realistically market your firm given your experience and firm resources. Not everyone can afford television and media advertising, so how to you get the word out. The panelists will also discuss ways to ensure your client relationships are maintained at a high level, and how your clients can contribute to your marketing efforts. This is a practical overview of the business of attracting clients and keeping them informed and responsive to your efforts.... More Info

    $50
    1.05General Credits

  • Ethical Duties When Representing Clients and Working on Client Files

    Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerations to help lawyers when representing clients and working on client files/matters. More Info

    $50
    1.03Ethics Credits

  • Mindfulness for Attorneys: Emotional Wellness & Well-Being

    Join us for an insightful exploration of mental well-being in the legal profession, where personal stories of burnout, recovery, and mental health challenges take center stage. Drawing from real-life experiences, this program offers practical strategies for managing stress and achieving work-life balance. Discover how to recognize and address the early signs of burnout and learn effective techniques for maintaining mental health in a high-pressure environment. Gain tools for boosting p... More Info

    $50
    1Ethics Credit

  • Legal Research in the AI Era

    Did you know that the earliest successful Artificial Intelligence program dates back to 1951? Since then, AI programs have made noticeable, but usually small, advances in legal research. That is, until the large language model (LLM), ChatGPT, was released in November 2022. Companies are releasing products at a record pace using ChatGPT as the underpinning structure. Both Westlaw and Lexis incorporated AI-assisted research features in their newest release. This CLE program will explai... More Info

    $50
    1General Credit

  • Winning Motions to Suppress: Cross Examination of Police for Warrantless Vehicle Searches

    This CLE course will focus on practical methods of cross-examination of police officer witnesses where a traffic stop resulted in a warrantless vehicle search. The course will cover conducting a thorough client interview/intake form. Additionally, the course will go over common mistakes attorneys make when cross-examining police officer witnesses. And finally, this course will go over structuring your cross-examination, utilizing the information received from the client interview, and a... More Info

    $50
    1.18General Credits

  • The Effects of Trauma and Compassion Fatigue on the Lawyer Who Cares

    Many of us were attracted to the legal profession because we care about people and want to help them. Attorneys hopefully recognize that, unlike many other professionals, their lives are already filled to the brim with anxiety and stress. The consequences of shrugging it off can be catastrophic. One of those consequences that we often hear about is burnout. And then there’s a special type of burnout called “secondary traumatic stress” or “compassion fatigue”. The ramifications of trau... More Info

    $50
    1.02Ethics Credits

  • How to Use AI to Grow Your Practice

    Discover practical AI applications to enhance your law firm's productivity, performance, and profit. This hands-on session will guide you through the latest AI tools to streamline tasks, optimize client communication, and foster team development. You'll learn to implement smart, accessible strategies for immediate improvements in case management and client service, without a steep learning curve. Ideal for attorneys ready to transform their practice through technology and gain a competitive ed... More Info

    $50
    1General Credit

  • Things That a Real Estate Attorney Doesn't Want to Hear

    This informative CLE course will address 50 selected inquiries that are posed to Real Estate Attorneys on a daily basis. The course will offer thorough, in-depth and creative responses to address those inquiries. While many of the inquiries are weighty, some seem fairly obvious and yet, the course will address all questions no matter how basic, providing a model for Real Estate Attorneys, who risk harming potential client relationships by ignoring seemingly foolish questions by those not knowl... More Info

    $100
    2.02General Credits

  • Anti-Money Laundering Compliance: It's Growing, So Make Sure Your Clients are Covered

    The passage of the Anti-Money Laundering Act (“AMLA”) brought sweeping changes to the Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) legislative regime in the United States. Parts of the AMLA are still being put into force, including coverage of entities not traditionally included, updated priorities for financial institutions, the Beneficial Ownership Registry, and others. Legal practitioners may have to address these new challenges for clients who are now being bro... More Info

    $50
    1.28General Credits

  • Emerging Developments in Artificial Intelligence for Lawyers

    Artificial Intelligence is becoming ubiquitous in legal practice. New tools and new providers emerge constantly. Lawyers need to understand artificial intelligence in order to represent their clients competently and effectively. Lawyers also need to understand the use of AI in order to compete. This session addresses the following key issue: What is artificial intelligence? What are large language models? What is generative artificial intelligence? How does artificial intelligence dif... More Info

    $50
    1General Credit

  • Mastering the Client Interview

    Earn client trust and information through an expertly guided initial interview. This CLE course starts with the importance of small talk and of defining legal terms to clients. Then, this course hones in on making sure attorneys memorialize their client’s goals (and manage expectations for those goals). Next, some candid conversation about how attorneys bill for their time. After the introduction and explanation of the forms highlighted in this course, the discussion moves to the im... More Info

    $50
    1General Credit

  • Franchise Law: From Contract Negotiation to Litigation

    This CLE will cover franchise agreements; from negotiation of the terms prior to signature as well as issues to address during the course of litigation and/or termination. Attendees will be guided through how to negotiate specific provisions that will affect a client’s rights, as well as which areas of the agreements are typically litigated and how to demand and get the necessary information to effectively represent clients in court. More Info

    $50
    1General Credit

  • The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

    Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at deposition and trial. This course will answer these questions: How does the opinion change the ethics rules? What are the ethical limits working with favorable witnesses and clients in pr... More Info

    $50
    1.25Ethics Credits

  • Consumer Chapter 7 & 13 Bankruptcy: What Attorneys Need to Know About Conducting a Consult

    This introductory CLE course provides valuable tools and tips for conducting a thorough, well-organized consumer bankruptcy consult which will assist the attorney in thoroughly analyzing the case and educating the client about the differences in Chapter 7 and 13 and why one might be better for them than the other. It highlights helpful tools and sample visual aids to keep the consult on track, maximize the information obtained from the client, and allow clients to clearly follow the an... More Info

    $50
    1.02General Credits

  • Tax Consequences of Retiring or Selling Your Law Practice

    This CLE session will concentrate on the tax consequences of retiring or leaving your law firm or other professional partnership including LLCs and PLLCs. A recent Tax Court decision provides guidance and highlights tax traps to avoid. We will analyze practice goodwill and client based intangible assets and how they are treated under various methods. The special partnership provisions applicable to sales and redemptions will be contrasted. More Info

    $75
    1.58General Credits

  • Antitrust Primer in The Age of The Internet/Information

    What is driving the recent upsurge in competition law enforcement by the FTC, the DOJ Antitrust Division, the States and in private litigation? To address this question, this course provides an antitrust primer with background from key, foundational cases addressing single firm and joint conduct that violate the antitrust laws. We then focus on the major antitrust cases recently brought by the government targeting alleged monopolists with platform dominance in the Tech Sector. More Info

    $150
    3.28General Credits

  • Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns. And finally, it should be fully integrated so that all of y... More Info

    $100
    2.02General Credits

  • Commercial Pace, The New Kid On The Block: The Legal Framework For A New Form Of Commercial Real Estate Financing

    Commercial Property Assessed Clean Energy Financing (C-PACE) is one of the newest financial tools for property owners and developers in the country. Offering lower interest and longer terms with a super-priority lien, it behaves like a muni bond but can be put into a capital stack. Find out the legal ins and outs of how this is enabled, its legal structure and status, and how you can put it to work for your clients, whether they be private owners, developers, banks, or local governmen... More Info

    $50
    1General Credit

  • ChatGPT and Related Products: The Legal Ramifications

    This CLE presentation is intended to help practicing attorneys better understand the legal consequences of current-day (ex. ChatGPT) artificial intelligence (AI) products. This begins with a discussion of current AI products, their operation, and fundamentally what they are and are not. This factual basis informs several legal topics, including copyrights, patents, trade secrets, confidential information, contracts, etc. Finally, some example, practical, “best practices” and recommenda... More Info

    $50
    1.05General Credits

  • Effective Tips for Using a Private Investigator in Your Practice

    This CLE course will address effective tips for using private investigators in your practice including selecting and retaining your investigator, setting up a relationship and preserving privilege, game planning your investigation, unique issues of evidence, and creating a long term relationship with an investigator. Learn from an Instructor who is not only a practicing trial lawyer, but an Investigator for the past 25 years as well More Info

    $50
    1.03General Credits

  • Business Valuation for Attorneys

    Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info

    $50
    1.1General Credits

  • What Attorneys Need to Know about Comic Book Publishing: A Test Drive

    Prepare to break into the comic book publishing industry in just two action-packed hours! Under the guidance of seasoned comic book publishing attorneys, you will draft a rough outline of crucial contract provisions, hone your client interview skills that are tailored for this sector, and engage in mock negotiations. You will get the chance to identify potential problems within publishing contracts and discover how to resolve them. Get ready to slip behind the wheel for a test-drive of comic b... More Info

    $100
    2.15General Credits

  • How to Find the “Smoking Gun” to Win Your Case

    In almost every case there is a “smoking gun” that arises during a case that tips the scales toward a win. This CLE will show you how to uncover them and use them to your advantage. The lecturer will give you techniques to use (and inspiration) to uncover "smoking guns" using examples from his own , trip & fall, slip and fall premises cases, staircase accidents, auto collisions, products liability and med mal cases, which will provide a roadmap to finding the hidden "smoking guns" t... More Info

    $50
    1General Credit

  • The Five Rules: How to Prepare Your Client for Deposition

    Your client's deposition is a critical day in any case. The Instructors "Five Rule" system can make any client a strong witness. He has used it for 25 years to prepare clients ranging from executives to professional athletes to children. Nervous clients will relax. "Clever" clients will stick to the truth. The Instructor relates his Five Rules in an entertaining and memorable way that will have you using the Five Rules system the very next day. More Info

    $50
    1.07General Credits

  • Employment Law Issues in Telework Environments

    The COVID-19 virus ushered in a new age of remote work all over the world. Since then, the battle between employees wanting to maintain work-from-home status and employers trying to find ways to bring employees back to the office has remained fierce. This CLE course will outline the employment law issues that arise for employers who allow employees to telework on either a full-time or hybrid basis. The course will identify trends, unique problems associated with telework, and best prac... More Info

    $50
    1.05General Credits

  • Sexual Harassment, “Me Too” Allegations, and Settlement Agreements: A Necessary Perspective for Counsel

    This interactive CLE session will identify the issues that counsel must recognize and understand to effectively advise clients on the need for a policy against sexual harassment and employee training, the difference between company policy and what constitutes sexual harassment under federal law, the merits of a claim of sexual harassment and assessing potential costs and the risk of litigation. More Info

    $75
    1.73General Credits

  • Equity & Inclusion Confusion: Discrimination and Other Trending Employment Law Topics for Non-Employment Lawyers

    This CLE will introduce non-employment lawyers to employment law, beginning with the unusually challenging question of employee vs. independent contractor and the implications of worker classification. We will summarize federal laws governing the employment relationship including Title VII, The Americans with Disabilities Act, The Age Discrimination in Employment Act, the Fair Labor Standards Act, and the new Pregnant Workers Fairness Act, among others. We will also outline the... More Info

    $50
    1General Credit

  • "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

    This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their own the ability to end conflict, to save in costs of litigation, to grow personally and professionally. More Info

    $50
    1General Credit

  • A Beginners Guide to Motion Practice

    This CLE presentation is primarily focused on Civil and Special Civil motion practice for attorneys beginning in these areas. We will focus on the three most common types of motions, Summary Judgment Motions, Various Discovery Motions, Motions to dismiss/Post judgment motions. Implementing a motion practice strategy is the second phase of preparing your trial notebook (the First being a Discovery Plan). The motion practice strategy provides the attorney with the direction and purpose o... More Info

    $50
    1General Credit

  • Drafting the Bullet Proof Civil RICO Complaint

    Civil RICO Complaints are very powerful weapons when prosecuting civil actions in Federal Court where the defendants have engaged in criminal or quasi-criminal conduct. However, many Federal judges are wary of Civil RICO cases and set up automatic check-lists or automatically set up OSC hearings to make sure that the RICO claims are legitimate and properly pled. This CLE course will analyze how to set up a RICO complaint that passes muster under Rule 12 of the Federal Rules of Civil Pro... More Info

    $50
    1.03General Credits

  • Trademark Basics: What Attorneys Need to Know

    In today’s fast-paced digital world, trademark protection is increasingly critical and complex. This fascinating CLE course will delve into the basics of federal trademark law every lawyer should know. The course focus is on how to spot issues as a non-IP lawyer in an in-house counsel role. It highlights what items qualify as a trademark, what diligence is necessary before using a potential mark, what constitutes infringement, and the interplay of trademarks, domain names, and social... More Info

    $50
    1.02General Credits

  • What Attorneys Need to Know About Reading and Understanding Financial Statements

    Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a foreign language to you, then this course is for you. In this CLE course, you will learn how to read and understand the basic financial statements---the income statement, balance sheet, and stat... More Info

    $75
    1.53General Credits

  • Advising a Client as to the Purchase of a Franchise

    This CLE lecture will focus on providing information to a prospective franchisee as to the purchase of a franchise. The lecture will concentrate on the provisions contained in the franchisor’s Franchise Disclosure Document, typical provisions in the Franchise Agreement and the political ramifications as to where a franchisee should locate his franchise. More Info

    $50
    1.07General Credits

  • Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

    It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Will lawyers lose their jobs to generative AI applications? “Maybe.” The true answer here depends on a lawyer’s mindset and preparation. Let’s be clear, lawyers do not need to learn to code... More Info

    $50
    1.25General Credits

  • What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis

    Recent crisis in the banking system has resulted in several failures and a loss of confidence among depositors. While extraordinary intervention by the government and private sector protected uninsured depositors, owners and debtholders lost everything. Further, there is no expectation that the government will even protect uninsured depositors if another bank fails. In this CLE course, a regulatory partner at a prominent law firm will take a hard look at the recent trauma in the banki... More Info

    $50
    1.05General Credits

  • Building a Case to Best Serve the Client: Mediation and Arbitration of Multi-Party Construction Law Claims

    The CLE course will cover various topics related to the challenges presented in Multi-Party Construction Litigation cases. In mediation, we will discuss how best to prepare a client/carrier for mediation and strategies for use of documents. We will also examine how a well drafted mediation statement can prepare the mediator for the challenges that this particular matter presents. We will also discuss strategies in making offers of settlement, including some hybrid options for money an... More Info

    $50
    1General Credit

  • Beyond Westlaw and Lexis: Effective Internet Search Techniques for Attorneys

    This CLE course offers valuable insights and guidance on various subjects, such as compliance, business strategy, informal dispute resolution, and best practices. It also addresses essential aspects like the preparation of formal legal advice and court filings, including memos, pleadings, motions, and briefs. Additionally, the course covers trial preparation, encompassing business and individual backgrounds, related litigation, expert witness matters (prior cases, publications, researc... More Info

    $50
    1General Credit

  • Ethical Referral Fees: A 50 State Survey

    When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefit their clients and grow their practice. We will discuss: Common misconceptions when it comes to referral fees The ABA Model Rules What it means to be ‘jointly responsible’ What disclosure... More Info

    $50
    1.02Ethics Credits

  • Compliance and Legal Trends

    Join industry leaders as they discuss trends, key focus areas and strategies that are shaping the industry. Panelists share insights on how these changes will affect compliance, and how firms are evolving and responding to business, regulatory and technology issues. More Info

    $50
    1General Credit

  • Current Issues Under Regulation Best Interest and Form CRS

    In an ongoing dialogue, regulators and industry practitioners come together to delve into a wide array of current topics and delve deep into the valuable lessons learned through their experiences with Reg BI (Regulation Best Interest) and Form CRS (Customer Relationship Summary). This collaborative discussion explores the multifaceted aspects of these regulatory frameworks, encompassing not only effective practices implemented within firms but also the examination experiences encountered along... More Info

    $50
    1General Credit

  • Leveraging Regulatory Technology for Your Firm

    During this CLE program, panelists discuss how RegTech is impacting the securities industry as well as related benefits, risks and regulatory considerations. The session also covers different RegTech tools available to enhance compliance efforts, such as FINRA's new Machine Readable Rulebook as well as other tools involving the use of artificial intelligence and cloud computing. This session will discuss: Considerations for using Regtech tool such as those incorporating AI for regul... More Info

    $50
    1General Credit

  • Redefining Communications Compliance for the Digital Age

    As we rely increasingly on mobile apps, social media, and other digital channels to communicate, how are firms addressing the compliance challenges and opportunities these media offer? Learn with industry and FINRA experts about how to navigate the increasingly complex landscape of firm communications with the public. Panelists cover lessons learned from FINRA’s ”finfluencer” targeted examinations, recent enforcement activity around off-channel communications, and how practitioners are approac... More Info

    $50
    1General Credit

  • The Evolution of Branch Office Inspections

    Join us as we delve into a thought-provoking exploration of the invaluable lessons acquired during the transformative journey towards remote branch inspections. Our esteemed panelists will engage in an enlightening discussion, unveiling a wealth of knowledge encompassing a range of crucial topics. Amidst a rapidly evolving regulatory landscape, our distinguished speakers will provide invaluable insights into the impact of FINRA inspections and other regulatory developments. Del... More Info

    $50
    1General Credit

  • The Firm Perspective on Monitoring and Protecting Against Financial Crimes

    Join panelists for a comprehensive discussion on financial crimes from the firms' perspective. This CLE session covers a variety of tactics, red flags and mitigation strategies associated with fraud, insider trading, cybersecurity and money laundering. This session will discuss: Effective practices and controls for firms in monitoring, protecting against and addressing AML, cybersecurity and fraudulent activities Provide tips to identify potential “red flags” for fraud and insider tr... More Info

    $50
    1General Credit

  • Private Placements: The Latest Regulatory Developments and Compliance Considerations

    Join panelists as they perform a deep dive into private placement regulatory developments including regulatory notice 23-XX as well as compliance obligations and best practices related to Reg BI, sales materials, due diligence, conflicts of interest and more. 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... More Info

    $50
    1.03General Credits

  • The Inside Scoop on Insider Threats and Cybersecurity

    This highly informative CLE session will delve into the multifaceted nature of insider and related cyber threats. In an increasingly interconnected digital landscape, it is vital for organizations to comprehend the compounding risks posed by these threats, understand where they can manifest, and proactively develop strategies to detect and mitigate insider activity. Throughout the session, our expert panelists will illuminate the evolving landscape of cyber threats, shedding light on th... More Info

    $50
    1General Credit

  • Breaking Up Is Hard To Do: Navigating Partnership Disputes and High-Impact Partner Departures

    Breakups are never easy and while possibly not as traumatic as divorce, navigating disputes amongst law firm partners can be difficult, as is navigating the departure of a high-impact partner. This informative CLE will explain ethical considerations and how to successfully handle disputes and departures including a review of a firm’s obligations to an attorney and vice versa, communication, ethical issues and privacy. More Info

    $50
    1.08Ethics Credits

  • Conducting Sexual Harassment Investigations at Law Firms

    Internal investigations are always complex, and even more so when investigating sexual harassment within your firm. This CLE course will guide you through the various legal issues and requirements and offer a step-by-step guide for conducting investigations in accordance with current statutes. The course will address internal communications, contractual obligations, validity and enforceability, and attorney client privilege. Relevant case law will be presented. More Info

    $50
    1.05General Credits

  • The ABC’s of Transitioning Law Firms

    This CLE presentation, entitled, “The ABC’s of Transitioning Law Firms” discusses the myriad of issues that an attorney should be evaluating in connection with a lateral move to a new law firm. This in-depth CLE provides the participant with a step-by-step analysis of the issues a departing attorney faces during each phase of the transition process from pre-departure through post-departure. It also discusses the ethical and fiduciary obligations that the departing attorney and the fi... More Info

    $75
    1.5General Credits

  • All's Fair In The Rules of Professional Conduct: Threats and Fees

    This CLE course will address the rules of professional conduct as it relates to fairness with a focus on two components: threats and fees. Part one will address threatening to present, participate in presenting, or presenting criminal or professional disciplinary charges to obtain an advantage in a civil matter. The second part will discuss Professional Rule of Conduct 1.5 including properly handling fees, engagement letters, and the split of fees between lawyers at different points... More Info

    $50
    1.28Ethics Credits

  • Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements

    A number of states are proposing mandating CLE hours with a focus on cybersecurity, privacy, and data protection. This obligation to possess technology competency is not a new concept, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The purpose of the CLE program is to cover lawyers' ethical obligations and requirements, and its importance for other states. The program will also provide practical strategies, explain key terms to understa... More Info

    $50
    1.05General Credits

  • Pre-Trial Preparation for Success at Trial

    This CLE lecture is offered to assist the trial attorney in how to prepare for trial. It will provide you with tried and tested methods to gather information and store it in a way that will permit you to utilize it in the courtroom to aid you in securing a jury verdict in favor of your client. More Info

    $50
    1.05General Credits

  • Preparing a Business Client to Franchise

    This CLE course is designed as a basic course to assist counsel representing a client who wants to franchise. We will discuss some practical considerations to help the client understand if franchising is the right decision, the legal obligations of a franchisor, and discuss some of the key decisions a new franchisor will need to make. More Info

    $75
    1.57General Credits

  • Navigating the Uncharted Legal Terrain of Artificial Intelligence

    Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language processing, computer vision, and robotics. In general, AI is a rapidly advancing field with a variety of applications. It is used to automate tasks, improve efficiency, and create new opportunities... More Info

    $50
    1.25General Credits

  • Business Law Strategy & Contract Drafting: Considerations for Maximizing, Monetizing & Preserving Client's Patent Rights

    This CLE course will provide information that every business law attorney should know about patent law. During this course, you will learn about why NDA’s are so important, the most important parts of a patent application, things to consider when drafting employment agreements, and also, methods for dealing with patent infringement cost-effectively on e-commerce platforms, including Amazon Seller Amazon Patent Evaluation Express (APEX) Program. More Info

    $50
    1General Credit

  • Managing Client Expectations Throughout the Litigation Process

    You haven’t been paid. You’re upset and you seek legal help in collecting every penny due you. However, it is important to understand what’s involved in the litigation process and how it might affect your decisions regarding settlement of the case. Learn how your professional, personal and psychological skills must all come into play in order for both lawyer and client to move forward in a positive and constructive way towards a satisfying resolution. More Info

    $50
    1General Credit

  • Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

    Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they're actually better at certain tasks than humans are. But we're not ready for "robolawyers" just yet. There's plenty of room for computers and lawyers not only to co-exist but also to keep f... More Info

    $50
    1General Credit

  • Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

    This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what legal and ethical obligations apply to your firm, and to your clients, under that state’s law? The FTC also watches to ensure that companies are complying with their posted privacy policies. Non-com... More Info

    $50
    1.1General Credits

  • Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?

    If we stop to think about what we look at most during the day, the answer would probably not be our family or friends, nor our clients or colleagues. The most feasible option would be our mobile phone. Smartphones are now our companions for work, social, leisure and even family life. However, excessive use can lead to problems of dependence, addiction and fear. We find ourselves simultaneously connected and alone. Workers today are ‘never turned off.” Like our mobile phones, we only go on stan... More Info

    $50
    1.08Ethics Credits

  • Form CRS: Practical Considerations for Attorneys

    Every attorney who is in the position of referring a client to a financial professional or firm needs to be aware of the firm's CRS, a new 2- to 4-page disclosure document that SEC-regulated firms must deliver to their clients. The CRS was adopted to help investors understand the different standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as conflicts of interest embedded in the firm's way of doing busi... More Info

    $50
    1.03General Credits

  • Cybersecurity and Data Privacy Obligations for Lawyers

    This CLE course will focus on cyber threats to the legal community, why hackers find lawyers to be productive targets, the costs of data breaches, and a lawyers cybersecurity obligations, including in the context of ESI. This course will include discussions on general ethical responsibilities of lawyers in the securing of data within their care, both of their clients and of sensitive information produced by opposing parties and non-parties. The course will also include discussions on t... More Info

    $50
    1.02General Credits

  • The Biggest Cybersecurity Threat of All - Human Behavior: How to Build a Security First Culture to Protect Your Law Firm

    Your firm’s cybersecurity is only as strong as your weakest link: your employees. 95% of all successful cyber breaches are due to human behavior. Human behavior is the biggest threat to your firm’s cybersecurity, and this webinar will show you how to address that threat. You’ll learn how to educate and train your team so that they help rather than hurt your cybersecurity. With these strategies, you can create a security-first culture that will help your firm survive and thrive in the f... More Info

    $50
    1.08General Credits

  • Making the Most of Mock Trials

    Mock trials can be useful to determine whether and where your client's case and legal theories has strengths and weaknesses. However, mock trials are not crystal balls, predicting the future with certainty, and the practitioner should not walk away from a successful mock trial verdict with unrealistic conclusions and expectations for the real trial. Rather, mock trials are learning tools from which you can gather further strategic and analytic insight, as well as informing you and y... More Info

    $50
    1General Credit

  • Criminal Law Considerations for Military and Veteran Clients

    Criminal law attorneys of all types often get phone calls from potential clients who are either active military service members or veterans. In this Course, we’ll walk you through what this means for purposes of their case. This CLE will include the following topics: jurisdictional considerations, dual civilian/military investigations, key personnel who may be involved, usage of military or veteran status in mitigation, military pretrial confinement, and more. More Info

    $50
    1.02General Credits

  • Ethics & Client Communication: Setting Yourself Up for Success

    This CLE will address the specific rules and comments regarding client communication to help lawyers understand not only their bar-mandated responsibilities, but also how to build a system to protect your mental health while also meeting clients’ needs. The instructor will share detailed insights into Rule 1.4 and also how to build a healthy legal practice in a high-stress profession. More Info

    $50
    1.18Ethics Credits

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