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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
- Mistakes You May Not Realize You're Making With Fee Agreements and Billing Practices
- Client Confidentiality and Communication Challenges in Small Law Firms
- Conflicts of Interest: Representing Couples, Niche Practice Areas, and Other Danger Zones
- Social Media, Technology, and Marketing in Small Firms: Top Risks and Hidden Dangers
- Preventing Common Troubles in Daily Practice
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 09-12-2026 |
| Arizona CLE |
|
3 Total | 09-12-2026 |
| California CLE |
|
3 Total | 09-12-2026 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 09-12-2026 |
| Delaware CLE |
|
3 Total | 09-12-2026 |
| Florida CLE |
|
3.5 Total | 03-31-2026 |
| Hawaii CLE |
|
3 Total | 09-12-2026 |
| Iowa CLE |
|
3 Total | |
| Idaho CLE |
|
3 Total | 09-12-2029 |
| Illinois CLE |
|
3 Total | 09-11-2026 |
| Maine CLE |
|
3 Total | 09-11-2026 |
| Minnesota CLE |
|
3 Total | 09-12-2026 |
| Missouri CLE |
|
3.6 Total | 09-12-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 09-12-2026 |
| Montana CLE |
|
3 Total | 09-12-2027 |
| North Dakota CLE |
|
3 Total | 09-12-2027 |
| Nebraska CLE |
|
3 Total | 09-12-2026 |
| New Hampshire CLE |
|
3 Total | 09-12-2027 |
| New Mexico CLE |
|
3 Total | 09-12-2026 |
| Nevada CLE |
|
3 Total | 09-12-2027 |
| New York CLE |
|
3.5 Total | 09-12-2027 |
| Oklahoma CLE |
|
3.5 Total | 09-12-2026 |
| Oregon CLE |
|
3 Total | |
| Pennsylvania CLE |
|
3 Total | 09-12-2026 |
| Rhode Island CLE |
|
3.5 Total | |
| Vermont CLE |
|
3 Total | 09-12-2026 |
| Washington CLE |
|
3 Total | 09-11-2029 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2025 |
| West Virginia CLE |
|
3.6 Total | 09-12-2026 |
Select Jurisdiction
CLE
Agenda
-
Mistakes You May Not Realize You're Making With Fee Agreements and Billing Practices
- Key Rules on Billing, Fees, and Client Funds
- Mishandling Firm Expenses and Client Funds
- Unbundling
- Costly Mistakes Solo and Small Firm Attorneys Make With CTAs
- Avoiding Fee Disputes
- Case Studies
-
Client Confidentiality and Communication Challenges in Small Law Firms
-
Conflicts of Interest: Representing Couples, Niche Practice Areas, and Other Danger Zones
-
Social Media, Technology, and Marketing in Small Firms: Top Risks and Hidden Dangers
- Advertising Gone Wrong: Real-World Examples
- The Art of Ethical Marketing for Solo and Small Firms
- File Retention and Data Security on a Budget: Preventing Key Threats
- Tech Competence Without an IT Department to Back You Up
- Ethical Pitfalls and Perils of the Virtual Law Firm
- Ethical Do's and Don'ts of Using Artificial Intelligence (AI) in the Small Law Firm
-
Preventing Common Troubles in Daily Practice
- Expert Insights Into Creating Ethical Policies for the Small Firm (With Samples)
- Preventing Substantive Errors in a Time Crunch and With a Limited Staff
- Complex Case Selection Issues (Including Taking on Big Cases That Sink Small Practices)
- Resolving Work-Life Balance Issues
- When Business Administration Tasks Start to Eat Into Legal Representation Time
- 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
Speaker bio
Dean R. 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
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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