Colorado CLE - Practice Management Courses
This is a listing of Practice Management CLE Courses for Colorado. Please make your selection below of Colorado CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Colorado CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. To view our full accreditation details please .
-
What Attorneys Need to Know About Reading and Understanding Financial Statements
Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys. This CLE course will review basic financial statements, such as income statements, balance sheets and cash flow statements to help you understand the language of business so you can better re... More Info
$582General Credits -
Advising a Client as to the Purchase of a Franchise
This informational CLE course is designed to provide a prospective franchisee with the necessary information to purchase a franchise. The course will focus on provisions in the Franchise Disclosure Agreement as well as typical provisions in Franchise Agreements. The political considerations that may arise with respect to the franchise location will also be addressed. More Info
$291General Credit -
Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset
ChatGPT is now a part of our everyday lives and its ability to write our papers, do our research and even pass the Uniform Bar Exam has exceeded all expectations. In fact, experts are predicting that generative AI will eventually replace practicing attorneys. This CLE course will address pressing questions such as how generative AI will change the way lawyers do business and will attorneys lose their jobs? The course will also explain the extent to which an attorney’s mindset, as well... More Info
$582General Credits -
What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis
Though extraordinary intervention by the government and private sector protected uninsured depositors, the recent banking system crisis resulted in several failures and a loss of confidence, especially for owners and debtholders who lost everything. The crisis further highlighted that there is no expectation of the government protecting uninsured depositors if another bank fails. This CLE course, presented by a regulatory partner at a prominent law firm, will examine the recent trauma... More Info
$291General Credit -
Building a Case to Best Serve the Client: Mediation and Arbitration of Multi-Party Construction Law Claims
This informative CLE will address a variety of issues related to the challenges presented in Multi-Party Construction Litigation cases. The course will explain how to best prepare a client/carrier for mediation and offer tips for use of documents. The course will also explain how to use a well-drafted mediation statement in order to prepare the mediator for the challenges presented by the matter at hand. Strategies for offers of settlement, as well as some hybrid options for money and... More Info
$291General Credit -
Beyond Westlaw and Lexis: Effective Internet Search Techniques for Attorneys
This CLE course covers a wide range of topics, including compliance, business strategy, informal dispute resolution, best practices, and more. It also provides insights into preparing formal legal advice and court documents, such as memos, pleadings, motions, and briefs. Participants will also gain valuable knowledge in trial preparation, which involves examining business and individual backgrounds, related litigation, expert witness matters (prior cases, publications, research on fact... More Info
$291General Credit -
Ethical Referral Fees: A 50 State Survey
Fee sharing, when done correctly, is an ethical approach to providing a better outcome for clients. This CLE course will present the various regulatory frameworks that states utilize in determining referral fees for fee sharing. Designed to provide attorneys with a working understanding of how to effectively use this tool to their clients’ benefit while growing their practice, the course will address the ABA Model rules, the necessary disclosures for an ethical fee sharing agreement an... More Info
$341Ethics Credit -
Compliance and Legal Trends
This CLE program will delve into the emerging trends, pivotal focus areas, and strategic initiatives that are currently shaping the landscape. Gain valuable insights from the panelists as they analyze the impact of these transformative changes on compliance practices. Discover how organizations are adapting, evolving, and effectively responding to the interplay of business dynamics, regulatory developments, and technology advancements. This engaging discussion offers a unique opportuni... More Info
$291General Credit -
Current Issues Under Regulation Best Interest and Form CRS
A dynamic forum brings together regulators and industry practitioners, fostering discussions that encompass a wide range of current topics and valuable lessons derived from experiences with Reg BI (Regulation Best Interest) and Form CRS (Customer Relationship Summary). These exchanges of insights delve into various perspectives, exploring firm effective practices and examination experiences to gain a comprehensive understanding of these regulatory frameworks. Within this forum, regulato... More Info
$291General Credit -
Leveraging Regulatory Technology for Your Firm
In this CLE, the panelists delve into the impact of RegTech on the securities industry, examining the associated benefits, risks, and regulatory factors. They explore a range of RegTech tools that can enhance compliance efforts, including the innovative Machine Readable Rulebook introduced by FINRA. The session highlights the role of artificial intelligence and cloud computing in these tools. Key topics covered include: Considerations for utilizing RegTech tools, particularly those in... More Info
$291General Credit -
Redefining Communications Compliance for the Digital Age
Join us in exploring how firms are tackling the compliance challenges and leveraging the opportunities presented by the growing reliance on mobile apps, social media, and other digital channels for communication. In this enlightening session, industry experts and representatives from FINRA will provide valuable insights on navigating the intricate landscape of firm communications with the public. The panelists will delve into a range of important topics, including lessons learned from F... More Info
$291General Credit -
The Evolution of Branch Office Inspections
Join our panel discussion as we explore valuable insights gained from the shift towards remote branch inspections. Our esteemed speakers will delve into topics such as effective tools and documentation strategies, alternative vendors, key indicators to watch out for ("red flags"), as well as the latest developments in FINRA inspections and other regulatory advancements. More Info
$291General Credit -
The Firm Perspective on Monitoring and Protecting Against Financial Crimes
Don't miss this session covering financial crimes from a firms' perspective. This CLE session will cover a wide range of tactics, red flags, and mitigation strategies associated with fraud, insider trading, cybersecurity, and money laundering. Key topics include: Effective practices and controls for firms to monitor, protect against, and address AML, cybersecurity, and fraudulent activities. Tips to identify potential red flags for fraud and insider trading, along with guidance on re... More Info
$291General Credit -
Private Placements: The Latest Regulatory Developments and Compliance Considerations
This CLE program will explore the latest private placement regulatory advancements, with a particular focus on regulatory notice 23-XX. Gain valuable insights into compliance responsibilities and best practices concerning Reg BI, sales materials, due diligence, conflicts of interest, and other pertinent topics. This session will cover the following areas: In-depth analysis of recent regulatory developments, compliance obligations, and effective practices pertaining to private placem... More Info
$291General Credit -
The Inside Scoop on Insider Threats and Cybersecurity
This CLE program is designed to expand your understanding of the compounding risks associated with insider and related cyber threats. By joining this session, you will gain comprehensive knowledge about the various manifestations of these risks, their potential occurrence in different contexts, and most importantly, why it is crucial for your firm to prioritize the evolution of its programs in order to effectively detect and mitigate insider activity. In today's interconnected digital l... More Info
$291General Credit -
Breaking Up Is Hard To Do: Navigating Partnership Disputes and High-Impact Partner Departures
Breakups can be challenging, and although they may not be as severe as divorces, managing conflicts between partners and dealing with the departure of a significant collaborator can be tough. In this informative CLE, we will explore effective strategies for handling disputes and separations, covering important aspects such as the responsibilities of a firm towards an attorney and vice versa, communication techniques, ethical considerations, and privacy concerns. More Info
$341Ethics Credit -
Conducting Sexual Harassment Investigations at Law Firms
Conducting internal investigations is inherently intricate, particularly when it involves probing allegations of sexual harassment within your organization. In this CLE course, you will be provided with a comprehensive understanding of the legal intricacies and obligations involved in such investigations. You will be guided through a step-by-step process, ensuring compliance with current statutes. The course will cover essential topics including internal communication protocols, contra... More Info
$291General Credit -
The ABC’s of Transitioning Law Firms
A must for any attorney considering a lateral move to another law firm, this in-depth CLE course will address the many issues that attorneys face throughout the process. The course will provide participants with a play-by-play analysis of the many issues that departing attorneys face throughout the transition, beginning in pre-departure all the way through post. The course will also explain the fiduciary and legal obligations that firms and attorneys owe to one another, and to their cl... More Info
$582General Credits -
All's Fair In The Rules of Professional Conduct: Threats and Fees
This CLE course will address the rules of professional conduct in relation to fairness regarding both threats and fees. The course will begin by presenting threats to present, or participate in presenting, professional or criminal disciplinary charges in order to gain an advantage in a civil matter. The course will then discuss Professional Rule of Conduct 1.5 which deals with the improper handling of fees, engagement letters and fee splitting between attorneys. More Info
$682Ethics Credits -
Cybersecurity, Privacy, and Data Protection Issues: Ethical Considerations and New Requirements
Several states are currently considering mandating CLE hours that concentrate on cybersecurity, privacy, and data protection. The obligation for lawyers to possess technology competency is not new, as many states have already adopted the American Bar Association (ABA) Model Rule's requirement. The aim of the CLE program is to address lawyers' ethical obligations and requirements and highlight its relevance for other states. The program will also offer practical strategies, explain impo... More Info
$291General Credit -
Pre-Trial Preparation for Success at Trial
Trial preparation is essential for the success of your case. This CLE course will help attorneys prepare for trials using tried and tested methods for information gathering and storing. The course will explain how to employ information in the classroom to help secure a verdict in your client’s favor. More Info
$291General Credit -
Preparing a Business Client to Franchise
This CLE course will address the basic issues involved in representation for a client who wants to franchise. The course will present the practical considerations of franchising, the franchisor’s legal obligations and the most important decisions that need to be made. More Info
$582General Credits -
Navigating the Uncharted Legal Terrain of Artificial Intelligence
AI has the potential to dramatically transform the way we interact with technology and, as new technologies emerge, AI evolves and can be adapted to be useful in countless new ways. Typically defined as a branch of computer science that studies the development and implementation of software and algorithms to enable machines to think and act like humans, it usually takes the form of machine learning, natural language processing, robotics and computer vision. A rapidly advancing field wi... More Info
$552General Credits -
Managing Client Expectations Throughout the Litigation Process
The litigation process for a claim of non-payment is complex. You want every penny that is due to you, and do not want to settle for less, but to ensure you end up gaining more than you lose, an understanding of the process is critical. This CLE course will explain the professional, personal and psychological skills needed to move forward in this type of litigation to ensure a successful and satisfying resolution. More Info
$291General Credit -
Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence
While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks that computers are better suited to, and with their unlimited energy and inability to get distracted, it’s to everyone’s advantage to outsource. And yet, no one wants a robot for a litigator. So how... More Info
$291General Credit -
Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now
This CLE program will explore the issues surrounding cyber security, the potential consequences of a cyber breach, and the ethical considerations that accompany such an event. With over 50 state laws in the United States concerning data privacy and security, companies must understand what legal and ethical obligations their business and clients have when it comes to personal information. The Federal Trade Commission also keeps an eye on companies to make sure that they are following th... More Info
$291General Credit -
Virtual Isolation: Is Hyperconnectivity Helping or Harming the Legal Professional?
Modern technology has taken over our lives in ways we couldn’t have possibly anticipated. Smartphones have replaced colleagues, friends and family as our most constant companions. However, like many things, their contributions to our lives comes at a price including the risk of dependence, addiction and fear. Constantly online, we find ourselves connected, but alone. Even put to the side, our electronic devices are always running. This trend has had an especially deliberating impact on... More Info
$341Ethics Credit -
Form CRS: Practical Considerations for Attorneys
A CRS is a new, 2-4 page disclosure document that SEC-regulated firms are required to deliver to their clients. Adopted to help investors understand the various standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as potential conflicts of interest which may be intrinsic to a firm’s business practices. It is therefore essential for attorneys who need to refer clients to a financial professional or firm to be aware... More Info
$291General Credit -
Cybersecurity and Data Privacy Obligations for Lawyers
Focusing on the vast cyber threats to the legal community, this CLE course will explain why lawyers are such tempting targets to hackers. The course will explain the cost of data breaches and an attorney’s obligation to cybersecurity, particularly in the context of ESI. This course will include discussions on general ethical responsibilities that lawyers have when it comes to securing both their clients’ and opposing parties’ data. Discussions of the threat landscape, what to be on th... More Info
$291General Credit -
The Biggest Cybersecurity Threat of All - Human Behavior: How to Build a Security First Culture to Protect Your Law Firm
The most vulnerable part of your firm’s security is not in your technology, it’s in your employees. The vast majority of cyber breaches are due to human behavior, which poses the biggest risks to your cybersecurity. This CLE course will explain how to address that threat through training and education, employing strategies to ensure a security-first culture and survive in the face of cyberattacks. More Info
$291General Credit -
Making the Most of Mock Trials
Mock trials are similar to dress rehearsals – useful but not necessarily predictive. They are very useful in determining and assessing the strengths and weaknesses of a client’s case, but just because a mock trial is successful doesn’t mean the court case will be. Designed for seasoned litigators as well as novice, small firm practitioners, this CLE course will explain how to utilize mock trials as learning tools for gathering insight, practicing strategy and obtaining a view of how yo... More Info
$291General Credit -
Criminal Law Considerations for Military and Veteran Clients
This CLE course will explain how criminal law attorneys address calls from active military service members and veterans. The course will address issues such as dual civilian/military investigations, jurisdictional considerations, involved personnel, the impact of military or veteran status , military pretrial confinement and more. More Info
$291General Credit -
Introduction to Paper Discovery and Depositions
The success of a case hinges on many things. Having a discovery plan at the outset, and the ability to implement that plan, is vital both to your success and your ability to increase the overall recovery amount. A workable plan also helps to reduce the stress and resources on your practice when dealing with document dumps and massive discovery demands. This CLE course will explain how to use "paper discovery" efficiently and economically in Civil and Special Civil matters. It is inte... More Info
$291General Credit -
Ethics & Client Communication: Setting Yourself Up for Success
Ethics regulations impose specific rules and standards for client communication. This CLE course will assist lawyers in understanding their bar-mandated responsibilities as well as how to create a system to ensure your mental health while meeting the needs of your clients. The course will present insights into Rule 1.4 and explain how to create and maintain a stress-free environment in this high stakes profession. More Info
$341Ethics Credit -
Attorney Professionalism: Staying Calm, Cool, and Collected
A professional persona can be more important than experience. Professionalism, respectful behavior and a professional demeanor are critical when addressing the court, opposing counsel, court personnel, clients and staff. This CLE course will provide practical tips for maintaining your professional composure in even the most stressful situation. Communication, both verbal and non-verbal, zoom meetings, interactions with employers and employees, camera-ready events and social media situa... More Info
$291General Credit -
Liberty’s Last Champion: The Validity of "Science" Evidence and Court Practice
Our legal system asserts that it provides justice before the law, but not everyone would agree that the system is designed to ensure it. Civil and criminal cases bring about some difficult issues and science, along with some common sense, can often provide solutions. One example of this is DNA, a tool which can guard against false conclusions, but that can also be misleading. Our ability to differentiate between good, reliable science and junk science is key to this. This CLE course... More Info
$291General Credit -
Legal Ethics: Lawyer and Client Relationship
This CLE course will familiarize private practice attorneys with tips and strategies to avoid unintentionally committing UPL violations. This applies particularly to those who perform transactional work and/or are telecommuting from a state or states that is outside where they are admitted to practice. Addressing the contours of what constitutes the unauthorized practice of law (UPL), this CLE course, based partially on an article I had written, will open with a walk through of LegalZ... More Info
$341Ethics Credit -
The Basics of Negotiating Employment Contracts and Separation Agreements
Offering a comprehensive overview of employment contract and separation agreement negotiations, this CLE course will explain negotiation terms and approaches as well as tips and strategies for employers and employees. The course will review the constantly evolving rules and regulations which govern the workplace as well as the increase in clauses covered in these contracts. Terms, strategies and methodologies of negotiation will all be presented. More Info
$291General Credit -
ESI in Criminal Proceedings: 4th, 5th and 6th Amendment Issues
Criminal investigations now typically employ electronic information as a standard feature, both at the State and Federal levels. This type of information may be used in the commission of crimes and is thereby often the focus of prosecutions and investigations. This CLE course will offer a comprehensive overview of various amendment implications such as the warrant requirement of the Fourth Amendment, the Fifth Amendment privilege against self-incrimination and the right confrontation g... More Info
$291General Credit -
Due Diligence Under The 33 Act: Avoid Disasters in the Middle of an IPO
This CLE course will offer a comprehensive overview of what lawyers and bankers confront during the marketing and distribution process of IPO’s. The course will address potential pitfalls and issues that may arise and provide real-life examples of the many hurdles that could potentially jeopardize your success. Learn about what faces you in the IPO underwriting process and ensure yours and your client's success by anticipating problems and acting strategically. More Info
$582General Credits -
Ace Your Case: Trial Preparation and Strategy
Preparation for a successful civil trial requires advanced thought and planning. This CLE course will take you through a step-by-step from mapping out the trial strategy to the closing statements. The course will address how to plan the proving of your case, anticipating and refuting counter-actions and the organization of physical evidence. How to prep witnesses to get your proof into evidence, pre-trial motions, particularly motions in limine and how to anticipate evidentiary issues,... More Info
$582General Credits -
The Hidden Secrets of Constructive Trust Litigation
Imagine your client, with full knowledge and faculties, has executed a deed signing away his property with the “understanding” that he would eventually get it back. Would the statute of frauds bar relief? Interesting question. This CLE course will address all the Hidden Secrets of Constructive Trust Litigation. Presented by the author of "Litigating Constructive Trusts" which addresses the main issues relevant to constructive trust cases, the course will address the issue from an offen... More Info
$582General Credits -
Case Selection, Evaluation, and Beyond
Case selection is an important part of the representation process. This CLE course will review the elements of case selection and other features of the process of accepting representation. The course will focus on personal injury and insurance cases but the fundamental issues, which will be dealt with extensively by senior attorneys with years of experience, are applicable across a wide range of legal areas. More Info
$582General Credits -
Obtaining Discovery from Online Service Providers
Online misconduct is on the rise and with it the claims against such behavior. This CLE course will explain how to pursue claims of misconduct including acquiring relevant information from service providers, the type of information to look for and perhaps most importantly, the time you have to obtain such information on behalf of a client. The course will delve into the way document retention policies have been altered by digital information and what to do when a litigant hasn’t preser... More Info
$582General Credits -
Legal Ethics: Confidentiality and Taking Remedial Measures
The issue of confidentiality is critical to the attorney/client relationship. As one of the three primary fiduciary duties a lawyer owes to their client, it is necessary to ensure that clients can discuss sensitive matters with their lawyer. What happens, however, when evidence presented turns out to be false? How do attorneys balance the confidentiality requirement when it conflicts with the lawyer’s obligations of honesty? This CLE course will explain how to address the presentatio... More Info
$341Ethics Credit -
When One Door Closes: A Primer on Automatic Door Cases for the Premises Liability Practitioner
Doors are a seemingly innocuous element of our day-to-day lives. Yet surprisingly, they cause frequent damage to patrons of businesses, residences and medical complexes. The liability issues that may result from the simple installation of a door are numerous and attorneys cannot afford to be lulled into a belief that store operators or building owners don’t bear responsibility. This CLE course, designed for personal injury attorneys as well as others, will offer a detailed, introductor... More Info
$291General Credit -
Digital Communications and Social Media
With digital marketing rapidly changing, how do firms remain in compliance? How do we communicate relevant, meaningful information in this dynamic digital age? This CLE course will explain the challenges being faced by industry and regulatory experts and how they are successfully addressing these challenges. The course will touch on hot button issues such as how firms engage technology to address their compliance obligations and how to implement creative methods for effective disclosur... More Info
$291General Credit -
Fintech Firms: Communications Compliance Topics
This CLE course presents the insights of FINRA staff and industry panelists on the challenges and effective practices of communications compliance for Fintech-focused firms. The course will cover topics such as mobile applications, integrated product offerings, digital engagement practices, and crypto assets. Panelists will offer tips and answer questions on the use of technology and how it can help navigate this dynamic area. More Info
$291General Credit -
Asylum ABC's: What Attorneys Need to Know
Immigration has been a hot topic for years and the issues are only growing in complexity. This CLE course will present an overview of asylum law for new and seasoned immigration attorneys. The course will review practical tips for making a successful asylum application and explain the topic from both a broad and narrow perspective, offering general detail to specifics. The course will cover the application time frame, relevant forms and a review of potential pitfalls. The course will a... More Info
$582General Credits -
Preventing Your Worst Tech Nightmare: Protecting Your Firm and Clients from Cybercriminals
Cyberattacks are on the rise and everyone is at risk. This CLE course will present a comprehensive plan for preventing cyberattacks and protecting your firm’s technology. The course will cover everything from an attorney’s ethical obligations with regards to technological competence to the cybersecurity myths that can invite harm. You will receive practical, concrete strategies to secure your practice against cybercrime as well as the leadership skills to create a culture of security-f... More Info
$291General Credit -
Drafting Comic Book Contracts: A Practical Guide
Comic book agreements include unique provisions. This CLE course will ask participants to develop a rough draft of initial of key comic book agreement provisions, to engage in a mock client interview and negotiations with exercises specifically designed for the comic book industry. Attendees will then be led to issue-spot common problems in publishing contracts. With guidance from seasoned comic book publishing attorneys, attendees will get to practice a full range of necessary skills... More Info
$582General Credits -
Challenging the Impermissible Use of Race in Jury Selection
The issue of the impermissible use of race when exercising preemptory challenges was perfectly highlighted in the U.S. Supreme Court’s 2019 ruling in the case of Curtis Flowers. This CLE course will offer criminal defense attorneys with tools and strategies they can utilize to combat this type of unethical tactic. More Info
$291General Credit -
Representing a Deponent and Deposing a Representative
A representative appearing at deposition would seem to be a simple procedure. Yet, it is actually a complex process with many practical considerations to take into account under 30 of the Federal Rules of Civil Procedure. This CLE course will address how a deposition could be conducted and in what capacity a representative may testify. The course will present the privileges that may be asserted in a deposition and how they might differ from those that may be asserted in other types of... More Info
$291General Credit -
Staying Safe and Sound: Maintaining a Realistic Work/Life Balance in Uncertain Times
With messages about COVID-related issues still flooding your inbox, broadcast on tv and argued over on social media, you are at an increased likelihood for anxiety, stress, fear, and negative thoughts. Amongst the many concerns are concerns about being in crowds, whether to get another vaccine booster, fears about the health of your family and how you will manage the future in the “new normal”. Recent studies indicate a dramatic increase amongst those in the legal profession of impairm... More Info
$341Ethics Credit -
Ethical Considerations When Responding To Lozada Complaints
While one of the most complex areas of law, immigration law can be extremely rewarding and tends to foster a collegial atmosphere amongst peers. Yet this congeniality can backfire when an attorney must file a disciplinary complaint against another in defense of their clients as required by the Matter of Lozada. This CLE course will focus primarily on how to manage a situation when you are accused of errors. The course will review proper and appropriate responses to the ethics authoriti... More Info
$341Ethics Credit -
Residential Lease Drafting Primer
Whether you are a seasoned practitioner or a newcomer to the field, the skills of lease drafting are essential to ensuring your client’s success. This CLE course, will cover the essentials of drafting a residential lease. The course will explain specialized clauses and the specific language they require as well as the theory and rationale behind these recommendations. The course will include lesser-known clauses that may rarely appear in today’s leases and yet speak directly to some of... More Info
$873General Credits -
Questioning Techniques for Depositions: To Question, Or Not To Question, That Is The Question
There is an art and a science to taking a deposition and knowing which questions to ask is a key element to taking a great one. This CLE course will present the most sophisticated techniques to drafting questions that will take your deposition from good to great. The course will explain the documents that are essential to crafting questions and how to formulate those questions to achieve your goals. Wording, pleadings, discovery responses, the use of exhibits, audio and video materials... More Info
$582General Credits -
How Not to Lose Your Case at a Plaintiff’s Deposition
Defending a plaintiff in a deposition opens up a complex set of potential pitfalls. This CLE course will present a defense lawyer’s perspective on the potential weaknesses and issues that might arise at a deposition. The course will help the participants recognize and overcome these potential issues. Preparation for and deposition of witnesses to achieve goals will be discussed. More Info
$291General Credit -
How to Respond to a Motion for Summary Judgment in Brief Form and at Oral Argument
The right tools are an essential part of any attorneys’ arsenal. This CLE course will address the ones an attorney needs when responding to civil motions. The course will also review the necessary tactics attorneys should employ to navigate the basic procedural rules to follow when you receive a motion that is filed against your client. Strategies for responding to motions, including little-known tips and rules that will preserve your client’s claim and ensure you can admit evidence in... More Info
$291General Credit -
Discovery in Surrogates Court: The Good, The Bad, and The Ugly
Surrogate Court practice can be overwhelming for even the seasoned attorney. This CLE course, designed for both experienced state planners looking to up their game and those new to the practice, will offer a comprehensive review of the laws, rules and procedures related to litigating issues in Surrogate’s Court. The course will address these issues from the viewpoints of both the petitioner and the respondent and will present practical tips that will increase efficiency and help guide... More Info
$291General Credit -
Managing Your Client’s Series A Offering of Securities: A Step by Step Guide
Before a start-up or early stage company is ready for its first round of venture capital, known as a Series A Round or Series A Offering, it typically goes through a number of informal financing rounds. To that end, companies will turn to founders, friends and even family members. If it’s successful however, the Series A offering of securities will involve a series of steps. This informative CLE course will offer a complete overview of the process including: reviewing and updating... More Info
$582General Credits -
Legal Issues in Divorce Cases: Equitable Distribution, Spousal Maintenance and Child Support
New York has utilized New Jersey’s equitable distribution law as the basis for their laws instituting and applying equitable distribution in all divorces. This CLE course will address the current applicable statutory as well as recent case law on the topic and offer strategies to best argue for your client’s financial situation. The course will discuss child support and spousal maintenance taking into account current statutes and guidelines and recent applicable cases. The cour... More Info
$582General Credits -
How to Settle Cases During a Pandemic
With the job market and businesses scrambling to recover from COVID-19, there has been a sharp rise in delinquent account receivables. It is not only debtors who suffer, but creditor clients are losing tremendous revenue as a result of uncollectible debt. This CLE course will present creative negotiation strategies that collection professionals can implement to maximize collections in these difficult times. Using a keen assessment of the situation, long term planning and a bit of empat... More Info
$291General Credit -
Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters
This comprehensive CLE course will present the many issues involved in engaging clients through Engagement Letters. The course will address how to create effective Engagement Letters as well as developing and maintaining firm websites for the purpose of minimizing potential representation risks as well as for determining when termination of the Attorney/Client relationship is necessary. The course will introduce participants to the appropriate forms and strategies when facing a... More Info
$341Ethics Credit -
Post Disaster Insurance Resolution
Losing your home or business can feel like an irrecoverable loss. And on top of everything, there are thousands of decisions that need to be made in the wake of such a tragedy. This CLE course will help attorneys to better advise property owners throughout the insurance claim process. The course will offer a comprehensive understanding of the many opportunities and challenges as they restore their property and livelihood. The course will present a detailed overview of recovery in the s... More Info
$291General Credit -
Winning Dog Bite Cases for Plaintiffs and Defense Tactics
Surprisingly, dog bite cases are more common than one would think. This CLE course will offer tips and strategies for successfully litigating dog bite cases. The course, presented by a former prosecutor turned personal trial attorney, will explain the different types of dog bite victims, with a special focus on child victims and address the potential pitfalls one might face in these cases. The issue of presenting damages, preserving evidence will be presented. More Info
$582General Credits -
The Law of U.S. Government Ethics
This CLE course, designed for attorneys working for or with the federal government, will review the fundamentals of government ethics laws as they are defined by the US Government Office of Government Ethics. The course will begin with a presentation on the statutory and regulatory bases for this specific body of law and will then address some of the more common ethical issues faced by government attorneys. The course will discuss government property with an emphasis on information tec... More Info
$582General Credits -
Prepping Clients for Depositions in Federal Cases
This CLE course will offer newer attorneys a basic understanding of how to properly prepare a witness called to testify as a client representative pursuant to F.R.Civ.P. 30(B)(6). The course will explain the purpose of a deposition, document review in preparation for the deposition and tips and strategies for witness testimony preparation. The course will also address biochemical stress reactions which warn to be aware of prior to depositions. More Info
$291General Credit -
Cryptomorphing The Legal Profession: Musings From A Stacker In The Rye
Blockchain technology and cryptocurrency is a complicated area with a far-reaching impact on the legal profession. This CLE course will explore topics from the acceptance of cryptocurrency as payment for legal services to cryptocurrency and blockchain technology’s impact on payment systems’ security transactions, public record filing and smart contracts. The goal of the course is to motivate participants to learn more about this dynamic and exciting area of study. More Info
$582General Credits -
Handling Current Legal Ethical Issues
Remote work became the norm during COVID-19 and with it many practical issues arose, particularly for attorneys. This CLE course will address some of those issues particularly with regards to discussing personal legal matters with work employees. The course will present examples of attorneys acting as overzealous advocates for their clients and how that can result in lawyers crossing ethical boundaries. More Info
$682Ethics Credits -
Cryptocurrency and the Blockchain: Understanding the Landscape of Legal Issues and Offerings
Cryptocurrencies and blockchain technology are sources of tremendous confusion, particularly given the recent market upheavals and drastic swings in their value. Whether cryptocurrency and blockchain technology are a fading fad or the beginning of a new direction in currency has yet to be determined, yet legal analysis may have a decided impact on the verdict. This CLE course will address the legal challenges and their impact on the industry as well as several key issues which... More Info
$291General Credit -
Five Steps to Protect Your Firm from Catastrophic Cyber Attacks
Protecting your firm from cyber-attacks has become increasingly difficult, and increasingly imperative. With cyberattacks on the rise, all businesses are at risk. This CLE course will present 5 critical steps to protect client data and stop cyber-attacks from accessing information. The steps presented will increase your security overall as well as lessen the likelihood you will be a victim of cyber-criminals. More Info
$291General Credit -
What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit
Deadwood refers to registration for marks that are not in use in commerce. Over the past few years, removing this deadwood from the Trademark Register has become an important priority for the USPTO. In recent years they instituted a permanent post-registration audit program requiring trademark registration filing a Declaration of Use to submit proof of use for two additional items in each class beyond the product for which a specimen was submitted. This CLE course will explain the post... More Info
$291General Credit -
E-Signatures: Managing the New Reality
Electronic signatures have become a standard method for signing official documents. This comprehensive CLE course will explain the significance and usability of electronic signatures, and the various laws which govern e-signature platforms. The course will conclude with a demonstration to help you incorporate e-signatures into your practice. More Info
$582General Credits -
Protecting Your Intellectual Property and Valuable Data Through the Federal Computer Fraud and Abuse Act
How prepared are you to bring a civil action under the Computer Fraud and Abuse Act? This CLE will offer an assessment of how to prepare to bring a civil action, the statute’s scope and its legal requirements. The course will also review the Supreme Court’s recent interpretation of this stature in Van Buren v. US as well as alternative causes of action you can take to protect your data from company insiders. More Info
$291General Credit -
Privacy and Cyber Breaches: Are You Next?
It is critical for businesses, regardless of their size, to comply with state, federal and foreign privacy laws and regulations. These will govern a company’s procedures including data collection, storage, use, sharing and disposal with regards to personally identifiable information (PII), personal health information (PHI) and payment card information (PCI). A company that fails to adhere to privacy guidelines, even inadvertently or unknowingly, or to disclose its procedures, are simpl... More Info
$582General Credits -
Metaverse Law: Intro to ARVR, Issues, IP Ownerships, Monetization, Cyber Currency, and Licensing
This CLE course will address the incredible breadth of tech law in the Metaverse, which still remains largely unregulated. The course will offer a review of the basic terminology – using terms everyone can understand – as well as how regulatory and statutory laws may apply to the Metaverse, how it polices itself and how it is monetized. The course will also delve into blockchain and security, intellectual property, cryptocurrency and other related issues with regards to funding... More Info
$582General Credits -
Communications Compliance: Current Developments
Designed to address current communications compliance and marketing practices, this informative CLE course will offer guidance on how FINRA’s communication rules are applicable in virtual environments, particularly regarding ESG and other investment trends. The course will explain the regulatory implications of complex products and services including crypto assets and emerging technologies with regards to marketing compliance. The course will address revisions made to FINRA Rules 2210... More Info
$291General Credit -
Market Structure: What Factors Are Driving Changes
This CLE course will present the newest developments and trends in the industry. Presented by FINRA staff and industry practitioners, the course will offer tips and strategies for execution guidance and issues related to payment for order flow. Effective practices for reviewing and documenting execution as well as the technology currently available to process trades will be discussed. More Info
$291General Credit -
Options Markets: Recent Regulatory Issues
This comprehensive CLE course will feature FINRA staff and industry panelists as they discuss the regulatory issues that are currently impacting the options market. The course will explain the recent initiatives as well as the supervision of options trading in customer accounts. The course will also help you to identify effective controls, procedures and technology processes. More Info
$291General Credit -
Remote Supervision
Remote work has become the norm in the post-COVID world. This CLE course, presented by FINRA staff and industry panelists, will explain what they have learned as they moved to remote work. Presenters will discuss a wide range of issues including effective controls, processes and procedures being incorporated by member firms to address supervision in remote work environments. The course will enable you to identify these as well as evaluate effective practices that are emerging as a resu... More Info
$291General Credit -
Hot Topics in FinTech
FinTech (Financial Technology) is a dynamic, growing industry that seems to have been on fast-forward in recent years. This CLE course, presented by FINRA staff and industry practitioners, will explain how FinTech is defined by various stakeholders in the industry as well as new, innovative ways that firms are integrating FinTech into their business models. The course will address the critical importance of implementing a firm compliance structure in order to address regulatory obligat... More Info
$291General Credit -
Senior and At-Risk Investors
Seniors and Vulnerable Adults often fall under the wire. This CLE course will explain how FINRA rules and state requirements address this population, enabling firms to better address this increasingly growing client base and protect your organization. Presented by FINRA staff and industry experts, the course will review FINRA Rules 2165 and 4512 and address elder abuse prevention and protection acts. The course will also review State Report and hold laws. More Info
$291General Credit -
Social Media and the Rise of the Finfluencers
COVID-19 has dramatically altered the way we behave, some think for good. These changes impact all industries, including the financial services industry, where the rapid increase in digital adoption has changes the way we engage with one another and with our clients. This CLE course, presented by FINRA staff and industry analysts, will explain how social media and its influencers are changing the industry. The course will discuss the newest developments, effective compliance pr... More Info
$291General Credit -
Navigating E-Discovery and Its Emerging Trends
E-Discovery is a dynamic, evolving area that was greatly impacted by COVID-19. This CLE course will review emerging trends in e-discovery as well as offer practical strategies in managing issues such as inadvertent or intentional destruction of electronic data. The course will address the expanding volume of data and the growing sophistication of analytical tools, AI and Technology Assisted Review. More Info
$291General Credit -
Ethical Considerations for Multistate Referral Rules and Fees
Presented by a former Morris County Assistant Prosecutor, this CLE course will present rules and best practices for Attorney Referral fees and the ethics surrounding them in New Jersey as well as state-by-state throughout the country. More Info
$341Ethics Credit -
Issues To Consider When Drafting Construction Contracts
This CLE course will offer insight regarding the issues that attorneys should consider when drafting construction contracts. The course will review: Drafting Mechanics Liens Delay Damages Termination Liquidated vs. Actual Damages Material Escalation Costs Change Orders Insurance Bonds Dispute Resolution More Info
$582General Credits -
How Lawyers Can Represent Brokers Beyond Their State Licensing
Nobody enjoys being told what to do, and brokers chafe at being limited to practicing in particular states because their license limits their ability to work across the country. This CLE course will explain license portability, how it differs from license reciprocity and the various states’ limitations on what that allows out-of-state brokers to do. The course will explain how to find and interpret license law limitations as well as counsel broker clients on what actions can be... More Info
$291General Credit -
Evolution Of An Eviction Moratorium: Landlord Tenant Strategies And Emergency Rental Assistance
New York’s eviction moratorium has evolved dramatically since the outset of the pandemic. This CLE course will explain that evolution within the context of the court’s strategy in handling a huge backlog in evictions. The course will explain the success in moving forward with their congested calendar and the de facto stay that is being put in place for tenants who apply to the Emergency Rental Assistance Program (ERAP). The course will present the expectations that applicants must have... More Info
$582General Credits -
Statutory Interpretation: How To Use It To Your Clients’ Advantage
Almost all litigated cases involve statutes. Whether the impact is direct or indirect, judges appreciate statutory interpretation analysis making it beneficial to provide. This CLE course will explain the rules of statutory interpretation, regardless of the seemingly complex Latin phrases which describe them, as well as the basic framework that federal and state courts use the interpret statutes. The course will explain the “plain meaning” vs. “ambiguity” rules, otherwise known as the... More Info
$291General Credit -
Cyber Security Compliance Trifecta: Recent Revisions to Three Important Security & Privacy Standards
Both large and small companies have been faced with increasing cybersecurity compliance concerns. This informative CLE course will review the standards and requirements revisions published recently, which have broad implications for cybersecurity compliance. These include the Spec. Pub 800-53 (Security and Privacy Controls for Information Systems and Organizations), released by the National Institute of Standards and Technology (NIST), the PCI-DSS 4.0 published by the Payment Card Indu... More Info
$291General Credit -
Remove The "Stress" From Removal Defense: Practice Before The Federal Immigration Courts
Immigration law is increasingly dynamic and the policies and procedures of the court are similarly volatile, making practicing before federal immigration courts (EOIR) incredibly stressful. This CLE course will review the major procedural transformation in the court since COVID-19 and explain how to successfully navigate all aspects of the proceedings. More Info
$582General Credits -
What Happens To Your Practice If You Die Or Become Disabled
No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations as well ensure your family is protected and the value of practice recovered. Designed primarily for small or solo firms, the course will raise awareness and make sure you are prepared in... More Info
$682Ethics Credits -
Bitcoin: Time For Lawyers To Take A Byte
With the emergence of blockchain technology, the Internet of Value has replaced the Internet of Information and the Internet of Things. It has thoroughly transformed our economic system with cryptocurrency being the hottest topic in financial news. The ethical issues involved however, have barely been discussed. This CLE course will address the opportunities as well as the risks for lawyers in the cryptocurrency and blockchain space. The course will offer an overview as well as... More Info
$291General Credit -
The Ethics of Law Firm Management: Now More Than Ever
While daunting, opening a law firm, whether as a sole practitioner or with several other attorneys, is the easiest part of the process. The management and running of a firm is where the complexities, and seemingly insurmountable hurdles lie. Held to a higher standard than other businesspeople, attorneys still need to make a profit. This CLE course will cover the Rules of Professional Conduct and ethical issues lawyers must follow when running a practice and how competing interests can... More Info
$341Ethics Credit -
Walk Away With The Check: How To Win A Business Divorce Case
A bad business partner can be the downfall of even the most stalwart client. This CLE course will explain the litigation, negotiation and corporate governance expertise required to help your client in a business dispute. The course will cover the 5 corporate provisions that control partner disputes and how to devise a strategic plan to win a business divorce case. The course will also cover issues such as how to time a separation, how to end with the upper hand and valuation me... More Info
$582General Credits -
Ethics of Legal Writing
Ethical issues can befall even the most experienced attorneys. This CLE course will examine five of the more common ethical pitfalls in writing, including plagiarism, frivolous writing, failure to cite adverse authority, incivility in legal writing, and ghostwriting. The course will explain how to avoid crossing the line between ethical and unethical writing with the goal of helping attorneys evaluate their writing for appropriate advocacy. More Info
$341Ethics Credit -
How to Value, Sell & Purchase a Law Practice
The aging population impacts every industry, including attorneys. This CLE course will address how retiring attorneys should value, sell and purchase law practices. The course will present the process for preparing to sell properties and offer tips to add value through systems and processes implemented across their practices. The course will explain the 5 key components used to value a practice, options for selling a law firm and the “synergy value” that retiring attorneys should prese... More Info
$291General Credit -
Oh Brave Commercial New World: The New Reality of Name, Image, and Likeness in Collegiate Athletics
This CLE course serves to clear up the misunderstanding surrounding the recently enacted laws that permits college athletes to earn money from the use of their Name, Image & Likeness (NIL) without risking their college eligibility. While there are some restrictions, the response of the NCAA in lifting their rules, even in states where the law wasn’t passed, enabled collegiate athletes, previously barred from endorsements or other earnings, to pursue opportunities much the way professional athl... More Info
$582General Credits -
Home is Where The License Is: Ethical Considerations for Lawyer Relocation During and After the Pandemic
COVID-19 motivated many lawyers to relocate, work remotely, and avoid perceived risk. This CLE course will assess the legal and ethical ramifications of relocation, particularly to states beyond where you might be licensed. The course will address authorization to practice, jurisdiction and choice of rules. More Info
$341Ethics Credit -
Ethical Attorney's Fees, Referral Fees, and Billing Practices
Ethics rules for attorneys are well-known, but not necessarily well understood. Whether we are talking about lawyer fees, referral fee requirements and fee sharing, non-refundable payments and all issues related to costs and settlements, the lawyer Trust Account Rules offer guidelines that every attorney should know. This CLE course will address these topics and offer important strategies to make sure attorneys know and understand their ethical obligations and how to comply with them.... More Info
$341Ethics Credit -
The Interplay Between Ethics, Estates, Fiduciaries and Guardianships
There are many ethical questions that arise when dealing with Estate and Elder Law. This CLE course will explore the fiduciary duties and who is owed duties as well as who is eligible to serve as a fiduciary. The limits of their duties and responsibilities, some of which trace back centuries or more also include obligations of loyalty, fair dealing, good faith and honesty. The course will attempt to utilize a practical approach to the role of the fiduciary and include real-world examp... More Info
$682Ethics Credits -
What Every Family Law Attorney Needs To Know About Debt Collection And Bankruptcy
Family law includes a variety of different factors, including the multitude of issues families face when a single household splits into two. Whether with regards to debt, bankruptcy or the specific solvency of different family members, these issues are required knowledge for Family Law practitioners. This CLE course will review each of these potential problems to enable attorneys to advise their clients in making informed decisions. More Info
$582General Credits -
Emerging Post Pandemic Cybersecurity Issues for Lawyers
Cybersecurity is an absolute necessity for law firms today. In the post-pandemic world, with attorneys working remotely and from a variety of devices and networks, the ethical and professional obligations with regards to competency, supervision and confidentiality are further amplified. Creating a defensible cybersecurity protocol means taking into account the process (technology) as well as the policies, such as incident response, business continuity, disaster recovery, work-from-home... More Info
$291General Credit -
The Anatomy of a Criminal Law Case
This CLE course will present the basics of criminal law from a practical standpoint beginning with the initial phone call all the way through to the courthouse. The course will explain every part of the process from dealings with clients and their families to ADA’s, court staff and juries. Fee negotiations, pleas, cooperation agreements, Supreme Court procedures and motion practice will all be addressed. More Info
$582General Credits
