- Topic A: Engagement Letters and Avoiding Conflicts
Tips Regarding Conflicts of Interest, Former Clients Rule 1.05, Business Conflicts, etc.
Representation and State Bar Rules
Why Engagement Letter? What We Are Not Doing - Exclusions/Caveats
I'm Outta Here If ...
Document Retention Policy Issues
Where We're Gonna Sue Each Other
Risks/Benefits of Arbitration Plus Other Issues to Consider
Why Disengagement Letters? Additional Closing Matters
Advice and Important Tips to Avoid Malpractice Claims
- Topic B: Avoiding Risk Factors and Understanding the Attorney Grievance Process
Fun Facts and Misconceptions About the Grievance Process
The Dreaded Notice Letter
Expecting a Grievance: What TO DO and What NOT TO DO
Responding to a Grievance and Relevant Factors for Sanctions and Disbarment
Problem Areas: Mistake v. Negligent; Fees, Trusts & Third Parties
Problem Areas: Termination of Representation; Conflicts of Interest, Non-Client Relationship & "The Favor"
Problem Areas: Lack of Communication and Miscommunication; Setting Expectations
Quiz Questions: Can You Guess the Right Answers?
- Topic C: Cybersecurity for Lawyers: Protecting Your Clients and Firm in the Age of Cyberattacks
Why Cybersecurity Matters to Lawyers
ABA Model Rule and ABA Formal Ethics Opinion 477R (05.22.17)
State and Federal Regulations & FBI Warnings to Law Firms (03.16)
Cyberattacks Against Law Firms
The 3 Major Threats Facing Your Practice Today and How to Avoid Them
Phishing and Spear-Phishing Attacks, Ransomeware, and Silent Hacking
Cybersecurity: The Most Important Investment
Vulnerability Assessments and "PEN" Tests
Administrative, Technical, and Physical Security Advice
Top 5 Tips to Protect Your Clients, Your Firm, and You
Speakers:
Topic A: Engagement Letters and Avoiding Conflicts
One of the speakers for this presentation is Gregg Weinberg, who is an attorney with the firm of Roberts Markel Weinberg Butler Hailey, P.C. Education: J.D., Southern Methodist University, Dedman School of Law, 1982; B.A., University of Texas, with honors, 1979. Among his honors and awards, Gregg is listed in Thomson Reuters 'Super Lawyers' (through 2017), American Board of Trial Advocates (ABOTA), National Board of Trial Advocacy, SPE Society of Petroleum Engineers and National Association of Corporate Directors (NACD), Board Certified in Civil Trial and Personal Injury Law. More information may be found on his firm's website.
One of the speakers for this presentation is >Frank O. Carroll,III, an attorney with the firm of Roberts Markel Weinberg Butler Hailey, P.C. Education: J.D., Certificate in Advanced Commercial Arbitration–Domestic & International, University of Houston Law Center; B.A., University of California at San Diego, with honors; Texas Certified Mediator. Frank worked for Honorable Jennifer Walker Elrod at the United States Fifth Circuit Court of Appeals and the Honorable Gray Miller at the United States District Court for the Southern District of Texas. Mr. Carroll is the Editor-In-Chief of TexAppBlog.com, an appellate law blog for non-appellate lawyers, and coaches moot court and mock trial at the University of Houston Law Center. He frequently writes papers and gives presentations on updates to the Texas Rules of Civil Procedure. More information may be found on his firm's website.
Topic B: Avoiding Risk Factors and Understanding the Attorney Grievance Process
The speaker for this presentation is Jennifer A. Hasley, an attorney with the firm of Hasley Scarano L.L.P. Jennifer is board certified in civil trial law by the Texas Board of Legal Specialization. Prior to forming the law firm of Hasley Scarano in 2006, she spent more than eight years as an Assistant Disciplinary Counsel in the Office of the Chief Disciplinary Counsel of the State Bar of Texas. She represented the State Bar of Texas and the Commission for Lawyer Discipline in disciplinary and disability proceedings involving attorney misconduct. Jennifer is a recognized speaker on legal ethics and professionalism. More information may be found on her firm's website.
Topic C: Cybersecurity for Lawyers: Protecting Your Clients and Firm in the Age of Cyberattacks
The speaker for this presentation Harry G. Potter, of The Potter Law Firm, PLLC. Harry earned his B.A. from the University of Texas and his J.D. from the University of Texas School of Law. He worked as a Deputy Division Chief, General Litigation Division, and then, Special Assistant Attorney General, with the Texas Attorney General's Office. Harry was also a Visiting Professor with the University of Texas School of Law. More information may be found on his LinkIn page.
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