Ethics & Specialty Credits

NC Specific

Live Online

North Carolina Professionalism for New Attorneys: Part 1

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
Live Online
6 hours
R. Lee Robertson
Caroline Weyandt
M. Jackson Nichols
Jennifer Taylor
With R. Lee Robertson Jr. from Robertson & Associates + 3 others

Wed, Oct 21, 00:00 AM – 00:00 PM

Product ID 102045

Register For Course

Course Includes
$0

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.


or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Complete Your 12-Hour Requirement for Free!

Congratulations! You have successfully completed law school. There's just one more thing - you need to complete your 12-hour Professionalism for New Attorneys course! Brought to you free of charge by NBI, this webinar helps you take the next step towards becoming a full-fledged attorney in good standing. Build a strong foundation in professionalism as you begin your legal career - register today!

  • Get essential law office management tips.
  • Know when to create and terminate client relationships.
  • Maintain confidentiality when using technology.
  • Examine best practices for supervising trust account personnel.

Abbreviated Agenda

  1. Law Office Management and Organization Essentials
  2. Practicing Professionally in North Carolina
  3. Client Relationships: Creation, Maintenance, and Termination
  4. Technology and Its Ethical Implications
  5. Trust Accounting 101: Rule 1.15-3 and Its Practical Implications

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 102045

Credit Details

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Law Office Management and Organization Essentials

    1. Budgeting Basics
    2. File Management Tips, Including Mobile Devices
    3. Docket and Case Management
    4. Detecting Conflicts
    5. Training and Supervising Employees
    6. Marketing and Advertising
  2. Practicing Professionally in North Carolina

    1. Why Do I Have to Take This Course?
    2. What CLE Requirements Must I Fulfill?
    3. The Ethics and Grievance Committee
    4. Questions and Answers
  3. Client Relationships: Creation, Maintenance, and Termination

    1. When to Create, and When to Terminate, Relationships
    2. Engagement and Termination Letters
    3. Fees and Fee Agreements
    4. Duties of Diligence and Communication
  4. Technology and Its Ethical Implications

    1. What Technology Do Law Offices Need?
    2. Maintaining Confidentiality: Mobile Devices and Cloud Computing
    3. Maintaining Confidentiality: Public Spaces, Wireless Networks, etc.
    4. Social Media Use: Marketing
    5. Social Media Use: Clients, Judges, and Third Parties
    6. Running Conflict Checks
  5. Trust Accounting 101: Rule 1.15-3 and Its Practical Implications

    1. Recordkeeping Best Practices
    2. Supervising Trust Account Personnel
    3. Trust Accounts for Different Uses: Real Estate, Settlements, etc.
    4. Interest on Lawyer Trust Accounts (IOLTA)

Who Should Attend

This program is designed specifically for newly admitted North Carolina attorneys who need to fulfill their 12-hour Professionalism for New Attorneys program requirement.

Speakers

R. Lee Robertson Jr.
R. Lee
Robertson, Jr.
Robertson & Associates
Caroline Weyandt
Caroline
Weyandt
James, McElroy and Diehl, P.A.
M. Jackson Nichols
M. Jackson
Nichols
The Law Office of Jack Nichols
Jennifer A Taylor
Jennifer A.
Taylor
Law Offices of James Scott Farrin
Speaker bio
R. Lee Robertson Jr.

R. Lee Robertson, Jr.

Robertson & Associates
R. Lee Robertson

is the managing partner of Robertson & Associates, a boutique commercial, construction and real estate litigation law firm located in Charlotte, North Carolina. He manages the firm's robust litigation practice, successfully and aggressively representing businesses and individuals throughout the Charlotte metropolitan area and across North Carolina. Mr. Robertson has tried numerous jury and bench trials to verdict, and since 2012 has recovered more than $75,000,000 for his clients. He primarily represents contractors, subcontractors and owners in construction disputes over workmanship and payment. Mr. Robertson also represents and defends hundreds of businesses and nonprofit organizations in all manner of transactions and disputes related to formation and governance, employment, policy development, contracts, and real estate; as well as licensed professionals, including real estate agents, plumbers, electricians, physicians, attorneys and other licensed professionals before their respective licensing boards. His firm handles a variety of non-litigation matters for its clients, including commercial real estate transactions, entity formation, estate planning, and estate administration. Mr. Robertson earned his B.A. degree at North Carolina State University and his J.D. degree at the Charlotte School of Law. He was admitted to the North Carolina State Bar in 2012, and is licensed to practice before all North Carolina courts and the United States District Courts for the Western, Middle and Eastern districts of North Carolina, as well as the United States Fourth Circuit Court of Appeals. Professionally, Mr. Robertson is very engaged with the Mecklenburg County Bar, Mecklenburg Bar Foundation and North Carolina Bar Association.

Speaker bio
Caroline Weyandt

Caroline Weyandt

James, McElroy and Diehl, P.A.
Caroline Weyandt

is an attorney at James, McElroy and Diehl, P.A. Her practice focuses exclusively on family law, including issues related to child custody, child support, spousal support, equitable distribution, and domestic violence, as well as the issues of alienation of affection and criminal conversation. Ms. Weyandt is a magna cum laude graduate of Auburn University. She earned her J.D. degree from Wake Forest University School of Law.

Speaker bio
M. Jackson Nichols

M. Jackson Nichols

The Law Office of Jack Nichols
M. Jackson Nichols

is a sole practitioner as The Law Office of Jack Nichols, where his main areas of practice are public policy, administrative, labor and employment, occupational and professional licensing, regulatory and compliance, government, and commercial litigation. A formerly elected Wake County Court commissioner (1990-1994), he is admitted to practice before the North Carolina State Bar; Fourth Circuit, U.S. Court of Appeals; U.S. District Court Eastern, Eastern, Middle and Western districts; and U.S. Supreme Court. Mr. Nichols is a member of the North Carolina and Wake County bar associations. He earned his B.A. degree from Davidson College, his M.P.P.S degree from Duke University and his J.D. degree from Wake Forest Law School. He is an adjunct professor of Campbell Law School and teaches administrative law.

Speaker bio
Jennifer A Taylor

Jennifer A. Taylor

Law Offices of James Scott Farrin
Jennifer Taylor

is a partner and the VP of compliance and operations at the Law Offices of James Scott Farrin. She has over 15 years of experience in the areas of personal injury law, Social Security disability, domestic violence law, family law, and employment law. Ms. Taylor earned her B.A. degree from the University of North Carolina in communications studies and her J.D. degree from Mercer University, Walter F. George School of Law. She currently serves as the intake administrator and co-counsel liaison for the firm. In her dual roles, Ms. Taylor is laser-focused on trying to ensure that all clients receive quality representation whether she is offering guidance on incoming calls, building relationships with other firms, or serving as the director of intake and co-counsel liaison on case referrals. She is licensed in the state of North Carolina.

Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
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 7 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.

Have more questions? Please Contact Us