Ethics & Specialty Credits

Live Online

Confidentiality in the Age of AI, Texting, and Remote Work

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Pending 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Alan Wernick
Brian Focht
Daniel Butler
With Alan S. Wernick from Wernick & Associates, Ltd. + 2 others

Wed, Sep 30, 00:00 AM – 00:00 PM

Product ID 102292

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Course Includes
$299

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Overview

Are You Falling Into These Everyday Confidentiality Traps?

Daily habits like copying text into AI tools, sending a quick client text, working from home, or using cloud-based systems may be putting your client's confidential information at risk. Are you taking the right precautions? This program reveals the subtle, everyday ways lawyers are unintentionally putting confidentiality and privilege at risk and gives you practical strategies to protect yourself and your clients. Register today!

  • Learn how to use generative AI without risking confidentiality or privilege.
  • Avoid common texting and messaging pitfalls that can expose client data.
  • Manage risks from remote work, personal devices, and smart technology.
  • Identify cybersecurity threats, vendor risks, and where your data is really going.

Abbreviated Agenda

  1. AI, Confidentiality, and Attorney-Client Privilege
  2. Texting, Messaging, and Informal Communications: Pitfalls and Best Practices
  3. Confidentiality Outside the Office: Hidden Risks You May Be Overlooking
  4. Cybersecurity, Cloud Storage, and Vendors: What You Need to Do Now

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 102292

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Pending 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. AI, Confidentiality, and Attorney-Client Privilege

    1. How Generative AI Tools Handle Data (Inputs, Storage, Training Risks)
    2. AI-Generated Work Product: Privilege and Hallucination Issues
    3. AI Transcription and Meeting Tools (Zoom, Teams, etc.)
    4. US v. Heppner - Key Takeaways
    5. Applying the Latest ABA Guidance
    6. Guardrails: Redaction Best Practices, Using Proper AI Systems, and Internal AI Policies
  2. Texting, Messaging, and Informal Communications: Pitfalls and Best Practices

    1. Texting With Clients: Real-World Risks
    2. Client Use of Technology - Your Obligations When They Are the Weak Link
    3. Metadata, Screenshots, and Lost Devices
    4. Attorney-Client Privilege Implications
    5. Messaging Apps (Slack, Teams, etc.) in Legal Practice
  3. Confidentiality Outside the Office: Hidden Risks You May Be Overlooking

    1. Vulnerabilities in Home Offices and Public Spaces
    2. Use of Personal Devices (BYOD)
    3. Smart Devices and Wearables: Should You Be Concerned About Passive Listening or Visible Notifications?
    4. Practical Safeguards for Everyday Practice
  4. Cybersecurity, Cloud Storage, and Vendors: What You Need to Do Now

    1. Evolving Expectations From Ethics Opinions and Case Law
    2. What Qualifies as “Reasonable Efforts” Today
    3. Common Data Security Vulnerabilities and Key Safeguards
    4. Deepfakes, Impersonation and Social Engineering
    5. Cloud Storage, Vendors, and Third-Party Tools: Best Practices
    6. Vendor Proliferation and API Integrations - Where is Client Data Actually Traveling?

Who Should Attend

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

Speakers

Alan S Wernick
Alan S.
Wernick
Wernick & Associates, Ltd.
Brian C Focht
Brian C.
Focht
Shumaker, Loop & Kendrick, LLP
Daniel H Butler
Daniel H.
Butler
Segal McCambridge Singer & Mahoney
Speaker bio
Alan S Wernick

Alan S. Wernick

Wernick & Associates, Ltd.
Alan Wernick

is an attorney, arbitrator/mediator, and writer. He is a Martindale AV-rated attorney and a leading lawyer in computer and technology law. Mr. Wernick is admitted to practice in Illinois, New York, Ohio and Washington DC. He has more than 45 years of experience and leadership roles, including in the practice of law in information technology, intellectual property, and  privacy law; as in-house general counsel; with the successful handling of numerous large complex transactions and mergers and acquisitions due diligence, in strategic counseling of clients in the management of their technology and intellectual capital assets, and in dispute resolution including litigation, arbitration, mediation, and appeals. Mr. Wernick's multidisciplinary background in law, technology, and accounting helps clients meet their business objectives and manage their legal strategies and risks. Since 1982, his practice has focused on computer and information technology law, computer systems acquisitions, privacy, cybersecurity, outsourcing, Internet, e-commerce, copyright, trademark, trade secret, and licensing law. Mr. Wernick provides practical legal advice and strategic counseling to clients in a variety of industries in connection with significant transactional, due diligence, and dispute resolution matters involving these issues. He is a prolific writer and presenter at numerous CLE, public, private industry, professional, and trade associations presentations. Mr. Wernick serves in leadership roles in national and international organizations involved with computer and information technology law, privacy, and intellectual property and on the advisory board of legal publications. In addition, he has a technical background in computer programming and a B.S. degree in accounting. Specialties include technical background and work experience in computer programming and as a computer system operator and systems analyst, including work as a research assistant at The Ohio State University doing computer program development and consulting (as well as developing computer-based training courseware) and statistical analysis. 

Speaker bio
Brian C Focht

Brian C. Focht

Shumaker, Loop & Kendrick, LLP
Brian Focht

is senior counsel with Shumaker, Loop & Kendrick, LLP in Charlotte, North Carolina. As an attorney with extensive experience in data privacy, cybersecurity, and AI governance, he helps businesses and individuals manage complex legal challenges, from privacy compliance and AI adoption and development to data breach response. A Certified Information Privacy Professional and Certified AI Governance Professional, Mr. Focht addresses the unique challenges posed by emerging technologies and evolving privacy laws and regulations, empowering his clients to innovate securely and responsibly. His practice focuses on providing strategic guidance to businesses navigating the complexities of ensuring that the creation, development, and adoption of new technology complies with legal obligations, a fast-moving target in today's world, including advising clients on compliance with key regulatory frameworks, such as the EU General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Health Insurance Portability and Accountability Act (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), and emerging laws like the EU AI Act and new state-level privacy laws. Mr. Focht works closely with business leaders and internal teams to develop and implement policies, procedures and notices, negotiate data processing agreements, manage data breach responses, and ensure secure international data transfers. He frequently helps his clients draft technology-related contracts, develop privacy-by-design and secure-by-design systems, and conduct vendor audits to ensure compliance with evolving privacy and cybersecurity standards. Combining his deep understanding of legal compliance with his tech-savvy approach, Mr. Focht assists in the development of AI platforms, mobile applications, Software as a Service (SaaS) products, and online platform design and operation, collaborating with engineers and product teams to ensure seamless integration of legal frameworks into product development. He earned his B.A. degree from University of North Carolina at Chapel Hill and his J.D. degree from Wake Forest University School of Law.

Speaker bio
Daniel H Butler

Daniel H. Butler

Segal McCambridge Singer & Mahoney
Daniel Butler

is a shareholder with Segal McCambridge Singer & Mahoney. He was born in New York City and grew up on Long Island, New York, before attending the University of Michigan and Syracuse University College of Law (cum laude). After graduating from Syracuse Law and working for the asset forfeiture department of the Northern District of New York for over a year, Mr. Butler moved back to New York City in 2016 and began working as a litigation attorney. He practiced for six years at a busy litigation firm in Manhattan and focused his practice on the defense of professionals and in construction litigation, before moving to Southern California with his wife. Mr. Butler remains licensed in both New York and California. He also has experience in insurance coverage litigation. As a practicing litigator in California since 2022, Mr. Butler's practice has remained focused on the defense of financial professionals and attorneys as well as construction litigation. He has experience in all facets of litigation by virtue of exclusively litigating complex professional responsibility and construction matters. Mr. Butler has also successfully resolved dozens of cases for private clients and insurance carriers through mediation and alternative dispute resolution mechanisms. He has been selected as a Super Lawyers Rising Star in New York City for the years of 2020 and 2021, and in Southern California for the years of 2023, 2024, and 2025. This is an award given to only 2.5% of practicing attorneys in the region. Mr. Butler has also been published in USI Affinity's newsletter (2017) and in the Professional Liability Defense Federation's quarterly publication (Vol 1. 2021), with both publications concerning issues pertaining to the defense of professionals.

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