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- Attorneys Serving on Nonprofit Boards: Avoiding the Pitfalls
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Attorneys Serving on Nonprofit Boards: Avoiding the Pitfalls
If you are an attorney, you’ve probably been asked to serve on a Board. However, if you do agree there are numerous legal & ethical pitfalls that you must avoid as an attorney.
In this CLE, Nikki Semanchik will teach you what you need to know about serving on a Board, from your initial homework & due diligence to your ethical duties & avoiding conflicts of interest. The course is broken into three main parts, with Nikki first providing background on the key points of Nonprofit Law, she will then take a deep dive into your fiduciary duties and conclude by detailing the risks of serving as Director & legal counsel. Additional topics: entity type, public transparency, Board Committees vs. Advisory Boards, the duties & role of Directors, the Articles of Incorporation, reviewing bylaws & internal policies, Duty of Care, Duty of Inquiry, Duty of Loyalty, Duty to Follow Investment Standards, conflicts of interest, director protections, the Business Judgment Rule, volunteer immunity, Indemnification, Directors & Officers (D&O) Insurance, Nonprofit Compliance, the loss of the attorney-client privilege and your liability exposure.
Nikki Semanchik is the Founding Attorney of Semanchik Law Group, a business and nonprofit firm located in San Diego, California. In addition to assisting nonprofits with formation, compliance and governance, she also represents for profit businesses on a wide variety of matters.Specialty Areas: Areas of Professional Practice
Practice Areas: Business Law
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Hawaii (HI) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 07/10/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 07/10/2024
Run Time: 1:00:00 - Boilerplate Clauses: Impact and Considerations
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Boilerplate Clauses: Impact and Considerations
Choice of Law, Prevailing Party, Forum Selection, Force Majeure. “Boilerplate” refers to the standard clauses that typically appear at the end of a contract.
These provisions are often pulled from templates and frequently overlooked by the parties and the attorneys tasked with drafting the agreements. However, these clauses establish essential rights for the parties and warrant careful consideration – especially in the front-end drafting stage of the agreement so you can avoid trying to enforce or fight these common clauses on the back end in litigation. In this CLE, Shannon Bell will delve into these common boilerplate clauses: choice of law, arbitration, forum & venue selection, amendment & modification, force majeure, jury waiver, prevailing party, merger and survival. Shannon will dissect key case law from around the country and provide practical tips & suggestions for drafting better boilerplate clauses in your contracts.
Shannon M. Bell has years of trial experience in state and federal courts and litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues, with a specialization in construction.Specialty Areas: Areas of Professional Practice
Practice Areas: Business Law, Litigation
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 06/10/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 06/10/2024
Run Time: 1:00:00 - Cognitive Science, Decision-Making and Persuading Your Jury
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Cognitive Science, Decision-Making and Persuading Your Jury
Getting 8 or 9 figure settlements for your clients is not from luck, an accident, or magic. It is not a talent you are born with or a gift that is given to you. It comes from learning the science of persuasion and then discovering how to deploy it in the courtroom.
R. Rex Parris obtained an historic $370 million defamation verdict for his clients against the founder of Guess jeans. He gets up at 4:00 a.m. every morning to study cognitive science & the irrational way jurors make decisions so he can achieve the best results for his clients. In this CLE, he will share his knowledge of persuasion & how to change minds by covering: behavioral decision making & how jurors think, keeping things simple and “priming” your jury to get the best results. Further topics: how decisions are affected by heuristics, biases & other influences, the SIMPLEST case wins, how to control fear in the courtroom, smiling & making eye contact, proximity, unconscious competence, attorneys are wordsmiths, trimming the fat & cutting extra words, visual priming, obsessing over the results, living life with laughter turned off and reversals. The following books are discussed, Click: Ten Truths for Building Extraordinary Relationships, The Power of Eye Contact, Start With Why, The Influentials and Behave: The Biology of Humans at Our Best and Worst.
R. Rex Parris, Esq. has achieved outstanding results in the courtroom over the span of his career – including an historic, record-breaking defamation jury verdict in Los Angeles for $370,000,000. Rex has also been the mayor of Lancaster, California, since 2008.Specialty Areas: Areas of Professional Practice
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 07/03/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.50 credit hours | 1.50 Areas of Professional Practice
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Original Production Date: 07/03/2024
Run Time: 1:30:00 - Counseling Clients on Business Risks with Using Generative AI in the Workplace
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Counseling Clients on Business Risks with Using Generative AI in the Workplace
The latest fad in the tech revolution is AI (Artificial Intelligence). Generative AI tools such as ChatGPT are transforming industries from healthcare to finance and everything in between.
But we are at the infancy stages of AI and utilizing this new tech also comes with risks that could harm your clients’ business interests or expose them to legal liability. In this CLE, Jeremy Kahn will provide an overview of the benefits & risks of generative AI and the legal implications across several practice areas to enable you to confidently advise your clients about this transformative technology and run a more efficient & profitable law practice. Topics discussed: creative content generation, text generation & natural language processing (NLP), predictive modeling & forecasting , improving accessibility, HIPPA & PIH implications, IP issues (trade secrets & copyright), three instances of Samsung employees unintentionally leaking sensitive information to ChatGPT, “Hallucinations” (inaccuracies & defamation), latest guidance from the Copyright Office, biases & Employment Discrimination, best practices to help protect your clients and 6 key questions to ask clients.
Jeremy L. Kahn is a thoughtful and strategic litigator, with a creative approach. He enjoys crafting strategies to resolve difficult and legally challenging problems, always seeking to achieve his clients’ desired results in an efficient manner.Specialty Areas: Areas of Professional Practice
Practice Areas: Business Law, Employment Law, Technology
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA) | West Virginia (WV)
Course Expiration: 05/31/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.50 credit hours | 1.50 Areas of Professional Practice
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Original Production Date: 05/31/2024
Run Time: 1:15:00 - Evidence 103: Hearsay
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Evidence 103: Hearsay
In the last installment of his comprehensive evidence series, Michael DeBlis takes a deep dive into every attorney’s favorite subject – out-of-court statements other than the one made by the declarant while testifying at a trial or hearing that is offered into evidence to prove the truth of the matter asserted.
Yes, hearsay. Mike will mainly cover the following points on hearsay: Rule 801 & hearsay definitions, forms of non-hearsay and the hearsay exceptions. Specific topics: determining who the declarant is, the 4 point hearsay checklist, verbal acts, non-assertive conduct, state of mind, prior inconsistent statements, prior consistent statements, prior identifications, direct admissions, transactional words, witness unavailability, present sense impression, excited utterance, statement of present mental or physical condition, past recollection recorded, business records, public records, hearsay exceptions dealing with records, learned treatises, hearsay catch-all exceptions, dying declaration, declaration against interest, hearsay exceptions under 804. Mike will also provide numerous memorable hypotheticals so you can think fast on your feet during the trial and practically deploy the Rules of Evidence to your advantage.
Michael is a partner in the boutique law firm of DeBlis Law where he specializes in tax compliance and entertainment law. As a former public defender, he has spent nearly eight years cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey.Specialty Areas: Areas of Professional Practice
Practice Areas: Criminal Law, Litigation, Personal Injury
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maine (ME) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Montana (MT) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New Mexico (NM) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV) | Wyoming (WY)
Course Expiration: 04/30/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
2.00 credit hours | 2.00 Areas of Professional Practice
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Original Production Date: 04/30/2024
Run Time: 2:00:00 - Free Speech on College Campuses Following the Israel-Hamas War
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Free Speech on College Campuses Following the Israel-Hamas War
“From the River to the Sea, Palestine will be free, Jews for Palestine.” “Let’s take the f*king streets later.” “All Zionists must die tonight at midnight.”
Following the start of the Israel-Hamas War tensions burst wide open on college campuses all over the country following the aftermath of the October 7th attack. By the spring, a wave of pro-Palestinian tent encampments led to massive demonstrations, student takeovers and more than 3,200 people arrested. As tensions escalated, it became very difficult to delineate the line between protected free speech and unprotected harassment & true threats of violence. In this CLE, FIRE attorney Zach Greenberg will give his reasoning why it’s so important to protect the freedom of speech and the freedom of expression on college campuses and the line between protected speech and unprotected threats & harassment. Zach will specifically address: the Looking Glass theory, public vs. private universities, true threats, harassment, the More Speech approach, calls for genocide, encampments, content neutral + time + manner restrictions, disruption & the Heckler’s Veto and creating a culture of free speech.
A native New Yorker, Zach graduated from Binghamton University in 2013 and Syracuse Law in 2016. Zach developed an appreciation for free speech while leading the College Libertarians and the Federalist Society.Specialty Areas: Areas of Professional Practice
Practice Areas: Constitutional Law, Education Law
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | Rhode Island (RI) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 11/22/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 11/22/2024
Run Time: 1:00:00 - Key Clauses and Practical Aspects of Commercial Office Leases
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Key Clauses and Practical Aspects of Commercial Office Leases
A new roof? A new elevator? If a landlord buys and hangs a giant oil painting of Donald Trump in the lobby can the landlord pass through the cost to tenants? These are just some of the important questions to ask & practical points to consider before signing an office lease.
And while the legal landscape of negotiating commercial office leases is constantly evolving, many of the same issues continue to arise for landlords & tenants. Grant & Todd will share their wisdom gleaned from years of experience in the commercial real estate market and they will mainly cover: the basic provisions of standard triple net office lease, Common Area Maintenance (CAMs) expenses & exclusions and often overlooked contractual & practical aspects of the lease. Additional subjects: SNDA Agreements (subordination, non-disturbance & attornment), BOMA (Building Owners and Managers Association) & measuring base rents, using CPI language, lease terms, tenants & flexibility, landlords & certainty, defining common areas, exclusions from Common Area costs, work letters & tenant improvements, Force Majeure clauses and issues arising out of assignment & subletting.
A partner at Duane Morris, Grant Puleo, Esq., focuses his practice on a wide variety of real estate, finance and business transactions. Todd Bulich, Esq., is the President of the Todd Bulich Real Estate Company, Inc., which exclusively represents top-tier law firms with respect to their commercial property.Specialty Areas: Areas of Professional Practice
Practice Areas: Business Law, Real Property
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 10/25/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
2.00 credit hours | 2.00 Areas of Professional Practice
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Original Production Date: 10/25/2024
Run Time: 2:00:00 - Medication Misadventures: Medical Malpractice from a Toxicologist's Perspective
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Medication Misadventures: Medical Malpractice from a Toxicologist's Perspective
Last year over 7 BILLION prescriptions were filled in the U.S. With this flood of dangerous prescription medications & people taking multiple prescriptions, adverse reactions occur every day and so does medical malpractice stemming from these dangerous drugs.
Presented by toxicologist Dr. Allison A. Muller, this CLE explores 10 different points when analyzing the details of a possible medication-related case. Dr. Muller will: identify “red flags” in a medical record that a patient may have suffered harmed from a medication, cite 2 reasons why safe dosages of a medication vary among patients, list 3 resources for reliable & user-friendly drug information and analyze 4 case examples from her own practice. Also covered: prescription stats, when medication misadventures occur, overdose & drug interactions, limitations of the medical chart, right medication… right patient?, right dose?, antidotes: why are they in the chart?, drug levels, older adults & medications: safety, checking the prescribing information, some drugs have rare toxicities, drug info resources and picking the right toxicologist.
Dr. Muller is a board-certified toxicologist, fellow of the American Academy of Clinical Toxicology and registered pharmacist with over 20 years’ experience in the field of clinical toxicology.Specialty Areas: Areas of Professional Practice
Practice Areas: Criminal Law, Litigation, Personal Injury, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Idaho (ID) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Kansas (KS) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Virginia (VA) | Washington (WA)
Course Expiration: 01/31/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 01/31/2024
Run Time: 1:00:00 - Sports Betting: Legal and Practical Tips for Your Clients
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Sports Betting: Legal and Practical Tips for Your Clients
Pete Rose was banned permanently from baseball for gambling on games while managing the Cincinnati Reds. “Shoeless” Joe Jackson was banned permanently by Commissioner Kenesaw Mountain Landis in 1920 for his part in the Black Sox Scandal – even though he hit .375 in the World Series with 12 hits, 3 doubles and a home run.
Now with the explosion of online gambling and companies like DraftKings, FanDuel and BetMGM, there are even more risks involved for attorneys that represent athletes. Brandon Leopoldus is a sports agent and he constantly reminds his clients about the perils of sports betting, even something as simple as participating in fantasy football with friends. This CLE is broken into 3 parts: the historical context, legal & practical aspects of sports betting and the sponsorship, integration & industry governance of sports betting companies. Additional topics: betting scandals, violations & penalties of Rule 21 in Major League Baseball, the Shohei Ohtani Situation, legalization & regulation of sports betting, Murphy vs. NCAA (2018), Professional and Amateur Sports Protection Act (PAPSA) of 1992, conflicts with league policies, use of AI & geolocation to monitor betting activity, collaboration with leagues to identify anomalies, advising clients on compliance & regulations and best practices for lawyers.
Brandon Leopoldus is a California-based attorney and founder of Leopoldus Law, APC – a specialized law firm dedicated to serving clients in the sports industry. With a focus on providing tailored legal solutions and strategies, Mr. Leopoldus is committed to helping his clients navigate the complexities of their off-field and off-screen needs.Specialty Areas: Areas of Professional Practice
Practice Areas: Sports and Entertainment
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Iowa (IA) | ITA (ITA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nebraska (NE) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 10/31/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 10/31/2024
Run Time: 1:00:00 - The Biggest Cybersecurity Threat: Human Behavior
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The Biggest Cybersecurity Threat: Human Behavior
If cybercrime was a country, it would be the third largest economy behind only China and the United States. By 2028, the annual cost of cybercrime worldwide is expected to approach $15 trillion. Attorneys must be educated on the risks associated with cybersecurity in order to protect their firms and clients.
Your law firm’s cybersecurity is only as strong as your weakest link: your employees. 95% of all successful cyber breaches are due to human behavior. In the CLE Tom Kirkham will describe the extent of the cybercrime threat to your law firm, address strategies & trainings and he will conclude by introducing you to the 3 pillar methodology to protect your law firm. Additional topics: the size & scale of the hacking industry, what is at risk for attorneys, common shortfalls, the NIST Cybersecurity Framework, exploiting human factors & behavior, psychological warfare, why training fails, plan & act, Cybersecurity Defense Systems, IT Infrastructure, governance, and Managed Cybersecurity Services (MSSP). With these strategies that Tom details, you can create a security-first culture that will help your law firm survive and thrive in the face of the cyber pandemic. This program is designed for attorneys at any level of practice in any field of law.
Tom Kirkham, founder and CEO of Intech Security provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment.Specialty Areas: Cybersecurity
Practice Areas: Business Law, Criminal Law, Cybersecurity, Law Practice Management, Personal Injury, Technology, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | Arkansas (AR) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | ITA (ITA) | Kansas (KS) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | North Dakota (ND) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Carolina (SC) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Utah (UT) | Vermont (VT) | Washington (WA) | West Virginia (WV)
Course Expiration: 07/31/2029Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Cybersecurity
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Original Production Date: 07/31/2024
Run Time: 1:00:00 - Trust Accounting
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Trust Accounting
What should go into an IOLTA Account... what should NOT go into an IOLTA Account? What is good recordkeeping? And why do I always have a negative balance?
Jessica Zoraida will answer all your key trust accounting questions and show you the best practices to remain compliant in your legal practice. Jessica will mainly cover: why good trust accounting is so critical, the risks of falling out of compliance, the benefits of adhering to best practices, Financial Statements basics, trust accounting requirements and what good trust accounting actually looks like. Additional subjects discussed in this CLE: the Model Trust Account Rules (MTAR), ethical & reputational risks of bad trust accounting, cash flow management, the Profit & Loss (P&L) or Income Statement, income & expenses, COGs (Cost of Goods Sold), assets & liabilities, shareholder equity, IOLTA Accounts, retainer vs. advanced deposits, client A/R software, Clio, Earned vs. Unearned Income, monthly reconciliations, FAQs, key takeaways and citations & references.
As a seasoned entrepreneur & CEO of Big Picture Results, Jessica focuses on helping profitable, growing companies make more money & do more in less time. Jessica has spent 25+ years navigating corporate, nonprofit & small business organizations.Specialty Areas: Areas of Professional Practice
Practice Areas: Business Law, Criminal Law, Law Practice Management, Personal Injury, Real Property, Wills, Trusts & Estates
Offered In: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | ITA (ITA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Minnesota (MN) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Hampshire (NH) | New Jersey (NJ) | New York (NY) | North Dakota (ND) | Ohio (OH) | Oregon (OR) | Pennsylvania (PA) | Puerto Rico (PR) | South Dakota (SD) | Texas (TX) | Vermont (VT) | Virginia (VA) | Washington (WA)
Course Expiration: 10/31/2028Media Type: Streaming Video, Streaming Audio, Audio Download, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Areas of Professional Practice
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Original Production Date: 10/31/2023
Run Time: 1:00:00