Montana CLE - On-Demand Courses
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
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On-DemandCD/DVD/USB, Online, iOS/Android App
Changing the Landscape of Diversity, Inclusion & the Elimination of Bias in the Legal Profession
This CLE program will discuss the disproportionate statistics of women and minorities in partner positions at law firms, provide an analysis of the key impediments that have affected women and minorities from advancing and discuss how litigation has been used as a tool not only to combat discrimination, but also as leverage to drive diversity and inclusion efforts. The panelist's will also highlight practices that attorneys and law firms can adopt to increase diversity and inclusion ef... More Info
$501Ethics Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Client Intakes: Tips for Effective Sign-Ups
Never underestimate the power of a first impression. That’s what a client intake is! For both you and your client. It’s the initial event that sets the tone for the (often) long-term relationship you enter with that perspective client. It’s also the time for you to begin considering case strategy, deposition preparation, and potential evidence. All this assumes you even want to take on this case, which you may not. This program will explore and highlight the core aspects of a new client intake... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies
State Taxation varies across every state in the United States. Specifically at a State and Local Tax (SALT) level, every jurisdiction has its own tax code and tax treatment for various applications. For example, the way California may classify revenue from a certain company is not the same as Texas will perceive the revenue. Of course, the Supreme Court of the United States has weighed in on limitations of a state’s power to tax, citing the Commerce Clause and various other constitutional cons... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
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
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Conflicts of Interest in Capital Markets and Investment Banking
This CLE program will discuss helpful tips and tools for managing conflicts of interest in capital markets and investment banking firms. Panelists will discuss practices that raise conflict of interest concerns and how to remedy these issues. After attending this session, you will be able to: Understand how some firms identify and mitigate risks associated with conflicts of interest Apply practical compliance approaches to mitigate and monitor for conflicts of interest Know of and... More Info
$501General Credit -
On-DemandCD/DVD/USB, Online, iOS/Android App
Conflicts of Interest in the Financial Services Industry: What Every Attorney Needs to Know
Do you refer clients to financial advisers? Lawyers need to understand the regulatory framework that distinguishes financial advisers, particularly in light of new (2020) disclosure documents (Form CRS). In this program, we will cover how financial advisers are regulated; how standards of care differ; how to recognize potential conflicts of interest that can affect the adviser-client relationship; and most importantly, how new SEC disclosure tools make your due diligence process easie... More Info
$501General Credit