Lawyers Mutual presents
Put Into Practice: Risk Management Tips for Your Firm
FREE for Lawyers Mutual Insureds and their Paralegals/Staff;
$150 non-insured attorneys; $35 for non-insured paralegals/staff
Registration & light continental breakfast 8:30 a.m. - 9:00 a.m.
Program: 9:00 a.m. - 12:30 p.m.
About The Program
Managing Your Trust Account
Did you know the North Carolina State Bar approved new trust account rules in 2016? Including a requirement for those attorneys who maintain trust account to obtain a CLE hour devoted to trust accounts?
Join a panel of Lawyers Mutual Claims Attorneys and Tom Boyle, CPA, and owner of Trust Books, as they discuss the Trust Handbook and walk through an in-depth example of performing a quarterly trust reconciliation to meet Rule 1.15-3(d)(1)). Topics include:
- Overview of trust accounts
- Breaking down the Key Concepts
- Deposits – funds received
- Payments – funds paid
- Overview of new trust requirements
- Trust reconciliations
Getting By With A Little Help from Our Friends
The ABA and Hazelden Foundation recently conducted a nationwide study confirming that lawyers struggle with depression, anxiety and alcoholism at rates that far exceed rates found in the general population and other professions. We all know the risks. We often see colleagues in trouble but are unsure exactly what to do about it. This presentation will highlight real-world strategies that lawyers and law firms can use to: 1) identify colleagues at risk, 2) create a culture of safety that will reduce barriers for those in need to asking for and receiving help, and 3) intervene when it is clear a colleague needs assistance.
Cyber Safeguards and Procedures
Managing cyber risks is no longer the exclusive domain of IT professionals. This presentation will provide you with the practical guidance you need to better prepare for and respond to cyber incidents. You will learn how to reduce your law firm’s financial, legal and reputational exposure. We will review the following topics:
- Best practices for protecting data and confidential information.
- Internal threats.
- Mobile devices.
- Encryption: What is it and do you need it?
Lawyers Mutual will confirm insured status.
Refunds for non-insured registrants will be issued via check for written cancellations received by Lawyers Mutual at firstname.lastname@example.org 10 or more business days prior to the date of the seminar. No refunds will be issued after this deadline.
Click HERE to view the manuscript. The manuscript is located our website – www.lawyersmutualnc.com – click on CLE then Manuscripts. It is a rather large file and is not necessary to download and print – we will have a handout at the CLE that will include the PowerPoint presentations and a few forms that will be discussed.
When & Where
Questions? Sharon Sparrow at 800.662.8843 or email@example.com
Approved for North Carolina State Bar CLE credit:
1 hours Ethics/Professionalism credit
1 hour General credit
1 hour Substance Abuse/Mental Health Awareness credit