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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. While this program offers CPE (NASBA) credit, it has expired for CLE credit in many states. Please check the credit calculator to the right. No CLE certificate will be issued if credit has expired in your state. Lecture Topics  [01:30:35] Upon the successful completion of this program, the participant will be able to:  ...

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 ...

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 ...

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

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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 ...

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 ...

Estate Planning: Ethical Considerations for Attorneys as Beneficiaries and/or Fiduciaries

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Recorded on: Sep. 13, 2017

Taken from the Web Program Recorded September 11 - 12, 2017 in New YorkEstate Planning: Ethical Considerations for Attorneys as Beneficiaries and/or Fiduciaries [01:02:03]• General background of relevant rules, including applicable ABA Model Rules of Professional Conduct • Discussion of the ethical considerations when attorneys are included as beneficiaries within a testamentary instrument and the development of case law in this ...

Electronic Discovery Institute 2017: What Corporate and Outside Counsel Need to Know -- Ethics in E-Discovery

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From the program: Electronic Discovery Institute 2017: What Corporate and Outside Counsel Need to Know

Recorded on: Sep. 19, 2017

Taken from the Web Program Electronic Discovery Institute 2017: What Corporate and Outside Counsel Need to Know recorded September 2017 in New York. Ethics in E-Discovery [00:57:48] Duty to maintain confidences Duties with regard to privileged information Factors in determining whether a court will issue sanctions Recent developments in model rules and case law David J. Lender The purchase price of this segment ...

Ethics in E-Discovery

Transcripts  Transcripts    

Recorded on: Sep. 19, 2017

DAVID J. LENDER: All right. Good afternoon, everybody. Ethics in E-Discovery. So I have just a couple of quick questions before we get into this. Who has read The Lawyer's Code or the Model Rules of Professional Conduct in the past, let's say, three years? OK. Pretty good. Who is keeping up on all the bar association opinions that are coming out in the area of e-discovery? Who's read one in the last three years? I know Steve has. I know he has. All ...

Hot Topics in Mergers & Acquisitions 2017 -- Ethical Issues for the Corporate Lawyer

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From the program: Hot Topics in Mergers & Acquisitions 2017

Recorded on: Sep. 26, 2017

Taken from the Web Program Hot Topics in Mergers & Acquisitions 2017 recorded September 2017 in New York. Ethical Issues for the Corporate Lawyer [01:00:33] Recognizing conflicts of interest Obligations of confidentiality Issues of candor in negotiations Nina L. Flax The purchase price of this segment includes the following article from the Course Handbook available online: Ethical Issues in Negotiating ...

Ethical Issues for the Corporate Lawyer

Transcripts  Transcripts    

Recorded on: Sep. 26, 2017

ERIC L. SCHEILE: So heading into our next topic, to use Sarkis vernacular, we have a partner from Mayer Brown, Nina Flax, to talk about some ethical issues in and around the transactional space. And obviously providing the very coveted ethics CLE credit. So with that, I will kick it to Nina. NINA L. FLAX: Hello, everyone. So I'd like to start off with this little poll that I have always found interesting. And through the years that I've been doing ...

Legal Ethics for Health Care and Life Sciences Attorneys – Hot Topics

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Recorded on: Sep. 28, 2017

Taken from the briefing Legal Ethics for Health Care and Life Sciences Attorneys – Hot Topics recorded September 2017 in New York. Attorneys practicing in the health care and life sciences fields address issues on a daily basis that touch on questions of regulatory compliance, corporate codes of conduct and ethics, and corporate social responsibility considerations, all of which are unique and specific to their industries. At the same time, ...

Storming the Gatekeepers: When Compliance Officers and In-House Lawyers Are at Risk 2017 -- Is Everything Privileged? Limitations on Privilege in the Area of Compliance

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From the program: Storming the Gatekeepers: When Compliance Officers and In-House Lawyers Are at Risk 2017

Recorded on: Sep. 29, 2017

Taken from the Web Program Storming the Gatekeepers: When Compliance Officers and In-House Lawyers Are at Risk 2017 recorded September 2017 in New York. Is Everything Privileged? Limitations on Privilege in the Area of Compliance [01:33:56] The line between compliance and legal functions of in-house counsel When and how does the work product protection apply in government investigations? How to plan for the possible waiver of ...

Is Everything Privileged? Limitations on Privilege in the Area of Compliance

Transcripts  Transcripts    

Recorded on: Sep. 29, 2017

DANIEL NATHAN: Welcome back, folks. We're going into the remainder of our program. And to kick it off we will have a eight minute-- about an eight minute hypothetical. Please pay close attention, it's quite dramatic. Let's go. [VIDEO PLAYBACK] - Barrel Pipelines Inc-- BPI-- a public company in Oklahoma constructs and operates oil and gas pipelines. Through Barrel Processing and Transport-- BPT, a wholly owned Nigerian subsidiary-- BPI owns and operates ...

Legal Ethics for Health Care and Life Sciences Attorneys – Hot Topics

Transcripts  Transcripts    

Recorded on: Oct. 3, 2017

AMY TAUB: Thank you. Hello, my name is Amy Taub, and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing, legal ethics for health care and life sciences attorneys, hot topics. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material ...

Intellectual Property Law Institute 2017 -- Critical Ethics Issues for the IP Lawyer

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From the program: Intellectual Property Law Institute 2017

Recorded on: Oct. 4, 2017

Taken from the Web Program Intellectual Property Law Institute 2017 recorded October 2017 in New York. Critical Ethics Issues for the IP Lawyer [00:58:49] Conflicts and disqualification:latest updates on conflicts, disqualification and advance waivers Ethical issues before the USPTO:latest actions by the Office of Discipline and Enrollment Malpractice issues:recent case law concerning standard of care, causation and damages, ...

Critical Ethics Issues for the IP Lawyer

Transcripts  Transcripts    

Recorded on: Oct. 4, 2017

DAVID BENDER: It takes a rare speaker to make our next topic interesting. But I think that one hour from now, you will agree with me that Steve Bennett is that kind of speaker. Steve? STEVEN BENNETT: All right. No pressure. No pressure. I like to refer to this as the "eat your peas" portion of the program, which your grandma would tell you to do before you had dessert. I'm very keenly aware that the only thing standing between you and afternoon cocktails ...

"Technotainment" 2017: Distributing Content Across Multiple Platforms -- Coloring within the Ethical Lines: A Look at Some Professional Responsibility Issues Arising in Our Digital World

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From the program: "Technotainment" 2017: Distributing Content Across Multiple Platforms

Recorded on: Oct. 17, 2017

Taken from the Web Program "Technotainment" 2017: Distributing Content Across Multiple Platforms recorded October 2017 in New York. Coloring within the Ethical Lines: A Look at Some Professional Responsibility Issues Arising in Our Digital World [01:00:22] This program will cover some of the ethical concerns raised by recent hacking incidents – what are lawyers’ responsibilities to understand technology, to keep their clients’ ...

Consumer Bankruptcy Cases 2017 -- A View From the Bench: What Every Consumer Bankruptcy Lawyer Should Know About Ethics

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From the program: Consumer Bankruptcy Cases 2017

Recorded on: Oct. 17, 2017

Taken from the Web Program Consumer Bankruptcy Cases 2017 recorded October 2017 in New York. A View From the Bench: What Every Consumer Bankruptcy Lawyer Should Know About Ethics [00:51:22] Ethical issues that arise in Chapter 7 cases Strategies to avoid ethical breaches  Speaker:    Honorable James L. Garrity, Jr., United States Bankruptcy Judge (S.D.N.Y.)                  ...

Coloring within the Ethical Lines: A Look at Some Professional Responsibility Issues Arising in Our Digital World

Transcripts  Transcripts    

Recorded on: Oct. 17, 2017

CYDNEY TUNE: OK, and so now we're all going to learn how to be ethical in this crazy digital environment. We have Janis Meyer here to help us from Hinshaw & Culbertson, LLP, where she focuses on professional responsibility, risk management, et cetera. And in particular, on this presentation she's focusing on professional responsibility issues that arise because we're in the digital age. So I don't want to take up too much of her time, and so Janis, ...

Advertising Law Institute 2017 -- Ethics of Advertising

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From the program: Advertising Law Institute 2017

Recorded on: Oct. 19, 2017

Taken from the Web Program Advertising Law Institute 2017 recorded October 2017 in San Francisco. Ethics of Advertising [01:02:40] Treatment and disclosure of confidential information on social media Typical uses of social media and the ethics governing these common uses Communicating with opposing parties or a judge via social media Use of endorsements and testimonials Speaker:    Jason W. Gordon Presentation ...

Ethics of Advertising

Transcripts  Transcripts    

Recorded on: Oct. 19, 2017

ROBERT NEWMAN: All right. Welcome back everyone from lunch. Thanks for making it back. After the last sort of two presentations of our conference here, this was the all important ethics CLE credit. So this one is usually one not to miss. And particularly today not to miss, because my good friend Jason Gordon is going to be giving the presentation. Jason's a member of Reed Smith's Entertainment and Media Group. And he and I actually worked together ...

Pocket MBA 2017: Finance for Lawyers and Other Professionals (SF) -- Ethical Considerations for Counsel in the Business World

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From the program: Pocket MBA 2017: Finance for Lawyers and Other Professionals (SF)

Recorded on: Oct. 23, 2017

Taken from the Web Program Pocket MBA 2017: Finance for Lawyers and Other Professionals (SF) recorded October 2017 in San Francisco. Ethical Considerations for Counsel in the Business World [01:00:15] What exposure does counsel have for participating in the negotiation and execution of contracts? Protecting sensitive information and responding ethically to opponents’ probes for it The reach of the duty of confidentiality, ...

Employment Law Institute 2017 -- Ethical Considerations Involving Confidentiality: Nonclients' Misunderstandings and Mistakes

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From the program: Employment Law Institute 2017

Recorded on: Oct. 23, 2017

Taken from the Web Program Employment Law Institute 2017 recorded October 2017 in New York. Ethical Considerations Involving Confidentiality: Nonclients' Misunderstandings and Mistakes [01:00:01] Ethics vs. professionalism Dealing with unrepresented individuals Negotiation ethics Ethical duty to correct misunderstandings in litigation Speaker: Thomas E. Spahn The purchase price of this segment includes the following ...


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