The Use of AI in the Legal Profession
Mar
11
12:00 PM12:00

The Use of AI in the Legal Profession

Large language models, or “LLMs,” are nothing new. For years, legal professionals have been using this type of AI to find cases and locate documents that traditional keyword and Boolean searches miss. But recent advancements in this LLM technology known as generative pre-trained transformers, or “GPTs,” have improved these already-powerful tools. And the secret is out. There are countless bots and other applications available for various general and specific uses, including for the practice of law. This CLE presentation introduces today’s new AI technology, and specifically explains its usefulness for the practice of law.

This presentation is intended for licensed and unlicensed legal professionals and covers the following:

  1. Provide a short review of prior LLM AI technology

  2. Explain why GPT AI is different and more powerful

  3. Distinguish different kinds of AI available today

  4. Demonstrate real, trustworthy use cases, like legal research, reviewing documents, analyzing contracts, and more

Join us on Tuesday, March 11, 2025, at 1:00 PM EST to learn how AI and ChatGPT can revolutionize the way you work in the legal field.

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Conflict Zone: Strategies For Ethically Avoiding Conflicts of Interest
Mar
19
12:00 PM12:00

Conflict Zone: Strategies For Ethically Avoiding Conflicts of Interest

Conflicts of interest continue to plague lawyers despite their best efforts to avoid them. Because conflicts can take many forms and develop during the course of representation, conflicts, without question, can be both difficult to identify and potentially even harder to address. Join J. Calhoun Watson, attorney at Robinson Gray located in Columbia, South Carolina, and Kate Gould, Risk Management Attorney at Attorney Protective, as they discuss the Rules of Professional Conduct and analyze several potential conflict of interest scenarios. Our speakers will provide real-world examples to help you determine whether a conflict exists and what action you should take, as they offer best practices for handling conflicts. 

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Sobriety Checkpoint – Evaluating and Overcoming a Substance Use Disorder
Apr
30
12:00 PM12:00

Sobriety Checkpoint – Evaluating and Overcoming a Substance Use Disorder

The daily pressure and stress of the legal world can often lead lawyers down a path of addiction and substance abuse.  Thankfully, there are many resources for those that may be struggling and looking for the appropriate tools to help themselves or a fellow colleague.  Join Erica Grigg, J.D., Grigg Counseling, and Michelle Fontenot, J.D., Director of the Texas Lawyers’ Assistance Program, as they share their compelling stories of recovery and thoughtfully discuss substance abuse in the legal profession. In this 60-minute webinar, Erica and Michelle will offer tools to help lawyers, regardless of where they are on their journey to recovery and wellness, and those colleagues seeking resources to help others.  

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Brick and Mortar No More: Ethical Issues with Multi-Jurisdiction Lawyering
Jun
11
12:00 PM12:00

Brick and Mortar No More: Ethical Issues with Multi-Jurisdiction Lawyering

As the practice of law has increasingly shifted from being location-based, where the work or client is located becomes the focus. Understanding the Rules of Professional Conduct when working in a multitude of jurisdictions becomes critical to ensure you are in compliance. Micah Buchdahl, founder and president of HTMLawyers, Inc., shares his expertise as to how you can navigate the challenges of virtual law practices and multi-jurisdictional lawyering.  Learn about proposed changes to Rule 5.5 and responses from states and organizations. Kate Gould, Attorney Protective Risk Management Consultant, will join him to discuss recent opinions to help you maximize the versatility of your license.    

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The Dangers of Insurance Claims and How to Avoid Them
Jun
17
12:00 PM12:00

The Dangers of Insurance Claims and How to Avoid Them

Insurance claims can be a complex and high-stakes aspect of legal practice, with significant financial, reputational, and operational implications. In this informative and engaging webinar, Raymond Birkinsha, an expert in professional liability and claims management, will guide lawyers through the most common—and often costly—mistakes made in insurance claims, and offer practical strategies for mitigating risks and preventing errors.

Drawing on over 20 years of experience managing high-exposure litigation, Raymond will share insights on the critical elements of insurance claims management, from proper documentation and risk assessment to effective negotiation tactics and legal strategies. Participants will gain a deeper understanding of how to avoid the most frequent pitfalls that lead to costly claim disputes, policy misinterpretations, and litigation challenges.

Key Topics Include:

  • The top 5 risks in insurance claims and how to avoid them

  • Best practices for claim documentation and policy review

  • How to identify and prevent litigation traps in insurance claims

  • Negotiation strategies for resolving high-stakes claims efficiently

  • Techniques for managing client expectations and maintaining transparent communication

  • The role of regulatory compliance in minimizing claim-related risks

  • Case studies and real-world examples of successful claim resolution

Who Should Attend:
This webinar is ideal for legal professionals working in insurance law, claims management, risk assessment, or litigation. Whether you’re a seasoned attorney or new to the field, you’ll gain valuable tools to enhance your practice and avoid common, costly mistakes in the insurance claims process.

Learning Outcomes:
By the end of this session, attendees will be able to:

  • Identify critical risk factors in insurance claims

  • Implement best practices to safeguard against claims-related disputes

  • Enhance their negotiation and litigation strategies to protect clients’ interests

  • Understand the role of regulatory frameworks in minimizing exposure and risk

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Out of Office: The Ethics of Leaving Your Practice
Aug
20
12:00 PM12:00

Out of Office: The Ethics of Leaving Your Practice

If you are planning a vacation or thinking about closing your practice, don’t miss this webinar. Before catching a plane or winding down your legal career for good, ensure that you comply with your ethical obligations when you temporarily or permanently leave your practice. This webinar will cover the applicable Model Rules of Professional Conduct related to planning for a temporary absence from office and considerations when planning your retirement.  Join Attorney Protective Risk Management Attorneys, Erin McCartney, J.D., and Kate Gould, J.D., as they discuss best practices to avoid ethics violations when you are out of office.

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Risky Business: Avoiding Malpractice Claims Through Effective Risk Management
Sep
10
12:00 PM12:00

Risky Business: Avoiding Malpractice Claims Through Effective Risk Management

Sometimes, it is easier to learn what to do by examining what not to do.  Exploring the nuances of recent trends in malpractice cases can be a helpful tool to guard against claims in your practice.  Speakers, Matthew Marrone, Esq. and Seth Laver, Esq., Partners of Goldberg Segalla LLP, will present recent case studies of the professional malpractice claims they defend to teach attendees best practices to limit their malpractice exposure.  In this informative webinar, Mr. Marrone and Mr. Laver will discuss how to avoid potential ethical pitfalls by offering the risk management tips and tools you need to be an effective advocate.

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 Going Beyond Fear in Addressing Attorney Mental Health
Sep
17
12:00 PM12:00

Going Beyond Fear in Addressing Attorney Mental Health

Going Beyond Fear in Addressing Attorney Mental Health culminates a year-long effort to change the well-intentioned (and partially successful) “one size fits all” approach that the legal profession has taken to address mental health issues.  The article urges three things: (a) focusing on things we can change as opposed to things we cannot; (b) drawing lines between appropriate and inappropriate areas of institutional involvement; and (c) distinguishing between the 80 percent of population who do not have potential mental illness issues and the 20 percent who do.  The most novel or even controversial sections of the article reject current conventional wisdom on suicide and depression statistics in the profession.  It is the only article on David Foster Wallace, Pete Davidson, Bill James, the Book of Exodus, a Rolling Stone review of a Supertramp Album, and a Petula Clark song that is not “Downtown.”

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To Infinity and Beyond: Using AI in Your Practice
Oct
22
12:00 PM12:00

To Infinity and Beyond: Using AI in Your Practice

These days, you can’t pick up a legal journal or receive an e-newsletter that doesn’t have an AI article. Whether you willingly embrace the idea of incorporating AI in your practice or are reluctantly considering it, your ethical obligation to understand it remains the same.  Speakers Joe Salvati, CEO of Arcuity ai, Inc., and Erin McCartney, J.D., AVP of Risk Management and Marketing at Attorney Protective, discuss how to effectively and ethically use AI in the legal context and how to avoid the risks related to its use. Lawyers of all ages and practice areas will benefit from a broad overview of this trending topic.   

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Social Climber: Learning How to Ethically Use Social Media
Nov
19
12:00 PM12:00

Social Climber: Learning How to Ethically Use Social Media

Familiarity with social media is part of legal competence that all attorneys must pursue. Understanding how to ethically advertise and communicate with clients via social media platforms is now crucial to the legal practice. From knowing how to preserve digital evidence to researching potential jurors on social media, today’s practitioner is faced with serious ethical implications if they do not properly navigate the potential pitfalls of using social media. Join speakers, Hilary P. Gerzhoy, Partner at HWG, LLP, Vice Chair of the firm’s Legal Ethics and Malpractice Group and Vice Chair of the D.C. Bar Rules of Professional Conduct Review Committee, and Kate Gould, Attorney Protective Risk Management Attorney, to discuss this ever-evolving topic and obtain key takeaways for your practice.

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Check, please! Ethical Billing Practices To Avoid Fee Disputes
Feb
19
12:00 PM12:00

Check, please! Ethical Billing Practices To Avoid Fee Disputes

Maintaining ethical and effective billing and collection practices is one of the many challenges law firms face on the business side of the practice. What’s more, delivering the best outcome for your client does not always guarantee prompt payment. Speakers, Erin McCartney, J.D., and Erik Crep, J.D., will discuss the ethics of billing, how to implement client-focused billing processes, and strategies you can use to help you avoid potential fee disputes. Join us to learn helpful tips to establish ethical billing processes to help ensure your firm receives payment for its hard work.

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Alta Pro's Fifth Annual Lawyer Wellness CLE
Dec
11
12:00 PM12:00

Alta Pro's Fifth Annual Lawyer Wellness CLE

Want to make 2025 your best year ever?

Join us for the Fifth Annual Lawyer Wellness webinar, where you’ll learn how to boost your personal and professional well-being and enter 2025 with renewed enthusiasm. Our free, one-hour webinar will use evidence-based research to help you stay grounded, avoid “overwhelm,” and receive more enjoyment from your law practice.

• Learn how to work with neurobiology rather than against it
• Become a better negotiator, interviewer and advocate through Mindfulness.
• Discover how to make an “Emergency Landing” in difficult times.
• See how “Amygdala hijack” may be sabotaging your law practice.
• Manage end-of-year holiday stress and start off strong in the New Year.
• Obtain 2024 CLE credit without leaving your desk.

The presenter is Colleen Byers, JD, a seasoned litigator, mediator, legal educator, certified yoga instructor, and 2020 North Carolina Lawyer of the Year.

60 Minutes | 1.0 Ethics Credit

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Checking Out: Ethical Considerations for Stepping Away From Your Practice
Nov
20
12:00 PM12:00

Checking Out: Ethical Considerations for Stepping Away From Your Practice

Planning a vacation or thinking about winding down your practice?  Before boarding the plane or closing your firm’s doors, ensure that you comply with your ethical obligations and tie up the necessary loose ends.  This webinar will cover the applicable ethics rules related to planning for a temporary absence from your practice, establishing a successor attorney, and considerations when planning your retirement.  Join Attorney Protective Risk Management Attorneys, Erin McCartney and Kate Gould, as they discuss best practices to avoid possible ethics violations whether you are going on vacation or closing your practice. 

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Essential Business Skills for Busy Lawyers (Part 4 of 4) – Negotiate Like a Pro
Nov
6
12:00 PM12:00

Essential Business Skills for Busy Lawyers (Part 4 of 4) – Negotiate Like a Pro

Like a mini-MBA for lawyers, this four-part series offers lawyers a unique opportunity to develop essential business and leadership skills that law school never taught but that lawyers really need to know to effectively run a legal practice and deliver excellent legal service to clients.  This series will also equip lawyers with practical tools and strategies to break down the barriers that contribute to disconnection so they can build trust and communicate for influence and impact. 

Join us for Essential Business Skills for Busy Lawyers Part 2 – Build Your Legal Practice Like a Pro.

The ability to negotiate effectively is one of the most important skills that any lawyer can hone. In this CLE, we will explore different negotiation approaches. We will discuss tips and techniques to prepare yourself and your clients for mediation or direct negotiation to maximize the likelihood of an acceptable deal. We will discuss effective negotiation skills to use at the bargaining table, including preparation, active listening, and collaboration. We will also explore strategies for identifying issues and finding common ground to build momentum toward successful resolution.

The presenter is Colleen Byers, JD, MBA, RYT200 of Colleen Byers Mediation, LLC (https://www.byersmediation.com) a seasoned litigator, mediator, legal educator, certified yoga instructor, and 2020 North Carolina Lawyer of the Year.

60 Minutes | 1.0 Regular Credit

* CLE credit pending

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Scary Good Tips for Identifying Potential Legal Malpractice Exposure
Oct
23
12:00 PM12:00

Scary Good Tips for Identifying Potential Legal Malpractice Exposure

As the legal profession continues to evolve, so do legal malpractice claims and the risks to firms.  Lawyers who understand the underlying risks accompanying the practice of law are in a better position to avoid a malpractice claim or grievance.  Join us to review current trends in legal malpractice defense and learn best practices to limit your exposure. Matthew Marrone, Esq. and Seth Laver, Esq., Partners of Goldberg Segalla LLP, examine current ethical pitfalls and discuss how to protect your firm from a malpractice claim in this informative webinar.

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Essential Business Skills for Busy Lawyers (Part 3 of 4) – Manage Your Legal Practice Like a Pro
Oct
2
12:00 PM12:00

Essential Business Skills for Busy Lawyers (Part 3 of 4) – Manage Your Legal Practice Like a Pro

Like a mini-MBA for lawyers, this four-part series offers lawyers a unique opportunity to develop essential business and leadership skills that law school never taught but that lawyers really need to know to effectively run a legal practice and deliver excellent legal service to clients.  This series will also equip lawyers with practical tools and strategies to break down the barriers that contribute to disconnection so they can build trust and communicate for influence and impact. 

Join us for Essential Business Skills for Busy Lawyers Part 2 – Build Your Legal Practice Like a Pro.

Lawyers work with people all the time, whether they are their clients, opposing counsel, colleagues, or staff. In order to be an effective legal practitioner as well as an effective manager of the practice of law, every lawyer needs to understand the pivotal importance of empathy in the practice of law. Empathy is the ability to sense other people’s emotions, and to imagine what they might be thinking or feeling. Empathy is a key component of emotional intelligence, which is a core competency of any highly effective lawyer, legal professional, or law firm leader. Research indicates a positive correlation between empathy and operational performance, team climate, and employee retention. Law firms that embrace a culture of empathy toward their clients as well as their internal teams will have a competitive advantage in the legal marketplace.

The presenter is Colleen Byers, JD, MBA, RYT200 of Colleen Byers Mediation, LLC (https://www.byersmediation.com) a seasoned litigator, mediator, legal educator, certified yoga instructor, and 2020 North Carolina Lawyer of the Year.

60 Minutes | 1.0 Regular Credit

* CLE credit pending

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Web Gems: The Ethics of Legal Marketing
Sep
18
12:00 PM12:00

Web Gems: The Ethics of Legal Marketing

The competitive landscape for lawyers and law firms in a digital world is fierce. And the more aggressive it becomes, the greater the risks of running afoul of ethical rules and considerations. Maintaining technological competence and client confidentiality when using online marketing tools and social media are critical. But also understanding the compliance issues that go beyond simply reading the Rules of Professional Conduct can be the difference between a successful campaign and a dreaded violation letter. Join ethics attorney Micah Buchdahl, founder and president of HTMLawyers, Inc., and Kate Gould, AttPro Risk Management attorney, as they discuss how to effectively and ethically market in a digital world.

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Blazing Trails:  The Future of Cannabis in a Changing Legal Landscape
Sep
18
12:00 PM12:00

Blazing Trails: The Future of Cannabis in a Changing Legal Landscape

The laws, regulations and public attitudes on cannabis are changing so rapidly it’s hard to keep up.

Consider: in 2021, a sweeping draft bill titled the ‘‘Cannabis Administration and Opportunity Act” was introduced in the US Senate. For the first time in history, leaders in the Senate have proposed legislation to decriminalize marijuana at the federal level and effectively end federal prohibition. The bill would, among other things, remove cannabis from the federal list of controlled substances, impact a range of federal agencies from the National Forest Service to the Federal Aviation Authority, and provide for expungement of certain marijuana offenses.

Although the ultimate fate of the bill is unclear, its mere existence marks a sea change in cannabis law.

For lawyers, this poses a number of challenges:

  1. Understanding the laws of their state – which may differ significantly from those of neighboring states – in order to represent their clients competently.

  2. Understanding the interplay between federal laws and those in their respective states.

  3. Navigating the emerging ethical considerations of cannabis law.

  4. Assessing the risks and opportunities for their own law practice.

  5. Keeping up with changes in the law, which is evolving at light speed.

Cannabis issues touch on every area of legal practice, from criminal defense to zoning law. Having at least a basic grasp of the key issues is essential.

60 Minutes | 1.0 Regular Credit

* CLE credit pending

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Sober Curious? Tools For Overcoming Substance Abuse
Aug
28
12:00 PM12:00

Sober Curious? Tools For Overcoming Substance Abuse

The daily pressure of being a lawyer can unfortunately lead to addiction and substance abuse for many lawyers.  Thankfully, there are many resources for those that may be struggling.  Join Erica Grigg, J.D., Grigg Counseling, and Michelle Fontenot, Attorney with the Texas Lawyers’ Assistance Program, as they thoughtfully examine substance abuse, offer tools to help lawyers find the path to sobriety and wellness in this 60-minute webinar. 

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Essential Business Skills for Busy Lawyers (Part 2 of 4) – Build Your Legal Practice Like a Pro
Aug
28
12:00 PM12:00

Essential Business Skills for Busy Lawyers (Part 2 of 4) – Build Your Legal Practice Like a Pro

Like a mini-MBA for lawyers, this four-part series offers lawyers a unique opportunity to develop essential business and leadership skills that law school never taught but that lawyers really need to know to effectively run a legal practice and deliver excellent legal service to clients.  This series will also equip lawyers with practical tools and strategies to break down the barriers that contribute to disconnection so they can build trust and communicate for influence and impact. 

Join us for Essential Business Skills for Busy Lawyers Part 2 – Build Your Legal Practice Like a Pro.

Building a legal practice is really about building relationships. This CLE will highlight the keys to successfully build your legal practice, with an emphasis on compliance with the Rules of Professional Conduct. We will solve for the dreaded cocktail party “what do you do” question. We will also discuss strategies for attorneys to market themselves both within their firms as well as to external clients.

The presenter is Colleen Byers, JD, MBA, RYT200 of Colleen Byers Mediation, LLC (https://www.byersmediation.com) a seasoned litigator, mediator, legal educator, certified yoga instructor, and 2020 North Carolina Lawyer of the Year.

60 Minutes | 1.0 Regular Credit

* CLE credit pending

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Cybersecurity Ethics : Start With the Basics
Jun
12
12:00 PM12:00

Cybersecurity Ethics : Start With the Basics

The pandemic transformed the legal profession in ways that were unimaginable.  The 2021 ABA Legal Technology Report shows just how dramatic that change has been.

David Ries led our 2022 webinar on Cyber Security Ethics, and makes a return appearance to provide an updated assessment of the constantly evolving landscape of cyber threats.  He is a national thought leader in the burgeoning field of Cybersecurity Ethics. David is author of the Cybersecurity Chapter for the ABA TechReport 2021 and the book Locked Down: Practical Information Security for Lawyers (ABA 2016).

As an attendee, you will learn how technology and cybersecurity are affecting their ethical obligations, including compliance with the Rules of Professional Conduct. You will discover best practices for safeguarding client data, maintaining technological competence, and running a virtual law practice. And will learn how to put Cybersecurity Ethics into practice to protect your firm, clients and data.

You DO NOT want to miss this CLE webinar.
* CLE credit pending

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Feeling Conflicted? the Ethics of Conflicts of Interest
Jun
12
12:00 PM12:00

Feeling Conflicted? the Ethics of Conflicts of Interest

Conflicts of interest remain at the top of the list of malpractice claims. Conflicts take many forms and can even develop during the course of representation.  Despite our vigilance, conflicts can be difficult to identify and complicated to handle once they arise.  Please join J. Calhoun Watson, attorney at Robinson Gray located in Columbia, South Carolina, and Kate Gould, Risk Management Attorney at Attorney Protective, as they analyze several potential conflict of interest scenarios. Throughout the webinar, you will receive best practice tips as to how to avoid conflicts and properly address them.  Our speakers will discuss the relevant Rules of Professional Conduct that can help you determine whether a conflict exists, as well as what actions to take when you are confronted with a conflict.

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Cyber Insurance 101
May
29
1:00 PM13:00

Cyber Insurance 101

Host: Cozen O'Connor

In this continuing education course, Cozen O’Connor will provide an overview on the basics of cyber insurance, including:

✓  Trends in types of cyber attacks

✓  Cyber underwriting requirements and policyholder preparation 

✓  Cyber coverage litigation and examples of recent court decisions 

  And more!

CE credit is available in:  CA, CO, DE, FL, GA, IA, IL, IN, NC, NE, NJ, NY, SC and TX. Additional states pending. 

CLE credit is available in:  CA, IL, MN, NV, NY, PA, and TX. All other jurisdictions will be applied for upon request. 

If you previously earned credit for attending this course, you may not receive credit for completing it again. However, we still encourage you to attend for informational purposes. Please refer to your state's requirements regarding Continuing Education.

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The Promise and Peril of Generative AI
May
23
12:00 PM12:00

The Promise and Peril of Generative AI

While GenAI is top of mind for many attorneys for use in their own work, its use by their expert witnesses has received relatively less attention. This program will explore applications of GenAI in expert witness work based on the current state of the art and anticipated near-term development in the technology.  Our speakers will then provide a set of recommendations on best practices for the use of GenAI for expert witness work.

Speakers:
Collin Starkweather, PhD, President, Starkweather Economics LLC
Izzy Nelken, President, Super Computer Consulting, Inc.

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Socially Responsible: How to Ethically Use Social Media in Your Practice
May
22
12:00 PM12:00

Socially Responsible: How to Ethically Use Social Media in Your Practice

Both the emergence of new social media platforms and the expectations for their use can have serious ethical implications for lawyers.  Practitioners must remain informed to maintain a high standard of digital competence and ensure they are using social media ethically.  Ethics opinions are now routinely issued addressing lawyers’ online interactions regarding witnesses, adversaries and jurors by way of their Facebook and Instagram accounts.  Join speakers Josh Byrne, J.D. and Alesia Sulock, J.D. of Marshall Dennehey, P.C. to discuss this ever-evolving topic and how the Rules of Professional Conduct impact a lawyer’s social media use. 

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Essential Business Skills for Busy Lawyers (Part 1 of 4) – Communicate Like A Pro
May
22
12:00 PM12:00

Essential Business Skills for Busy Lawyers (Part 1 of 4) – Communicate Like A Pro

Like a mini-MBA for lawyers, this four-part series offers lawyers a unique opportunity to develop essential business and leadership skills that law school never taught but that lawyers really need to know to effectively run a legal practice and deliver excellent legal service to clients.  This series will also equip lawyers with practical tools and strategies to break down the barriers that contribute to disconnection so they can build trust and communicate for influence and impact. 

Join us for Essential Business Skills for Busy Lawyers Part 1 – Communicate Like a Pro.

When our interactions with other humans are meaningful and productive, we are not only more personally fulfilled, but we are also more professionally effective. In 2024, there is a heightened sense of feeling unheard, undervalued, and disconnected. Emotions are erupting. Clients and counsel seem to entrench in unreasonable and irrational positions. This presentation will offer specific tools and strategies to immediately implement in your legal practice to improve outcomes when navigating difficult conversations with clients, counsel, and colleagues alike.

The presenter is Colleen Byers, JD, MBA, RYT200 of Colleen Byers Mediation, LLC (https://www.byersmediation.com) a seasoned litigator, mediator, legal educator, certified yoga instructor, and 2020 North Carolina Lawyer of the Year.

60 Minutes | 1.0 Regular Credit

* CLE credit pending

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How to Harness AI to Supercharge Marketing & Advertising
Mar
28
3:00 PM15:00

How to Harness AI to Supercharge Marketing & Advertising

Learn how to supercharge your client generating skills utilizing artificial intelligence from an attorney with over 38 years of experience. Also learn how successful lawyers generate substantial legal fees by using AI to generate referrals. Topics to be discussed will include using AI with websites, blogs, networking, direct marketing, Google, LinkedIn, YouTube, Facebook, and more.

Speaker: 
Robert Schaller, Schaller Law Firm, P.C. 
Robert Schaller is a bankruptcy and tax attorney. He concentrates his practice on providing bankruptcy services and IRS tax relief to clients struggling with IRS back taxes. Schaller is both an attorney and registered certified public accountant, and he is president of the National Bankruptcy Academy and presenter at the Schaller Bankruptcy Masterclass. Schaller is a national speaker to bar association committees. He has also published numerous articles appearing in national, state, and local law journals and law reviews. Schaller has also authored 24 books on taxes, bankruptcy, and client development available on Amazon.com. Schaller practices virtually throughout the State of Illinois with his physical office in Oak Brook, IL.

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Keep Tabs on How Google Tracks Your Data
Mar
28
10:30 AM10:30

Keep Tabs on How Google Tracks Your Data

If you have a Google account (you probably do if you use Chrome or the search engine with any regularity), Google collects data about your activity. Unfortunately, it’s up to you to know what data is being collected and to understand how it’s being used, especially given the privacy and ethical implications for lawyers. In this seminar, we’ll outline what is being collected and how you can limit it.

Speaker: 
Anne Haag is a Practice Management Advisor at the Chicago Bar Association. Anne worked as a patent paralegal at a Chicago IP firm before arriving at the CBA in 2017 as the Law Practice Management and Technology department’s trainer/coordinator. She is also a certified crisis counselor and volunteers as a patient advocate in the ER. She is currently working towards her Masters in Social Work through the University of Illinois Chicago to become a licensed mental health professional.

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Starting Your Solo Practice: Money Matters
Mar
26
10:30 AM10:30

Starting Your Solo Practice: Money Matters

One of the areas in which new solo practitioners struggle most acutely is accounting. Lawyers try to be the bookkeeper for their practice and fail, simply because they don’t have the training required to excel in this department. In this seminar, we’ll cover the following facets you need to be aware of in order to manage your firm’s finances;
- Creating a financial foundation
- How to effectively use financial reports, budgets, & forecasts
- How to manage cash
- The Law Firm Financial Cycle

You’ll leave with a greater awareness of how to manage your money effectively and responsibly.

Speaker: 
Chelsea Williams, Founder, Core Solutions Group, Inc. With over 10 years of experience, Chelsea not only has the knowledge to get your financial house in order, but the personality to make it enjoyable. She understands that law school didn't teach you about money and has built systems to get you from where you are to where you want to be.

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Expanding Access to Healthcare in Chicago
Mar
19
2:00 PM14:00

Expanding Access to Healthcare in Chicago

The seminar will focus on the current challenges that the healthcare field has faced while expanding access to healthcare. Speakers will discuss the effect of the recent influx of migrants in Chicago. 

Topics and Speakers:
Eligibility Under the Public Charge Doctrine 
The presentation will focus on an overview of the public charge admissibility doctrine. Presenters will discuss whether and to what extent health benefits are “counted” in the public charge test, whether new arrivals might be subject to the public charge test, and new arrivals’ eligibility for various health coverage pathways. 
Andrea Kovach, Senior Attorney, Healthcare Justice at the Shriver Center for Poverty Law 
Daniela Velez-Clucas, Staff Attorney, Healthcare Justice/Immigration at the Shriver Center for Poverty Law 

Adjusting to 81K More Visits: A Hospital System Perspective 
The presentation will focus on how Cook County Health has adjusted their practices to accommodate the 81,000 more visits they had last year from newly arrived migrants in the City of Chicago. Presentation will also include recommendations for hospital systems to follow to prepare for more visits. 
Jeffrey McCutchan, General Counsel, Cook County Health

The Office of the Mayor’s Response to Migrant Healthcare 
The presentation will focus on measures the Office of the Mayor has made to expand the City’s resources to accommodate new arrivals into the city and the challenges the Office of the Mayor has encountered in implementing healthcare changes to assist migrants in the city. 
Dr. Olusimbo Ige, Chicago Public Health Commissioner

Moderator:
Tanairy Delgado, Chair, YLS Health & Hospital Law Committee

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Pay Now or Pay Later: The Ethics of Billing & Avoiding Fee Disputes
Mar
13
12:00 PM12:00

Pay Now or Pay Later: The Ethics of Billing & Avoiding Fee Disputes

Ethical and effective billing and collection is one of the many challenges lawyers face. Even when you have delivered the best possible result for your client, you may have trouble collecting your fee. Clients may balk at the final billing statement or question the work performed. Join speakers Erin McCartney, J.D. and Erik Crep, J.D. as they discuss how to implement client-centric billing processes that will help you avoid potential fee disputes. You will learn helpful billing tips so your firm can establish efficient and ethical billing processes to ensure you are properly compensated for your work.

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Ethical Uses of Generative AI in the Practice of Law
Mar
13
12:00 PM12:00

Ethical Uses of Generative AI in the Practice of Law

“Lawyers spend a great deal of their time shoveling smoke.” Oliver Wendell Holmes, Jr.’s famous quip wasn’t about navigating a deluge of legal AI hype in 2024, but it could have been. The right type of generative AI offers attorneys immense benefits, but between “robot lawyers” and sanctions from judges for misuse of AI, it can be hard to navigate.

Attend our webinar to learn:

  • A brief history of AI and the law

  • How to distinguish between responsible and irresponsible uses of AI

  • Real, trustworthy applications of generative AI, including legal research, document review, and contract analysis

  • How to apply existing legal ethics requirements to generative AI

The presenter is Ryan Groff, Lecturer, Attorney, CIPP/US of Casetext the leaders of innovation in legal AI since 2013 and the developers of CoCounsel, the world’s first AI legal assistant.

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Phishing Attacks: Annual Updates and Prevention Strategies
Feb
29
2:00 PM14:00

Phishing Attacks: Annual Updates and Prevention Strategies

  • The Chicago Bar Association (map)
  • Google Calendar ICS

Phishing attacks are constantly evolving, becoming more sophisticated and harder to spot. Lawyers are prime targets for these attacks due to the large amount of personal information they retain related to their clients, so it’s essential for lawyers to receive training on this topic. In this seminar, we’ll discuss how the landscape has evolved over the past year and take a look at the various strategies hackers might use to ‘go phishing.’ We’ll also discuss how you can better your odds of spotting a phishing attempt and train team members to do the same.

Speaker: 
Anne Haag is a Practice Management Advisor at the Chicago Bar Association. Anne worked as a patent paralegal at a Chicago IP firm before arriving at the CBA in 2017 as the Law Practice Management and Technology department’s trainer/coordinator. She is also a certified crisis counselor and volunteers as a patient advocate in the ER. She is currently working towards her Masters in Social Work through the University of Illinois Chicago to become a licensed mental health professional.

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How To…Learn the Basics of MS Word 2016
Feb
22
2:00 PM14:00

How To…Learn the Basics of MS Word 2016

  • The Chicago Bar Association (map)
  • Google Calendar ICS

Lawyers need to have a working knowledge of Microsoft Word 2016. In this program, we’ll look at the basics of what the program has to offer. This will be an introduction to the platform, with a focus on several of its sophisticated formatting tools that can help you create polished, well-formatted versions of the documents you use regularly (engagement letters, retainers, non-engagement letters, etc.). In this class, we’ll explore why utilizing these formatting tools creates stronger documents than doing things manually might. NOTE: This class is ideal for Office 2016 users, but other version users are still welcome. Word for Mac users are welcome as well!

Speaker: 
Anne Haag is a Practice Management Advisor at the Chicago Bar Association. Anne worked as a patent paralegal at a Chicago IP firm before arriving at the CBA in 2017 as the Law Practice Management and Technology department’s trainer/coordinator. She is also a certified crisis counselor and volunteers as a patient advocate in the ER. She is currently working towards her Masters in Social Work through the University of Illinois Chicago to become a licensed mental health professional.

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The Brave New World of AI: The Risks to Lawyers
Feb
21
12:00 PM12:00

The Brave New World of AI: The Risks to Lawyers

AI is the hottest topic in legal circles today with some lawyers embracing it and some seemingly dismissing artificial intelligence entirely. What is the best way to incorporate it into your practice? And how can you comply with your ethical obligations while using AI? Speakers David P. Atkins and Dana M. Hrelic of Pullman & Comley answer these questions and discuss what AI means in the legal context, how it can be properly used to benefit you and your clients, and the risks related to its use. They will propose internal firm policies to consider before you implement AI tools at your firm. Join us to weigh the benefits and risks of AI in this Brave New World.

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We’ve Got You Covered: Introduction to Coverage and Defense Under CGL Policies
Feb
21
11:00 AM11:00

We’ve Got You Covered: Introduction to Coverage and Defense Under CGL Policies

Free CLE webinar offered by: Hiscox
Host: Cozen O'Connor
1 CLE credit

In this continuing education course, Cozen O’Connor will provide an overview of commercial general liability insurance. The presenters will explore some related hot topics and address frequently asked questions. 

CLE credit is available in:  CA, IL, MN, NV, NY, PA and TX. All other jurisdictions will be applied for upon request.  

If you previously earned credit for attending this course, you may not receive credit for completing it again. However, we still encourage you to attend for informational purposes. Please refer to your state's requirements regarding Continuing Education.

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Turning Red Flags Green: Views on How to Spot and Address Estate Planning Issues
Feb
20
2:00 PM14:00

Turning Red Flags Green: Views on How to Spot and Address Estate Planning Issues

Proactive planners and probate litigators discuss red flag issues in estate planning from a drafting and litigation perspective.

Event to be moderated by CBA President, Ray J. Koenig III of Clark Hill PLC. Panel is co-sponsored by the CBA Probate Practice Committee and CBA YLS Estate Planning Committee and will feature panelists Robin Maher of Levin Schreder & Carey, Mallory Moreno of Chuhak & Tecson, P.C., Daniel Cornfield of Cornfield Law Office, and Christina Mermigas of Chuhak & Tecson, P.C.

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Current Trends in Biometric Information and Privacy Law
Feb
16
2:00 PM14:00

Current Trends in Biometric Information and Privacy Law

Join the CBA’s new Biometric Information and Privacy Law Committee for its introductory seminar which will focus on current trends in Biometric Information and Privacy Law (BIPA) in the aftermath of the Cothron Decision.

Panelists:
Alejandro Caffarelli, Caffarelli & Associates, Ltd. 
Hon. Morton Denlow, JAMS
Joel Griswold, Baker Hostetler
Mary Smigielski, Lewis Brisbois 
James Zouras, Stephan Zouras, LLP

Moderator: 
Mark Guest, Lewis Brisbois; Chair, CBA Biometric Information and Privacy Law Committee

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BIPA Coverage, Artificial Intelligence & GIPA Class Actions
Feb
15
3:00 PM15:00

BIPA Coverage, Artificial Intelligence & GIPA Class Actions

  • The Chicago Bar Association (map)
  • Google Calendar ICS

Join us for the annual CBA Insurance Law Committee seminar where speakers will address cutting edge insurance coverage issues associated with BIPA claims, Artificial Intelligence, and the GIPA class actions vs. life insurers.

Topics and Speakers:
Insurance Coverage for BIPA Claims
Fingerprint mapping, retinal scanning, facial and voice recognition, and other biometric identifiers are no longer just the stuff of futuristic films. These are all metrics that have become increasingly common in our everyday world from accessing your phone, to starting your shift at work. And while these advanced technologies can certainly elevate our lifestyle and productivity, the collection, storage, and use of these metrics can also present new and unique questions when it comes to insurance coverage. These unique questions and disagreement among courts in how to handle them in the legal landscape will be discussed.
Nicholas J. Daly, Cruser, Mitchell, Novitz, Sanchez, Gaston & Zimet, LLP
Prathyusha Matam, Cruser, Mitchell, Novitz, Sanchez, Gaston & Zimet, LLP

Artificial Intelligence 
We are finding ourselves in the brave new world. Artificial intelligence is here and permeating our lives more and more.  While involving issues of privacy, the use of AI also raises other issues, many of which impact insurance. One recent example of the challenges of AI is reports by Tom Hanks that ads for dental plans that appeared to feature him were deep fakes created by AI.  These issues, including legal developments in insurance, including regulations, will be discussed.
Daniel Cotter, Dickinson Wright

GIPA Class Actions vs. Life Insurers
As the speakers discussed, BIPA claims are prevalent. In recent months, a new development has occurred under a second act in Illinois, the Genetic Information Privacy Act.  Life insurers doing business in the state have been sued for alleged violations of GIPA.  A brief analysist of GIPA and the nature of the suits, including questions of insurance coverage, will be discussed. 
Daniel Cotter, Dickinson Wright

Moderators:
Daniel Cotter, Dickinson Wright
Thomas Hanekamp, Cruser, Mitchell, Novitz, Sanchez, Gaston & Zimet, LLP
Chairs, CBA Insurance Law Committee

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Issue Spotting and Practice Tips in Adoption
Feb
8
2:00 PM14:00

Issue Spotting and Practice Tips in Adoption

Learn from the bench and bar practice tips and issue spotting in adoption cases. This seminar will cover new case law updates impacting adoption law and issues in cybersecurity as it relates to adoption. An attorney panel will share issue spotting and practice tips and judges will provide perspective from the bench. 

Topics and Speakers:
Major Case Law Updates
Cailee Alderman, Kogut & Wilson, LLC
Ashley Reed, Monahan Law Group, LLC

Cybersecurity
Don Brown, Firefly Network Services, Inc.

Issue Spotting and Practice Tips 
Genie Miller Gillespie, Gillespie Law Group, LLC 
Shelley Ballard, Shelley B. Ballard, PC 
Denise Patton, Law Office of Denise J. Patton

Perspective from the Bench
Hon. Maureen Ward Kirby, Cook County Circuit Court, Acting Presiding Judge of County Division

Moderator:
Rachael Toft, Law Offices of Rachael Toft; Vice-Chair, CBA Adoption Law Committee

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