• Schedule At-A-Glance
  • Member Meeting
  • Education Session
  • Section, Task force & Committee Orientations
Thursday, November 5
Member Meeting
1:00 PM - 3:00 PM CT
Agenda Highlights
  • Overview of Activities
  • Facilitated Discussion
  • Board Installation
  • AOE Recognition & Awards​
Tuesday, November 10
Members-Only Educational Session
10:30 AM - 12:00 PM CT
Earn Ethics CLE!
Ripped from the Headlines: Salacious Stories of Ethical Shortcomings & Lessons Learned
Monday, November 16
Section & Task Force Orientation
1:00 PM - 2:30 PM CT
Led by USFN staff and volunteer leaders, new and returning members of the Bankruptcy Section, Legal Issues Section, REO/Eviction Section and Diversity & Inclusion Section are encouraged to participate in a volunteer orientation.
Topics will include:
  • Monthly meeting logistics
  • Committee portal access
  • A briefing of current/future initiatives
  • And much more!
Wednesday, November 18
Committee Orientation
1:00 PM - 2:30 PM CT
​Led by USFN staff and volunteer leaders, new and returning committee members are encouraged to participate in an orientation.
Topics will include:
  • Monthly meeting logistics
  • Committee portal access
  • A briefing of current/future initiatives
  • And much more!
MEMBER MEETING THU NOV 5 1:00 PM - 3:00 PM CT

The 2020 Virtual Member Meeting Event

  • Welcome
  • Board installation
  • Member Meeting (with facilitated discussion)
  • AOE recognition/awards
  • Individual awards
Tuesday, November 10 10:30 AM - 12:00 PM CT

Ripped from the Headlines: Salacious Stories of Ethical Shortcomings & Lessons Learned

Description: During this interactive, 90-minute live web cast, hear salacious stories featuring real-world cases in which attorneys or firms failed to meet certain ethical standards. Our panel of experienced industry attorneys will introduce these cases, break down the facts, identify the rules violations and provide recommended best practices to put into place with your firm. Although the stories may seem outlandish, they’re all true! And our presenters will provide recommendations to help prevent you and your colleagues from falling victim to these timely and relevant rules.

This 90-minute session is focused on attorney ethics.
​
LED BY Kip J. Bilderback., Millsap & Singer, LLC

PRESENTERS INCLUDE Caren Castle, Esq., The Wolf Firm, A Law Corporation | Lisa Lee, Esq., KML Law Group, PC | Shellie Wallace, Esq., Wilson & Associates | Roy Diaz, Esq., Diaz Anselmo Lindberg, LLP

COST $99 - includes 1 state CLE; additional state CLEs - $75
Session Outline:
Misconduct/Integrity of the Profession
  1. What Does Misconduct Look (or Sound?) Like?
    1. Extreme Vulgarity/Rudeness/Threats/ Insults/Intimidation
    2. Some Examples (Get Ready …)
  2. The Rule: Rule 8.4: Misconduct  - Maintaining The Integrity Of The Profession
    1. ABA Rule
    2. How the States Have (or Have Not) Gotten on Board
    3. Constitutional Considerations - Should you have the “right” to act like a jerk?
  3.  What are the Remedies or Sanctions for Bad Behavior?
  4. Deeper Issues
    1. Civility: Is it a Basic Component of Professionalism? Should it be required? Should it be taught?
    2. The Legal Profession: Other Forces at Work 
Meaningful Attorney Involvement
  1. The Rule: Responsibilities of a Partner or Supervisory Lawyer
    1. ABA Rule 5.1 
  2. The Rule: Responsibilities Regarding Non-Lawyer Assistance
    1. ABA Rule 5.3
  3. Challenges/Applicability with Remote Working (Remember: Ethical Obligations are NON-Delegable)
    1. Employee management
    2. Training 
  4. How have disciplinary tribunals handled failure to properly supervise?
    1. What are the pain points?
      1. See In re Marshall, 331 S.C. 514
      2. See Attorney Greivance Comm’n v Ficker 349.Md 13

​Technology Considerations
  1. Metadata and Ethics
    1. Metadata defined
    2. Metadata mining
    3. Model Rules of Professional Conduct 1.1  
    4. Model Rules of Professional Conduct 1.6
    5. Model Rules of Professional Conduct 4.4(b)
  2. Data Storage, Ethics and Cybersecurity
    1. Why is this a problem?
      1. In 2019 there were more exposed records than total number of humans
      2. Mobile technology society
      3. Cyber attacks
    2. Why law firms
      1. Info stored by law firms is among the most sensitive and valuable
      2. Law firms may be deemed easy targets
    3. Duty of Confidentiality – ABA Rule 1.6
    4. Duty of Competence – ABA Rule 1.1
    5. Duty to Supervise Others – ABA Rule 5.1
    6. Cloud storage
      1. NYSBA Opinion 842 to protect clients’ confidential data
      2. Who owns data?
      3. Responsibility if there is a breach?
    7. Duty to Maintain Competence
      1. ABA Rule 1.1 Comment 8
SECTION & TASK FORCE ORIENTATION MON NOV 16 1:00 PM - 2:30 PM CT
COMMITTEE ORIENTATION WED NOV 18 1:00 PM - 2:30 PM CT

Part 1: We're all in this together

  • Welcome/introductions
  • Overview/agenda review
  • Volunteer expectations
  • Policies/procedure
  • Business practices
  • Virtual meeting success guide
  • Technology
  • Section-specific tasks (high-level overview)
    • Briefings
    • Publications
    • Seminar
    • Forum sessions

Part 2: Breakout rooms

  • Committee charge document (by volunteer group)
  • Successes from the last year
  • Current/future initiatives specific to their committee
  • Tips/tricks for participation (e.g., come with new cases)
  • Preparation for monthly meeting