New York Bridge the Gap: Skills and Ethics for Real-World Practice
Credits Available
| Credit | Status | Total |
|---|---|---|
| New York CLE |
|
9 Total |
Thu, May 28, 00:00 AM – 00:00 PM
Thu, May 28, 00:00 AM – 00:00 PM
Register For Course
Live In-Person Seminar Registration
Course Book Download
Overview
Fulfill New York Credit Requirements and Level up Your Practice
Ever wonder how some lawyers navigate legal practice with clarity and confidence regardless of what lands on their desk? This essential in-person seminar - which is specially designed for New York attorneys - turns that capability into a learnable skill set, providing you with the real-world strategies and ethical insights you need in today's legal market. From communication best practices to organizational tips and tricks, accelerate your professional growth - register today!
- Boost your legal research and writing workflows with AI.
- Hone your negotiation skills with insights from seasoned attorneys.
- Examine best practices for dealing with conflicts of interest.
- Develop strategies for preventing and responding to data breaches.
This live, in-person event will provide 2 ethics, 1 cybersecurity, and 6 professional skills CLE hours, for a total of 9 live credits.
As a special bonus, when you register for this event, you will also receive OnDemand access to “Law Practice Management 101 for Newly Admitted New York Attorneys," which fulfills the 7 credit requirement for the category.
In total, you will receive all 16 credits needed to fulfill your first- or second-year credit hour requirement!
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- AI-Powered Legal Research and Writing (With Sample Prompts)
- Negotiation Know-How: Real-World Scenarios and Insights
- Handling Conflicts of Interest: What You Need to Know (With Hypos)
- Cybersecurity Ethics: Tips for Protecting Confidentiality
- Accounting Principles and Financial Statements Made Simple
- Communication Dos and Don'ts for Legal Professionals (With Role-Play Exercise)
- Evidence Foundations
- 6 Ethical Blunders to Avoid (With Hypotheticals)
- Organization Tips and Tricks: Save Time, Boost Productivity
The Location
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| New York CLE |
|
9 Total |
Select Jurisdiction
CLE
Agenda
-
AI-Powered Legal Research and Writing (With Sample Prompts)
- Identifying and Assessing Legal Authorities
- Extracting Key Information From Court Opinions
- Searching Docket Filings
- Dos and Don'ts of Legal Drafting With AI
- Top Tips for Protecting and Redacting Sensitive Content
-
Negotiation Know-How: Real-World Scenarios and Insights
- Best Practices in Preparing for Negotiation
- Negotiation Strategies and Practical Techniques for Managing the Bargaining Process
- Breaking Through Impasse in Negotiations
- Hardball Negotiation Tactics: How to Use and Defuse Them
-
Handling Conflicts of Interest: What You Need to Know (With Hypos)
- Preventing and Dealing With Former, Current, and Prospective Client Conflicts
- Conducting Conflict Checks: Ensuring Legal Best Practices
- Drafting Waivers and Obtaining Informed Consent
- How to Address Joint Representation Conflicts
- Determining When to Consult a Supervisor or Ethics Counsel
-
Cybersecurity Ethics: Tips for Protecting Confidentiality
- New York Rules of Professional Conduct, the ABA Model Rules, and Key Ethics Opinions
- Best Practices in Securing and Safeguarding Clients' Electronic Data and Communication
- Common Cyber Threats to Law Firms; Ethical Duties Concerning Data Breaches
- Securing and Protecting Confidential Electronic Data in Remote and Hybrid Law Firms
- Supervising Vendors, Third Parties, etc. Regarding Electronic Data: Ethical Duties
-
Accounting Principles and Financial Statements Made Simple
- Key Accounting Principles
- How to Read Balance Sheets, Income Statements, and Cash-Flow Reports
- Identifying Red Flags in Client Financials
- Skills for Reviewing Records During Due Diligence or Discovery
-
Communication Dos and Don'ts for Legal Professionals (With Role-Play Exercise)
- Client Onboarding and Engagement: Legal Best Practices
- Keeping the Client Apprised of Case Progress: Why It Matters
- Navigating Generational Differences in Client Communications
- Communication Best Practices With Supervising Attorneys, Peers, and Legal Staff
-
Evidence Foundations
- Spotting Red Flags in Contracts, Emails, Business Records, and More
- Understanding Metadata, Authorship, and Version History
- Determining Whether a Document Has Integrity (Complete, Authentic, Unaltered)
- AI Evidence
- When and How to Ask for Source Files or Certifications
- Foundations in Practice: What Lawyers Must Provide When a Document Is Challenged
-
6 Ethical Blunders to Avoid (With Hypotheticals)
- Attorney-Client Privilege and Client Confidentiality Errors
- Accidentally Stumbling Into an Attorney-Client Relationship
- Referrals: Unintentionally Crossing the Lines
- Dealing With Nightmare Clients: What NOT to Do
- Billing and Invoicing Ethical Traps
- What to Do When You Make a Mistake
-
Organization Tips and Tricks: Save Time, Boost Productivity
- Managing Conflicting Priorities and Setting Realistic Goals
- Time Blocking, Batching Tasks, and Using “Do Not Disturb”
- Tips for Creating an Effective Filing System
- Taming the Overflowing Email Inbox: Key Steps to Take
- Organization and Productivity Tools You'll Wish You Knew About Sooner
- Effective Delegation Styles and Tactics
Who Should Attend
This basic level in-person seminar is designed for New York attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Tracey Keij-Denton
is an attorney at Weinberg Zareh Malkin Price LLP. She focuses her practice on bankruptcy and litigation. Ms. Keij-Denton received her B.A. degree from the University of Pennsylvania and her J.D. degree from Emory University School of Law. She is admitted to practice law in New Jersey and New York.
Speaker bio
F. David Rusin
is a trial attorney and attorney manager at William Mattar, P.C. With more than 40 years of experience as a civil trial lawyer, Mr. Rusin has successfully represented clients in serious personal injury matters, automobile liability claims, premises liability disputes, and civil rights violation cases. Recognized as a New York Super Lawyer and named to the Western New York Legal Elite Attorney list by his peers, he brings both expertise and distinction to his practice. Mr. Rusin is admitted to practice before all courts in New York State, the U.S. District Courts for the Western and Northern Districts of New York, the U.S. Bankruptcy Court for the Western District of New York and the District of Arizona, the U.S. Court of Appeals for the Second Circuit, and the U.S. Supreme Court. A sought-after speaker, Mr. Rusin regularly lectures on personal injury litigation, automobile liability, no-fault insurance issues, liens, insurance coverage, professional ethics, and the intersection of law and social media. He holds a B.A. from The State University of New York at Buffalo and a J.D. from the University of Dayton School of Law.
Speaker bio
Alison D. Kehner
is a partner at DTO Law. She represents companies, attorneys, and members of the C-suite caught in the crosshairs of a government investigation, enforcement action, or criminal prosecution. Ms. Kehner also represents clients in a broad range of commercial litigation involving contract disputes, fraud, data privacy, financial transactions, and consumer litigation. She is an experienced trial and appellate lawyer recognized for her courtroom advocacy skills and legal judgment. While an assistant U.S. attorney, Ms. Kehner prosecuted cases involving international money laundering schemes; all manner of financial crimes; computer hacking and data breach crimes; and crimes involving public corruption, embezzlement, and bribery of federal employees. She has tried several cases to verdict in federal court and successfully handled appeals before federal courts of appeals in civil and criminal matters. While at DOJ, Ms. Kehner also served as counsel to the United States attorney and was selected for a special appointment to the District of New Jersey to lead the high-profile prosecution of an individual who threatened to murder a United States district judge in the district. She is a member of the Penn Carey Law Inn of Court and a lecturer in law at Penn Carey Law School. Ms. Kehner also is a volunteer attorney in the Supervision to Aid Re-entry ("STAR") Program in the U.S. District Court for the Eastern District of Pennsylvania, a leading federal re-entry program that provides job training, housing assistance, emotional and social support, and pro bono legal services to individuals returning to society after years in federal prison. She is admitted to practice law in New York, New Jersey, and Pennsylvania. Ms. Kehner earned her J.D. degree, summa cum laude, from Villanova University School of Law.
Speaker bio
Dorcia Carrillo
is of counsel at Dunnington Bartholow & Miller LLP. She is a member of the corporate, emerging technology, privacy and cybersecurity, and investigations practice groups. Ms. Carrillo's work focuses on emerging technology, international trade, and helping organizations navigate complex transitions, structure technology transactions and streamline compliance. She earned her bachelor's degree from Loyola College and her J.D. degree from Quinnipiac University School of Law where she was a George Crawford Scholar. Ms. Carrillo spent one semester studying at Monash University in Melbourne and one summer with St. John's University School of Law in Rome. She is admitted to practice in New York.
Speaker bio
Henry B. Tilson
is an attorney at Kaufman Borgeest & Ryan LLP, concentrating his practice in the areas of medical malpractice, skilled nursing and aging services, and general liability. He has experience in the defense of complex medical and other professional malpractice, nursing home and long-term care negligence, class action defense, New York State statutory and regulatory violations and compliance against healthcare entities, healthcare practitioners and other business entities, New York State government agency investigations, disciplinary proceedings and professional licensing involving healthcare entities, and health care practitioners and other business entities. Mr. Tilson also defends individuals and companies in state and federal courts around the country in matters of commercial litigation, employment and workplace management, and insurance coverage, and have defended domestic and international clients in claims ranging from breach of contract, breach of fiduciary duty, negligence, as well as employers against allegations of wrongdoing including claims of sexual harassment, failure to hire and/or promote, wrongful termination, discrimination, and retaliation. He earned his B.S. degree from Truman State University and his J.D. degree from Suffolk University Law School. Mr. Tilson is a member of the American Bar Association, Bar Association of Erie County, New York Bar Association, and New York State Academy of Trial Lawyers. He is admitted to practice law in New York; Massachusetts; and before the U.S. District courts, Western and Northern districts of New York and District of Massachusetts.
TOP FAQs
Have more questions? Please Contact Us