Montana CLE - Practice Management Courses
This is a listing of Practice Management CLE Courses for Montana. Please make your selection below of Montana 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.
Montana CLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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 -
On-DemandOnline & iOS/Android App
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
$551.5General Credits -
On-DemandOnline & iOS/Android App
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
$341.25Ethics Credits
