Bundle Course List
Course List
- AI, Ethics and Developing Your Law Firm AI Policy
-
Generative AI is a game-changing technology – but it also comes with ethical risks for attorneys and law firms. Developing an AI policy for your law firm is now crucial and involves addressing ethical considerations and ensuring compliance with legal standards while leveraging the benefits of AI.
This CLE explores the ethical, practical and regulatory implications of integrating artificial intelligence into legal practice. It covers core technologies like machine learning and generative AI, their application in law firms and the ethical responsibilities attorneys under the ABA Model Rules and various state bar ethics opinions. Attorneys will learn how to assess confidentiality risks, ensure transparency in billing, combat AI bias and develop firm-wide AI policies that uphold professional conduct and client trust.
By the end of this course, participants will be able to:
1. Identify key AI technologies used in legal practice and their core functions.
2. Understand the ethical rules and responsibilities triggered by AI use, including competence, confidentiality, and candor.
3. Evaluate the risks of AI bias, misinformation, and data security breaches.
4. Develop a compliant AI policy aligned with ABA Model Rules and state bar guidance.
5. Communicate transparently with clients about AI use and its implications for fees, privacy, and case strategy.
Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur, and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Law Practice Management, Technology
Offered In: California (CA)
Course Expiration: 07/29/2030Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 07/29/2025
Run Time: 1:00:00 - Breaking Implicit Bias: Building Stronger Legal Cases With Powerful Storytelling
-
Implicit bias continues to influence decision-making throughout the legal process, often shaping how risk, credibility, accountability, and rehabilitation potential are evaluated. When courts rely primarily on limited case summaries, static historical data, or algorithmic risk assessments, critical aspects of a client’s life history and personal development may remain invisible, increasing the likelihood that unconscious assumptions fill informational gaps. These narrative gaps can unintentionally reinforce disparities in charging, program placement, plea negotiations, and sentencing outcomes.
This program examines how implicit bias operates within legal advocacy and demonstrates how evidence-based narrative strategies can help attorneys construct fuller, more accurate representations of their clients. Drawing on research from psychology, criminology and legal decision-making, this CLE explores how incomplete information triggers cognitive shortcuts and how contextual storytelling — supported by investigative interviews, social history development, and strategic video advocacy — can interrupt those processes.
Participants will learn to distinguish between static and dynamic risk factors and understand how overreliance on static historical indicators can perpetuate inequities in risk assessments and correctional program placements. The program further introduces practical methods for identifying growth indicators, rehabilitation evidence, and contextual life-history information that provide courts with individualized, evidence-based perspectives. Through case studies and applied advocacy techniques, the course illustrates how narrative construction can humanize clients, enhance judicial understanding, and support more accurate and equitable legal outcomes. By combining empirical data with structured storytelling approaches, this course equips attorneys with practical tools to strengthen mitigation advocacy, improve sentencing presentations, and advance fairness in legal decision-making while maintaining accountability and professional responsibility.
The speakers include: Rebecca Grace, Professor Matthew Claire, PhD., Hon. Judge Mark W. Bennett, Prof. Leticia Saucedo, Shawn Marsh, PhD., Omkari Williams and Shari Rusk.Specialty Areas: Implicit Bias
Practice Areas: Implicit Bias
Offered In: California (CA)
Course Expiration: 02/11/2031Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Implicit Bias
Original Production Date: 02/11/2026
Run Time: 1:00:00 - Eliminating Bias in Your Law Office: Implicit Bias and Microaggressions
-
You're a good speaker for an immigrant. Where are you from really? You're so good at coding – especially since you are a woman. Microaggressions are subtle words and actions that express prejudice and highlight difference in regard to a marginalized and often legally-protected group.
Through a combination of real-world scenarios, interactive discussion and practical strategies, attorney Nicole Sorokolit Croddick will provide tools to identify and address microaggressions & unconscious bias, improve cultural competency and foster a more respectful, inclusive workplace. Attorneys will learn the difference between microassaults, microinsults & microinvalidations, understand their psychological & professional consequences, and explore how these behaviors can affect workplace morale, productivity & create legal risks. By the end of this program, attendees will be better equipped to recognize their own biases, respond to microaggressions thoughtfully, and contribute to a culture of dignity, professionalism, and fairness within their organizations. By the end of this course, participants will be able to:
• Define and differentiate between implicit bias, microaggressions and other forms of subtle discriminatory behavior.
• Identify common types of microaggressions — including microassaults, microinsults, and microinvalidations — and their legal and emotional impact in a professional setting.
• Understand the cumulative effects of microaggressions on mental health, employee engagement and organizational culture – particularly for individuals in marginalized or protected groups.
• Analyze real-world scenarios to evaluate whether a microaggression has occurred and determine the appropriate strategies for response or intervention.
• Apply proactive tools and communication frameworks to reduce bias, foster inclusion, and create a respectful, equitable environment within legal workplaces.
Nicole Sorokolit Croddick, Esq., is an attorney and experienced bilingual business training facilitator. As a consultant and compliance trainer on employment law issues, Nicole facilitates classes on sexual harassment and discrimination prevention; ethnic sensitivity; workplace ethics; lawful hiring; and employee disciplinary procedures and documentation mechanics.Specialty Areas: Elimination of Bias
Practice Areas: Elimination of Bias
Offered In: California (CA)
Course Expiration: 06/26/2030Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Elimination of Bias
Original Production Date: 06/26/2025
Run Time: 1:00:00 - Ethics Guardrails for Law Firm Cyber Risk
-
This CLE program provides attorneys with critical guidance on navigating the increasingly intertwined worlds of legal ethics, malpractice risk & cybersecurity. As law firms become prime targets for cyber threats, ethical responsibilities under the ABA Model Rules demand heightened awareness and action.
Led by attorney Jeff Cunningham — who defends lawyers and firms in malpractice and ethics cases — this course explores the blurred lines between ethics violations and cyber negligence. Through practical strategies and real-world examples, the course offers attorneys actionable methods to build ethical “guardrails” that protect both client data and professional reputations. Topics include vendor due diligence, cyber infrastructure, legal tech trends, client counseling on cyber duties, and enhancing law firm security teams. Participants will gain a deeper understanding of key ethics rules, including Competence (Rule 1.1), Confidentiality (Rule 1.6), Communication (Rule 1.4), and Supervision Responsibilities (Rules 5.1–5.3), as applied in the digital age. Attorneys will walk away with a playbook for proactive compliance — ensuring they meet ethical obligations while mitigating malpractice and cyber liability in a high-risk environment.
Learning Objectives:
• Identify and interpret key ethical rules—including ABA Model Rules 1.1, 1.4, 1.6, and 5.1–5.3—as they apply to cybersecurity responsibilities in legal practice.
• Distinguish between ethical violations and legal malpractice in the context of cyber risk, and recognize how blurred boundaries create new areas of liability.
• Develop practical strategies for cyber compliance, including building secure infrastructure, conducting vendor due diligence, and training legal staff and nonlawyer personnel.
• Evaluate their firm's current cyber readiness and implement “ethics guardrails” to proactively reduce exposure to cyber threats and ethics grievances.
• Advise clients effectively on their own cybersecurity obligations, enhancing client service and meeting ethical duties under communication and competence rules.
Jeff Cunningham, Esq., actively defends lawyers and acts as outside General Counsel to small and mid-sized law firms across the United States, while also serving as this firm’s General Counsel. Jeff defends industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, Jeff brings a holistic approach of protecting our clients before problems occur.Specialty Areas: Legal Ethics
Practice Areas: Ethics
Offered In: California (CA)
Course Expiration: 07/03/2030Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 07/03/2025
Run Time: 1:00:00 - Navigating the Ethical Minefield: Internet Marketing for Attorneys
-
Attorneys are no longer confined to print ads in the Sunday paper & late night T.V. commercials. The Internet & social media have opened an entirely new online landscape for attorneys to advertise their services & law firms – but this new electronic terrain presents new ethical challenges.
“In a wreck, need a check?,” attorneys with sledgehammers, a “healthy dose of Dick,” monster trucks & guns. As attorneys that help lawyers with websites & online marketing, Desire'e Martinelli & Jeff Lantz have seen these numerous attorneys violate the rules of professional conduct with their online advertising. They are here to keep your conduct ethical in your YouTube vidoes, Facebook posts & PPC advertising. Primary subject covered: tips to avoid common ethical pitfalls, the consequences & penalties of unethical online advertising, and the best practices & plan when advertising online. Additional topics: using disclaimers, testimonial, making promises, required notifications, misleading ads, confidentiality issues, unjustified expectations, comparative statements, truthfulness & accuracy, case law, creating an ethical compliance plan and tools & resources. Ethical Rules addressed: Rule 1.6: Confidentiality, Rule 7.1: Communications Concerning a Lawyer’s Services, Rule 5.5: Unauthorized Practice of Law and Rule 8.4: Third-Party Violations.
Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Law Practice Management
Offered In: California (CA)
Course Expiration: 07/18/2029Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 07/18/2024
Run Time: 1:00:00 - Perfectionism in the Legal Profession: When Good Enough Isn't Good Enough
-
Many attorneys struggle silently with perfectionism, self-doubt and the fear of being “found out,” despite outward success. These internal pressures — often far greater than the external demands of legal practice — can significantly impact mental health and overall well-being if left unaddressed. Does this sound familiar??
“Everyone tells me I’m doing a great job—my clients, my colleagues, my family. So why do I still feel like I don’t measure up?”
“If I ask for help, everyone will know the truth about me.”
“I’m ok. I can work this out for myself
This program examines how perfectionism manifests within the legal profession and why lawyers are uniquely vulnerable to related mental health and substance use challenges. Drawing on current research and everyday insights, this course identifies early warning signs of distress, impairment, and burnout, while addressing the cultural, professional, and psychological barriers that prevent lawyers from seeking help. The program also highlights practical strategies for managing perfectionism, reducing stigma, restoring balance and maintaining long-term professional well-being. Attendees will gain a clear understanding of the confidential resources available through Lawyer Assistance Programs and how these services can support lawyers before problems escalate.
Upon completion of this program, participants will be able to:
* Identify early warning signs of distress, burnout, and impairment related to mental health and substance use issues within the legal profession.
Explain how perfectionism manifests among attorneys, including its relationship to imposter syndrome, anxiety, and self-criticism.
Recognize why lawyers are at increased risk for mental health and substance use disorders due to professional culture, personality traits, and workplace demands.
Understand common barriers—including stigma, shame, and denial—that prevent legal professionals from seeking assistance.
Apply practical well-being strategies to manage perfectionism, reduce distress, and promote healthier work-life balance.
Identify available confidential resources, including Lawyer Assistance Programs, and understand how and when to access support.
Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.Specialty Areas: Wellness Competence
Practice Areas: Law Practice Management, Wellness Competence
Offered In: California (CA)
Course Expiration: 12/17/2030Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Wellness Competence
Original Production Date: 12/17/2025
Run Time: 1:00:00 - Practical Steps to Avoid Conflicts of Interest
-
The ethical rules regarding conflicts of interest may appear deceptively simple. However, there are numerous situations that may arise where they can be very complicated or deceptive. Or there could be an exception to the conflicts rule or a way to work around it with a well-crafted consent.
In this CLE, ethics expert & Professor of Legal Ethics Cari Sheehan will provide practical guidance on specific ethical situations that arise in your daily practice. Cari will mainly discuss the ethical framework, practical steps to avoid conflicts of interest and specific scenarios where conflicts occur. The steps to conflicts of interest resolution discussed: (1) identifying if it’s a current, former or prospective client, (2) analyzing whether a conflict exists, (3) determining if the conflict is consentable, (4) obtaining informed consent, and (5) remedies if the conflict is not resolved. Specific issues presented: joint representation, the informed disclosure that is required, simultaneous representation in unrelated matters, the material limitation standard, prior work conflicts, informed consent, injunctive relief, disqualification, fee forfeiture, former clients, imputed conflicts, utilizing a firm-wide database and creating ethical walls/screens. Model Rules implicated: 1.7, 1.8, 1.9, 1.10 1.11 & 1.13.
With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari Sheehan serves as the Taft Law’s Assistant General Counsel. She is also an Assistant Clinical Professor of Business Law and Ethics with the IU Kelley School of Business in Indianapolis where she teaches courses in Business Law and Ethics.Specialty Areas: Legal Ethics
Practice Areas: Ethics
Offered In: California (CA)
Course Expiration: 03/14/2030Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 03/27/2025
Run Time: 1:00:00 - The Biggest Cybersecurity Threat: Human Behavior
-
If cybercrime was a country, it would be the third largest economy behind only China and the United States. By 2028, the annual cost of cybercrime worldwide is expected to approach $15 trillion. Attorneys must be educated on the risks associated with cybersecurity in order to protect their firms and clients.
Your law firm’s cybersecurity is only as strong as your weakest link: your employees. 95% of all successful cyber breaches are due to human behavior. In the CLE Tom Kirkham will describe the extent of the cybercrime threat to your law firm, address strategies & trainings and he will conclude by introducing you to the 3 pillar methodology to protect your law firm. Additional topics: the size & scale of the hacking industry, what is at risk for attorneys, common shortfalls, the NIST Cybersecurity Framework, exploiting human factors & behavior, psychological warfare, why training fails, plan & act, Cybersecurity Defense Systems, IT Infrastructure, governance, and Managed Cybersecurity Services (MSSP). With these strategies that Tom details, you can create a security-first culture that will help your law firm survive and thrive in the face of the cyber pandemic. This program is designed for attorneys at any level of practice in any field of law.
Tom Kirkham, founder and CEO of Intech Security provides cybersecurity defense systems and focuses on educating and encouraging organizations to establish a security-first environment.Specialty Areas: Technology
Practice Areas: Business Law, Criminal Law, Law Practice Management, Personal Injury, Technology, Trusts and Estates
Offered In: California (CA)
Course Expiration: 07/31/2029Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Technology
Original Production Date: 07/31/2024
Run Time: 1:00:00 - The Secret Addiction: Attorneys and the Impact of Internet and Sports Betting
-
Online gambling is BIG business. By 2029, the projected market volume is expected to reach $133 BILLION. It’s no wonder that gambling disorder was recently recognized by the DSM-V as an addictive disorder.
It’s also no surprise that lawyers are especially at risk because addiction is already problematic for lawyers, who suffer disproportionate rates of mental & addictive disorders. A former alcoholic with a cocaine & sports gambling addition, Brian Quinn knows the depths of despair all too well. From being suspended from the practice of law for 5 years to serving as Education & Outreach Coordinator at LCL, Brian learned to persevere & overcome. He will share his personal story and take a deep dive into gambling addiction – including its warning signs, risks, co-morbidities, related ethical issues and the toll it takes on the legal profession. Additional topics: how LAPs (Lawyer Assistance Programs) help attorneys, the Hazelden-Betty Ford Study on Lawyer Impairment, the DSM-5: Gambling Disorder definition, the Gambling Establishment, Murphy v National Collegiate Athletic Association, Roger Goodell & The NFL, accessibility & anonymity, perfectionism, excessive self-reliance and the stigma of addiction for attorneys.
Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for Lawyers Concerned for Lawyers of Pennsylvania, Inc., a Lawyers Assistance Program established in 1988 for the purpose of helping lawyers, judges and law students recover from alcoholism, drug addiction and mental health disorders.Specialty Areas: Prevention & Detection Competence
Practice Areas: Prevention & Detection Competence, Substance Abuse
Offered In: California (CA)
Course Expiration: 09/06/2029Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Prevention & Detection Competence
Original Production Date: 09/06/2024
Run Time: 1:00:00 - The Unprofessionalism Zone: Lessons from Lawyers Behaving Badly
-
"I know it when I see it." Potter Stewart’s words are one of the more famous legal quotes and referred to hardcore pornography.
Well, I think we can all agree without further details that (repeatedly) pooping in a pringles can and throwing it in the opposing party’s parking lot violates some type of ethical rule or professionalism guideline. And yes, that actually happened and the lawyer was suspended for 1 year. In this CLE, Ron Daniels turns things around and provides professionalism lessons from lawyers behaving badly. The case examples analyzed: the attorney who pooped in the pringles can, lawyers & unprofessional emails, a defense attorneys unprofessional use of AI, unprofessional conduct at deposition and unprofessional conduct on social media. Additional topics: Ethics vs. Professionalism, the Lawyer’s Creed, Georgia’s Aspirational Statements on Professionalism, the Golden Rule and civility. Ron E. Daniels is a trial attorney that represents clients in consumer protection cases.
Ron E. Daniels is a trial attorney that represents clients in consumer protection cases. He fiercely and proudly represent Georgians in cases involving credit card, student loan and medical debt.Specialty Areas: Civility
Practice Areas: Civility, Professionalism
Offered In: California (CA)
Course Expiration: 12/27/2029Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Civility
Original Production Date: 12/27/2024
Run Time: 1:00:00