The Firm Retreat
Credit Available - See Credits tab below.
Total Credits: 3 Alaska, 3 Arizona, 3 Arkansas, 3 Colorado, 3 Delaware, 3 Georgia, 3 Idaho, 3 Kansas, 3 Maine, 3 Michigan, 3 Minnesota, 3 Missouri, 3 Montana, 3 Nebraska, 3 Nevada, 3 New Mexico, 3 North Dakota, 3 South Carolina, 3 Tennessee, 3 Texas, 3 Utah, 3 Vermont, 3 Virginia, 3 Washington, 3 West Virginia, 3 Wisconsin, 3 Wyoming
- Average Rating:
- 698
- Categories:
- Cybersecurity | Law Practice Management
- Faculty:
- Mark Bassingthwaighte, Esq. | Jeanne Marie Clavere | Mike Flaherty
- Duration:
- 3 hours w/ a 15 min. break
- Format:
- Audio and Video
- License:
- Product Setting: Expires 3 month(s) after program date.
Description
“The Firm Retreat” is a 3-hour Ethics CLE consisting of three 15-minute videos taking us behind the scenes as a law firm holds its annual staff retreat. A panel of your peers will apply the Rules of Professional Conduct to their analysis of the issues presented. During the panel discussions, attendees will be encouraged to ask questions and share comments.
Ultimately, the goal is for you to leave the program with a greater sensitivity of the many ethical issues that can be in play any day of the week, be better prepared to view these issues as learning opportunities, and be more willing to take advantage of these opportunities in order to see that the issues are responsibly addressed and resolved.
The issues raised in Vignette One “The Plan Comes Together” include communications between an attorney proceeding pro se and an opposing party who is represented, concerns with the use of “reply all” when responding to an email, application permissions when using a smart phone for work, the tension between client confidentiality and courthouse security, and issues surrounding the filing of a disciplinary complaint.
In Vignette Two “Down to Business,” the panel will discuss the issues raised when a client dies during settlement negotiations, concerns surrounding the use of crowdfunding, use of the term “minimum fees” in an engagement agreement, and the responsibilities that arise when deploying generative AI in the practice of law.
Finally in Vignette Three “The Debrief” the program will conclude with discussions on the tension between wellness and burnout in the practice of law, the benefits and risks that come with deploying communication channels intended to replace traditional email, attorney departure concerns (to include when an attorney retires), and the use of independent contractors and legal staffing companies to meet staffing needs.
Credits
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 0 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits | Well-being Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
| General Credits | Ethics Credits |
| 3 | 3 |
Handouts
| The Firm Retreat Attendee Materials (16.8 MB) | 54 Pages | Available after Purchase |
Faculty
Mark Bassingthwaighte, Esq. Related Seminars and Products
Risk Manager
ALPS
Since 1998, Mark Bassingthwaighte, Esq., has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with our company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented over 600 continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.
Jeanne Marie Clavere Related Seminars and Products
Senior Professional Responsibility Counsel
WSBA
JEANNE MARIE CLAVERE is a 1987 graduate of the University of Puget Sound School of Law (now Seattle University School of Law). Prior to earning her law degree she received a Master of Business Administration from DePaul University in Chicago. In February, 2010 she joined the staff of the Washington State Bar Association as Professional Responsibility Counsel. After four years with a Seattle law firm, Jeanne Marie began her solo practice in 1992, focusing on estate planning, elder law (including complex guardianships, trusts, and guardian ad litem appointments), and contract based criminal prosecution. As Professional Responsibility Counsel, Jeanne Marie serves as an advisor to members of the bar on the Rules of Professional Conduct as they apply to WSBA Advisory Ethics Opinions, the Rules for Enforcement of Lawyer Conduct, and the ABA Standards for Imposing Lawyer Sanctions. She has been invited to lecture on Professionalism, Civility, and Ethics at all three Washington law schools, for the American Bar Association, and speaks at various local bar CLE’s throughout the state. Jeanne Marie is the primary responder on the WSBA Ethics Line and wants every attendee to commit the number to memory and call her first, not after they run into an ethical dilemma. While in private practice Jeanne Marie appeared before a wide range of courts and tribunals, ranging from Ex Parte hearings to trials on guardianship and criminal issues, and served for many years as a Settlement, Litigation, Adoption, Family Law, Incapacity and Probate Guardian ad Litem in King and Snohomish Counties. Jeanne Marie is Past President of the state Washington Women Lawyers, past Chair of the Washington State Bar Association Elder Law Section and served on the executive committee of the King County Bar Association Guardianship and Elder Law Section. She is a member of the American Bar Association and the ABA’s Center for Professional Responsibility, is a Washington Fellow of the American Bar Foundation and is a Master Member of the William L. Dwyer Inn of Court. Jeanne Marie also serves as PresidentElect of the National Conference of Women’s Bar Associations.
Mike Flaherty Related Seminars and Products
Claims Attorney
ALPS
Michael Flaherty is a claims attorney for ALPS. He received his undergraduate degree from James Madison University and his law degree from George Mason School of Law. Mike began handling claims for ALPS in 2002 and works in the company’s Richmond, Virginia office. Prior to joining ALPS, Mike spent four years as staff counsel for a national labor union. Mike also spent a year as staff counsel to the Virginia General Assembly.
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|