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Put Into Practice Risk Management Tips for Your Firm - New Bern

Lawyers Mutual

Thursday, January 26, 2017 from 9:00 AM to 12:30 PM (EST)

Registration Information

Registration Type Sales End Price Fee Quantity
Lawyers Mutual Insured Attorney
Free for Insured Attorneys and their Staff
Ended Free $0.00
Paralegal/Staff of Lawyers Mutual Insured Attorney
Free for Insured Attorneys and their Staff
Ended Free $0.00
Non-Insured Attorney
A refund will be provided for written cancellations received by Lawyers Mutual 10 or more business days prior to the date of the seminar. See refund policy.
Ended $150.00 $4.74
Non-Insured Paralegal/Staff
A refund will be provided for written cancellations received by Lawyers Mutual 10 or more business days prior to the date of the seminar. See refund policy.
Ended $35.00 $1.87

Share Put Into Practice Risk Management Tips for Your Firm - New Bern

Event Details

 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
  • Recordkeeping
  • 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?

 

Additional Terms

Lawyers Mutual will confirm insured status.  


Refund Policy

Refunds for non-insured registrants will be issued via check for written cancellations received by Lawyers Mutual at riskmgt@lawyersmutualnc.com 10 or more business days prior to the date of the seminar. No refunds will be issued after this deadline.  


Manuscripts

Click HERE to view the manuscript.  The manuscript is located on our website – www.lawyersmutualnc.com – click on CLE then Manuscripts.  It is a 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.

Have questions about Put Into Practice Risk Management Tips for Your Firm - New Bern? Contact Lawyers Mutual

When & Where


New Bern Riverfront Convention Center
203 South Front Street
New Bern, NC 28560

Thursday, January 26, 2017 from 9:00 AM to 12:30 PM (EST)


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Organizer

Lawyers Mutual

Questions? Sharon Sparrow at 800.662.8843 or riskmgt@lawyersmutualnc.com

Approved for North Carolina State Bar CLE credit:

1 hour Ethics/Professionalism credit

2 hours General credit (includes the required Technology hour)

  Contact the Organizer
Inclement Weather Policy Lawyers Mutual makes every effort to contact registrants when a program is cancelled due to inclement weather. If inclement weather is forecast, please call 800.662.8843 or contact the site location on this notice. If we have advanced warning, we will notify you via the e-mail provided on your registration form.

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