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Current Topics in Professional Ethics for Accountants and Attorneys -- Current Topics in Professional Ethics for Accountants and Attorneys

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From the program: Current Topics in Professional Ethics for Accountants and Attorneys

Recorded on: Jul. 18, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics  [01:30:35] Upon the successful completion of this program, the participant will be able to: Recall the central focus of the codes of professional conduct applicable to certified public accountants (CPAs) and attorneys. Identify the types of services provided by certified public accountants (CPAs) ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: Jul. 18, 2016

BROOKE BAILEY: --final session. The topic is Professional Ethics for Accountants and Attorneys, Current Topics. And we'll continue with J. Michael Matthews as the presenter. Again, feel free to chime in with questions or comments. Keep the flow open here. J. MICHAEL MATTHEWS: I do invite a collaborative involvement here, because ethics presents some challenges, opportunities, for discussion, and I'd be delighted to have that discussion. The title ...

New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

On-Demand Web Briefing  On-Demand One-Hour Briefing    

From the program: New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

Released on: Dec. 12, 2016

Please note that this program does not offer Bias or Diversity & Inclusion credit in any jurisdiction. Taken from the briefing New ABA Model Rule of Professional Conduct against Harassment and Discrimination:  Understanding the Rule in Detail recorded December, 2016 in New York. After many years of discussion, the ABA recently amended the Model Rules of Professional Conduct to add 8.4(g), a provision that is termed the anti-harassment ...

New ABA Model Rule of Professional Conduct against Harassment and Discrimination: Understanding the Rule in Detail

Transcripts  Transcripts    

Recorded on: Dec. 12, 2016

AMY TAUB: Hello, my name is Amy Taub, and I am a Program Attorney with PLI, a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise. I would like to welcome you to today's briefing, New ABA Model Rule of Professional Conduct Against Harassment and Discrimination. Understanding the Rule in Detail. Before we begin, I have some administrative announcements. This briefing will ...

Ethical Issues Unique to the Consumer Space/Class Actions

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Recorded on: Mar. 30, 2017

Taken from the Web Program Recorded March 27 - 28, 2017 in New YorkEthical Issues Unique to the Consumer Space/Class Actions [01:00:51]• Conflicts of interest in aggregate litigation • Whistleblower bounties--Is it ethical for lawyers to seek them? • Ethical limits  on contacting former employees • The ABA's recently adopted anti-discrimination rule for lawyers • Ethical issues in the use ...

Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties -- Special Rules for the Professionals: Return Preparer Penalties and Ethical Standards

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From the program: Nuts and Bolts of Tax Penalties 2017: A Primer on the Standards, Procedures and Defenses Relating to Civil and Criminal Tax Penalties

Recorded on: May. 1, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:01:58] Upon the successful completion of this program, the participant will be able to: Recall the various provisions of Circular 230 applicable to professionals practicing before the Internal Revenue Service (IRS). Identify Circular 230 sanctions applicable to professionals practicing before ...

Advising Nonprofit Organizations 2017 -- Ethical Issues for Lawyers on Nonprofit Boards

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Advising Nonprofit Organizations 2017

Recorded on: May. 18, 2017

Taken from the Web Program Advising Nonprofit Organizations 2017 recorded May, 2017 in New York. Ethical Issues for Lawyers on Nonprofit Boards [01:00:16] Separating attorney and director roles Avoiding potential conflicts Protecting attorney-client privilege Ensuring competent representation Understanding insurance implications Adopting useful policies and best practices Elizabeth M. Guggenheimer The ...

Ethical Issues for Lawyers on Nonprofit Boards

Transcripts  Transcripts    

Recorded on: May. 18, 2017

PAMELA A. MANN: Next up, we have what you've all been waiting for-- ethics. And here to present ethics to you is my colleague and friend, Liz Guggenheimer. Liz is the Deputy Executive Director and Director of Institutional Advancement at the Lawyers Alliance for New York. She has significant legal expertise in the area of nonprofit governance and risk management, fundraising law and regulation, and legal ethics. With regard to the topic she's going ...

Cloud Computing 2017: Key Issues and Practical Guidance -- Legal Ethics and the Cloud

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From the program: Cloud Computing 2017: Key Issues and Practical Guidance

Recorded on: May. 23, 2017

Taken from the Web Program Cloud Computing 2017: Key Issues and Practical Guidance recorded May, 2017 in San Francisco. Legal Ethics and the Cloud [01:01:40] Ethical duty of technological competence Client confidentiality and data security  Due diligence and supervision of cloud providers E-discovery concerns in the cloud The purchase price of this segment includes the following article from the Course Handbook ...

Basics of Accounting for Lawyers: What Every Practicing Lawyer Needs to Know 2017 -- Current Topics in Professional Ethics for Accountants and Attorneys

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From the program: Basics of Accounting for Lawyers: What Every Practicing Lawyer Needs to Know 2017

Recorded on: May. 23, 2017

Taken from the Web Program Basics of Accounting for Lawyers 2017: What Every Practicing Lawyer Needs to Know recorded May, 2017 in New York. Current Topics in Professional Ethics for Accountants and Attorneys [01:30:51] Basic review of accountant and lawyer ethical requirements Areas of potential ethical risk, where accountant and lawyer ethics requirements intersect Examples of accounting and legal ethics mistakes made that ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: May. 23, 2017

JOHN J. MOLENDA: OK, everybody. You may remember me and TC. We talked about statement of cash flows yesterday. And I hope there are going to be lots of questions today. This is the final segment. The Bataan Death March is almost over. I'm sure your head's full of all kinds of interesting information. And at this point, well, we're going to keep it a little lighter. But I think this is a lot of fun. The fact patterns in some of these cases are very ...

Legal Ethics and the Cloud

Transcripts  Transcripts    

Recorded on: May. 23, 2017

JOHN HUTCHINS: OK, so our next presentation is on ethics. And you're in for a real treat because we have somebody who I think is one of the best ethics presenters that I've ever heard, Mary Baldwin-- MERRI BALDWIN: He keeps saying that so I'll come back year after year. JOHN HUTCHINS: We always try to give her not the ethics spot at the end of the day, but give her a good spot because she always does a good job for us. Merri Baldwin's a shareholder ...

Corporate Compliance and Ethics Institute 2017 -- Ethics for Compliance Lawyers and Compliance Officers

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From the program: Corporate Compliance and Ethics Institute 2017

Recorded on: Jun. 5, 2017

Taken from the Web Program Corporate Compliance and Ethics Institute 2017 recorded June, 2017 in New York. Ethics for Compliance Lawyers and Compliance Officers [01:00:39] Risk Assessment, Program Assessment and Attorney-Client Privilege Lawyer Obligations Under Ethics Rules "Who Is the Client?” Issues Sarbanes-Oxley Section 307 Reporting Requirements Compliance and ethics professional standards Compliance ...

Ethics for Compliance Lawyers and Compliance Officers

Transcripts  Transcripts    

Recorded on: Jun. 5, 2017

REBECCA WALKER: And also, please, in terms of filling out the evaluation forms, we'd would love to get feedback on the different panels that we presented this year. If there are topics that you feel like we missed, if there is something that we should have divided into two panels, like codes, policies, training, and communications, that one's already noted. But that kind of feedback is really helpful, and we do read all of the evaluations and consider ...

Public Interest Boot Camp 2017 -- Introduction to Professional Responsibility

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From the program: Public Interest Boot Camp 2017

Recorded on: Jun. 6, 2017

Taken from the Web Program Public Interest Boot Camp 2017 recorded May, 2017 in San Francisco. Introduction to Professional Responsibility [01:03:05] The importance of building and maintaining a professional reputation Rules governing legal services representation Ethical responsibilities towards your clients Eliza Hersh, Nicholas Levenhagen Presentation Material Ethical Responsibilities Towards Clients (PowerPoint ...

Introduction to Professional Responsibility

Transcripts  Transcripts    

Recorded on: Jun. 6, 2017

KENT QIAN: We're going to transition to our next segment-- Lawyering and Professionalism 101. Our first speaker is Eliza Hersh. We bring her back this year because she didn't really get her fair share of time last year. So she's going to go first, so she can-- since there's nobody else to take time away from her. ELIZA HERSH: And I insisted on that. KENT QIAN: So Eliza Hersh is a 2016 [? Sorward ?] Justice Fellow and Visiting Scholar at Berkeley ...

Eighteenth Annual Institute on Privacy and Data Security Law -- Ethical Issues for Privacy and Data Security Professionals

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From the program: Eighteenth Annual Institute on Privacy and Data Security Law

Recorded on: Jun. 7, 2017

Taken from the Web Program Eighteenth Annual Institute on Privacy and Data Security Law recorded May, 2017 in New York. Ethical Issues for Privacy and Data Security Professionals [01:00:46] Ethical obligations of confidentiality and protecting client information Data security challenges for law firms and in-house legal departments: best practices? E-discovery and data security:  ethical and legal obligations Latest ...

Ethical Issues for Privacy and Data Security Professionals

Transcripts  Transcripts    

Recorded on: Jun. 7, 2017

LISA J. SOTTO: All right. Come on back in, if you would, please. Our last panel of the day, and very, very important panel, is our ethics panel. Al Saikali is a partner in the Miami office of Shook, Hardy, And Bacon. And he's going to enlighten us today. Al founded and chairs the firm's data privacy and data security practice group. In that role, he directs breach response efforts, represents companies in litigation arising from data breaches and ...

International Employment Law 2017 -- Ethical Challenges Associated With Cross-Border and Multi-Country Investigations in the Workplace

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: International Employment Law 2017

Recorded on: Jun. 8, 2017

Taken from the Web Program International Employment Law 2017 recorded June, 2017 in New York. Ethical Challenges Associated With Cross-Border and Multi-Country Investigations in the Workplace [01:00:47] Ethical implications of waiver in response to government regulator inquiries Conducting witness interviews in the workplace: Local jurisdictions’ professional responsibility restrictions on attorney conduct for in-house and outside ...

Ethical Challenges Associated With Cross-Border and Multi-Country Investigations in the Workplace

Transcripts  Transcripts    

Recorded on: Jun. 8, 2017

PHILIP BERKOWITZ: All right. Well hello, everyone. This is the ethics panel. Where did everybody go? I mean, you need your ethics credit. OK. Well it's 4 o'clock and I think that means it's time to start. I'm Philip Berkowitz again. I want to just announce a small change in the cast of characters up here. Unfortunately Ed O'Callaghan from Clifford Chance was called away on some enormous case that he's working on. And so he is unable to attend. And ...

Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2017 -- Economic Substance, Judicial Doctrines and Legal Ethics

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2017

Recorded on: Jun. 9, 2017

Taken from the Web Program Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2017 recorded June, 2017 in San Francisco. Economic Substance, Judicial Doctrines and Legal Ethics [00:59:35] Impact on partnerships of recent judicial decisions, legislation, and administrative developments relating to economic substance, tax shelters and the codification of the economic substance doctrine, including ...

Economic Substance, Judicial Doctrines and Legal Ethics

Transcripts  Transcripts    

Recorded on: Jun. 9, 2017

CLIFFORD WARREN: Great panel. One of the more interesting topics, I think, in the three days, but not nearly as interesting as the following panel. Because this panel has ethics. And it's credit time for a lot of people who need them. As we all know, partnerships have taken a bit of a beating in the courts over the last decade, which makes it very important for tax lawyers and accountants to be aware of the various judicial doctrines and ethical issues. This ...

17th Annual School Law Institute -- Ethical Issues for School Law Practitioners

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From the program: 17th Annual School Law Institute

Recorded on: Jun. 12, 2017

Taken from the Web Program 17th Annual School Law Institute recorded June 2017 in New York. Ethical Issues for School Law Practitioners [01:01:26] Who is and who was the client? How to handle conflicts of interest, and can the conflict be waived? Communications, including the requirement of candor The importance of client confidentiality Joanne L. Butler The purchase price of this segment includes the following ...

Ethical Issues for School Law Practitioners

Transcripts  Transcripts    

Recorded on: Jun. 12, 2017

JESSE COLE CUTLER: Ah, the ethics hour. The last one. Remember to sign out. If you don't, you won't get credit for the full day, including the ethics portion. Also, please do fill out the evaluation forms. Tell us your tips, your suggestions, who you want to see, what you want to see, and that you want to speak next year, because we'd love to have you. I am pleased to introduce Joanne Butler. Joanne L. Butler represents numerous boards of education ...

Negotiating Real Estate Deals 2017 -- Ethics in Real Estate Transactions

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Negotiating Real Estate Deals 2017

Recorded on: Jun. 19, 2017

Taken from the Web Program Negotiating Real Estate Deals 2017 recorded June, 2017 in New York. Ethics in Real Estate Transactions [00:56:20] Professionalism Confidentiality Conflicts of Interest Current clients Former clients Multiple representations Speakers: Anthony E. Davis, Devika Kewalramani The purchase price of this segment includes the following article from the ...


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