Delivering Legal Services Online - Ethics - June 2, 2016

Working the Web: Delivering legal services Online

Sponsored by Avvo

E-commerce has exploded over the last 15 years, and this trend is finally finding its way to the law. This webinar is designed to help lawyers and law firms understand the primary ethics issues that may arise when selling or delivering legal services online.

Lawyers who attend will learn about:

• Online advertising and fee-splitting: A review of the first amendment considerations and limitations surrounding online referrals.
• The ethics of online Q&A: How does answering questions online from people who may be out-of-state mesh with state-based practice limitations?
• Online “deals” and unbundled services: To what extent do online deals or other unbundled offers implicate ethics rules around advertising, trust accounts, excessive fees, conflicts and the duty of competence?
• Technology & security: What special considerations around technology and cloud-based applications are in play when serving clients online?

Speaker:

Josh King is Chief Legal Officer at Avvo. He is responsible for the company's legal affairs and business operations. He is also a frequent writer and speaker on interactive media and professional ethics issues. Prior to joining Avvo in 2007, Josh spent over a decade in the wireless industry, in a mix of legal and non-legal roles: Vice President, Corporate Development at AT&T Wireless, Director of Business Development for Clearwire, and General Counsel for Cellular One of San Francisco. Josh started his legal career as a litigator in the San Francisco Bay Area.

FREE!

Online - Participatory

Total CLE credits = one Ethics unit

June 2, 2016, 10:00 am to 11:00 am PT

For further information see:

http://lawyernomics.avvo.com/webinars/working-the-web-delivering-legal-services-online-2?utm_source=newsletter&utm_medium=email&utm_content=webinar&utm_campaign=lrc_newsletter_pro&c3ch=Email&c3nid=newsletter_pro

Working with Forensic Engineers - June 7, 2016

Helpful Information for Attorneys When Working with Forensic Engineers

Sponsored by TASA

During this webinar you will learn: 

• What forensic engineers do; 
• Analytical tools are used by forensic engineers; and
• Examples of cases that used these analytical tools and techniques.
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Speaker:

Robert Iezzi is an accomplished expert witness and technologist with an outstanding record of achievement in chemical research and development. He has experience in product liability and patent infringement. Dr. Iezzi has worked in R&D at Fortune 500 companies for 48 years to develop expertise in paints, plastics, metal coatings, corrosion, pretreatments, fluoropolymers, nanotechnology, polymer science, and more

FREE!

Online - Participatory

Total CLE credits = 1 unit

June 7, 2016, 11:00 am to 12:00 pm PT

For further information see:

https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&referrer=&eventid=1173480&sessionid=1&key=CD20C63852819DE33F58125D7B070B75&regTag=&sourcepage=register

Reducing Spend for In-House Legal Teams - June 8, 2016

Reducing Spend for In-House Legal Teams: One Simple Change 

Sponsored by Bloomberg BNA and Exterro

The new Federal Rules of Civil Procedure re-emphasize the importance of Rule 1, which requires “just, speedy and inexpensive determination of every action and proceeding” and proportional legal spend when litigating civil matters.  Because of this, in-house legal teams and especially legal managers are looking to take advantage of these new rules by cutting costs with new techniques, such as project management.

Additionally, as more large organization begin to insource eDiscovery activities, due to the cost savings of outsourcing such services as ECA, collection, processing and first pass analysis, in-house legal teams can no longer treat cases as a reactive fire drill.  To realize the potential cost savings of insourcing eDiscovery, in-house legal teams must lay a foundation via project management principles and tools to successfully reduce legal spend.

This panel discussion will change how legal professionals view their current legal process. Legal project management takes best practices from business and IT processes and applies those techniques to the traditional legal process.  Attendees will walk away with new ideas for streamlining their current legal process, which will lead to reduced legal spend.

Speakers:

Thomas Mullane, E-Discovery Process Manager, United Technologies Corporation (UTC) has 14 years of experience in Information Technology support.    

James Duffy, Esq., Research Analyst, Blue Hills Research is a research analyst at Blue Hills Research focusing on enterprise risk management, compliance and policy management and legal technology.

FREE!

Online - Participatory

Total CLE credits = 1 unit

June 8, 2016, 10:30 am to 11:30 am PT 

For further information see:

http://www.bna.com/reducing-spend-inhouse-m57982069830/?elqTrackId=bca97a541d1f48ca9ae56f9b6c88ef70&elq=90a856aadbfb4dae9a99f9451067ed82&elqaid=5186&elqat=1&elqCampaignId=3084

Compensation Planning for Tax-Exempt Entities - June 8, 2016

Compensation Planning for Tax-Exempt Entities: Navigating IRC Section 457(f)

Sponsored by Trucker Huss APC

Tax-exempt employers must be aware of the unique restrictions and benefits of Section 457(f) of the Internal Revenue Code (the “Code”) when designing and administering compensation packages and programs that include supplemental executive retirement benefits, long-term incentive bonuses and severance benefits. We have designed many compensation programs for tax-exempt entities and in this webinar will share our knowledge and experience gained in order for you to adopt best practices for your programs and avoid common pitfalls. Topics that will be addressed include:

• Code 457(f) statutory requirements and IRS regulatory guidance.
• Determining when compensation is subject to a substantial risk of forfeiture.
• Is a rolling risk of forfeiture still permissible?
• Can employees defer salary under a 457(f) plan?
• IRS Notice 2007-62 and what is “bona fide severance pay” under Code Section 457(e)(11)?
• The interplay between Code Sections 457(f) and 409A (and what is a 409A tail?).
• ERISA requirements for a Code 457(f) plan.
• Tax withholding and reporting.

Speakers:

Mary Powell - Trucker Huss APC
Marc Fosse - Trucker Huss APC
Eric Schillinger - Trucker Huss APC

FREE!

Online - Participatory

Total CLE credits = 1-1/2 units

June 8, 2016,  9:00 am to 10:30 am PT

For further information see:

https://attendee.gotowebinar.com/register/925708900878438403

Fight Fraud with Employee Training - June 9, 2016

Fight Fraud with Employee Training

Sponsored by i-Sight

Most companies have ethics and compliance policies in place and those policies usually include training for employees. That training typically includes material about policies prohibiting discrimination and harassment, bribery and excessive gift-giving.  But it usually does notteach employees how to recognize signs of fraud and how to report them.

Employee fraud awareness training is one of the most important ways your company can protect itself from fraud which, according to the Association of Certified Fraud Examiners, costs the average company five per cent of its revenues every year.

Speaker:

Peter Goldmann, President of FraudAware LLC

FREE!

Online - Participatory

Total CLE credits  = 1 unit

June 9, 2016, 11:00 am to 12:00 pm PT

For further information see:

http://i-sight.com/resources/webinar-fight-fraud-with-employee-fraud-training/

Pregnancy and Parental Rights in the Workplace - 1-1/2 units - June 9, 2016

Pregnancy and Parental Rights in the Workplace: A Guide for Employers

Sponsored by Miller Law Group 

Join Miller Law Group for an in-depth look at the laws and regulations that protect pregnant workers and provide other "family" workplace rights.  Topics we will explore include:  pregnancy disability leave; reasonable accommodation and transfers for pregnant workers;  lactation accommodation requirements; and family responsibility discrimination. We will also explore recent court decisions and regulatory changes, as well as best practices to avoid claims.

FREE!

Online - Participatory

Total CLE credits = 1-1/2 units

June 2, 2016, 10:00 am to 11:30 am PT

For further information see:

https://cc.readytalk.com/registration/#/?meeting=6tcicf29du84&campaign=6z3veeyqi3v

The NLRB & You: Labor Compliance for Non-Union Employers - June 14, 2016

The NLRB & You: Labor Compliance for Non-Union Employers

Sponsored by Gordon & Rees LLP

Many employers view the National Labor Relations Act (“NLRA”) as a statute that applies only to those companies with a unionized workforce. However, this understanding is quickly becoming outdated as the National Labor Relations Board (“NLRB”) and courts have continued to expand its coverage. As the NLRB continues to assert jurisdiction over non-union employers, it is more important than ever for all employers to be aware of the provisions of the NLRA and how it can apply to its workforce. In this webinar, presenters will discuss the NLRB and the expansion of its investigation into concerted activities and retaliation of employers with no unions. Presenters will also address the NLRB’s latest decisions and other recent enforcement activity, potential pitfalls for employers, and best practices for employers to comply with NLRA obligations.

A brief Q&A session will follow.

Speakers:

Sarah Turner’s practice includes federal and state litigation of group and individual life, health and disability benefits and breach of fiduciary duty claims under ERISA.  

Derek Bishop is senior counsel in the Employment practice group. His practice focuses on complex civil litigation and employment law. He defends employers against claims of discrimination, harassment, retaliation, wrongful termination, and violation of wage and hour laws brought either by individual employees or on behalf of a class of employees.

FREE!

Total CLE Credits:  1.00 unit

Online

June 14, 2016, 9:00 am to 10:00 am PT

For further information see:

http://www.lexology.com/Events/Details/3062?utm_source=Lexology%2bDaily%2bNewsfeed&utm_medium=HTML%2bemail&utm_campaign=Lexology%2bsubscriber%2bdaily%2bfeed&utm_content=Lexology%2bDaily%2bNewsfeed%2b2016-05-02

The Art and Practice of the Meet and Confer - SF - Live - June 15, 2016

The Art and Practice of the Meet and Confer

Sponsored by the Northern District Practice Program

An informal brown bag lunch session with District Court Judge Haywood Gilliam and Magistrate Judge Jacqueline Corley. This informal session is an opportunity, especially for younger attorneys, to improve their practical skills for meeting and conferring with opposing counsel prior to the initial Case Management Conference. Learn what a judge wants and does not want to hear from attorneys during the CMC.

Pre-registration is required as space is limited.

Speakers:

Magistrate Judge Jacqueline Scott Corley comes to the court from the law firm of Kerr & Wagstaffe, where she was a partner from 2009 to 2011. Ms. Corley graduated from UC Berkeley (1988) and from Harvard Law School (1991), where she earned magna cum laude honors and edited the Harvard Law Review. Upon graduation from law school, Ms. Corley served as law clerk to United States District Judge Robert Keeton of the United States District Court for Massachusetts before entering civil litigation practice, first with the firm now known as Goodwin Procter (in Boston), then Coblenz, Patch, Duffy & Bass LLP (in San Francisco). From 1998 to 2009, Ms. Corley served as Permanent Law Clerk to United States District Judge Charles R. Breyer of this court. Ms. Corley has also served as a court-appointed mediator and early neutral evaluator in this court’s Alternative Dispute Resolution Program since 2007. 

The Hon. Haywood S. Gilliam, Jr. is an Article III district judge sitting in the United States District Court for the Northern District of California in San Francisco.  Judge Gilliam received a B.A. from Yale University in 1991 and matriculated from Stanford Law School in 1994.  After law school, Judge Gilliam clerked for the Hon. Thelton E. Henderson in the United States District Court for the Northern District of California.  He then went into private practice from 1995 to 1998, before leaving to become an Assistant U.S. Attorney for the Northern District, where he served from 1999 to 2006.  In his last three years at the USAO, Judge Gilliam was the Chief of the Securities Fraud Section.  He then returned to private practice, where he remained until becoming a judge.

FREE!

Total CLE Credits:  1.00 unit

Live:

Phillip Burton Federal Building and U.S. Courthouse, Courtroom F, 15th Floor

450 Golden Gate Avenue

San Francisco, California, 94102

June 15, 2016, 12:00 pm - 1:00 pm  PT

For further information see:

http://northerndistrictpracticeprogram.org/events/the-art-and-practice-of-the-meet-and-confer-sf/

Considerations for Trusts in Asset Protection Jurisdictions - June 15, 2016

Basic and Intermediary Considerations for Trusts Established in Asset Protection Jurisdictions – Tax, Practical, and Other Considerations for the Knowledgeable Planner

Sponsored by Bloomberg BNA

Explore tax, practical, and other considerations for trusts established in asset protection jurisdictions. Our webinar will take attendees through IRS filing requirements, the penalties clients face for failure to report items properly, and when to use an offshore trust versus a domestic asset protection trust.

Educational Objectives:
• Know the various forms to file with the Internal Revenue Service
• Ensure that all tax reporting is done properly
• Understand the penalties that could result from improper reporting
• Know the benefits of setting up a trust in an offshore jurisdiction instead of relying on the unsettled law of domestic asset protection trusts which could be established in some states such as Nevada, South Dakota, and Alaska

Who would benefit most from attending this program?
Estate Gift and Tax Planners, Tax Attorneys, Estate Planners, Attorneys, Trust Officers, Accountants, Insurance Advisors, Wealth Management Professionals, CPAs.

Speaker:

Gideon Rothschild  - As Chair of Moses & Singer's Trusts & Estates and Asset Protection practices, Gideon Rothschild focuses on domestic and international estate planning and asset protection.  He is a nationally-recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning.  His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.

Mr. Rothschild serves high-net-worth individuals with assets ranging from $5 million to more than $1 billion. His clients include professionals, entrepreneurs, real estate developers and owners, closely-held business owners and directors of publicly-held companies.

FREE!

Online - Participatory

Total CLE credit = 1 unit

June 15, 2016 , 9:30 am to 10:30 am PT

For further information see:

http://www.bna.com/basic-intermediary-considerations-m57982065167/?elqTrackId=e449fddf097542c8b911b1b30e3db063&elq=070646a2edb94106933e4e1346f9cfc6&elqaid=5248&elqat=1&elqCampaignId=3133

Legal Developments for Life Sciences Companies - Part I - 1-1/2 units - June 15, 2016

Top Legal Developments that Every Life Sciences Company Needs to Watch - Part I  

Sponsored by Bloomberg BNA and Manatt, Phelps & Phillips, LLP.

Life sciences companies are facing an increasingly complex legal climate, and it is easy to miss some of the storms on the horizon. Some regulators are struggling to keep pace with a health care environment changing at unprecedented speed, while other agencies are now zeroing in on drug and device companies. It can be a continuing challenge to ensure life sciences companies remain compliant – and protected – in a transforming environment. 

In a new complimentary two-day webinar, Manatt addresses some of the most significant legal issues that life sciences leaders need to watch in the year ahead. You’ll explore developments affecting the life sciences industry from numerous directions – including anti-corruption, environmental regulation, cybersecurity, Medicaid reform and direct marketing. You will learn what your organization needs to know to ensure your business is prepared to address a host of legal developments and navigate safely through today’s volatile health care landscape.  

Educational Objectives:

• Discover some of the most important, and surprising, legal developments on the horizon today for life sciences companies.
• Gain critical insights into how a number of critical developments are evolving – many of which come from outside the traditional areas in the sites of life sciences counsel.
• Explore developments and enforcement trends around antitrust laws, the False Claims Act (FCA), the Foreign Corrupt Practices Act (FCPA), the 340-B program, cybersecurity, direct marketing laws, environmental regulations, and others.
• Examine how life companies and their customers can respond to these developments to keep their organizations compliant and prepared in a radically-changing market.

FREE!

Online - Participatory

Total CLE credit = 1-1/2 units

June 15, 2016 , 10:00 am to 11:30 am PT

For further information see:

http://www.bna.com/Top-Legal-Developments/?elqTrackId=138774e574c5424da05233a85c370edd&elq=070646a2edb94106933e4e1346f9cfc6&elqaid=5248&elqat=1&elqCampaignId=3133

Sexuality in the Workplace - June 16, 2016

Sexuality in the Workplace

Sponsored by Reed Smith LLP

While many employers have long endeavored to keep any discussion or consideration of sexuality out of their workplace, the fact of the matter is that sexuality plays a part in any work environment, and employment laws are constantly being created and amended to reflect this reality. 

This program will address a wide range of hot topics that have recently placed employers in pressure situations and will provide best practices for drafting policies and handling issues related to sexuality in the workplace.

Topics
•    Transgender issues
•    Gender discrimination and harassment
•    Broadening protective classes (related to the LGBT community)
•    Relationships in the workplace
•    Investigating sexual misconduct claims
•    Pay equity
•    Same-sex harassment

Speakers:

L. Julius M. Turman - Partner, Reed Smith LLP

Eric M. Walder - Associate, Reed Smith LLP

FREE!

Total Credits:  1.00 unit

Online

June 16, 2016, 9:00 am to 10:00 am PT

For further information see:

http://www.lexology.com/Events/Details/3050

Working with a Forensic Accounting Expert - June 16, 2016

Working with a Forensic Accounting Expert on Financial Crime Cases: A Guide for Attorneys 

Sponsored by TASA

Marie Susan Lee CPA, MBA, CFE, CEH is a data scientist with more than 20 years of experience providing expertise in forensic accounting, cyber security, and big data analytics for the deterrence and mitigation of financial crime transactions in compliance with laws and regulations. She advises on detection of complex business litigation involving embezzlement, money laundering, Medicare and Medicaid fraud, real estate fraud, and trusts & estates totaling 187 counts and more than $14.5 million.

FREE!

Online - Participatory

Total CLE = 1 unit

June 16, 2016, 11:00 am to 12:00 pm

For further information see:

https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&referrer=&eventid=1184469&sessionid=1&key=89D7558143952CDA5407D1FC0490A625&regTag=&sourcepage=register

Legal Developments for Life Sciences Companies - Part II - 1-1/2 units - June 16, 2016

Top Legal Developments that Every Life Sciences Company Needs to Watch - Part II 

Sponsored by Bloomberg BNA and Manatt, Phelps & Phillips, LLP

Life sciences companies are facing an increasingly complex legal climate, and it is easy to miss some of the storms on the horizon. Some regulators are struggling to keep pace with a health care environment changing at unprecedented speed, while other agencies are now zeroing in on drug and device companies. It can be a continuing challenge to ensure life sciences companies remain compliant – and protected – in a transforming environment. 

In a new complimentary two-day webinar, Manatt addresses some of the most significant legal issues that life sciences leaders need to watch in the year ahead. You’ll explore developments affecting the life sciences industry from numerous directions – including anti-corruption, environmental regulation, cybersecurity, Medicaid reform and direct marketing. You will learn what your organization needs to know to ensure your business is prepared to address a host of legal developments and navigate safely through today’s volatile health care landscape.  

Educational Objectives:

• Discover some of the most important, and surprising, legal developments on the horizon today for life sciences companies.
• Gain critical insights into how a number of critical developments are evolving – many of which come from outside the traditional areas in the sites of life sciences counsel.
• Explore developments and enforcement trends around antitrust laws, the False Claims Act (FCA), the Foreign Corrupt Practices Act (FCPA), the 340-B program, cybersecurity, direct marketing laws, environmental regulations, and others.
• Examine how life companies and their customers can respond to these developments to keep their organizations compliant and prepared in a radically-changing market.

FREE!

Online - Participatory

Total CLE = 1-1/2 units

June 15, 2016 , 10:00 am to 11:30 am

For further information see:

http://www.bna.com/Top-Legal-Developments/?elqTrackId=138774e574c5424da05233a85c370edd&elq=070646a2edb94106933e4e1346f9cfc6&elqaid=5248&elqat=1&elqCampaignId=3133

Mid-Year Briefing: 2016 Data Discovery Case Law - June 20, 2016

Mid-Year Briefing: 2016 Data Discovery Case Law - June 20, 2016

Sponsored by Bloomberg BNA and kCura

As technology becomes increasingly integral to our lives and workplaces, it is shaping the practice of law, case by case.  Last year brought us expanded judicial acceptance of technology-assisted review, refined definitions of “practicing law,” and recognition of mobile data’s importance in litigation.  What do the outcomes of 2016 case law to date mean for your eDiscovery practice?  David Horrigan, eDiscovery counsel and legal content director ad kCura, will provide an analysis of significant rulings from the first half of 2016.

Educational Objectives:
• The year’s most important data discovery cases and developments to date, including expanded judicial acceptance of technology-assisted review, refined definitions of “practicing law,” and recognition of mobile data’s importance in litigation
• What key rulings may mean for your practice
• Any specific questions you have about these cases and their impact

Who would benefit most from attending this program?
In-house counsel; outside counsel; any legal professional involved in litigation and eDiscovery.

FREE!

Online - Participatory

Total CLE credit = 1 unit

June 20, 2016, 10:00 am to 11:00 am PT

For further information see:

http://www.bna.com/midyear-briefing-2016-m57982072829/?elqTrackId=b9a4063d1bfc4850900b509f816de18f&elq=07db762f14c149ce869b4ef149035e36&elqaid=5275&elqat=1&elqCampaignId=3148

Intercompany Agreements After BEPS - June 23, 2016

What You Need to Know About Intercompany Agreements After Base Erosion and Profit Shifting (BEPS)

Sponsored by Bloomberg BNA and  Mayer Brown

Intercompany agreements should reflect the functional, legal, and economic allocations of responsibilities and risks that support a taxpayer's transfer pricing positions. Notwithstanding the importance of these agreements, it is easy to put little effort into drafting these documents even though a poorly drafted intercompany agreement can, and often does, lead to major transfer pricing disputes.  Indeed, these agreements sometimes fail to reflect the economic realities of a transaction or don’t sufficiently address or anticipate changes such as BEPS developments, the invalidation of regulatory requirements as in Altera, and other important changes, like proposed regulations such as those promulgated under section 385. 

Brian Kittle and Scott Stewart will review the key steps and best practices required to write effective intercompany agreements that avoid penalties and controversy.  They will examine: 

• Requirements imposed by both the final BEPS action items and section 382 on intercompany agreements;
• Agreements that, for example, fail to define the IP properly, omit key terms and conditions (e.g., the sales base on which royalties are paid and the owner of future-developed IP), and/or contain limited terms and/or short-term termination clauses wholly inconsistent with the long-term investment (and assumption of risk) required for a licensee to exploit the IP; 
• Sales and marketing agreements that purport to limit the risk of a distribution affiliate, but which lack any significant substantive provision effectuating such intent; 
• Compensation arrangements for all different kinds of related-party transactions that merely cross-reference the "arm's-length standard";
• Instances where the agreements have created unforeseen and unexpected issues.

Educational Objectives:
• Get practical tips and a basic approach to drafting intercompany agreements that will be beneficial, defensible, and sufficiently flexible and enduring to the company
• Learn from best practices in drafting intercompany agreements using real examples of company agreements to demonstrate how to bolster a taxpayer’s tax positions
• Know how to avoid unnecessary controversy and the imposition of IRS penalties

FREE!

Online - Participatory

Total CLE = 1 unit

June 23, 2016, 10:00 am to 11:00 am PT

For further information see:

http://www.bna.com/need-know-intercompany-m57982072438/?elqTrackId=f9d679b6ff394fd7a709bda39d6a7ad9&elq=070646a2edb94106933e4e1346f9cfc6&elqaid=5248&elqat=1&elqCampaignId=3133