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Overview
What the ChatBots Know... and Don't
AI use by business clients is surging, and it is both a blessing and a legal curse. With the risks and abilities of AI-supported tools evolving daily, it's critical to keep up with its uses and legal implications. This practical legal course will guide you in protecting yourself and your clients while harnessing these new capabilities. Register today!
- Discuss the short- and long-term AI strategies your business clients should develop.
- Explore the many business use cases, including marketing research, budgeting, content generation, and more.
- Prevent data bias in the use of generative AI.
- Get the latest in regulatory outlook in the U.S. and abroad.
- Identify and mitigate the greatest data security risks.
*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.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Julie Globus.
Abbreviated Agenda
- The Basics: Is AI the Right Tool for the Attorney?
- The Nitty Gritty - What Role Can AI Play in the Client's Business
- Is AI a Financial Tool?
- AI: The Logistics of Use
- Ethical Concerns for the Attorney
- Other Considerations for the Client
- Data Bias Across All Aspects of Use and Creating a Balance
- Understanding the Tech
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 11-14-2026 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 11-14-2026 |
| California CLE |
|
6 Total | 11-14-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 11-14-2026 |
| Delaware CLE |
|
6 Total | 11-14-2026 |
| Florida CLE |
|
7 Total | 05-31-2026 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 11-14-2026 |
| Idaho CLE |
|
6 Total | 11-14-2029 |
| Illinois CLE |
|
6 Total | 11-13-2026 |
| Maine CLE |
|
6 Total | 11-13-2026 |
| Minnesota CLE |
|
6 Total | 11-14-2026 |
| Missouri CLE |
|
6 Total | 11-14-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 11-14-2026 |
| Montana CLE |
|
6 Total | 11-14-2027 |
| North Dakota CLE |
|
6 Total | 11-14-2027 |
| Nebraska CLE |
|
6 Total | 11-14-2026 |
| New Hampshire CLE |
|
6 Total | 11-14-2027 |
| New Mexico CLE |
|
6 Total | 11-14-2026 |
| Nevada CLE |
|
6 Total | 11-14-2027 |
| New York CLE |
|
7 Total | 11-14-2027 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
| Oklahoma CLE |
|
7 Total | 11-14-2026 |
| Oregon CLE |
|
6 Total | 11-14-2027 |
| Pennsylvania CLE |
|
6 Total | 11-14-2026 |
| Rhode Island CLE |
|
6 Total | |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 11-13-2026 |
| Utah CLE |
|
6 Total | 12-31-2025 |
| Vermont CLE |
|
6 Total | 11-14-2026 |
| Washington CLE |
|
6 Total | 11-13-2029 |
| Wisconsin CLE |
|
7 Total | 12-31-2025 |
| West Virginia CLE |
|
7.2 Total | 11-14-2026 |
Select Jurisdiction
CLE
Agenda
-
The Basics: Is AI the Right Tool for the Attorney?
- Your Representation - What Is Your Role
- What Does Your Client Hope to Accomplish?
- How Does the Business Envision the Next Five Years?
- Can AI Play a Role in Basic Architecture?
- Can AI Be Used to Map Out a Future Path?
- Can AI Be Used to Assess the Potential Risks and Successes of Each Path? If So, How?
- Can Information Gleaned From AI be Used if Something Goes Sideways?
-
The Nitty Gritty - What Role Can AI Play in the Client's Business
- Predictive Analytics
- Benchmarking
- Market Trends
- Product Testing
- Customer Behavior
- Client Behavior
- Content Generator
- Trajectories
-
Is AI a Financial Tool?
- Asset Protection
- Budgeting
- Predictive Financial Analysis
- Profit and Loss Comparisons
- Risks Mitigation and Fraud Protection
- Automated Market Predictor
-
AI: The Logistics of Use
- AI Corporate Use Policy for Employees
- AI Corporate Use Policy for IT Teams
- Data Security Issues - In Transit
- Data Security Issues - At Rest
- Software Tools
- Cloud-Based Tools
-
Ethical Concerns for the Attorney
- Plagiarism
- Embedding Clear Guardrails Across the Entire Office Ecosystem
- Data Integrity
- Reliability
- Security
-
Other Considerations for the Client
- Costs
- Job Displacement
- Technical Considerations and Specs
- Lack of Regulations
- Unclear Reliability
- Data Compliance in U.S.,EU, and Other Countries
- Privacy
- Sustainability
-
Data Bias Across All Aspects of Use and Creating a Balance
- Are Systems Only as Good as the Data They're Generated From?
- Accountability - Who is Responsible for Oversight?
- Accountability - Is There Anyone Who Can Be Held Accountable?
- Over Reliance on Potentially Skewed Data
- Can AI Achieve Neutrality?
-
Understanding the Tech
- The IT Team
- Professional Development
- Software and Hardware Systems
- Continued Backups and Updates
Who Should Attend
This legal course is designed for attorneys. CTOs, compliance officers, and paralegals will also benefit.
Speakers
Speaker bio
Rachel V. Rose
, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.
Speaker bio
Alicia M. Hawley
is of counsel in K&L Gates LLP's e-Discovery Analysis & Technology (e-DAT) practice. An experienced litigator and white-collar criminal defense attorney, certified ediscovery specialist and award-winning innovator, Ms. Hawley has nearly two decades of experience counseling clients on both routine and complex ediscovery issues, best practices, case and narrative development, and fact investigations. She regularly serves as coordinating discovery counsel on major litigations and government investigations, and counsels the firm and clients on all phases of the EDRM. In addition to her client work, Ms. Hawley is a well-regarded thought leader in TAR, ediscovery case law, the nuts and bolts of ediscovery, and artificial intelligence. She currently chairs two drafting teams for the Sedona Conference Working Group 1, on Initial Disclosures and Lifting Legal Holds, and previously served on the drafting team for the 2023 TAR Primer. She is a frequent lecturer and has held adjunct faculty positions at Northwestern University School of Law, Loyola University School of Law, Northwestern University, and Elmhurst University. Ms. Hawley earned her J.D. degree at Northwestern University Pritzker School of Law.
Speaker bio
Kessia C. Cericola
is an attorney at her firm, Cericola LLC, where she helps individuals, businesses and entrepreneurs with their legal business needs. She is passionate about helping entrepreneurs to start their businesses, providing sound legal advice to business partners. Ms. Cericola pays close attention to her clients' needs and manages their legal risk through customized contracts, agreements and other solutions. Her diverse background, broad network and cultural sensitivity adds great value to her clients. Ms. Cericola earned her LL.B. degree from Faculdade de Direito de São Bernardo do Campo and her LL.M. degree from the Ohio State Moritz College of Law. She is licensed to practice in the U.S. and Brazil.
Speaker bio
Marquetta J. Bryan
is a partner with Nelson Mullins Riley & Scarborough LLP, where she concentrates her practice in the areas of labor and employment law counseling and litigation, commercial litigation, investigations, and education law. Ms. Bryan has represented clients before the district courts of Georgia, the Eleventh Circuit, the Equal Employment Opportunity Commission, the state courts of Georgia and other administrative hearing bodies, including the State Board of Education. She monitors legal trends that may impact clients' businesses, and assists them in implementing proactive measures in anticipation of those trends. Ms. Bryan earned her B.A. degree in sociology and religion from Emory University and her J.D. degree, cum laude, from Cleveland-Marshall College of Law. She is admitted to practice in Georgia, Supreme Court of the United States, U.S. District Court for the Northern and Middle districts of Georgia, and the U.S. Court of Appeals for the Eleventh Circuit.
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