Ethics and Practice

Relationship to Clients i. Competence

Issues relating to competence give rise to significant risks for law firms. In this Webinar, you will learn about the Federation of Law Societies of Canada’s Model Code of Professional Conduct’s provisions regarding competence. You will also learn how to employ limited scope retainers competently and how to use technology properly and ethically.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Clients ii. Client Communication

Breakdowns in communication are a major source of complaints against lawyers. In this webinar, you will learn about how civility is an essential part of client communication and how important prompt and regular communication is with your clients. Finally, you will learn how to use retainers as an effective client communication tool.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Clients iii. Confidentiality

Lawyers do not always take the care required to meet their duty of confidentiality to their clients. In this webinar, you will learn about the Federation of Law Societies of Canada’s Model Code of Professional Conduct’s provisions regarding confidentiality. You will also learn how to use confidentiality screens efficiently and how to use technology to protect confidentiality, using the example of lawyers crossing borders with their electronic devices.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Clients iv. Conflicts

The issue of conflicts of interest has become increasingly important over the last several decades as Canadian lawyers have become more mobile, business entities have become more complex and the courts have provided more guidance on when impermissible conflicts arise. In this webinar, you will learn about managing conflicts, acting for former clients, family or friends. You will also learn how to use joint retainers to manage the risk of conflicts in your practice.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Clients v. Preservation of Client Property, Trust Accounting, and File Transfers

It is imperative that law firms implement appropriate financial management systems and, in particular, that firms ensure that client money received in trust is properly handled. In this webinar, you will learn about safekeeping your client’s property, records retention, accounting and trust accounting and file transfers.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Clients vi. Fees & Disbursements

Dissatisfaction with fees is a major source of complaints against Canadian lawyers. Clear communication about fees and disbursements at the beginning of an engagement and throughout the duration of the engagement assists clients in making informed decisions and alleviates frustration that can occur when clients are faced with unexpected final bills. In this webinar, you will learn about managing fees and disbursements, properly rendering the lawyer’s statement of account and contingent fee agreements.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Students, Employees, and Others i. Hiring

Although at risk of being overlooked, hiring practices are an important part of a law firm’s ethical infrastructure. As the CBA Ethical Practices Self-Evaluation Tool describes, not only are lawyers “[t]he greatest asset to any law firm,” they are also a major source of risk. In this webinar, you will learn about hiring and human rights, protecting confidentiality during hiring, including transfer between law firms and interviewing do’s & dont’s.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Students, Employees, and Others ii. Supervision, Retention, Lawyer, and Staff Wellbeing

The treatment of lawyers and staff is an important aspect of risk management and ethical compliance. In this webinar, you will learn about lawyer supervision and delegation, suspended or disbarred lawyers, electronic registration of documents and young lawyers, including what kind of training, supervision and feedback do law firms need to provide to young lawyers.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Regulator, Third-Parties, and the Public Generally i. Rule of Law and the Administration of Justice

The administration of justice and regulation of the profession requires that lawyers are responsive to court orders and communications from law societies. Failures to respond to law society communications or cooperate in law society investigations result in a significant number of disciplinary actions against lawyers every year. Moreover, these failures damage the reputation of the profession for trust and integrity. In this webinar, you will learn about undertakings and trust conditions, respect for the administration of justice, communicating with the Law Society and correctly using opinion letters.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Relationship to Regulator, Third-Parties, and the Public Generally ii. Access to Justice

Lawyers have a duty to promote and protect the public interest. In this webinar, you will learn about how to apply best practices for providing pro bono legal services, limited scope retainers, managing self-represented litigants and the need for Indigenous intercultural competence training for lawyers.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $159 + tax

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Real-World Strategies for Integrating Diversity and Inclusion in Your Firm or Legal Deparment

Gain real-world insight into how organizations and firms across North America are building more diverse and inclusive legal workplace cultures by conducting internal inclusion audits, providing diversity and inclusion training, and hiring and retaining diverse talent. Learn hands-on tactics and expert strategies to ensure that your workplace is at the forefront of diversity and inclusion in the Canadian legal profession.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $50 + tax

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Uploading Diversity and Inclusion Responsibilities to Your Management Team

You are a champion of diversity and you are doing your best to shift the mindset of colleagues in your workplace. How can you upload these responsibilities to your management team to implement changes top-down? Hear helpful advice on how to effectively share your ownership with the management team to improve staffing, mentorship, and development opportunities.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $50 + tax

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Diversity for Solo, Small and Mid Sized Firms

Diversity and inclusion training can help lawyers provide better legal services to diverse communities and enhance their own brand in a competitive legal landscape. Discover simple and cost effective options for advancing diversity and inclusion including targeted training, updating hiring processes, cultivating mentorship opportunities, and building a network of diverse lawyers for client referrals.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $50 + tax

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Shifting the Cultural Mindset at Your Firm or Organization

Explore common obstacles of promoting diversity and inclusion in the workplace. Walk away with strategies for training your staff to advance diversity and inclusion both within your firm and in your firm’s external outreach efforts. Learn how you can be an effective leader or champion of diversity and inclusion to raise awareness of unconscious biases, improve recruiting processes, and to change the way work is assigned at your firm or organization.

Duration: 60 minutes
Member cost: Complimentary
Non-member cost: $50 + tax

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