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Put Into Practice Risk Management Tips for Your Firm - Wrightsville Beach

Lawyers Mutual

Friday, February 10, 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
Feb 10, 2017 Free $0.00
Paralegal/Staff of Lawyers Mutual Insured Attorney
Free for Insured Attorneys and their Staff
Feb 10, 2017 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.
Feb 10, 2017 $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.
Feb 10, 2017 $35.00 $1.87

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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 - Wrightsville Beach? Contact Lawyers Mutual

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When & Where


Holiday Inn Resort
1706 North Lumina Avenue
Wrightsville Beach, NC 28480

Friday, February 10, 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 hours Ethics/Professionalism credit

1 hour General credit

1 hour Substance Abuse/Mental Health Awareness credit

  Contact the Organizer
Put Into Practice Risk Management Tips for Your Firm - Wrightsville Beach
Things to do in Wrightsville Beach, NC Conference
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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