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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 ...

Understanding the Securities Laws 2017 -- Navigating Ethics and Professionalism Requirements in Securities Law Practice

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From the program: Understanding the Securities Laws 2017

Recorded on: Jul. 18, 2017

Taken from the Web Program Understanding the Securities Laws 2017 recorded July, 2017 in New York. Navigating Ethics and Professionalism Requirements in Securities Law Practice [01:59:35] • Professional responsibility implications of lawyers as gatekeepers and investigational targets • Complying with ethics and professional responsibility rules in SEC practice • Ethical implications of whistleblower rules and ...

Navigating Ethics and Professionalism Requirements in Securities Law Practice

Transcripts  Transcripts    

Recorded on: Jul. 18, 2017

N. ADELE HOGAN: We're back now for our final stretch, which is going to be two hours of ethics with law as substance baked in. And I'm absolutely thrilled today to have two extremely prominent speakers. To my immediate left is Ashley Gillespie. He's an executive director at Morgan Stanley. He has a lot of expertise in a lot of corporate securities areas, including derivatives. So this is where we're going to bake in some derivatives things that people ...

Ethical Concerns Involving Attorney Use of Social Media: New New York State Bar Association Guidelines

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Recorded on: Jul. 20, 2017

Taken from the briefing Ethical Concerns Involving Attorney Use of Social Media: New New York State Bar Association Guidelines recorded July, 2017 in New York. Social media is seemingly all pervasive. Unsurprisingly, social media is used by attorneys for many purposes. That use carries both benefits and ethical risks for attorneys. This Briefing will examine those benefits and risks through a review of the just-released third edition of the New ...

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

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

Recorded on: Jul. 24, 2017

Taken from the Web Program Basics of Accounting for Lawyers 2017: What Every Practicing Lawyer Needs to Know San Francisco recorded July 2017 in San Francisco. Current Topics in Professional Ethics for Accountants and Attorneys [01:30:40] 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 ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK D. WOOD: OK, we're going to get going with our final session. Mike Matthews is going to talk about current topics and professional ethics for accountants and attorneys. Mike has over 35 years experience as a trial lawyer. J. MICHAEL MATTHEWS: 40. MARK D. WOOD: 40 now, with expertise in a wide variety-- you've got to update this bio-- with expertise in a wide variety of areas, including partnership and corporate disputes, professional liability ...

Defending Immigration Removal Proceedings 2017 -- Ethical Issues and Immigration Law Practice

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From the program: Defending Immigration Removal Proceedings 2017

Recorded on: Jul. 25, 2017

Taken from the Web Program Defending Immigration Removal Proceedings 2017 recorded July, 2017 in New York. Ethical Issues and Immigration Law Practice [01:00:18] Duty of competence  Duty of candor vs. protecting client confidences Conflicts of interest Filing meritorious claims Hon. Amiena A. Khan (personal capacity), Cyrus D. Mehta, Victoria Neilson The purchase price of this segment includes the following ...

Ethical Concerns Involving Attorney Use of Social Media: New New York State Bar Association Guidelines

Transcripts  Transcripts    

Recorded on: Jul. 25, 2017

AMY TAUB: It's now my pleasure to turn this briefing over to Ron Hedges. RONALD HEDGES: Thank you Amy and good afternoon, everyone. We are going to be doing a general introduction to a number of issues involving attorney use of social media. And we're going to be doing it based on a review of a new edition of the New York State Bar Association's social media ethics guidelines that we will get into in a few minutes. First, as we begin, Amy mentioned ...

Advanced Patent Prosecution Workshop 2017: Claim Drafting & Amendment Writing -- Ethics in the PTO

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

From the program: Advanced Patent Prosecution Workshop 2017: Claim Drafting & Amendment Writing

Recorded on: Jul. 27, 2017

Taken from the Web Program Advanced Patent Prosecution Workshop 2017: Claim Drafting & Amendment Writing recorded July 2017 in New York. Ethics in the PTO [01:02:48] Subject matter conflicts are increasingly of concern as firms add clients. At initiation, firms must perform both new matter and new client screening. During prosecution, prior art from one client may be cited in an Office Action for another client, or there may be ...

Ethics in Banking and Financial Services 2017

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From the program: Ethics in Banking and Financial Services 2017

Released on: Aug. 3, 2017

An expert faculty will review and provide practical guidance on current ethical issues faced by attorneys working in banking and financial services. You will learn: Confidentiality issues when representing banking and financial services clients Ethical issues in internal investigations Ethical concerns when representing multinational clients Whistleblower remedies for corporate counsel Current issues involving ...

20th Annual Children’s Law Institute -- Ethical Issues That Arise When Representing a Client with Diminished Capacity

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From the program: 20th Annual Children’s Law Institute

Recorded on: Jul. 31, 2017

Taken from the Web Program 20th Annual Children’s Law Institute recorded July, 2017 in New York. Ethical Issues That Arise When Representing a Client with Diminished Capacity [01:14:31] Diminished Capacity and Rule 1.14 Seeking the appointment of a guardian ad litem under Rule 1.14(b) and the context in which a guardian ad litem may be sought or appointed Grounds for opposing appointment The role ...

Ethical Considerations for Attorneys Representing Detained Immigrants

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From the program: Ethical Considerations for Attorneys Representing Detained Immigrants (Free)

Released on: Aug. 3, 2017

As of April 2017, there were 884 individuals detained ICE custody in Northern California alone.  And in fiscal year 2016, the Department of Homeland Security reports having apprehended 530,250 individuals nationwide and conducted a total of 450,954 removals and returns. We are fortunate that in recent months, private and public funding has increased for pro bono representation of detained immigrants in several localities around the country. Representation ...

Ethical Issues That Arise When Representing a Client with Diminished Capacity

Transcripts  Transcripts    

Recorded on: Jul. 31, 2017

KELLEY BURNS: Hello. So the last panel of the day is ethical issues that arise when representing a client with diminished capacity. So our panel today includes Tehra Coles. She is a Center for Family Representation litigation supervisor. We have my co-chair, Carolyn Silvers. She is the attorney in charge of Legal Age Juvenile Rights practice in Queens. And Brian Zimmerman. He's a private practitioner, 18B, and president of the Assigned Counsel Panel ...

Ethics and Conflicts of Interest in Law Practice 2017

On-Demand Web Programs  On-Demand Web Programs    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Ethics and Conflicts of Interest in Law Practice 2017

Released on: Aug. 8, 2017

A practical review of how conflicts of interest in law practice arise and helpful approaches in managing them. An experienced faculty, including law firm general counsel, will review current developments in conflicts of interest and their practical takeaways, delivering useful insights for attorneys of all backgrounds.  The agenda will address how to spot potential and actual conflicts, determine if such conflicts can be waived, as well as how ...

The Attorney-Client Privilege and Internal Investigations 2017

On-Demand Web Programs  On-Demand Web Programs    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: The Attorney-Client Privilege and Internal Investigations 2017

Released on: Aug. 10, 2017

A concise review of the latest developments and practical insights regarding the attorney-client privilege and internal investigations. The intersection of the attorney-client privilege and an internal investigation is fraught with ethical pitfalls for lawyers.  Conflicts can arise swiftly and there are a variety of privilege issues to beware of, especially if the government is involved in the investigation.  Every year, our program faculty ...

17th Annual Municipal Law Institute -- Ethics and Social Media: What Municipal Lawyers Need to Know

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

From the program: 17th Annual Municipal Law Institute

Recorded on: Aug. 15, 2017

Taken from the Web Program 17th Annual Municipal Law Institute recorded August 2017 in New York. Ethics and Social Media: What Municipal Lawyers Need to Know [00:59:37] Are you committing malpractice by not searching social media? The legal luddite’s dilemma in light of the obligation to provide competent and diligent representation  What lawyers can and cannot do when conducting social media research What’s ...

Ethical Issues in California Pro Bono Representation 2017

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

From the program: Ethical Issues in California Pro Bono Representation 2017 (Free)

Released on: Sep. 11, 2017

While the ethical obligations of pro bono legal practice are no different than a commercial law practice, there are practical considerations regarding eligibility of clients, challenging clients, conflicts (similar in theory, different in practice settings), expectations on both sides, case management responsibility, and different delivery models, such as limited scope representation, that cause many professionals to hesitate to offer pro bono legal ...

Specific Application of Ethical Rules and Issues to Various Pro Bono Practice Settings – Hypotheticals

Transcripts  Transcripts    

Recorded on: Sep. 7, 2017

TIELA CHALMERS: Thanks everyone. Welcome back. I hope you feel sufficiently nourished and networked. We're going to now continue for the last hour of this program with a number of hypotheticals. We do love hypotheticals here. So we're going to start with hypo two, which Chris is going to help us with. So Irene Inhouse is admitted to practice in New York, but now she has her dream job at Google, working on IP issues. Her friends at local law firms ...

Pro Bono Rules; Commencing and Conducting the Representation

Transcripts  Transcripts    

Recorded on: Sep. 7, 2017

TIELA CHALMERS: OK, so good. So now that we've asked your opinion on lots of things, we're going to start in with talking about what pro bono is actually. What do we mean when we say that? So Renee is going to start us off. RENEE GLOVER CHANTLER: OK, thank you, Tiela. It's probably easier to start by talking about what pro bono isn't. Pro bono is not defined by whether or not you get paid. If you bring in a client and for some reason you just don't ...

Cutting-Edge Employment Law Issues 2017: The California Difference -- Implicit Bias In the Workplace and Courtroom

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From the program: Cutting-Edge Employment Law Issues 2017: The California Difference

Recorded on: Sep. 12, 2017

Taken from the Web Program Cutting-Edge Employment Law Issues 2017: The California Difference recorded September 2017 in San Francisco. Implicit Bias In the Workplace and Courtroom [01:00:00] Measuring bias in the workplace Implicit bias and its potential role in employment decision-making Use of implicit bias and stereotyping evidence in employment discrimination lawsuits Identifying and addressing biases and stereotypes ...


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