Ethics & Specialty Credits

4.59

LEGAL ETHICS: Top Small Firm Problems and Solutions

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois 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 Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
3 hours 1 minute
Dean Dietrich
Bryce Denny
With Dean R. Dietrich from Weld Riley, S.C. + 1 other
Recorded September 12, 2024
Product ID 99012

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Overview

Craft Effective Strategies for Real-World Ethics Scenarios

In this engaging program, our experienced attorney faculty provide you with solutions for ethical dilemmas commonly encountered by solo and small firms. Prevent fee disputes, examine best practices for maintaining client confidentiality, and identify the dangers posed by using technology in the small firm. Build your knowledge - register today!

  • Discover best practices for overcoming communication challenges in the small law firm.
  • Develop strategies for handling complex conflicts of interest.
  • Uncover practical guidance for ethically tackling social media issues in small firms.
  • Determine how to avoid common ethical pitfalls in day-to-day practice.

*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

  1. Mistakes You May Not Realize You're Making With Fee Agreements and Billing Practices
  2. Client Confidentiality and Communication Challenges in Small Law Firms
  3. Conflicts of Interest: Representing Couples, Niche Practice Areas, and Other Danger Zones
  4. Social Media, Technology, and Marketing in Small Firms: Top Risks and Hidden Dangers
  5. Preventing Common Troubles in Daily Practice
Product ID 99012

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois 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 Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Mistakes You May Not Realize You're Making With Fee Agreements and Billing Practices

    1. Key Rules on Billing, Fees, and Client Funds
    2. Mishandling Firm Expenses and Client Funds
    3. Unbundling
    4. Costly Mistakes Solo and Small Firm Attorneys Make With CTAs
    5. Avoiding Fee Disputes
    6. Case Studies
  2. Client Confidentiality and Communication Challenges in Small Law Firms

  3. Conflicts of Interest: Representing Couples, Niche Practice Areas, and Other Danger Zones

  4. Social Media, Technology, and Marketing in Small Firms: Top Risks and Hidden Dangers

    1. Advertising Gone Wrong: Real-World Examples
    2. The Art of Ethical Marketing for Solo and Small Firms
    3. File Retention and Data Security on a Budget: Preventing Key Threats
    4. Tech Competence Without an IT Department to Back You Up
    5. Ethical Pitfalls and Perils of the Virtual Law Firm
    6. Ethical Do's and Don'ts of Using Artificial Intelligence (AI) in the Small Law Firm
  5. Preventing Common Troubles in Daily Practice

    1. Expert Insights Into Creating Ethical Policies for the Small Firm (With Samples)
    2. Preventing Substantive Errors in a Time Crunch and With a Limited Staff
    3. Complex Case Selection Issues (Including Taking on Big Cases That Sink Small Practices)
    4. Resolving Work-Life Balance Issues
    5. When Business Administration Tasks Start to Eat Into Legal Representation Time
    6. Practical Guidance for Other Administrative Functions (Document Control, Ticklers, Filing Protocols, etc.)

Who Should Attend

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

Speakers

Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
Bryce J Denny
Bryce J.
Denny
Law Office of Bryce Denny, L.L.C.
Speaker bio
Dean R Dietrich

Dean R. Dietrich

Weld Riley, S.C.
Dean Dietrich

, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 35 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich currently serves as president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

Speaker bio
Bryce J Denny

Bryce J. Denny

Law Office of Bryce Denny, L.L.C.
Bryce Denny

is the owner of Law Office of Bryce Denny, L.L.C., where he primarily practices labor and employment law. He is admitted to practice in both Texas and Louisiana. Mr. Denny was re-appointed in 2017 to a three-year term on the Louisiana State Bar Association's Labor Law Advisory Commission. He is a member of the State Bar of Texas and the Louisiana State Bar Association. Mr. Denny earned his B.A. degree from Austin College in Sherman, Texas; and his J.D. degree from Baylor University.

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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 14 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.

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