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NC Bar Association
8000 Weston Parkway
Cary, NC 27513
(919) 677-0561
1-800-662-7407
sections@ncbar.org
 
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Upcoming Section CLE Programs
To search all available CLE Courses, visit CeLE Search at http://www.ncbar.org/cle/celeSearch.aspx. To view GP, Small Firm & Solo Section CLE Publications, click here.
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30th Annual Estate Planning & Fiduciary Law Program
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Abstract: *Qualifies for NC State Bar Estate Planning & Probate Law Specialization Credit* ... Recent Developments (Wealth transfer planning; trust and estate administration and charitable giving.) ... Repeal of NC Rule against Perpetuities ... Trust Decanting: An Overview and Introduction to Creative Planning Opportunities ... Court Proceedings Involving Trusts
Sophisticated Asset Protection Planning Tools and Techniques Including Offshore Trusts (Analysis of the decreasing protections afforded by bankruptcy statutes, LLCs, LPs and spendthrift trusts) ... Probate Mediation/Mediation Before the Clerk ... Estate Administration Issues for the Non-Taxable Estate (Insolvent or illiquid estate, elective share rights, summary administration, probate and caveat proceedings) ... When Donors Want to Make the Rules: Dealing with Donor-Imposed Restrictions on Charitable Gifts (Restrictions and limitations; Uniform Prudent Management of Institutional Funds Act.) ...?Substance Abuse ... Open Issues and Close Calls - Using Grantor Trusts in Modern Estate Planning ... The Perfect Country Song: A Panel Discussion of Non-Tax Estate Planning and Drafting Along Life's Winding Country Roads (Blended families, problem assets/beneficiaries, creative distributions from trusts, Trustee selection, and equalizing distributions among beneficiaries.)
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Date: 11/10/2009 - 11/11/2009
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Location: RALEIGH
@ the Manning Fulton & Skinner 3605 Glenwood Ave
Raleigh, NC 27612
Suite 500 - Conference Rm
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Credits:
Total Hours: 9.5
Ethics Hours: 0
Substance/Mental Health Hours: 1
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NCBA 2009 Annual Review
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Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
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Date: 11/10/2009 - 11/11/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
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Bankruptcy for the Non-Bankruptcy Attorney
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Abstract: Introduction to Bankruptcy Court Jurisdiction, the Code and the Rules ... Introduction to Chapters 7 and 13 ... Introduction to Chapter 11 ... Automatic Stay Issues ... Basic Procedure ... Avoidance Actions ... Discharge and Dischargeability
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Date: 11/11/2009 - 11/11/2009
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Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
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Credits:
Total Hours: 6.25
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
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Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
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Date: 11/12/2009 - 11/12/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/12/2009 - 11/12/2009
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Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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32nd Annual Bankruptcy Institute
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Abstract: Legislation ... Judges Panel ... *Ethics ... Case Updates ... Consumer Breakout Session: Family Law, Foreclosure, 707 Actions, Debt Collections Acts and Liquidating 13 ... Non-Consumer Breakout Session: Receivership/Involuntary Bankruptcies and Article 55, Construction Law/Real Estate, Financial Fraud and Banking Regulations
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Date: 11/13/2009 - 11/14/2009
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Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
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Credits:
Total Hours: 10
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/13/2009 - 11/13/2009
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/13/2009 - 11/13/2009
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Location: ELIZABETH CITY
@ the College of the Albemarle 1208 N Road Street
Elizabeth City, NC 27906
Foreman Tech Center - Roo
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/18/2009 - 11/18/2009
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Location: FAYETTEVILLE
@ the Fayetteville Tech CC 2723 Fort Bragg Road
Fayetteville, NC 28303
Center for Business & Ind
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/18/2009 - 11/18/2009
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Location: HICKORY
@ the Catawba Valley CC 2760 Hwy 70 Southeast
Hickory, NC 28602
East Campus - Room 1010
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Basics of Franchise Law
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Abstract: The Inadvertent Franchise (Unsuspecting franchisor (licensing, joint ventures, etc.) and potential liability from being one. When does a trademark license become a franchise? ... Franchising 101: Registration and Disclosure Issues (Sale of franchise and business opportunities; rules. Liability for non-compliance.) ... Negotiating the Franchise Agreement and Related Legal Issues from the Franchisor and Franchisee Perspectives (What Can be Negotiated and What Can't in the Franchise Agreement); Mock Negotiations between Franchisor and Franchisee's Counsel ... Advising Participants in Declining Franchise Systems (Strategies and considerations for downsizing or shutting down) ... Anatomy of a Franchise Lawsuit - Franchisor and Franchisee's Perspective (Grounds for termination, typical termination procedures, franchise dispute resolution procedures, impact of arbitration clauses from a franchisor's perspective, claims franchisors assert, damages, claims franchisees assert, legal basis for those claims, class vs. individual lawsuits, impact of arbitration clauses from franchisee's perspective, etc.) ... Ethical Minefields for Franchise Attorneys
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Date: 11/19/2009 - 11/19/2009
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 215
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/19/2009 - 11/19/2009
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Location: MOREHEAD CITY
@ the Carteret CC 3505 Arendell Street
Morehead City, NC 28557
Bryant Student Center
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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An Ounce of Prevention is Worth a Pound of Cure (2008 Ethics/Professionalism and Substance Abuse Awareness)
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Abstract: Why Gamble With Your Career? - Dealing with Gambling and Other Addictions (Substance Abuse/Mental Health) - The Impaired Lawyer's Impact on the Law Firm (Learn to identify the types of impairment that affect attorneys; Recognize and be able to document objective symptoms of impairment; Appreciate the impact an impaired professional has on his/her employer, colleagues, and clients; Evaluate risks of ignoring impairment including financial and ethical repercussions) (Substance Abuse/Mental Health) - The Disciplinary Process after a Lawyer is Found to be Impaired (What are the steps in the disciplinary process taken by the NC State Bar after a lawyer's ability to practice law is impaired by substance abuse and/or chemical addiction?) (Ethics)
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Date: 11/20/2009 - 11/20/2009
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Location: ELIZABETH CITY
@ the Hornthal Riley Ellis & Ma 301 E Main Street
Elizabeth City, NC 27909
Library
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Credits:
Total Hours: 3
Ethics Hours: 1
Substance/Mental Health Hours: 2
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/20/2009 - 11/20/2009
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Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A Fresh View of Professionalism)
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Abstract: Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A short film is followed by an interactive presentation from Prof. Russell G. Pearce offering a fresh perspective on the definition of "professionalism" in the context of the modern practice of law. The film and discussion seek to answer the following questions: What is professionalism?; What are the causes and consequences of the crisis in professionalism?; Do lawyers have a public responsibility as intermediaries between the people and the law?; Can lawyers make money, have fun and do good, all at the same time?) ... Jam Session: NC Lawyers' Response (Do lawyers need a fresh view of professionalism? What can North Carolina lawyers learn from rock and roll?) ... "One Bourbon, One Scotch, and One Beer" and "Manic Depression" Are Not Just Song Titles: Recognizing and Managing Substance Abuse and Mental Health Problems in the Legal Profession (How does the crisis in professionalism affect lawyers on a personal and individual level? What is its role in causing mental health problems, depression and substance abuse?: Causes of depression and other mental health problems; Causes and nature of substance abuse as problem for lawyers; Strategies for preventing these problems through rebalancing your life and finding new meaning in your work)
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Date: 11/20/2009 - 11/20/2009
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Location: ELIZABETHTOWN
@ the Law Office of Cynthia Ada 190 South Poplar Street
Elizabethtown, NC 28337
Conference Room
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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The Nine Principles of Litigation and (Perhaps ofLife) Featuring Michael E. Tigar
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Abstract: Courage (Zeal, lawyers and jury trial; Courage and Clarence Darrow; "Let's go to Trial"; Confronting the judge; the jurors' prejudice; the public; the media; and your colleagues) ... Rapport (Your client and your team; Witnesses, judges and jurors; The media) ... Skepticism (Skepticism and trust with your client; Skepticism about your adversary; Cultivating skepticism among jurors; Telling the judge to be skeptical) ... Observation (Learning to observe; Using others' eyes and ears - and insights; Ambiguity - for and against you; Helping jurors to observe; Witnesses as observers) ... Preparation (Say your case; Organizing evidence and exhibits; The tasks of trial; Arguing to judges) ...
Structure (Structure of legal rules; Structure of your team and case plan; Structure of the courtroom; Structure of opening statement, direct and cross-examination and closing argument) ... Candor (Your candor; The other side's candor; Your client's candor; The witness's candor) ... Empowerment (The experience of being a juror; Transparency and empowerment; A template for empowerment; expert witness; Don't send flowers, plant seeds) ... Presentation (Dead reckoning; Exhibits - presentation by showing and telling; The revised Ten Commandments; Markers, tone and words; Presenting yourself)
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Date: 11/20/2009 - 11/20/2009
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Location: ELIZABETH CITY
@ the Hornthal Riley Ellis & Ma 301 E Main Street
Elizabeth City, NC 27909
Library
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/1/2009 - 12/1/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Basics of Franchise Law
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Abstract: The Inadvertent Franchise (Unsuspecting franchisor (licensing, joint ventures, etc.) and potential liability from being one. When does a trademark license become a franchise? ... Franchising 101: Registration and Disclosure Issues (Sale of franchise and business opportunities; rules. Liability for non-compliance.) ... Negotiating the Franchise Agreement and Related Legal Issues from the Franchisor and Franchisee Perspectives (What Can be Negotiated and What Can't in the Franchise Agreement); Mock Negotiations between Franchisor and Franchisee's Counsel ... Advising Participants in Declining Franchise Systems (Strategies and considerations for downsizing or shutting down) ... Anatomy of a Franchise Lawsuit - Franchisor and Franchisee's Perspective (Grounds for termination, typical termination procedures, franchise dispute resolution procedures, impact of arbitration clauses from a franchisor's perspective, claims franchisors assert, damages, claims franchisees assert, legal basis for those claims, class vs. individual lawsuits, impact of arbitration clauses from franchisee's perspective, etc.) ... Ethical Minefields for Franchise Attorneys
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Date: 12/3/2009 - 12/3/2009
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Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
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Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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Date: 12/3/2009 - 12/3/2009
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Location: CHARLOTTE
@ the Hilton Charlotte Universi 8629 JM Keynes Drive
Charlotte, NC 28262
Exit 45A (W.T. Harris Blv
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/3/2009 - 12/3/2009
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Location: STATESVILLE
@ the Mitchell CC 701 W Front Street
Statesville, NC 28677
Tech & Workforce Dev Bldg
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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An Ounce of Prevention is Worth a Pound of Cure (2008 Ethics/Professionalism and Substance Abuse Awareness)
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Abstract: Why Gamble With Your Career? - Dealing with Gambling and Other Addictions (Substance Abuse/Mental Health) - The Impaired Lawyer's Impact on the Law Firm (Learn to identify the types of impairment that affect attorneys; Recognize and be able to document objective symptoms of impairment; Appreciate the impact an impaired professional has on his/her employer, colleagues, and clients; Evaluate risks of ignoring impairment including financial and ethical repercussions) (Substance Abuse/Mental Health) - The Disciplinary Process after a Lawyer is Found to be Impaired (What are the steps in the disciplinary process taken by the NC State Bar after a lawyer's ability to practice law is impaired by substance abuse and/or chemical addiction?) (Ethics)
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Date: 12/4/2009 - 12/4/2009
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Location: BURLINGTON
@ the Alamance CC 1304 Plaza Drive
Burlington, NC 27215
Burlington Center - Room
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Credits:
Total Hours: 3
Ethics Hours: 1
Substance/Mental Health Hours: 2
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Bankruptcy for the Non-Bankruptcy Attorney
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Abstract: Introduction to Bankruptcy Court Jurisdiction, the Code and the Rules ... Introduction to Chapters 7 and 13 ... Introduction to Chapter 11 ... Automatic Stay Issues ... Basic Procedure ... Avoidance Actions ... Discharge and Dischargeability
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Date: 12/4/2009 - 12/4/2009
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Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
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Credits:
Total Hours: 6.25
Ethics Hours: 0
Substance/Mental Health Hours: 0
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How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
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Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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Date: 12/4/2009 - 12/4/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/4/2009 - 12/4/2009
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Location: JACKSONVILLE
@ the Coastal Carolina CC 444 Western Blvd
Jacksonville, NC 28546
Melton Skills Center - Ro
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
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Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 12/4/2009 - 12/4/2009
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 201 A/B
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
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Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
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Date: 12/9/2009 - 12/9/2009
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Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
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Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
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|
Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
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Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
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Date: 12/9/2009 - 12/9/2009
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Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
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Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Timesheets and Traps: Ethics in Billing and Collecting Fees (Live Replay from January 27, 2009)
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Abstract: Attorneys are required by the rules of professional responsibility to adhere to client objectives in a representation, including cost containment and efficiency, and to keep clients reasonably apprised of progress in the case, including the accumulation of billable hours and other expenses. Increased competition in the legal marketplace, rising associate salaries, client cost-cutting, and other pressures are throwing new light on attorney ethical obligations in billing and collecting fees. This program will review the rules applicable to billing practices and common areas of ethical liability, and discuss best practices for lawyers and law firms to avoid liability. Topics include: Law firm economics and pressure points; Vague time sheet descriptions; Double-billing; Internal firm conferences; Duplication of efforts, inefficient staffing, transient billers; Cost recovery issues; Best practices for avoiding liability.
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Date: 12/9/2009 - 12/9/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Basics of Franchise Law
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Abstract: The Inadvertent Franchise (Unsuspecting franchisor (licensing, joint ventures, etc.) and potential liability from being one. When does a trademark license become a franchise? ... Franchising 101: Registration and Disclosure Issues (Sale of franchise and business opportunities; rules. Liability for non-compliance.) ... Negotiating the Franchise Agreement and Related Legal Issues from the Franchisor and Franchisee Perspectives (What Can be Negotiated and What Can't in the Franchise Agreement); Mock Negotiations between Franchisor and Franchisee's Counsel ... Advising Participants in Declining Franchise Systems (Strategies and considerations for downsizing or shutting down) ... Anatomy of a Franchise Lawsuit - Franchisor and Franchisee's Perspective (Grounds for termination, typical termination procedures, franchise dispute resolution procedures, impact of arbitration clauses from a franchisor's perspective, claims franchisors assert, damages, claims franchisees assert, legal basis for those claims, class vs. individual lawsuits, impact of arbitration clauses from franchisee's perspective, etc.) ... Ethical Minefields for Franchise Attorneys
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Date: 12/10/2009 - 12/10/2009
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Location: WINSTON SALEM
@ the Forsyth Tech CC 601 W. 4th Street
Winston Salem, NC 27101
Small Business Center
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/11/2009 - 12/11/2009
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Location: GOLDSBORO
@ the Wayne Community College 300 Wayne Memorial Dr
Goldsboro, NC 27533
Walnut Bldg - Room 104
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/11/2009 - 12/11/2009
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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2009 Insurance Law Update
|
|
Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
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Date: 12/14/2009 - 12/14/2009
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Location: RALEIGH
@ the Nationwide Insurance Regi 4401 Creedmoor Road
Raleigh, NC 27612
Pirate Room
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
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Date: 12/15/2009 - 12/15/2009
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 12/15/2009 - 12/15/2009
|
Location: GREENVILLE
@ the Pitt CC - Greenville Ctr 3107 S Memorial Drive
Greenville, NC 28590
Room 301
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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|
NCBA 2009 Annual Review
|
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Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
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|
Date: 12/15/2009 - 12/16/2009
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 601 W. 4th Street
Winston Salem, NC 27101
Small Business Center
|
Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 12/16/2009 - 12/16/2009
|
Location: SALISBURY
@ the Rowan-Cabarrus CC 1333 Jake Alexander Blvd
Salisbury, NC 28144
Building 200 - Room 251
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 12/17/2009 - 12/17/2009
|
Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
NCBA 2009 Annual Review
|
|
Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
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|
Date: 12/17/2009 - 12/18/2009
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 204
|
Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
|
|
Bankruptcy for the Non-Bankruptcy Attorney
|
|
Abstract: Introduction to Bankruptcy Court Jurisdiction, the Code and the Rules ... Introduction to Chapters 7 and 13 ... Introduction to Chapter 11 ... Automatic Stay Issues ... Basic Procedure ... Avoidance Actions ... Discharge and Dischargeability
|
|
Date: 12/18/2009 - 12/18/2009
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6.25
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
2009 Insurance Law Update
|
|
Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
|
|
Date: 1/8/2010 - 1/8/2010
|
Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
|
Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
2009 Law Tech Expo®
|
|
Abstract: E-Discovery for Everyday Cases (How can you effectively use computer forensics in everyday cases? How much might it cost you? How do you select a vendor that will be proficient, and yet as cost-conscious as you are? How much should you expend to spend at the end of the day? What methods are there to hone in on the most valuable evidence quickly?) ... Managing and Protecting Client Documents: Choosing Between Hosted and Local (Document management software helps us create, store, and manage these documents so that we can efficiently represent our clients. Are lawyers better off using a solution that stores our documents locally within the four walls of our offices or stored in sophisticated data centers that we access through the internet?) ... Panel Discussion ... Managing Your Caseload in the Cloud: Ethical, Professional and Practical Implications ... Paperless Client Communications (Ethical issues: protecting the client's confidentiality, maintaining privilege and duties to prospective clients. What tools and technologies can lawyers use to enhance electronic communication with clients, collaborate on digital documents and reduce paper in the office? From certified delivery email services to online document review to digital signatures!) ... The Big Picture: Using Technology to Improve Professionalism, Quality of Life and Value to the Client ... 60 Tips in 60 Minutes
|
|
Date: 1/8/2010 - 1/8/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 5
Ethics Hours: 2
Substance/Mental Health Hours: 0
|
|
2009 Law Tech Expo®
|
|
Abstract: E-Discovery for Everyday Cases (How can you effectively use computer forensics in everyday cases? How much might it cost you? How do you select a vendor that will be proficient, and yet as cost-conscious as you are? How much should you expend to spend at the end of the day? What methods are there to hone in on the most valuable evidence quickly?) ... Managing and Protecting Client Documents: Choosing Between Hosted and Local (Document management software helps us create, store, and manage these documents so that we can efficiently represent our clients. Are lawyers better off using a solution that stores our documents locally within the four walls of our offices or stored in sophisticated data centers that we access through the internet?) ... Panel Discussion ... Managing Your Caseload in the Cloud: Ethical, Professional and Practical Implications ... Paperless Client Communications (Ethical issues: protecting the client's confidentiality, maintaining privilege and duties to prospective clients. What tools and technologies can lawyers use to enhance electronic communication with clients, collaborate on digital documents and reduce paper in the office? From certified delivery email services to online document review to digital signatures!) ... The Big Picture: Using Technology to Improve Professionalism, Quality of Life and Value to the Client ... 60 Tips in 60 Minutes
|
|
Date: 1/12/2010 - 1/12/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 5
Ethics Hours: 2
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/12/2010 - 1/12/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/14/2010 - 1/14/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
GP Solo/Small Firm Symposium
|
|
Abstract: Employment Law and HR Issues for the Small Law Office (This segment covers important employment law and HR issues that arise when running and managing your own law practice.) ... Virtual Law Practice: Taking Part or All of Your Practice Online (Are you interested in a completely virtual law practice? Or, do you just want to take just part of your practice online, such as the billing/time management or document storage? This segment equips you with the tools and information you need to take part - or all - of your practice online.) ... Serving New Markets/Emerging Trends - When Your Client Is A Farmer ... Elder Law ... Criminal Law for the General Practioner (Are you interested in starting your own law firm, but wondering what type of law to focus on? This segment covers the basics of criminal law, and will help the general practioner gear up for a practice in this area.) ... Is It Stress? How to Avoid Heart Attacks and Strokes
|
|
Date: 1/19/2010 - 1/19/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 1
|
|
2009 Insurance Law Update
|
|
Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
|
|
Date: 1/20/2010 - 1/20/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Basics of Franchise Law
|
|
Abstract: The Inadvertent Franchise (Unsuspecting franchisor (licensing, joint ventures, etc.) and potential liability from being one. When does a trademark license become a franchise? ... Franchising 101: Registration and Disclosure Issues (Sale of franchise and business opportunities; rules. Liability for non-compliance.) ... Negotiating the Franchise Agreement and Related Legal Issues from the Franchisor and Franchisee Perspectives (What Can be Negotiated and What Can't in the Franchise Agreement); Mock Negotiations between Franchisor and Franchisee's Counsel ... Advising Participants in Declining Franchise Systems (Strategies and considerations for downsizing or shutting down) ... Anatomy of a Franchise Lawsuit - Franchisor and Franchisee's Perspective (Grounds for termination, typical termination procedures, franchise dispute resolution procedures, impact of arbitration clauses from a franchisor's perspective, claims franchisors assert, damages, claims franchisees assert, legal basis for those claims, class vs. individual lawsuits, impact of arbitration clauses from franchisee's perspective, etc.) ... Ethical Minefields for Franchise Attorneys
|
|
Date: 1/21/2010 - 1/21/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Room A
|
Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/21/2010 - 1/21/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/21/2010 - 1/21/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
|
|
Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
|
|
Date: 1/22/2010 - 1/22/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Smorgasbord: A Sampling of Practice Tips (GP, Small Firm and Solo Annual Meeting)
|
|
Abstract: Bankruptcy Practice Pointers for General Practitioners ... Federal and North Carolina False Claims Act ... Real Estate Issues and Practice Pointers ... Trust Account Check-up
|
|
Date: 1/22/2010 - 1/22/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 4
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
32nd Annual Bankruptcy Institute
|
|
Abstract: Legislation ... Judges Panel ... *Ethics ... Case Updates ... Consumer Breakout Session: Family Law, Foreclosure, 707 Actions, Debt Collections Acts and Liquidating 13 ... Non-Consumer Breakout Session: Receivership/Involuntary Bankruptcies and Article 55, Construction Law/Real Estate, Financial Fraud and Banking Regulations
|
|
Date: 1/26/2010 - 1/27/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 10
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
32nd Annual Bankruptcy Institute
|
|
Abstract: Legislation ... Judges Panel ... *Ethics ... Case Updates ... Consumer Breakout Session: Family Law, Foreclosure, 707 Actions, Debt Collections Acts and Liquidating 13 ... Non-Consumer Breakout Session: Receivership/Involuntary Bankruptcies and Article 55, Construction Law/Real Estate, Financial Fraud and Banking Regulations
|
|
Date: 1/26/2010 - 1/27/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 10
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/27/2010 - 1/27/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Room A
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
|
|
Abstract: Basics of Estate Planning (Definition of estate planning; goals and objectives; significance of title, form or ownership and beneficiary designations; types of wills; statutory alternatives to wills; durable powers of attorney; health care powers of attorney; living wills; basic transfer tax concepts) ... Will Drafting: Non-Tax Issues (Exordium clause; payment of debts and other claims against the estate; funeral, burial or cremation instructions; devise of tangible personal property, real property and residuary estate; execution procedures) ... Will Drafting: Tax Issues (Planning for estate tax savings with marital and credit shelter trusts, tax implications of fiduciary selection and fiduciary powers) ... Revocable Trust Drafting (Uses of revocable trusts, funding issues and transfer of assets to trusts, disposition of personal property and real property, integration of tax planning strategies)
|
|
Date: 1/27/2010 - 1/27/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
|
|
Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
|
|
Date: 1/28/2010 - 1/28/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
|
Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
The Cybersleuth's Guide to the Internet FeaturingCarole A. Levitt & Mark E. Rosch
|
|
Abstract: Super Search Engine Strategies: Mastering Google and Beyond (Identify and use the best search engines; Sites, secrets and shortcuts revealed; Develop super search strategies; Key into Google's "advanced search" menu; Using search engines for investigative research; Fundamental distinctions between the "visible" and "invisible" web; Search "smarter not harder"; Uncover ways to find deleted web pages) ... Learn How to Search Like a Private Investigator (Develop Internet investigative search strategies; Learn to extract background information form dockets; Unearth bankruptcies; Mine the web for missing people; Glean private or personal information from Blogs and Usenet postings; Identify low cost investigative databases to discover addresses (home and email), find phone numbers (even cellular) and locate someone's aliases and employer's name) ... How to Access Expensive Databases for Free (Find factual information, background information, full-text newspaper and magazine articles, press releases, etc) ... Discover Quick and Easy Methods to Access Background Information from Public Records & Publicly Available Data (Online telephone/address directories, Death records, Birthdays, Social security numbers, Real property records, Criminal records, Political persuasion, Expert witnesses, S.E.C. filings) ... Learn why Social Network Sites are becoming the Latest & Greatest Investigative Tool
|
|
Date: 1/28/2010 - 1/28/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/29/2010 - 1/29/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
|
|
Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
|
|
Date: 1/29/2010 - 1/29/2010
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
|
Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
32nd Annual Bankruptcy Institute
|
|
Abstract: Legislation ... Judges Panel ... *Ethics ... Case Updates ... Consumer Breakout Session: Family Law, Foreclosure, 707 Actions, Debt Collections Acts and Liquidating 13 ... Non-Consumer Breakout Session: Receivership/Involuntary Bankruptcies and Article 55, Construction Law/Real Estate, Financial Fraud and Banking Regulations
|
|
Date: 2/2/2010 - 2/3/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston Salem, NC 27103
West Campus - Room 36
|
Credits:
Total Hours: 10
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/2/2010 - 2/2/2010
|
Location: FAYETTEVILLE
@ the Fayetteville Tech CC 2723 Fort Bragg Road
Fayetteville, NC 28303
Center for Business & Ind
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Basic Conflicts of Interest: An Intensive Course for All Lawyers Featuring Thomas E. Spahn
|
|
Abstract: Defining the "Client" and Analyzing "Adversity" (Difference between adversity to current and former client, Definition of "Client", Defining the "client" in a corporate context, Defining the "client" when representing associations, governmental entities, estates and insureds, Assessing "Adversity", Analyzing business adversity and adverse financial impact, Discovery of clients and positional adversity) ... Multiple Representations and Adversity to Former Clients (Joint Representations, Joint representations in the corporate setting, Joint representations in the creditors' rights and estate contexts, Representing Opposite Sides, Difference between transactional and litigation contexts, Adversity to Former Clients, General standards governing adversity to former clients, Meaning of "substantial relationship", Adversity to former clients by in-house lawyers and government lawyers) ... Clearing Conflicts (Withdrawal from a Representation, Ability to withdraw if no prejudice to client, "Hot Potato" rule, Ethics Screens, Use of ethics screen when hiring from other law firms and from the government, Consents, Requirements for valid consents, Revocability of consents, Prospective consents)
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: CHARLOTTE
@ the Hilton Charlotte Universi 8629 JM Keynes Drive
Charlotte, NC 28262
Exit 45A (W.T. Harris Blv
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: ASHEVILLE
@ the Asheville-Buncombe Tech C 1459-C Sand Hill Road
Candler, NC 28715
Enka Campus - Business In
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: JACKSONVILLE
@ the Coastal Carolina CC 444 Western Blvd
Jacksonville, NC 28546
Melton Skills Center - Ro
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
2009 Insurance Law Update
|
|
Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
|
|
Date: 2/4/2010 - 2/4/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Basic Conflicts of Interest: An Intensive Course for All Lawyers Featuring Thomas E. Spahn
|
|
Abstract: Defining the "Client" and Analyzing "Adversity" (Difference between adversity to current and former client, Definition of "Client", Defining the "client" in a corporate context, Defining the "client" when representing associations, governmental entities, estates and insureds, Assessing "Adversity", Analyzing business adversity and adverse financial impact, Discovery of clients and positional adversity) ... Multiple Representations and Adversity to Former Clients (Joint Representations, Joint representations in the corporate setting, Joint representations in the creditors' rights and estate contexts, Representing Opposite Sides, Difference between transactional and litigation contexts, Adversity to Former Clients, General standards governing adversity to former clients, Meaning of "substantial relationship", Adversity to former clients by in-house lawyers and government lawyers) ... Clearing Conflicts (Withdrawal from a Representation, Ability to withdraw if no prejudice to client, "Hot Potato" rule, Ethics Screens, Use of ethics screen when hiring from other law firms and from the government, Consents, Requirements for valid consents, Revocability of consents, Prospective consents)
|
|
Date: 2/4/2010 - 2/4/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/4/2010 - 2/4/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/5/2010 - 2/5/2010
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/5/2010 - 2/5/2010
|
Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/5/2010 - 2/5/2010
|
Location: ELIZABETH CITY
@ the College of the Albemarle 1208 N Road Street
Elizabeth City, NC 27906
Foreman Tech Center - Roo
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
32nd Annual Bankruptcy Institute
|
|
Abstract: Legislation ... Judges Panel ... *Ethics ... Case Updates ... Consumer Breakout Session: Family Law, Foreclosure, 707 Actions, Debt Collections Acts and Liquidating 13 ... Non-Consumer Breakout Session: Receivership/Involuntary Bankruptcies and Article 55, Construction Law/Real Estate, Financial Fraud and Banking Regulations
|
|
Date: 2/9/2010 - 2/10/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Rooms A & B
|
Credits:
Total Hours: 10
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
|
|
Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
|
|
Date: 2/9/2010 - 2/9/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
2009 Insurance Law Update
|
|
Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
|
|
Date: 2/10/2010 - 2/10/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
The Effective and Ethical Way to Build Your Practice Featuring Roy S. Ginsburg
|
|
Abstract: Attracting new clients and producing additional revenue is more important - and more difficult - than ever. The economy is unstable; competition is intense. That's why it's essential to ramp up your business development efforts to gain every possible advantage.
Many lawyers forget that law is a service profession. Studies show that the most frequent reason for losing clients is poor service. And retaining clients in a volatile economy is crucial to your practice. So how do you make sure you're providing the best service? This practical, multi-media program delivers proven methods to build your practice within professional and ethical parameters while you earn ethics credits. Get the tools you'll need to consistently deliver exceptional service, retain and develop more business from current clients and increase referrals.
|
|
Date: 2/10/2010 - 2/10/2010
|
Location: CONCORD
@ the Embassy Suites Concord 5400 John Q Hammons Drive
Concord, NC 28027
|
Credits:
Total Hours: 6
Ethics Hours: 6
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/11/2010 - 2/11/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/11/2010 - 2/11/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
The Effective and Ethical Way to Build Your Practice Featuring Roy S. Ginsburg
|
|
Abstract: Attracting new clients and producing additional revenue is more important - and more difficult - than ever. The economy is unstable; competition is intense. That's why it's essential to ramp up your business development efforts to gain every possible advantage.
Many lawyers forget that law is a service profession. Studies show that the most frequent reason for losing clients is poor service. And retaining clients in a volatile economy is crucial to your practice. So how do you make sure you're providing the best service? This practical, multi-media program delivers proven methods to build your practice within professional and ethical parameters while you earn ethics credits. Get the tools you'll need to consistently deliver exceptional service, retain and develop more business from current clients and increase referrals.
|
|
Date: 2/11/2010 - 2/11/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 6
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/12/2010 - 2/12/2010
|
Location: MOREHEAD CITY
@ the Carteret CC 3505 Arendell Street
Morehead City, NC 28557
Bryant Student Center
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/12/2010 - 2/12/2010
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Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
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Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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Date: 2/15/2010 - 2/15/2010
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 2/16/2010 - 2/16/2010
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Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
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Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/16/2010 - 2/16/2010
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
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Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
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Date: 2/17/2010 - 2/17/2010
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
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2009 Insurance Law Update
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Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
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Date: 2/18/2010 - 2/18/2010
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Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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2009 Insurance Law Update
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Abstract: Insurance Commissioner on Department Audits and Investigations ... Hot Topics in Commercial General Liability Insurance Coverage ... Lessons Learned from Discovery Disputes and Trials of Bad Faith Actions ... Nuts and Bolts of Declaratory Judgment Actions ... Insurance Coverage ... A View From the Bench ... Uninsured/Underinsured Motorist Coverage Update ... Ethical Considerations Related to the Insurer, Insured and Defense Counsel ... Hot Topics in Professional Liability Errors & Omissions Insurance Coverage
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Date: 2/18/2010 - 2/18/2010
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Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
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Credits:
Total Hours: 6.25
Ethics Hours: 1
Substance/Mental Health Hours: 0
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2010 Business Law Institute
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Abstract: Developments in Third Party Legal Opinions ... LLC Operating Agreements/Taxation ... Developments in Estate Planning for Owners of Closely-Held Businesses ... Best Practices in Nonprofit Corporate Governance ... Developments in Mergers & Acquisitions: Doing Deals in a Difficult Market
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Date: 2/18/2010 - 2/18/2010
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Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
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Credits:
Total Hours: 3.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 2/18/2010 - 2/18/2010
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Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
The Carolina
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Negotiation Strategies for Lawyers in a Tough Economy Featuring National Negotiation Expert and Author, Marty Latz
|
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Abstract: Introduction - "Negotiation Best Practices" Story and Our Biggest Challenges as Negotiation Managers ... Discuss Latz's Negotiation Best Practices/Golden Rules of Negotiation and their Creation/Implementation. Create and implement the following through technology: Golden Rule One: Information is Power - So Get It! and Golden Rule Two: Maximize Your Leverage - Continue Discussing Negotiation Best Practices and their Implementation: Golden Rule Three: Employ "Fair" Objective Criteria, Golden Rule Four: Design an Offer-Concession Strategy and Golden Rule Five: Control the Agenda ... *Discuss Negotiation Ethics Scenarios, including: dealing with untrustworthy negotiators ... Prepare to Implement Negotiation Best Practices in a Simulation .. Simulation and Debriefing ... Analyze Negotiation Simulation and Best Practices Implementation ... Discuss Best Practices Implementation Process ... Discuss Effective Management of Negotiation Best Practices: Developing and customizing negotiation best practices templates, Developing and customizing strategic reports and Online Management with ExpertNegotiator's (Virtual Window; Snapshot; Strategic Alerts) ... *Discuss Negotiation Ethics Scenarios: The "Negotiation Lone Ranger" problem and "Puffery" vs. ethically unacceptable lying.
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Date: 2/18/2010 - 2/18/2010
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Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
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Credits:
Total Hours: 6
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
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Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/18/2010 - 2/18/2010
|
Location: NEW BERN
@ the Craven CC 800 College Court
New Bern, NC 28562
Bosch & Siemens AMC Build
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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2010 Business Law, Corporate Counsel and International Law Sections Joint Annual Meeting
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Abstract: NC Business Law Update ... The Unknown or Inadvertent Franchise ...
Labor and Employment Law Enforcement and Priorities under the Obama Administration ... International Compliance Issues (Foreign Corrupt Practices Act and Office of Foreign Assets Control) ... *Selected Hot Topics in Ethics (The ethics of negotiation, including acceptable levels of deception about value or intent, and the propriety of staying silent in the face of the other side's misunderstanding about the law or important facts.) ... Developments in Indemnification, Arbitration and Collection of Attorneys Fees ... Intellectual Property Issues and Minefields in Transactional Practice (Patent rights, trademark and copyright considerations. The growing importance of IP, evaluating the IP holdings of others, and evaluating and protecting the IP of your company or client (e.g., IP audits). Address warranties, indemnification provisions, and ownership issues relating to IP will also be addressed briefly.) ... Doing Business in the Developing World (Choice of Law, Venue, Arbitration, Collection of Judgments and Selection of International Counsel) ... Representing or Dealing with Distressed Companies ... Corporate Governance and Executive Compensation Programs (Recent regulatory and corporate governance developments and best practices for both public and private companies in administering their equity compensation plans and incentive progra
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Date: 2/19/2010 - 2/19/2010
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Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 1
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|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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|
Date: 2/19/2010 - 2/19/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
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Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
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Date: 2/24/2010 - 2/24/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
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Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
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Date: 2/24/2010 - 2/24/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/24/2010 - 2/24/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Room A
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/25/2010 - 2/25/2010
|
Location: ASHEVILLE
@ the Asheville-Buncombe Tech C 1459-C Sand Hill Road
Candler, NC 28715
Enka Campus - Business In
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/25/2010 - 2/25/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
14th Annual Elder Law Symposium
|
|
Abstract: n/a
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Date: 2/26/2010 - 2/26/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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|
Date: 2/26/2010 - 2/26/2010
|
Location: WELDON
@ the Halifax CC 200 College Drive
Weldon, NC 27890
Building 400 - Room 412
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
The Resilient Lawyer
|
|
Abstract: *Immunity to Change (Learn to break down the resistance to change that keeps us not only from maximizing our ability to best serve our clients, but also to best mentor and supervise our fellow attorneys and manage our practices. Help close the gap between what we have always intended to do in advising our clients and managing our practices, and guide us toward maximizing what we are actually able to do.) ... Suicide: Assessment, Intervention and Aftermath (Guidance in identifying colleagues who suffer from debilitating mental conditions that impair the ability to carry out professional responsibilities and, at worst, lead to suicide attempts.) ... *Lawyers, Technology, and Ethics: Possibilities, Best Practices and Ethical Constraints (Hear an explanation of how technological innovations may impact your duties of competent and diligent representation as well as an introduction to new ways of effectively communicating with clients. Learn more about social networking (such as -LinkedIn,- Facebook, Twitter and others) and explore the ethical issues that may arise with lawyers- involvement with these and other new technologies. Issues include client confidentiality, and proper and improper uses of blogging and other forms of social networking by attorneys, their subordinate attorneys and staff.) ... Turning Out the Lights: Planning for Closing Your Law Practice
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Date: 2/26/2010 - 2/26/2010
|
Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
|
Credits:
Total Hours: 6
Ethics Hours: | |
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