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Washington CLE - All Courses

This is a listing of CLE Courses for Washington. Please make your selection below of Washington CLE courses. Our courses are available on CDs, DVDs, Online & Mobile App. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

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Ethics Credits
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Estate Planning Retainer Agreements and Engagement Letters

Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important...

Ethics Credits
1
Price$50

Preparing & Presenting a Plaintiff for a Deposition

Presenting a witness for a deposition requires significant time and preparation before even walking into the room. This seminar provides an overview of the practice tips and recommendations for preparing and presenting a witness for a deposition. This CLE program discusses how to meet with and prepare a witness – in particular a personal injury plaintiff. In this program, Mike Shanahan will describe the best practices approach for ensuring your witness is fully prepared to explain the basis fo...

Law & Legal Proc.
1
Price$50

Shoved Back Into The Closet: The Plight of LGBT Elders in Nursing Homes

The LGBT community is one which has gained many victories in recent years relating to the legal rights of its members. However, one largely overlooked subset of the LGBT community that still needs much attention is the elderly. Many LGBT seniors, after spending their lives fighting for Civil Rights, and living out and proud in the community, describe the process of searching for elder care as a feeling like they are being shoved back into the closet that they spent most of their lives escaping...

Law & Legal Proc.
1
Price$50

Opening Arguments

Opening arguments are arguably the most important part of your case. In this CLE program, learn case framing techniques to maximize the effectiveness of your opening argument. Specifically, Jaime Koziol Delaney will explain the case framing technique that involves the following elements: Risks Rules Right Way What Happened Here (Wrong Way) Harms/Losses Attacking Defense excuses Damages Jaime will use a case example to explain how she recently used the above model in a medic...

Law & Legal Proc.
1.25
Price$75

Commercial Arbitration Clauses for Business Lawyers

Commercial arbitration is an adjudication process that is generally intended to be a cost efficient, expeditious and less combative alternative to court litigation. Most commercial arbitrations evolve from a formal written agreement between parties to commercial transactions, which include an arbitration clause. Unfortunately, the arbitration clause is often relegated to the “boiler plate” which is not given much attention by parties or their counsel…and that lack of attention may lead to unfo...

Law & Legal Proc.
2
Price$100

Website Terms of Use and Privacy Policies

In 2018 the vast majority of businesses sponsor a website intended to help market their goods and services. Most of these websites include a section denominated as “Terms of Use” or “Terms of Service.” The Terms of Use purport to act as a contract between website sponsor and the users. That contract can be very important to all website sponsors, but especially so for websites where goods are sold. Unfortunately, the Courts have held that Terms of Use will not be enforceable unless certain proc...

Law & Legal Proc.
1
Price$50

Alternative Investments and Current Issues

This CLE program discusses rules governing alternative investments, REITs and private placements. This session emphasizes the importance of understanding product features, characteristics and possible risks for purposes of suitability determinations. This program will also provide guidance on steps firms can take to comply with their due diligence and supervisory obligations. Panelists discuss the features of popular and new forms of complex products and their role in portfolio diversification...

Law & Legal Proc.
1
Price$50

Common Examination Findings and Compliance Effective Practices for Institutional Firms

This CLE program provides guidance on common deficiencies noted during FINRA cycle examinations of institutional firms, and issues that result in a cautionary letter. Industry practitioners discuss their experience during examinations and taking corrective action and updating compliance procedures and practices based on lessons learned from common examination deficiencies. After attending this session, you will be able to: Understand the FINRA examination process and how to create effe...

Law & Legal Proc.
1
Price$50

Common Examination Findings and Effective Compliance Practices

This CLE program will include a discussion of common deficiencies noted during FINRA cycle examinations. The program will also provide guidance on taking corrective action and updating compliance procedures and practices based on lessons learned from common exam deficiencies. After attending this session, you will be able to: Discuss common findings in various regulatory areas and related supervisory deficiencies. Identify controls, procedures and processes that member firms are inco...

Law & Legal Proc.
1
Price$50

Common Examination Findings and Effective Compliance Practices (Medium and Large Firm Focus)

This CLE program provides guidance on common deficiencies noted during FINRA examinations of medium and large firms.. Industry practitioners discuss taking proactive compliance measures and corrective action in response to examination deficiencies and recommendations. Senior FINRA staff discuss the exam process from their perspective and provide examples of best practices. After attending this session, you will be able to: Understand the FINRA examination process and effective practice...

Law & Legal Proc.
1
Price$50


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