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Overview
CA Bar Proposes Formal AI Ethics Rules: Here's the Rundown
Attorneys are already facing consequences for getting AI wrong. Courts have sanctioned lawyers for relying on hallucinated citations, and careless use of AI tools has raised serious confidentiality and privilege concerns - with Heppner standing out as a clear warning.
Now the California State Bar is proposing formal amendments to its Rules of Professional Conduct addressing AI use, and their impact will not stop at its borders. This program breaks down what's changing, why attorneys in every jurisdiction should be paying attention, and what you should do now to stay compliant. Register today!
- Understand how existing ethics are being applied to AI.
- Break down California's proposed rule changes and what they signal for lawyers nationwide.
- Avoid common mistakes that have already led to discipline and court scrutiny.
Abbreviated Agenda
- Existing Ethical Framework: A Quick Review
- Core Rules Already Implicated
- ABA Ethics Guidance
- State Snapshot
- Sanctions, Privilege Waiver, and Other Emerging Risks
- From Guidance to Rules: California's Proposed Amendments
- Competence (Rule 1.1): Understanding AI Capabilities and Limitations
- Communication With Clients (Rule 1.4)
- Gray Zone and Catch-22 on Disclosures
- Confidentiality (Rule 1.6): Risks of Data Exposure
- Candor (Rule 1.3)
- Firm Management (Rules 5.1 and 5.3)
- What is Left Unanswered: Rule 1.5 (Fees) and Other Sidestepped Issues
- The "California Effect": Likely Spillover to Other States and ABA Model Rules
- Risk Areas You Cannot Ignore
- Compliance Strategies: Things You Should Be Doing Yesterday
- What Comes Next?
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 05-27-2028 |
| Alabama CLE |
|
1 Total | 12-31-2026 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 05-27-2028 |
| California CLE |
|
1 Total | 05-27-2028 |
| Colorado CLE |
|
1 Total | 12-31-2028 |
| Connecticut CLE |
|
1 Total | 05-27-2028 |
| Florida CLE |
|
1 Total | 11-30-2027 |
| Georgia CLE |
|
1 Total | 12-31-2027 |
| Hawaii CLE |
|
1 Total | 05-27-2028 |
| Iowa CLE |
|
1 Total | 05-27-2027 |
| Illinois CLE |
|
1 Total | 05-26-2028 |
| Indiana CLE |
|
1 Total | 05-27-2027 |
| Kansas CLE |
|
1 Total | 05-26-2027 |
| Kentucky CLE |
|
1 Total | 06-30-2026 |
| Maine CLE |
|
1 Total | 05-25-2028 |
| Minnesota CLE |
|
1 Total | 05-27-2028 |
| Missouri CLE |
|
1.2 Total | 05-27-2028 |
| Northern Mariana Islands CLE |
|
1 Total | 05-27-2028 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 05-27-2029 |
| North Carolina CLE |
|
1 Total | 02-28-2027 |
| North Dakota CLE |
|
1 Total | 05-27-2029 |
| New Hampshire CLE |
|
1 Total | 05-27-2029 |
| New Jersey CLE |
|
1.2 Total | 04-15-2027 |
| New Mexico CLE |
|
1 Total | 05-27-2028 |
| Nevada CLE |
|
1 Total | 05-27-2029 |
| New York CLE |
|
1 Total | 05-27-2029 |
| Ohio CLE |
|
1 Total | 12-31-2026 |
| Oklahoma CLE |
|
1 Total | 05-27-2028 |
| Oregon CLE |
|
1 Total | 05-27-2029 |
| Pennsylvania CLE |
|
1 Total | 05-27-2028 |
| Rhode Island CLE |
|
1 Total | 06-30-2026 |
| Tennessee CLE |
|
1 Total | 05-26-2028 |
| Texas CLE |
|
1 Total | 04-30-2027 |
| Utah CLE |
|
1 Total | 12-31-2026 |
| Virginia CLE |
|
1 Total | 10-31-2026 |
| Vermont CLE |
|
1 Total | 05-27-2028 |
| Washington CLE |
|
1 Total | 05-26-2031 |
| Wisconsin CLE |
|
1 Total | 12-31-2027 |
| West Virginia CLE |
|
1.2 Total | 05-27-2029 |
| Wyoming CLE |
|
1 Total | 04-15-2027 |
Select Jurisdiction
CLE
Agenda
-
Formal AI Ethics Rules: What Every Attorney Must Know Now
- Existing Ethical Framework: A Quick Review
- Core Rules Already Implicated
- ABA Ethics Guidance
- State Snapshot
- Sanctions, Privilege Waiver, and Other Emerging Risks
- From Guidance to Rules: California's Proposed Amendments
- Competence (Rule 1.1): Understanding AI Capabilities and Limitations
- Communication With Clients (Rule 1.4)
- Gray Zone and Catch-22 on Disclosures
- Confidentiality (Rule 1.6): Risks of Data Exposure
- Candor (Rule 1.3)
- Firm Management (Rules 5.1 and 5.3)
- What is Left Unanswered: Rule 1.5 (Fees) and Other Sidestepped Issues
- The "California Effect": Likely Spillover to Other States and ABA Model Rules
- Risk Areas You Cannot Ignore
- Compliance Strategies: Things You Should Be Doing Yesterday
- What Comes Next?
- Existing Ethical Framework: A Quick Review
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Anne Friedman
is a partner with the Los Angeles office of Rimon, P.C. She is a pre-eminent commercial transactions attorney with a technology focus. Ms. Friedman's wide-spanning practice (U.S. domestic and international) includes traditional outsourcings (ITO, BPO, ADM, finance and accounting, insurance claims processing, adjudication and membership management, etc.), digital transformation, artificial intelligence (including contract negotiation, advising clients on internal corporate strategy and compliance), technology integration into sport and entertainment transactions, ERP systems integration and procurement, financial services agreements (e.g., fintech, credit bureau, credit card, etc.), software development, data sharing, internet of things, naming and sponsorship rights, M&A transactional support for TSA agreements and related services agreements, soft IP and content licensing (excluding patent), basic data privacy advising, data center agreements, supply chain and distribution, general third party service procurement (e.g., security guard services), joint ventures, profit share arrangements and other general disruptive technology matters. She represents companies and organizations of all sizes, ranging from Fortune 500 entities to start ups, in various sectors including financial services, sports and entertainment, insurance, hospitality, retail, mortgage banking, education and others. Ms. Friedman's functions as both a legal advocate and a key business advisor to clients so that the "legal" provisions of an agreement properly align with the client's business terms and business goals. She has long-standing client relationships because she skillfully integrates the client's business goals into the contract in a manner that minimizes risk as well as complies with the legal requirements. Ms. Friedman is a thought leader in the artificial intelligence space, with a focus on the integration of AI into technology transactions, commercial contracts, and sourcing platforms.
Speaker bio
John W. Amberg
is senior counsel at Bryan Cave Leighton Paisner LLP. He is an experienced litigator who has tried dozens of cases to successful conclusion in courts and arbitrations. Mr. Amberg handles a broad range of commercial and product liability disputes for clients in the aircraft, banking, computer software, credit card processing, entertainment, food and beverage, medical device, and retailing industries, among others, as well as fiduciary and professional liability disputes for lawyers and other professionals. Mr. Amberg has been an arbitrator for the Dispute Resolution Service of the Los Angeles County Superior Court, a special deputy trial counsel for the discipline department of the California State Bar, and an arbitrator for the Los Angeles County Bar Association Mandatory Fee Arbitration Panel. Mr. Amberg serves as an expert witness on legal ethics and malpractice issues. A former managing partner of the Los Angeles office, he chairs the firm's Ethics Committee in the United States. Prior to joining the firm, Mr. Amberg completed a judicial clerkship for the Honorable Douglas W. Hillman of the U.S. District Court for the Western District of Michigan. He has written articles for Los Angeles Lawyer magazine, Association of Business Trial Lawyers, National Institute of Trial Advocacy, Los Angeles Bar Association and State Bar of California. Mr. Amberg has lectured to the Inns of Court, Association of Corporate Counsel, Association of Business Trial Lawyers, American Bar Association, Los Angeles County Bar Association, State Bar of California, Beverly Hills Bar Association, San Gabriel Valley Bar Association, Continuing Legal Education of the Bar, and Lorman Seminars. He earned his A.B. degree from Princeton University and his J.D. degree from the University of Michigan Law School.
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