Seminar  Program

Effective Management of Outside Counsel 2017: Fully Leveraging the Attorney-Client Relationship


Select a Location:

Why You Should Attend

In this unique program, veteran in-house lawyers discuss how to manage outside counsel to achieve the client's most important practical objectives. General counsel and junior in-house counsel alike will benefit from experience-tested strategies that maximize what today's attorney-client relationship can truly accomplish for clients.  

What You Will Learn
    • Effective management of outside counsel: the challenges and the opportunities 
    • The governing “rules” for the attorney-client relationship 
    • Proven strategies for significant reduction in legal expenses without sacrificing quality 
    • Understanding fully how outside counsel can help you 
    • The art of communicating with outside counsel 
    • When Harry hires Sally: can in-house counsel and outside counsel be professional friends?

Who Should Attend
This program contains practical insights useful for in-house counsel at all levels, as well as for outside counsel.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

1:30 Introduction
Speaker: Pierre M. Gentin

1:45 Effective Management of Outside Counsel: Challenge, Opportunity, Attorney-Client Relationship, Cost Management
• The Challenge and the Opportunity (30 minutes)
    o The challenge and importance of effective management of outside counsel
    o Why is this seminar important/necessary?
    o Challenges of the junior, mid-level, senior in-house lawyer
    o Overview of the seminar topics/what we hope to accomplish
    o  Practical take-aways from the Seminar
• Setting Ground Rules for the Attorney-Client Relationship (30 minutes)
    o Why are ground rules important?
        o Define what the client/in-house lawyer needs and values
        o Avoid surprises/disputes in the relationship
        o Lay the groundwork for optimal dynamic
    o Obstacles to setting ground rules
        o Hiring during crises/emergencies
        o Politics involved in hiring the law firm/lawyer
        o Imbalance of experience/seniority
    o What should the ground rules cover?
        o Goal(s) of the assignment
        o Cost/budget issues
        o Reporting Lines
        o Communication/update issues
        o Approved tasks/special tasks
• Proven Strategies for Cost Management (30 minutes)
    o The role/responsibility of in-house counsel in managing cost
    o The opportunities for in-house counsel in managing cost
    o What generates legal cost?
        o Internal versus external spend
        o Transactional versus litigation/compliance spend
    o Strategies for effective cost management
        o Defining goals
        o Optionality versus commitment
        o Cutting costs while maintaining quality
        o Options 
        o Rates-based cost management
        o Caps/fixed fees
        o Other Structures

Speakers: Jill A. Centella, Pierre M. Gentin, Mary E. Reisert

3:15 Networking Break

3:30 Effective Management of Outside Counsel: Leveraging the Relationship, Communication, Professional Friendship
• Fully leveraging the relationship (30 minutes)
    o Proven strategies for cost management (conclusion)
    o Law firm value add beyond reduced external spend
        o Secondees
        o Training
        o Tasks
    o What must be done in-house and why?
    o What must be done externally and why?
    o What tasks can be done with flexibility internally and/or externally?
    o Options for structuring internal/external resources to get things done
• Effective communication between in-house and outside counsel (20 minutes)
    o Back to ground rules: defining your in-house needs and goals
    o Articulating do’s and don’ts
    o Timing and presentation issues
    o Conference calls/meetings/documents for distribution to management or business personnel
        o Articulating in-house preferences
        o The roles of the in-house lawyer/external counsel
        o Who is the client?
• When Harry Hires Sally: Can In-House and Law Firm Lawyers Be Professional Friends? (30 minutes)
    o What are the obstacles to an optimal professional relationship?
        o What do in-house lawyers want?
        o What do law firm lawyers want?
        o What do in-house lawyers need to understand about law firm lawyers?
        o What do law firm lawyers needs to understand about in-house lawyers?
    o The value of the “professional friendship” for both sides
• Practical Takeaways (10 minutes)
    o Recap of the goals
    o Recap of the practical take-aways

Speakers: Marla S.K. Crawford, Pierre M. Gentin, Joseph Salama

5:00 Adjourn

Chairperson(s)
Pierre M. Gentin ~ Cahill Gordon & Reindel LLP
Speaker(s)
Jill A. Centella ~ Managing Director & Global Head of Litigation, Government Investigations and HR Legal, JPMorgan Chase & Co
Marla S.K. Crawford ~ Vice President, Associate General Counsel, Goldman Sachs & Co. LLC
Mary E. Reisert ~ Managing Director and General Counsel of ICG Litigation, Citigroup Global Markets Inc.
Joseph Salama ~ Global Head of Litigation and Regulatory Enforcement, Deutsche Bank AG
Program Attorney(s)
Seema Lal Meehan ~ Director, Special Projects and Senior Program Attorney , Practising Law Institute

New York City Seminar Location

PLI New York Center
, 1177 Avenue of the Americas, (2nd floor), entrance on 45th Street, New York, New York 10036. (800) 260-4754.

New York City Hotel Accommodations

Crowne Plaza Times Square Manhattan, 1605 Broadway (at 48th Street), New York, NY 10019 (212) 977-4000. When calling, mention Practising Law Institute. You can also make reservations online to access PLI's rates.

The Muse, 130 West 46th Street, New York, NY 10036. Please call reservations at 1-800-546-7866. When calling, please mention Practising Law Institute and rate code PLII. You can also Book Online- Kimpton.

Millennium Broadway Hotel, 145 West 44th Street, New York, NY 10036. Please call reservations at 1-800-622-5569. When calling, please mention Practising Law Institute. You can also book online.

Hyatt Times Square, 135 W. 45th Street, New York, NY 10036. For reservations, please call (646) 364-1234. When calling mention rate code CR56218 or Practising Law Institute.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live seminars qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

California:  PLI’s live seminars qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Illinois: All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Iowa:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Kansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Louisiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Maine:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Minnesota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Mississippi:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Missouri:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Montana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nebraska:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nevada:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Hampshire:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Jersey:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Mexico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live seminars can be used to fulfill the requirements for newly admitted attorneys. All credit categories may be earned via transitional live seminars.

North Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars

North Dakota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Ohio:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oklahoma:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Puerto Rico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Rhode Island:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

South Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Tennessee:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Vermont:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live seminars qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

West Virginia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wisconsin:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wyoming:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live seminars qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live seminars qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC): PLI’s live seminars can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live seminars qualify as “live” credit. There is no limit to the number of points an attorney can earn via live seminars.

United Kingdom (CPD-UK):  PLI’s live seminars can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live seminars qualify as “live” credit in all Australian jurisdictions. There is no limit to the number of credits an attorney can earn via live seminars.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE): PLI’s live seminars may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live seminars may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live seminars may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live seminars may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live seminars qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live seminars qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live seminars may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live seminars may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

 

Why You Should Attend

In this unique program, veteran in-house lawyers discuss how to manage outside counsel to achieve the client's most important practical objectives. General counsel and junior in-house counsel alike will benefit from experience-tested strategies that maximize what today's attorney-client relationship can truly accomplish for clients.  

What You Will Learn
    • Effective management of outside counsel: the challenges and the opportunities 
    • The governing “rules” for the attorney-client relationship 
    • Proven strategies for significant reduction in legal expenses without sacrificing quality 
    • Understanding fully how outside counsel can help you 
    • The art of communicating with outside counsel 
    • When Harry hires Sally: can in-house counsel and outside counsel be professional friends?

Who Should Attend
This program contains practical insights useful for in-house counsel at all levels, as well as for outside counsel.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

1:30 Introduction
Speaker: Pierre M. Gentin

1:45 Effective Management of Outside Counsel: Challenge, Opportunity, Attorney-Client Relationship, Cost Management
• The Challenge and the Opportunity (30 minutes)
    o The challenge and importance of effective management of outside counsel
    o Why is this seminar important/necessary?
    o Challenges of the junior, mid-level, senior in-house lawyer
    o Overview of the seminar topics/what we hope to accomplish
    o  Practical take-aways from the Seminar
• Setting Ground Rules for the Attorney-Client Relationship (30 minutes)
    o Why are ground rules important?
        o Define what the client/in-house lawyer needs and values
        o Avoid surprises/disputes in the relationship
        o Lay the groundwork for optimal dynamic
    o Obstacles to setting ground rules
        o Hiring during crises/emergencies
        o Politics involved in hiring the law firm/lawyer
        o Imbalance of experience/seniority
    o What should the ground rules cover?
        o Goal(s) of the assignment
        o Cost/budget issues
        o Reporting Lines
        o Communication/update issues
        o Approved tasks/special tasks
• Proven Strategies for Cost Management (30 minutes)
    o The role/responsibility of in-house counsel in managing cost
    o The opportunities for in-house counsel in managing cost
    o What generates legal cost?
        o Internal versus external spend
        o Transactional versus litigation/compliance spend
    o Strategies for effective cost management
        o Defining goals
        o Optionality versus commitment
        o Cutting costs while maintaining quality
        o Options 
        o Rates-based cost management
        o Caps/fixed fees
        o Other Structures

Speakers: Jill A. Centella, Pierre M. Gentin, Mary E. Reisert

3:15 Networking Break

3:30 Effective Management of Outside Counsel: Leveraging the Relationship, Communication, Professional Friendship
• Fully leveraging the relationship (30 minutes)
    o Proven strategies for cost management (conclusion)
    o Law firm value add beyond reduced external spend
        o Secondees
        o Training
        o Tasks
    o What must be done in-house and why?
    o What must be done externally and why?
    o What tasks can be done with flexibility internally and/or externally?
    o Options for structuring internal/external resources to get things done
• Effective communication between in-house and outside counsel (20 minutes)
    o Back to ground rules: defining your in-house needs and goals
    o Articulating do’s and don’ts
    o Timing and presentation issues
    o Conference calls/meetings/documents for distribution to management or business personnel
        o Articulating in-house preferences
        o The roles of the in-house lawyer/external counsel
        o Who is the client?
• When Harry Hires Sally: Can In-House and Law Firm Lawyers Be Professional Friends? (30 minutes)
    o What are the obstacles to an optimal professional relationship?
        o What do in-house lawyers want?
        o What do law firm lawyers want?
        o What do in-house lawyers need to understand about law firm lawyers?
        o What do law firm lawyers needs to understand about in-house lawyers?
    o The value of the “professional friendship” for both sides
• Practical Takeaways (10 minutes)
    o Recap of the goals
    o Recap of the practical take-aways

Speakers: Marla S.K. Crawford, Pierre M. Gentin, Joseph Salama

5:00 Adjourn

Chairperson(s)
Pierre M. Gentin ~ Cahill Gordon & Reindel LLP
Speaker(s)
Jill A. Centella ~ Managing Director & Global Head of Litigation, Government Investigations and HR Legal, JPMorgan Chase & Co
Marla S.K. Crawford ~ Vice President, Associate General Counsel, Goldman Sachs & Co. LLC
Mary E. Reisert ~ Managing Director and General Counsel of ICG Litigation, Citigroup Global Markets Inc.
Joseph Salama ~ Global Head of Litigation and Regulatory Enforcement, Deutsche Bank AG
Program Attorney(s)
Seema Lal Meehan ~ Director, Special Projects and Senior Program Attorney , Practising Law Institute
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live webcasts qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

California:  PLI’s live webcasts qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live webcasts qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live webcasts qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live webcasts qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kentucky:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Louisiana:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Minnesota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Mississippi:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Montana:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Nebraska:  PLI’s live webcasts qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Hampshire:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Jersey:  PLI’s live webcasts qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live webcasts can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live webcasts. Skills credits may not be earned via live webcasts.

North Carolina:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

North Dakota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Ohio:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s live webcasts qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

South Carolina:  PLI’s live webcasts qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live webcasts qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

West Virginia:  PLI’s live webcasts qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Wyoming:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live webcasts qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live webcasts qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live webcasts can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  PLI’s live webcasts can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live webcasts may fulfill Australia’s CPD requirements. Credit limits for live webcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as “Group-Internet-Based” (GIB) credit.

IRS Continuing Education (IRS-CE):  PLI’s live webcasts may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live webcasts may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live webcasts may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live webcasts may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live webcasts qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live webcasts qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live webcasts may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live webcasts may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live webcasts may fulfill ABA credit requirements.

 

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“Clear and very practical”
Paul Bergendahl, American Tower Corporation

“This was one of the best and most relevant CLEs I have ever participated in in my career. Since going in house two years ago, this is the only relevant presentation that I have seen and I will recommend to all my in house colleagues. Excellent presenters and content. Kudos.”
Sara Markert, Ocwen Financial

“Very helpful!!”
Cathy Welker, Bryan Cave LLP

 “Practical content and super-engaging speakers. A pleasure.”
Kate Wheble, Cooper White & Cooper LLP


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