Colorado CLE - Practice Management Courses

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

    $100
    2General 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
    1General Credit

  • 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

    $100
    2General 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
    1General Credit

  • 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
    1Ethics Credit

  • How to Handle a Securities Regulatory Investigation

    How you handle a securities regulatory investigation is critical, and being uninformed or ill-prepared could lead to significant consequences for your client. It is also important to understand your ethical obligations before, during, and after an investigation, as representation lines may become blurred. During this CLE, our panel of experienced practitioners will discuss: the various stages of a securities regulatory investigation the initial contact demand for documents gathering... More Info

    $50
    1General Credit

  • Pay Equity and Pay Transparency in New York and Beyond

    Over the last few years, the second wave of pay equity legislation hit the ground running with numerous states and cities passing pay transparency laws. As New York employers continue to hire employees remotely around the country, this webinar will focus on pay transparency requirements in New York/New York City and other key states, including California and Colorado. We will also focus on additional pay equity compliance considerations that are on the horizon (including pay data repor... More Info

    $50
    1General Credit

  • NYS 2023 Notary Public & Remote Online Notarization Regulations: The Basics and Applications to Real Estate Transactions

    On January 25, 2023 the new Part 182.2-182.11 of the Rules and Regulations of the Department of State (Part 182) became effective governing and changing record-keeping requirements for NYS notaries, providing identity verification procedures, authorizing electronic notarization, providing for a separate notarial commission for electronic notary services and repealing remote ink notarization. Our expert panel will discuss the new requirements, their application to real estate transactions... More Info

    $50
    1General Credit

  • 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
    1General Credit

  • 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
    1Ethics Credit

  • 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
    1General Credit

  • 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

    $100
    2General 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

    $100
    2Ethics 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
    1General Credit

  • 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
    1General Credit

  • 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

    $100
    2General 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

    $100
    2General Credits

  • 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
    1General Credit

  • 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
    1Ethics Credit

  • 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
    1General Credit

  • 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
    1General Credit

  • 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
    1General Credit

  • 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
    1General Credit

  • Introduction to Paper Discovery and Depositions

    Having a discovery plan at the outset of a case, and being able to implement said plan is a vital tool for success and increasing the overall amount of recovery for your clients. Having a workable plan can also reduce the stress and resources on your practice when having to deal with document dumps and voluminous discovery demands as well. This CLE course will explain how to use "paper discovery" efficiently and economically in Civil and Special Civil matters. It is intended for solo... More Info

    $50
    1General Credit

  • 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
    1Ethics Credit

  • Attorney Professionalism: Staying Calm, Cool, and Collected

    How do I develop my professional persona? This CLE course will discuss practical tips for maintaining your cool, including effective communication verbal, and non-verbal during in-person interactions, Zoom hearings, other camera-ready events, and social media. Professionalism and respectful behavior are always required, whether you are addressing the Court, opposing counsel, Court personnel, or your clients. You only have one time to make an impression. Your reputation is key to a succe... More Info

    $50
    1General Credit

  • Liberty’s Last Champion: The Validity of "Science" Evidence and Court Practice

    Some may think justice is a coincidence of the system, not a consequence of it. As counsel, we must warranty equal justice before the law. Science and common sense suggest solutions for some difficult special issues that arise in civil and criminal cases. DNA is one great example of a tool that can guard against false conclusions; but that can also mislead. We must know how to use good science and be wary of junk science. We must know Federal Rule 702 on expert testimony. W... More Info

    $50
    1General Credit

  • Legal Ethics: Lawyer and Client Relationship

    This CLE presentation addresses the contours of what constitutes the unauthorized practice of law (UPL) starting with an introduction based on an article I had written that chronicled LegalZoom’s travails as it encountered and overcame a series of UPL challenges from various jurisdictions into which it entered during its expansion into a nationwide provider of legal services focused on individuals and small businesses. It then describes and applies through various hypothetical and act... More Info

    $50
    1Ethics Credit

  • The Basics of Negotiating Employment Contracts and Separation Agreements

    This CLE program will discuss practice pointers from both an employer and employee’s perspective. Rules and regulations governing the workplace continue to evolve and more and more offers of employment and separation from employment are now memorialized in contracts. It is important for practitioners to review these contracts closely. This course will provide you with the basics of negotiating employment and separation agreements – from what terms to negotiate and how to negotiate –... More Info

    $50
    1General Credit

  • ESI in Criminal Proceedings: 4th, 5th and 6th Amendment Issues

    Electronic information is a common feature of criminal investigations and proceedings at both the State and Federal levels. That information is used in the commission of crimes and may be the focus of investigations and prosecutions. The collection and use of electronic information may implicate the warrant requirement of the Fourth Amendment, the Fifth Amendment privilege against self-incrimination, and the Sixth Amendment right of confrontation. This CLE presentation will pro... More Info

    $50
    1General Credit

  • Due Diligence Under The 33 Act: Avoid Disasters in the Middle of an IPO

    From due diligence to closing there are traps and pitfalls that can be anticipated. Attend this CLE course and learn from the lawyers and bankers what they confront and worry about during the marketing and distribution of initial public offerings. The panelists will provide real life examples of challenges that could have jeopardized the success of the IPO’s. Avoid the disasters and help assure your clients’ successful underwriting. More Info

    $100
    2General Credits

  • Ace Your Case: Trial Preparation and Strategy

    This CLE course will focus on preparing for a civil trial, in order to maximize your chances of winning. We will start by "mapping out" a trial strategy. The "mapping out" or "roadmap" will include how to prove your case, as well as to anticipate, and be ready to rebut, any effective counter-actions of the opposing side. The preparation will include deciding upon and organizing your physical evidence, as well as the witnesses who will help you get your proof into evidence, and otherwise help... More Info

    $100
    2General Credits

  • The Hidden Secrets of Constructive Trust Litigation

    This CLE course will address the hidden secrets of constructive trust litigation. A typical example could be if one’s client has executed a deed signing away his property, with full knowledge of what he was doing. However, he had an "understanding" that he would get it back someday. Does the statute of frauds bar relief? Maybe not. The author of the new book "Litigating Constructive Trusts" reveals some critical issues that come up in constructive trust cases, and how to use those matt... More Info

    $100
    2General Credits

  • Case Selection, Evaluation, and Beyond

    Our panelists will discuss the elements of case selection, evaluation and other aspects relating to acceptance of representation. While focusing on personal injury and insurance cases, the topics will apply to many other types of cases. This will be a very extensive look at the topics by highly experience practitioners who are the senior members of their firms. More Info

    $100
    2General Credits

  • Obtaining Discovery from Online Service Providers

    As claims for online misconduct are on the rise, it is crucial to understand how to obtain and preserve relevant information from service providers, who host a wealth of information about users. This CLE course will discuss the players, the type of information to be sought, and, critically, the length of time you have to obtain relevant digital evidence on behalf of your client. Traditional hard-copy document retention policies go out the window in the digital world so quick and decisi... More Info

    $100
    2General Credits

  • Legal Ethics: Confidentiality and Taking Remedial Measures

    Confidentiality is one of the three main fiduciary duties a lawyer owes to their client. Without strict confidentiality, clients may not feel free to discuss sensitive matters with their lawyer. This can sometimes clash with the lawyer’s obligations of candor to the tribunal when evidence that has already been offered turns out to be false. There are significant variations among the jurisdictions on how to deal with evidence that the lawyer discovers is false. Two of the largest st... More Info

    $50
    1Ethics Credit

  • When One Door Closes: A Primer on Automatic Door Cases for the Premises Liability Practitioner

    It’s surprising how frequently doors cause injuries to patrons of businesses, patients at medical facilities, and residents of apartment complexes. The practitioner who is not familiar with the theories of liability in these cases can often get lulled into a belief that the building owner or store operator bears no responsibility for these injuries. This CLE course examines the nuts and bolts of handling an automatic door case for the personal injury practitioner. From initial intake,... More Info

    $50
    1General Credit

  • Digital Communications and Social Media

    In the rapidly developing world of digital marketing, how can firms stay in compliance? Can firms communicate relevant, meaningful information in the digital age? Attend this session to experience how industry and regulatory experts are grappling with these challenges. The panel covers current topics including how firms engage technology to address their compliance obligations and creative ways to use effective disclosure. More Info

    $50
    1General Credit

  • Fintech Firms: Communications Compliance Topics

    Join FINRA staff and industry panelists as they share insights on challenges and effective practices related to communications compliance for Fintech focused firms. The panel covers topical issues such as digital engagement practices, mobile applications, integrated product offerings, and crypto assets. Panelists answer questions and provide tips on the use of technology to help navigate this quickly evolving area. More Info

    $50
    1General Credit

  • Asylum ABC's: What Attorneys Need to Know

    Whether you are new to immigration law or a seasoned practitioner, this course offers an overview of asylum law and also practical advice on helping a client make a successful asylum application. This overview offers the nuts and bolts of Asylum, ranging from general details such as the time frame to file an application to more specifically what is required to be proven in an application. We will also delve into the relevant immigration forms to be completed and examine how to ensure t... More Info

    $100
    2General Credits

  • Preventing Your Worst Tech Nightmare: Protecting Your Firm and Clients from Cybercriminals

    No one likes to think about the worst happening, but when it comes to your firm's technology, it's always better to be safe than sorry. That's why we're here to present Preventing Your Worst Tech Nightmare: Protecting Your Firm & Clients from Cybercriminals, a course that will help you protect your business and clients from the perils of cybercrime. This CLE course covers everything from cybersecurity myths that can cripple your business to attorneys' ethical obligations to be technical... More Info

    $50
    1General Credit

  • Drafting Comic Book Contracts: A Practical Guide

    In this CLE program, attendees will learn key comic book agreement provisions, engage in client interview exercises tailored to the comic book industry, dive into mock negotiations, and issue-spot common problems in publishing contracts. Facilitated by seasoned comic book publishing attorneys, attendees will get a chance to issue-spot, draft, and engage in mock negotiations. More Info

    $100
    2General Credits

  • Challenging the Impermissible Use of Race in Jury Selection

    The U.S. Supreme Court’s ruling in the case of Curtis Flowers highlighted the fact that far too often prosecutors in our nation impermissibly use race when exercising peremptory challenges. This CLE presentation will provide criminal defense attorneys with the tools they need to fight against this unethical tactic. More Info

    $50
    1General Credit

  • Representing a Deponent and Deposing a Representative

    This CLE is designed to introduce the concepts behind a representative appearing at a deposition. this course will examine doing so under 30 of the Federal Rules of Civil Procedure, but will discuss the practical implications of doing so; the ways in which such a deposition could be conducted; and, in what actual capacity such a person testifies. This course will also discuss the privileges that can be asserted in such a deposition, and how they differ slightly from those that can be... More Info

    $50
    1General Credit

  • Staying Safe and Sound: Maintaining a Realistic Work/Life Balance in Uncertain Times

    We know that you may still be getting bombarded with messages about Covid related issues, whether that be on television, social media, or in your work and community networks. In uncertain times like these, anxiety, stress, fear, and negative thoughts can easily take control. You may still be worried about being in crowds, wearing a mask, getting another vaccine or booster for yourself and your loved ones, your office, your clients, your finances or how to manage whatever the future holds as... More Info

    $50
    1Ethics Credit

  • Ethical Considerations When Responding To Lozada Complaints

    Immigration is a rewarding practice area with a collegial group of practitioners. While immigration law is among the most complex, a great benefit is colleagues who generously share their knowledge and experience with one another. This makes it even more difficult when one lawyer must prepare and file a disciplinary complaint against another in order to zealously represent their client under the requirements of Matter of Lozada. While most training on the subject focuses on filing a... More Info

    $50
    1Ethics Credit

  • Residential Lease Drafting Primer

    In a course designed both for the seasoned practitioner and the newcomer to lease drafting, this CLE course discusses the essentials in drafting a residential lease and provides specific language for specialized clauses. The course includes theory, rationale, and specific language for suggested lease clauses. While some of these clauses are rarely found in modern day leases, they certainly should be as they speak to some of the hottest topics in the field. More Info

    $150
    3General Credits

  • Questioning Techniques for Depositions: To Question, Or Not To Question, That Is The Question

    Taking a Deposition is both a science and an art. While so few know how to take great depositions, even fewer receive the kind of training that is needed to ask the right questions. In this 90 minute live video session, you will learn the most sophisticated of techniques in how to draft questions that will make any deposer a true star. You will learn innovative information techniques, what documents (in a prioritized fashion) are most useful in crafting questions, how to make a comp... More Info

    $100
    2General Credits

  • How Not to Lose Your Case at a Plaintiff’s Deposition

    This CLE course will cover the unique pitfalls of defending a plaintiff at their deposition. The presenter will act like a defense lawyer honing in on the potential weaknesses and problems that can arise at a deposition, and endeavor to help the viewer recognize them and overcome them to achieve success. The course will also touch upon his primary goals when for preparing for, and deposing defense witnesses. More Info

    $50
    1General Credit

  • How to Respond to a Motion for Summary Judgment in Brief Form and at Oral Argument

    This CLE Course will address the tools and tactics when responding to civil motions. It will teach you all the basic civil procedure rules you need to know when a motion filed against your client hits your inbox on a Friday afternoon. The presenter will explain the best strategies and ways to respond to a motion including all the little-known obscure practice rules that will preserve your client’s claims and allow you to admit the evidence needed to support your arguments at trial. More Info

    $50
    1General Credit

  • Discovery in Surrogates Court: The Good, The Bad, and The Ugly

    Designed for those new to Surrogate’s Court practice as well as experienced estate planners and litigators who want to bring their practice to the next level, this CLE program will review the laws, rules and procedures involved in litigating matters in Surrogate’s Court from the viewpoints of both the petitioner and the respondent. This course also aims to provide some practical and time saving tips and some suggestions for must dos and absolutely don’ts. More Info

    $50
    1General Credit

  • Managing Your Client’s Series A Offering of Securities: A Step by Step Guide

    A startup or early-stage company goes through a number of informal financing rounds involving company founders, friends and family members, and local angel investors. But if the company’s business plan is successful, it will be ready for its first round of venture capital, known as the “Series A Round” or “Series A Offering”. In this fast-paced, entertaining CLE presentation, you will learn the steps involving in managing a Series A offering of securities, including: reviewi... More Info

    $100
    2General Credits

  • Legal Issues in Divorce Cases: Equitable Distribution, Spousal Maintenance and Child Support

    The CLE course will detail how New York, somewhat patterned on New Jersey equitable distribution law, instituted and applied equitable distribution to all divorces. The course will include the current applicable statutory and recent case law. The course will also include tips on how to argue for the best possible result for your client on all financial issues. As for spousal maintenance and child support, besides reviewing the current statutes and guidelines, and recent appl... More Info

    $100
    2General Credits

  • How to Settle Cases During a Pandemic

    COVID-19 has decimated jobs and businesses, causing an upsurge in delinquent account receivables. As difficult as payment has been for debtors, our creditor clients are also losing revenue through uncollectible debt. But through creative negotiations, collection professionals can try and maximize collections during these difficult times with the right mix of empathy, assessment and long term planning. Learn how to successfully keep clients and increase collections by getting to the hea... More Info

    $50
    1General Credit

  • Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters

    This CLE program will present and discuss issues concerning the engagement of clients through effective Engagement Letters, creating and maintaining firm websites to minimize any potential representation risks as well as determining when termination of the Attorney/Client relationship is proper (or required). Participants will be introduced to appropriate forms and strategies when facing the request of representation by a potential client. More Info

    $50
    1Ethics Credit

  • Post Disaster Insurance Resolution

    Individuals who lost their home or business in a disaster are faced with so many decisions! Attorneys can help property owners in the insurance claim process by understanding the many opportunities and challenges on the pathway of restoring their property and their livelihood. This CLE presentation will dive into the details of recovery in an insurance claim setting, including claim terminology, replacement cost estimating, and construction issues. Equipped with this knowledge... More Info

    $50
    1General Credit

  • Winning Dog Bite Cases for Plaintiffs and Defense Tactics

    This CLE course will discuss tips for winning dog bite cases for your injured client, trends in dog bites cases, understanding different types of victims, especially children and the pitfalls of dog bite cases. Presenting damages and preserving evidence will also be discussed. A former prosecutor turned personal injury trial attorney shares her tips. More Info

    $100
    2General Credits

  • The Law of U.S. Government Ethics

    This CLE class is designed for those Attorneys who are working for or with the Federal Government. It outlines fundamentals of government ethics laws as defined by the U.S. Government's Office of Government Ethics. From an introduction into the statutory and regulatory bases for this body of law, the class proceeds to address some of the most common issues that government attorneys face when dealing with ethical issues. These include the use of government property, with special emphasi... More Info

    $100
    2General Credits

  • Prepping Clients for Depositions in Federal Cases

    This CLE course is intended to instruct newer attorneys on the proper preparation of a witness called to testify as a client representative pursuant to F.R.C.P. 30(B)(6). Attendees will be instructed on the proper purpose of a deposition, preparation of witness testimony, and document review in preparation for a deposition. Participants will also be instructed on biochemical stress reactions to warn deponents of prior to depositions. More Info

    $50
    1General Credit

  • Cryptomorphing The Legal Profession: Musings From A Stacker In The Rye

    The goal of this presentation is to expose lawyers to the rabbit hole of blockchain technology and cryptocurrency, and the effects and potential effects on the legal profession. We will discuss topics ranging from the acceptance of cryptocurrency as payment for legal services to the impact of blockchain technology and cryptcurrency projects on payment systems security transactions, smart contracts, and public record filings. The presentation will be successful if at the end a p... More Info

    $100
    2General Credits

  • Handling Current Legal Ethical Issues

    This CLE course will address practical ethical issues that lawyers face as they work remotely during a pandemic, as well as when discussing personal legal matters with work colleagues. We will also examine recent examples of attorneys acting as “over”-zealous advocates for their clients, and some recent examples of what happens when lawyers behave badly. Topics include: Working Remotely Discussion with Colleagues about Personal Legal Matters “Over”-Zealous Advocacy Lawyers Behavi... More Info

    $100
    2Ethics Credits

  • Cryptocurrency and the Blockchain: Understanding the Landscape of Legal Issues and Offerings

    There is much confusion regarding the many cryptocurrencies available and even more about blockchain technology; particularly in light of recent market upheavals. Global observers are keen to determine whether cryptocurrencies and the blockchain technology are taking us in a new currency direction, or whether crypto is a fading fad. The answers to these questions may lie in the legal analysis. What are the legal challenges and do the challenges doom the blockchain? Or can ou... More Info

    $50
    1General Credit

  • Five Steps to Protect Your Firm from Catastrophic Cyber Attacks

    In this CLE program, you will learn the 5 critical steps needed to protect your law firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stance and will lessen the chances of you becoming a victim to cybercriminals. Cyber attacks are on the rise and every business is at risk. More Info

    $50
    1General Credit

  • What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit

    Removing “deadwood” (registrations for marks that are not in use in commerce) from the Trademark Register has become an increasingly important priority for the USPTO in recent years. A few years ago, the USPTO instituted a permanent post-registration audit program by which it requires trademark registrants who file a Declaration of Use to submit proof of use for two additional items in each class, beyond the product for which a specimen is submitted. This webinar will teach you about th... More Info

    $50
    1General Credit

  • E-Signatures: Managing the New Reality

    The world has changed. Now more than ever, the significance and usability of electronic signatures has come to the forefront. This informative CLE program will discuss governing law and various e-signature platforms, as well as provide a demonstration of how you can incorporate them into your practice. More Info

    $100
    2General Credits

  • Protecting Your Intellectual Property and Valuable Data Through the Federal Computer Fraud and Abuse Act

    Bringing a civil action under the Computer Fraud and Abuse Act requires knowledge and understanding of the statute and its legal requirements. This course will review your ability to bring a civil action under the Computer Fraud and Abuse Act, and will also offer a review of its scope, legal requirements, and the Supreme Court’s recent interpretation of the statute in Van Buren v. U.S. The course will also present tips, strategies and alternative causes of action to protect your data f... More Info

    $50
    1General Credit

  • Privacy and Cyber Breaches: Are You Next?

    For businesses large and small, compliance with federal, state, and foreign privacy laws and regulations has become an essential business obligation. These laws govern a company’s collection, storage, use, sharing and disposal of personally identifiable information (“PII”), protected health information (“PHI”), and payment card information (“PCI”). A company’s innocent or inadvertent failure to abide by these laws, or its failure to timely and fully disclose how it performs such tasks,... More Info

    $100
    2General Credits

  • Metaverse Law: Intro to ARVR, Issues, IP Ownerships, Monetization, Cyber Currency, and Licensing

    With apologies to the Beatles, tech is flowing out like endless rain into a paper cup, it slithers unregulated across the Metaverse. From AltCoin to Web 3.0, this course addresses the breadth of tech law in the Metaverse. The lecturer will review some of the basic terminology (in plain English!) before discussing the application of regulatory and statutory law to the Metaverse, how the Metaverse polices itself, and how the Metaverse is monetized. Specific topics will... More Info

    $100
    2General Credits

  • Communications Compliance: Current Developments

    This CLE program will discuss current communications compliance and marketing practices. Topics include recent guidance on how FINRA’s communications rules apply in a virtual environment, and how firms can communicate compliantly about ESG and other current investment trends. Panelists will also talk about the regulatory implications of complex products and services such as crypto assets and emerging technologies in the marketing compliance space. After attending this session, you... More Info

    $50
    1General Credit

  • Market Structure: What Factors Are Driving Changes

    During this session, FINRA staff and industry practitioners discuss current developments and future trends in the industry, including best execution guidance and payment for order flow issues. After attending this session, you will be able to: Understand Best Execution guidance Discuss effective practices for reviewing and documenting best execution Discuss technology available to process trades More Info

    $50
    1General Credit

  • Options Markets: Recent Regulatory Issues

    Join FINRA staff and industry panelists as they discuss regulatory issues impacting options markets. After attending this session, you will be able to: Discuss recent and ongoing regulatory initiatives Discuss supervision of options trading in customer accounts Identify effective controls, procedures, and technology processes More Info

    $50
    1General Credit

  • Remote Supervision

    Join FINRA staff and industry panelists as they discuss what they have learned from working remotely. During the session, panelists discuss effective controls, procedures, and processes that member firms are incorporating to address supervision in a remote work environment. After attending this session, you will be able to: Identify controls, procedures, and processes that member firms are incorporating to address supervision in a remote work environment Review lessons learned and... More Info

    $50
    1General Credit

  • Hot Topics in FinTech

    Join FINRA staff and industry practitioners as they discuss the growing area of FinTech (Financial Technology). The session includes a discussion on new and innovative ways firms are integrating fintech into their business models and the importance of a strong compliance structure to address regulatory obligations. After attending this session, you will be able to: Gain a perspective on how “FinTech” is defined by various industry stakeholders Discuss the supervisory challenges of t... More Info

    $50
    1General Credit

  • Senior and At-Risk Investors

    Join FINRA staff and industry experts as they discuss how FINRA rules and state requirements related to Senior and Vulnerable Adult clients can help firms service this growing client base and how to ensure your organization is protected. After attending this session, you will be able to: Review FINRA Rules 2165 & 4512 Discuss elder abuse prevention and protection act Review State Report and hold laws More Info

    $50
    1General Credit

  • Social Media and the Rise of the Finfluencers

    Human behavior has evolved as a result of the pandemic. For the financial services industry, the rapid acceleration of digital adoption has dramatically changed the way we engage with each other and our clients. Join FINRA staff and industry panelists as they discuss how social media and social media influencer are affecting the industry. Panelists discuss new developments, effective compliance practices, and how their firms are managing social media obligations. After attending t... More Info

    $50
    1General Credit

  • Navigating E-Discovery and Its Emerging Trends

    This CLE course will review some of the emerging trends in e-discovery including the impact of the Covid-19 pandemic. The course will include an in depth review and practical tips when dealing with issues relating to the inadvertent or intention destruction of electronic data. We will also discuss some of the emerging trends that practitioners encounter such as the expanding volume of data and the sophistication of analytics, Technology Assisted Review, and AI. More Info

    $50
    1General Credit

  • Ethical Considerations for Multistate Referral Rules and Fees

    In this CLE seminar taught by a former Morris County Assistant Prosecutor, you will learn best practices and Rules for Attorney Referral Rules in New Jersey and throughout the United States, State by State. Topics include: The Policy Behind Fee Sharing Prohibition Model Rules of Professional Conduct Rule 7.3 Profit Sharing Agreements or Employee Profit Sharing Plans More Info

    $50
    1Ethics Credit

  • Issues To Consider When Drafting Construction Contracts

    This CLE course will provide insight as to the Issues that should be considered when drafting Construction Contracts. The topics discussed are as follows: Drafting Construction Contracts, Mechanics Liens, Termination, Delay Damages, Liquidated v actual damages, Change Orders, Material escalation costs, Insurance and Bonds, and Dispute resolution. More Info

    $100
    2General Credits

  • How Lawyers Can Represent Brokers Beyond Their State Licensing

    Brokers want to make deals throughout the nation, and chafe at the idea that their single state license will limit their ability or right to legally work on deals in other states. License portability-which is NOT license reciprocity-will allow this to occur, when the broker cooperates with a licensee of the state where the property is located. However, different states have different limitations on just what these out of state brokers can legally do. Learn how to find, inter... More Info

    $50
    1General Credit

  • Evolution Of An Eviction Moratorium: Landlord Tenant Strategies And Emergency Rental Assistance

    This CLE course explores the evolution of New York’s eviction moratorium, starting at the outset of the pandemic to more fully understand the court’s strategy to handle the evictions backlog. Courts are moving forward with their congested calendar; however, a de facto stay will be in place for tenants who apply for New York’s Emergency Rental Assistance Program (“ERAP”). Parties should adjust their expectations accordingly as ERAP applications are likely to delay many eviction proceedi... More Info

    $100
    2General Credits

  • Statutory Interpretation: How To Use It To Your Clients’ Advantage

    Statutes are directly or indirectly involved in most litigated cases, yet very little attention is ever paid to the dozens of rules of statutory interpretation that can make or break your case. Judges appreciate statutory interpretation analysis from litigants. You should be the one to provide it. The rules of statutory interpretation are fairly straight forward. This course will show you that these rules are much easier than the multitude of Latin phrases associated with them would otherwise... More Info

    $50
    1General Credit

  • Cyber Security Compliance Trifecta: Recent Revisions to Three Important Security & Privacy Standards

    Cybersecurity compliance concerns have emerged as a forefront issue for both large and small enterprises. Revisions of three important standards or requirements were published recently and will have far reaching cybersecurity compliance implications. The National Institute of Standards and Technology (NIST) released Spec. Pub 800-53 (Security and Privacy Controls for Information Systems and Organizations), the Payment Card Industry Security Standards Council published PCI-DSS 4.0, and... More Info

    $50
    1General Credit

  • Remove The "Stress" From Removal Defense: Practice Before The Federal Immigration Courts

    Practicing before the federal immigration courts, known as "EOIR" for short, can often be very stressful for attorneys. Not only must attorneys keep up with the near-constant change in immigration law itself, but with the nearly as volatile policies and procedures of the Courts themselves. Since the COVID-19 pandemic began, the Courts have gone through a major procedural transformation, including the introduction of electronic filings on the ECAS system. However, removal defense before... More Info

    $100
    2General Credits

  • The Weaponization of Technology in Family Law Cases

    As our dependency and use of technology increases, we rely on electronic devices to complete many daily activities. Unfortunately, these same technologies are being seen more and more in family law cases where offenders have identified ways to exploit them in order to facilitate harm towards their victims and co-parents alike. In this CLE program, Steven Bradley will explore the risks and benefits of technology, not only for the clients we serve, but also for you in your personal and pr... More Info

    $100
    2General Credits

  • What Happens To Your Practice If You Die Or Become Disabled

    What happens to your practice and your family if you die or become disabled? This is a practical CLE program that focuses on the preventive steps to ethically comply with your obligations to your clients, protect your family and to recover the value of your practice. This seminar is designed to raise awareness and increase preparedness in the event of a catastrophic occurrence in your life. It is designed primarily for solo and small firms. More Info

    $100
    2Ethics Credits

  • Bitcoin: Time For Lawyers To Take A Byte

    The economic impact of digital evolution is a reality of our daily lives. Over the past decade, the “Internet of Things” replaced the “Internet of Information.” Today and since the emergence of blockchain technology, we are seeing a sweeping wave of the “Internet of Value” gradually taking over the web and yielding in its wake a transformation of our economic systems deeper than the first two waves combined. Open a magazine, nowadays, and you’re bound to find an article discuss... More Info

    $50
    1General Credit

  • The Ethics of Law Firm Management: Now More Than Ever

    So you want to hang out your own shingle and open your own law practice? Or do you want to join with another lawyer or several lawyers and open a law firm? Do you think running a law practice is easy? Opening is easy, managing and running the practice is more difficult. This course will go over the Rules of Professional Conduct and the ethical considerations you must follow to be a lawyer and to run a law practice. Lawyers are held to a higher standard than a regular business-person, y... More Info

    $50
    1Ethics Credit

  • Walk Away With The Check: How To Win A Business Divorce Case

    Helping a client grapple with a bad business partner requires expertise in litigation, negotiation and corporate governance. Millions of dollars and your client’s life’s work, hang in the balance. Avoid costly mistakes, while representing your client like a bulldog. In this fast-moving program, you will learn: 5 corporate document provisions that control partner disputes How to recognize when the time is right for partners to part ways How to create a strategic plan to win a busin... More Info

    $100
    2General Credits

  • Ethics of Legal Writing

    This CLE course will look at five areas where attorneys sometimes get into ethical trouble through legal writing: frivolous writing, failure to cite adverse authority, incivility in legal writing, ghostwriting and plagiarism. In each of these areas, an attorney can help a client by knowing what the line is between ethical and unethical writing. The goal of the course is to help clarify how to figure out whether certain conduct is appropriate advocacy, or whether the conduct crosses the... More Info

    $50
    1Ethics Credit

  • How to Value, Sell & Purchase a Law Practice

    As thousands of Boomer attorneys consider retiring, this CLE will address how to value, sell, and purchase a law practice now. Our expert presenters will discuss how lawyers can prepare for selling their practices well before they pull the trigger, by building systems and processes that can enhance value across their practices. They will also explain the 5 components involved with valuing a law practice, the 3 options for selling a law firm, and the “Synergy Value” that Boomer-le... More Info

    $50
    1General Credit

  • Oh Brave Commercial New World: The New Reality of Name, Image, and Likeness in Collegiate Athletics

    Recently, multiple state laws went into effect permitting college athletes in those states to earn money from the use of their Name, Image, & Likeness (NIL), subject to certain restrictions, without risking their collegiate eligibility. In response, the National Collegiate Athletic Association (NCAA) quickly eased some of its rules allowing athletes in all states, even those without a state law, to participate. So in a dramatic and sudden turn of events, collegiate athletes in the U.S. who had... More Info

    $100
    2General Credits

  • Home is Where The License Is: Ethical Considerations for Lawyer Relocation During and After the Pandemic

    Many lawyers relocated during the pandemic, either to escape perceived risk or simply because they could due to remote working. This CLE program will assess the legal and ethical ramifications of relocation to states beyond where one is licensed, addressing both authorization to practice, jurisdiction, and choice of rules. More Info

    $50
    1Ethics Credit

  • Ethical Attorney's Fees, Referral Fees, and Billing Practices

    As we know, lawyers are required to comply with the ethics rules; however, many lawyers may not fully understand the ethics rules and ethical considerations regarding the types of permitted lawyer fees, requirements for referral fees and fee sharing, non-refundable fees, and the ethical requirements related to fees, costs, settlement funds pursuant to the lawyer Trust Account Rules. This presentation will address those topics and provide valuable tips and information to ensure that la... More Info

    $50
    1Ethics Credit

  • The Interplay Between Ethics, Estates, Fiduciaries and Guardianships

    Estate and Elder Law Practitioners face a variety of unique ethical questions in their daily work. The law concerning fiduciary duties goes back centuries, if not more, and is enshrined in the common law. Whether it is the executor, agent of a power of attorney, trustee, or guardian ad litem, the obligations of loyalty, good faith, fair dealing and honesty must be adhered to. Challenging and novel questions arise in this field very often. This program will explore who can ser... More Info

    $100
    2Ethics Credits

  • What Every Family Law Attorney Needs To Know About Debt Collection And Bankruptcy

    In the practice of family law there are many factors to consider, including the issues facing the family as one household becomes two. The issues regarding the debts the family has, how each member of the household will be impacted by the debt and what their options are during or after the dissolution of marriage, including bankruptcy are things every Family Law practitioner should know to help their client’s make informed decisions. More Info

    $100
    2General Credits

  • Emerging Post Pandemic Cybersecurity Issues for Lawyers

    Implementing defensible cybersecurity is now top-down law firm goal, and integrates process (technology) and policy (e.g., cybersecurity, incident response, business continuity, disaster recovery, remote work, bring-your-own-device, and backup, to name a few). The post-Pandemic challenges for attorneys working remotely, and using a variety of computing devices and methods (desktops, laptops, mobile devices, “cloud” or “virtualized” computing, etc.) have amplified an attorney’s profess... More Info

    $50
    1General Credit

  • The Anatomy of a Criminal Law Case

    This CLE course deals with the nuts and bolts of dealing with the practice of criminal law. This seminar is purely practical in nature and presentation. You will learn how to go from the initial phone call to your office for a new arrest to the courthouse. We will deal with all the real world issues in how to deal with the client, the client’s family, the assistant district attorney, court staff, setting fees, grand jury issues, plea negotiations, cooperation agreements, motion prac... More Info

    $100
    2General Credits

  • Summations and Litigation War Stories

    Join us for a program focusing on the importance of summation during a trial, tips and successful techniques, as well as lessons learned from years of litigation experiences from our expert faculty and ethical considerations. More Info

    $150
    3General Credits

  • What Attorneys and Firms Need to Know About Pricing Their Services and Getting Paid

    If you run a law firm, or are a sole practitioner, have you ever wondered, "what do I charge for my services?" or "how do I know if I'm charging the right price?” If you are looking for direction in answer the “million dollar questions,” then this is the workshop for you! Our expert speaker will discuss different pricing models that can be adopted -- hourly versus value based, and the benefits of each pricing model. This CLE course will not only help you determine your pricing strat... More Info

    $100
    2General Credits

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