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Overview
Build (and Update) Proper Defenses for Critical Data
Data security and privacy is a looming danger for every small business owner and legal practitioner. Disparate rules pop up at neck-breaking pace, requirements grow, risks and remedies are in an arms race, and you're in the middle with little to no clear guidance. Many vendors promise to solve all the problems for exorbitant prices. So, what is real, and what is fluff? This no-nonsense legal course will guide you through the latest rules and compliance best practices, including realistic risk assessments and breach response step-by-step instructions. Help your business clients and your firm identify and protect sensitive data and build skills to spot red flags before it's too late. Register today!
- Identify key risks and priorities in protecting your data.
- Get an update on the latest privacy laws affecting your daily practices.
- Clarify best practices for storing and destroying electronic records.
- Minimize data risk of the BYOD remote workplace.
- Form detailed, compliant, and client-tailored data incident response plans.
- Get the right tools to guard against cyber threats, from data theft to ransomware attacks.
- Help small businesses navigate regulatory compliance and liability.
Abbreviated Agenda
- Current Data Privacy Rules: Beyond CCPA
- Artificial Intelligence (AI) Use: Privacy and Security Implications
- Assessing Your Vulnerabilities: Top Data Security Risks and Cyberattacks
- Compliance on a Budget: Implementing High-Impact Security Without a "Big Tech" IT Department
- Incident Response Rules and Best Practices
- Legal Ethics: The Duty of Technology Competence
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 06-08-2028 |
| Alabama CLE |
|
6 Total | 12-31-2026 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 06-08-2028 |
| California CLE |
|
6 Total | 06-08-2028 |
| Colorado CLE |
|
7 Total | 12-31-2028 |
| Connecticut CLE |
|
6 Total | 06-08-2028 |
| Delaware CLE |
|
6 Total | 06-08-2028 |
| Florida CLE |
|
7 Total | 12-31-2027 |
| Georgia CLE |
|
6 Total | 12-31-2027 |
| Hawaii CLE |
|
6 Total | 06-08-2028 |
| Iowa CLE |
|
6 Total | 06-08-2027 |
| Illinois CLE |
|
6 Total | 06-06-2028 |
| Indiana CLE |
|
6 Total | 06-08-2027 |
| Kansas CLE |
|
7 Total | 06-07-2027 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Maine CLE |
|
6 Total | 06-06-2028 |
| Missouri CLE |
|
6 Total | 06-08-2028 |
| Northern Mariana Islands CLE |
|
6 Total | 06-08-2028 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 06-08-2029 |
| North Carolina CLE |
|
6 Total | 02-28-2027 |
| North Dakota CLE |
|
6 Total | 06-08-2029 |
| Nebraska CLE |
|
6 Total | 06-08-2028 |
| New Hampshire CLE |
|
6 Total | 06-08-2029 |
| New Jersey CLE |
|
7.2 Total | 02-17-2027 |
| New Mexico CLE |
|
6 Total | 06-08-2028 |
| Nevada CLE |
|
6 Total | 06-08-2029 |
| New York CLE |
|
7 Total | 06-08-2029 |
| Ohio CLE |
|
6 Total | 12-31-2026 |
| Oklahoma CLE |
|
7 Total | 06-08-2028 |
| Pennsylvania CLE |
|
6 Total | 06-08-2028 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2026 |
| Tennessee CLE |
|
6 Total | 06-07-2028 |
| Texas CLE |
|
6 Total | 05-31-2027 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 06-08-2028 |
| Washington CLE |
|
6 Total | 06-07-2031 |
| Wisconsin CLE |
|
7 Total | 12-31-2027 |
| West Virginia CLE |
|
7.2 Total | 06-08-2028 |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Current Data Privacy Rules: Beyond CCPA
- Federal, State, and International Privacy Laws Today
- The "Opt-In" Era: Clarifying the Rules for PII, Sensitive Consumer Data, Biometric, and Geolocation Info
- Jurisdiction Juggling: When Does a Local Business Trigger Global Regulations?
- Industry-Specific Regulations
-
Artificial Intelligence (AI) Use: Privacy and Security Implications
- AI-Related Data Risks
- Preventing Trade Secrets and PII From Becoming Training Data for Public LLMs
- When to Disclose AI Use
- Vetting AI Vendors
-
Assessing Your Vulnerabilities: Top Data Security Risks and Cyberattacks
- Top Risks to Small Businesses Now: Internal and External
- Common Scams, Phishing Schemes, and Cyberattacks Targeting Professional Practices
- Risk Assessment: Identifying Your Most Sensitive Data and Mapping Exactly Where It Lives
- AdTech & Tracking Pixels: Is Your Firm's or Client's Site Inadvertently Leaking Visitor Data to BigTech?
- Third- (and Fourth-) Party Risk: How Do the Vendors of Your Vendors Secure Their Data?
-
Compliance on a Budget: Implementing High-Impact Security Without a "Big Tech" IT Department
- Data Storage, Retention, and Destruction Rules and Best Practices
- Remote Work Challenges: Finding and Securing the Hidden Apps and "Zombie Devices" Your Staff Is Using
- Managing Data Access and Requests: Internal and External
- How to Secure "Unpatchable" Old Software That Still Holds Vital Client Data
- Third-Party Data Security Services
- Contractual Armor: Key Clauses for Service Level Agreements (SLAs) and Employee Policies
- Creating Redundancies in Data Custodians and Security Measures
- Data Security in Communications: Attachments, Texts, Emails, Slack, MS Teams, etc.
- Your "Minimum Viable Security" Checklist
-
Incident Response Rules and Best Practices
- Data Breach Monitoring Tips
- Breach Notification Requirements
- The Ransomware Clock: First 48 Hours Survival Guide
- To Pay or Not to Pay? And the Chances of Data Recovery
- Addressing Breach/Loss of Data With Clients
- Cyber Insurance Coverage and Claims Process, Preserving Evidence of the Breach
- Litigation Trends and Lessons From Recent Case Law
-
Legal Ethics: The Duty of Technology Competence
- Attorney Duty of Technology Competence
- Meeting the ABA's "Reasonable Efforts" Standards in an Age of Breaches
- Confidentiality: Ethical Protocols for Remote Work
- Metadata Minefields and Inadvertent Disclosure
- The Ethics of Overseeing the Non-Lawyer AI Assistants and IT Contractors
- Recent Related State Bar Ethics Opinions and Disciplinary Actions
Who Should Attend
This legal guide is designed for attorneys. Accountants, directors, entrepreneurs, paralegals, and law office administrators will also benefit.
Speakers
Speaker bio
Aaron A. Pelley
is a partner in the Seattle office of Gleam Law. For the past 17 years, he has been at the legal forefront of the cannabis industry.
Speaker bio
Mark D. Kimball
is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial and property law, and consulting in matters involving federal and international taxation. He is admitted to practice in Washington, New York, Texas and Oregon. Mr. Kimball is an adjunct professor of law at Eotvos Lorand and Masaryk Universities in Europe, and has served as a law school guest lecturer at Seattle University School of Law. He is also engaged as an expert witness in superior court cases involving limited liability companies, governance, and other member issues. Mr. Kimball has been admitted to the Second Circuit Bar (New York, Connecticut and Vermont), Fifth Circuit Bar (Texas and Louisiana), and the Oregon State Bar. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law, and also holds an LL.M. degree in transnational commercial practice from Europe.
Speaker bio
Mark Stignani
is a partner in the Minneapolis office of Barnes & Thornburg LLP. He is the chair of the firm's data analytics practice group, and applies his intellectual curiosity, technical and research savvy, and penchant for innovation to create a broad spectrum of analytics and strategic review of clients' corporate transactions, reorganizations, and intellectual property endeavors. Mr. Stignani earned his J.D. degree from William Mitchell College of Law while working for Alliant Techsystems. He previously had completed postgraduate work in robotics and control systems at the University of Minnesota and National Technological University, while working at Honeywell, Inc. Further, Mr. Stignani is a Certified Information Privacy Professional (CIPP). He offers his insights through dozens of webinars annually, and serves as a regular lecturer at colleges and universities across the state of Minnesota. Mr. Stignani also is a frequent speaker for various associations and conferences, including Reel Lawyer, Black Hills IP Analytics Series, LES International and Practicing Law Institute.
Speaker bio
Joseph M. Fusz
is of counsel with the Chicago office of Wilson Elser Moskowitz Edelman & Dicker LLP. He also has experience conducting investigative incident response to threats and insider misconduct as well as critical threat assessment. Immediately prior to joining Wilson Elser, Mr. Fusz served in the Lake County State's Attorney's Office as the Division Chief of the Cyber Crimes Division and of the Special Investigations Division, and led a diverse team of prosecutors, sworn investigators and digital forensic lab personnel. In those roles, he engaged with and advised local, state and federal law enforcement agencies in the investigation and prosecution of complex cyber and financial criminal matters, as well as public integrity and other special investigations, from inception through litigation. Mr. Fusz has received specialized training on digital forensic evidence, network intrusion and cybercriminal investigations at the National Computer Forensics Institute (NCFI) in Hoover, Alabama, as well as the National Center for Missing and Exploited Children (NCMEC) in Alexandria, Virginia. He also is a military veteran and former commissioned officer in the United States Marine Corps. Extremely active in the legal community, Mr. Fusz is a member of multiple professional organizations. He served as president of the Lake County Bar Association (LCBA) from 2021-2022, and in several other leadership roles on its Board of Directors from 2015–2023. Additionally, Mr. Fusz has led multiple LCBA practice area committees, including serving as co-chair of the Civil Trial & Appeals Committee, and as chair of the Young & New Lawyers Committee. He has presented at multiple legal seminars on social media evidence, digital evidentiary foundations and ethics. Mr. Fusz is also an adjunct faculty member in an ABA-Approved Legal Studies program at the College of Lake County. He currently teaches civil litigation, and has served as a guest instructor for introduction to forensics as well as business law.
Speaker bio
Michael J. Gorby
is a founder and partner with Gorby Peters Law. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law.
Speaker bio
Shahzad Qadri
is a Partner in the Redmond, Washington office of Wong Fleming. He focuses his practice on corporate and transactional matters, advising companies, investors, founders, and funds on securities offerings, private placements, IPOs, mergers and acquisitions, corporate governance, and strategic investments. Mr. Qadri has significant experience negotiating and structuring complex commercial and transactional agreements, including investment agreements, shareholder and operating agreements, technology, data, and cross-border contracts. He routinely leads and manages legal due diligence for mergers, acquisitions, financings, and strategic investments, helping clients identify, assess, and mitigate legal and regulatory risk. As a Certified Information Privacy Professional (CIPP), he counsels organizations on privacy compliance, data governance programs, cross-border data transfers, and the legal and ethical considerations surrounding artificial intelligence and emerging technologies. In addition, Mr. Qadri has extensive experience in investment-based immigration, particularly EB-5 Regional Centers and investor-driven projects, advising on structuring, regulatory compliance, and transactional strategy at the intersection of corporate finance and immigration law. Beyond his legal practice, Mr. Qadri is actively engaged in leadership and governance roles. He serves on the Executive Committee of the Washington State Corporate Counsel Section, the Board of Directors of Seattle Credit Union, and the Board of Directors of the Northwest Minority Supplier Diversity Council. He is also Chair of the Transaction PAC for NAMWOLF (National Association of Minority & Women Owned Law Firms). Mr. Qadri additionally serves as an Arbitrator for the American Arbitration Association (AAA). Prior to joining Wong Fleming, Mr. Qadri served as a Deputy Prosecuting Attorney with the King County Prosecuting Attorney’s Office in Seattle.
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