Ethics & Specialty Credits

Live Online

Client-Centered Ethics: Balancing Your Roles and Obligations

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Upon Request 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Upon Request 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Upon Request 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
North Carolina Continuing Paralegal Education Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
Live Online + OnDemand
2 hours
Dean Dietrich
William Neinast
Matthew Carlyon
With Dean R. Dietrich from Weld Riley, S.C. + 2 others

Thu, Dec 18, 00:00 AM – 00:00 PM

Product ID 101306

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Course Includes
$259

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Overview

Earn Loyalty and Trust by Putting Your Clients' Needs First

Do you think legal practice is just about winning cases or avoiding sanctions? Think again! In this condensed course, our veteran faculty share insights into the importance of client-centered ethics in building trust and delivering case outcomes that reflect client values. Don't miss this opportunity to deepen your knowledge - register today!

  • Explore the client journey from intake to case completion.
  • Gain tips and tricks for managing clients' expectations.
  • Find out how to safeguard client trust and confidentiality.
  • Examine best practices for responding to client complaints.

Abbreviated Agenda

  1. The Client Journey Road Map: From Intake to Completion
  2. Setting the Tone: Managing Expectations and Communicating Strategically
  3. Safeguarding Client Trust: Duties of Confidentiality and Loyalty
  4. 5 Tips for Creating Ethical Fee Agreements and Billing Practices
  5. Seeking Feedback and Addressing Client Complaints
  6. Walking in Their Shoes: Embracing Empathy in Client Care

Related Topics

Product ID 101306

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 2 Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Approved 2 Total
Idaho CLE Approved 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Upon Request 2 Total
Kentucky CLE Upon Request 2 Total
Louisiana CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Upon Request 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Upon Request 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Delaware Certified Paralegal Program Approved 2 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 2 Total
North Carolina Continuing Paralegal Education Approved 2 Total
New Mexico Paralegal Division, State Bar of Approved 2 Total
Ohio Certified Paralegals Approved 2 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 2 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. The Client Journey Road Map: From Intake to Completion

  2. Setting the Tone: Managing Expectations and Communicating Strategically

  3. Safeguarding Client Trust: Duties of Confidentiality and Loyalty

  4. 5 Tips for Creating Ethical Fee Agreements and Billing Practices

  5. Seeking Feedback and Addressing Client Complaints

  6. Walking in Their Shoes: Embracing Empathy in Client Care

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
William Neinast
William
Neinast
Nelson Mullins
Matthew R Carlyon
Matthew R.
Carlyon
Hair Shunnarah Trial Attorneys
Speaker bio
Dean R Dietrich

Dean R. Dietrich

Weld Riley, S.C.
Dean Dietrich

, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 35 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich currently serves as past president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

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Speaker bio
William Neinast

William Neinast

Nelson Mullins
William Neinast

is an attorney with Nelson Mullins. His focus is on litigation, products liability, professional liability, and commercial litigation and business torts. Mr. Neinast is admitted in South Carolina, U.S. District Court for the District of South Carolina, and the U.S. Court of Appeals for the Fourth Circuit. He earned his B.A. degree from Wake Forest University and his J.D. degree, cum laude, from the University of South Carolina School of Law.

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Speaker bio
Matthew R Carlyon

Matthew R. Carlyon

Hair Shunnarah Trial Attorneys
Matthew Carlyon

focuses his practice in areas of commercial litigation, creditor's rights, regulatory law, business reorganization, legal ethics and insurance litigation. Originally from Las Vegas, Nevada, his experience includes providing bankruptcy-related litigation assistance to diverse corporate entities and financial institutions, and serving as litigation counsel in insurance subrogation matters. Mr. Carlyon also served as an assistant bar counsel in the state of Nevada, where he prosecuted allegations of attorney misconduct before disciplinary panels and the Nevada Supreme Court. He earned his B.A. degree, with honors, from Columbia College and his J.D. degree from Boyd School of Law at the University of Nevada, Las Vegas.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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