Featured Philadelphia Bar Association CLE
CLE - Everything You Wanted to Know About Treatment Court (But Were Afraid to Ask) Sept. 8
Hosted by the Criminal Justice Section
The Philadelphia Treatment Court (PTC) has been operational since 1997 and will be celebrating its 20-year anniversary next year. PTC was the first drug court in Pennsylvania. Pennsylvania currently has more than thirty (30) drug courts. There are 3000 drug courts nationwide.
This CLE will examine the history and philosophy of problem solving courts. Expert faculty will explain how the PTC works. The discussion will address specific issues including eligibility, the application process and the requirements for the successful completion of the program.
These problem solving courts provide a substantial benefit for many clients in the appropriate cases and all practitioners need to understand PTC requirements and limitations to effectively advocate for clients.
Everything You Wanted to Know About Treatment Court (But Were Afraid to Ask) 1 SUB
12:30 p.m. Lunch and registration begin at 12 p.m.
CLE - Understanding the New DOL Fiduciary Rule: Are You Ready to Advise Your Clients? Sept. 9
Presented with The American College of Financial Services
Insurance, Investment, and Retirement Practices Upended by the New Department of Labor (DOL) Rule –
Be Prepared to Serve Your Clients with this CLE program!
The U.S. Department of Labor's new rule, "Definition of the Term 'Fiduciary'; Conflict of Interest Rule – Retirement Investment Advice," will expand ERISA's prudent-expert fiduciary standard to cover a wide range of businesses and individuals not previously covered by that standard of care. The changes are expected to upend many of the existing business models in insurance, retirement, and financial planning and forever transform the landscape of insurance, financial services, investments, and retirement planning, creating legal challenges for companies that did not expect to be impacted.
This program will also include a discussion of professional conduct rules throughout the presentation.
Expert practitioners will provide an in-depth examination of the following:
- Overview of the new rule
- Exceptions to the DOL Conflict of Interest Rule
- Investment Education
- Platform Information
- Exemptions from Self-Dealing Conflicts
- Level-Fee Exemption
- Exemption for Insurance Contracts
- Best-Interest-Contract Exemption
- Impact on Employee Benefits Attorneys
- Impact on Investment-management Attorneys
- Impact on ERISA Litigation Attorneys
- Impact on Financial Services Businesses
- Impact on Estate Planning Attorneys
- Impact on IRAs, Investment Advice Industry, and Brokerage Firms
- Understanding best practices for retirement income planning
- Overview of Compliance with the new Rule
Whether you advise financial service practices, investment management firms, employee benefits, or insurance companies, the rule will change their business and the advice you give them.
Are you prepared to handle the new legal challenges?
Understanding the New DOL Fiduciary Rule: Are You Ready to Advise Your Clients?
2 SUB/1 ETH
9 a.m. Registration begins at 8:30 a.m.
CLE - Governance and Ethical Issues for Nonprofit Board Leaders Sept. 13
Hosted by the Young Lawyers Division as part of the Board Observer Program
This CLE program provides an overview of governance and ethical issues frequently faced by nonprofit board leaders and their counsel. As attorneys serve in both capacities, they must understand the legal and ethical implications of issues that may arise and how to deal with those issues.
Featured speaker, Frannie Reilly, counsels clients on corporate governance, corporate policies/best practices, compliance issues, nonprofit issues, public finance and real estate transactions.
Reilly will highlight and examine:
- Overview of legal, regulatory, and ethical framework applicable to nonprofits
- Issue spotting for nonprofits
- Understanding nonprofit financial statements
This is a "Must Attend" CLE program for anyone currently serving or considering serving in a leadership capacity of a nonprofit board.
Governance and Ethical Issues for Nonprofit Board Leaders 1 ETH
12:30 p.m. Lunch and registration begin at 12 p.m.
CLE - Ethical Issues and Your Fee Agreement Sept. 27
Hosted by the Fee Disputes Committee and Young Lawyers Division
Through an entertaining reenactment of a fee dispute mediation, attendees will learn how to avoid the common mistakes attorneys make when entering into fee agreements with clients, as well as, how to address those issues which often arise when representation ends or the client hires a new attorney.
Expert practitioner answer the following questions:
- Is a written fee agreement required?
- May an attorney charge a nonrefundable retainer?
- Can an attorney hold a file for nonpayment of a fee when the client obtains new counsel?
Join your colleagues for an engaging and informative CLE program.
Ethical Issues and Your Fee Agreement
1 ETH
12:30 p.m. Lunch and registration begin at 12 p.m.