Is Your Conflict System All That and a Bag of Donuts?

If not, then setting aside 75 minutes to learn about best practices will be worth your while.

Join me next week for Effective Conflict Systems and learn the ethical principles behind conflict-of-interest screening, how to avoid common ethical traps, and the process of choosing, operating, and implementing effective conflict systems. Oregon-specific MCLE Ethics (.75) and Practical Skills (.50) credits pending.

Here are some of the issues this CLE will address:

  • When is the lawyer-client relationship formed?
  • What are my ethical duties toward prospects vs. current or former clients?
  • How essential are disengagement letters vis-a-vis conflicts?
  • Is a formal conflict tracking system ethically necessary?
  • When should I run a conflict check?
  • Who should be included in my conflict system?
  • What are best practices for conflict procedures?
  • How can I avoid ethical traps involving dual roles, multiple clients, firm transitions, office sharing, and more?
  • What resources are available to help with conflict evaluation and screening?

When & Where: Wednesday, March 11, 2020 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Register herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price. Don’t miss out! You can register as late as 8:00 a.m. the day of the program (March 11).

Can’t Make It?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

All Rights Reserved 2020 – Beverly Michaelis

 

Effective Conflict Systems

Join me on Wednesday, March 11, 2020 for Effective Conflict Systems and learn the ethical principles behind conflict-of-interest screening, how to avoid common ethical traps, and the process of choosing, operating, and implementing effective conflict systems. Oregon-specific MCLE Ethics (.75) and Practical Skills (.50) credits pending.

Here are some of the issues this CLE will address:

  • When is the lawyer-client relationship formed?
  • What are my ethical duties toward prospects vs. current or former clients?
  • How essential are disengagement letters vis-a-vis conflicts?
  • Is a formal conflict tracking system ethically necessary?
  • When should I run a conflict check?
  • Who should be included in my conflict system?
  • What are best practices for conflict procedures?
  • How can I avoid ethical traps involving dual roles, multiple clients, firm transitions, office sharing, and more?
  • What resources are available to help with conflict evaluation and screening?

When & Where: Wednesday, March 11, 2020 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Register herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price.

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Register Now!

All Rights Reserved 2020 – Beverly Michaelis

 

7 Steps to Building Better Client Relationships

Join me for a CLE on Wednesday, December 6, 2017 about how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing client service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say “no” gracefully, dos and don’ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.

Date/Time/Location

Wednesday, December 6, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in building better client relationships.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials are distributed electronically with your registration confirmation.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - 7 Steps to Building Better Client Relationships

MCLE Credits
1.50 practical skills pending.

Can’t Attend?

Video and audio recordings of 7 Steps to Building Better Client Relationships will be available to download along with the program materials following the December 6 CLE. Price: $25. Contact me or visit my online CLE store after December 6.

All Rights Reserved [2017] Beverly Michaelis

Last Chance to Register! Limiting Exposure to Conflicts

Join me for a CLE on Wednesday, October 25, 2017 about limiting exposure to conflicts.  Learn the ethical principles behind conflict management, avoiding common conflict traps, and how to select and operate an effective conflict system. Topics include:

Laying the ethical foundation

  • Who is the client?
  • What is the client’s status: prospect, current client, or former client?
  • Why does it matter?

Choosing a reliable system

  • The In Re Knappenberger standard
  • DIY vs. stand-alone vs. practice management software
  • How to choose the best system for your firm

Understanding conflict tracking

  • When to run a conflict check
  • How to use your system effectively
  • Parties to include in your conflict system

Avoiding common conflict traps

  • Former client conflicts
  • Acting in dual roles
  • Doing business with clients
  • Representing multiple clients in the same matter
  • Firm transitions
  • Acting as a contract lawyer
  • Office sharing arrangements

Date/Time/Location

Wednesday, October 25, 2017 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in learning more about proper conflict system management.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to all registered attendees prior to the event.

Ask Questions/Participate in Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - Limiting Exposure to Conflicts

MCLE Credits
.50 ethics .50 practical skills pending.

Can’t Attend?

Video and audio recordings of Limiting Exposure to Conflicts will be available to download along with the program materials following the October 25 CLE. Price: $25. Contact me or visit my online CLE store after October 25.

All Rights Reserved [2017] Beverly Michaelis

Limiting Exposure to Conflicts

Join me for a CLE on Wednesday, October 25, 2017 about limiting exposure to conflicts.  Learn the ethical principles behind conflict management, avoiding common conflict traps, and how to select and operate an effective conflict system. Topics include:

Laying the ethical foundation

  • Who is the client?
  • What is the client’s status: prospect, current client, or former client?
  • Why does it matter?

Choosing a reliable system

  • The In Re Knappenberger standard
  • DIY vs. stand-alone vs. practice management software
  • How to choose the best system for your firm

Understanding conflict tracking

  • When to run a conflict check
  • How to use your system effectively
  • Parties to include in your conflict system

Avoiding common conflict traps

  • Former client conflicts
  • Acting in dual roles
  • Doing business with clients
  • Representing multiple clients in the same matter
  • Firm transitions
  • Acting as a contract lawyer
  • Office sharing arrangements

Date/Time/Location

Wednesday, October 25, 2017 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in learning more about proper conflict system management.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to all registered attendees prior to the event.

Ask Questions/Participate in Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - Limiting Exposure to Conflicts

MCLE Credits
.50 ethics .50 practical skills pending.

Can’t Attend?

Video and audio recordings of Limiting Exposure to Conflicts will be available to download along with the program materials following the October 25 CLE. Price: $25. Contact me or visit my online CLE store after October 25.

All Rights Reserved [2017] Beverly Michaelis