Risk Webinars

Ethical Screening Requirements

Ethical Screening Requirements

In this webinar, panelists review current professional rules and new case law developments supporting the need to enhance law firm ethical screening and confidentiality management practices.

Speakers:

  • Lucian Pera - President, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP
  • Deborah Jeffrey - Partner, Professional Services Practice Group, Zuckerman Spaeder LLP
  • Pat Archbold - Head of Risk Practice, Intapp, Inc.

Topics Include:

  • Confidentiality News & Updates
  • Screening Rules & Case Law Requirements
  • Mapping Requirements to Firm Practices
  • The Role of Technology
ABA Rule Changes

ABA Rule Changes

In this webinar, panelists discuss the ABA changes to Rule 1.10 that enable law firms to screen conflicted lateral hires without having to obtain client waivers.

Speakers:

  • Lucian Pera - President-Elect, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP
  • Deborah Jeffrey - Partner, Professional Services Practice Group, Zuckerman Spaeder LLP
  • AnneMarie Davine - Managing Director, Marsh
  • Pat Archbold - Head of Risk Practice, Intapp, Inc.

Topics include:

  • History and drivers of the ABA Rule 1.10 Change
  • Defined screening enforcement, notification and tracking requirements
  • Enforcement, notification and acknowledgment tracking technology
  • Insurance industry perspective on firm risk management response
<<  1 [2