Available Online CLE Courses

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Category:
53:30
"Lexa Keep Me Out of Trouble While I Work From Home!" - A Concise Primer of 2020 PBA Ethics Opinions regarding Lawyering Remotely
Are your current communications practices placing you at risk of malpractice, disciplinary or civil sanctions liability? Over the first four months of 2020, the PBA has issued formal opinions which... Read More »
Are your current communications practices placing you at risk of malpractice, disciplinary or civil sanctions liability? Over the first four months of 2020, the PBA has issued formal opinions which address these issues directly. MBA Director Philip Press, having recently concluded a six-year tenure as Disciplinary Board Hearing Committee member, will concisely explain the applicable rules and address attendee questions with annotated explanations to the controlling authority.
Speaker(s): Philip D. Press, Esq.
Date Recorded: 5/5/2020
4:00:12
Addiction and Connection to Treatment
This CLE will provide lawyers will an understanding of substance use disorder as well as the stigma and implicit bias that surrounds those who addictions. Those receiving this training will become ... Read More »
This CLE will provide lawyers will an understanding of substance use disorder as well as the stigma and implicit bias that surrounds those who addictions. Those receiving this training will become skilled in connecting people to drug and alcohol treatment resources in their local areas. This is peer training by first responders and related professionals who have regular contact with persons suffering from substance use disorder. Moreover, many lawyers connect with people every day who are suffering from substance use disorder or are family members of those who are suffering from addiction. This training will provide information, knowledge and resources on how to assist lawyers in connecting their clients to treatment resources in their local areas.
Speaker(s): Tonya Lupinacci, Esq.
Date Recorded: 11/5/2020
2:00:06
An Introduction and Overview of Montgomery County Pretrial
This seminar will give attendees an overview of Pre-Trial Services in Montgomery County. The mission of Montgomery County Pre-Trial Services is to provide accurate and timely information to assist ... Read More »
This seminar will give attendees an overview of Pre-Trial Services in Montgomery County. The mission of Montgomery County Pre-Trial Services is to provide accurate and timely information to assist the Court in making informed decisions regarding pretrial release, to supervise and provide services for defendants while utilizing cost effective measures for the community, to provide compliance with court orders and appearances, and to support public safety. In this 2 hour CLE attendees will hear from President Judge Thomas M. DelRicci, Douglas Coppin, Director of Pre-Trial Services, and Stephanie Landes, Director of Supervision Services.
Speaker(s): Hon. President Judge Thomas M. DelRicci; Douglas Coppin, Director of Pretrial Services; and Stephanie Landes, Director of Supervision Services
Moderator(s): Steven F. Fairlie, Esq.
Date Recorded: 1/29/2021
1:00:50
Bringing Claims Against Brokerage Firms - the Basics
Discover the ins and outs of bringing claims against securities brokerage firms, including:

The types of claims available, such as suitability, churning, unauthorized trading, breach of fi... Read More »
Discover the ins and outs of bringing claims against securities brokerage firms, including:

The types of claims available, such as suitability, churning, unauthorized trading, breach of fiduciary duty, fraud, violation of the Pennsylvania Securities Act, unfair and deceptive trade practices, and others
Practice and procedure when arbitrating securities claims before the Financial Industry Regulatory Authority
How to spot a good securities case
How to calculate and prove damages.
Speaker(s): Benjamin Picker, Esq. & Glenn Gitomer, Esq.
Date Recorded: 5/13/2020
52:53
Can We Talk? Tackling Tough Topics With Clients, Co-Workers and More
Problems only fester and multiply when they go unaddressed. Most of us still resist the difficult conversations. In this engaging, informative program, you will learn: - Why we get stressed about... Read More »
Problems only fester and multiply when they go unaddressed. Most of us still resist the difficult conversations. In this engaging, informative program, you will learn:
- Why we get stressed about discussing difficult subjects
- How to de-stress and prepare for dialogue
- Proven methods for moving conversations forward
Speaker(s): Dena Lefkowitz, Esq., PCC
Date Recorded: 7/30/2020
Categories: Ethics
58:55
Cybersecurity 101 for the Legal Professional
On a daily basis, news stories detail significant breaches that cause economic and reputational harm. In addition to understanding how businesses face burdensome challenges in protecting and respon... Read More »
On a daily basis, news stories detail significant breaches that cause economic and reputational harm. In addition to understanding how businesses face burdensome challenges in protecting and responding to breaches, lawyer's duties of competency, communication, and confidentiality make cybersecurity a serious issue to consider. This webinar session will provide you with information on cybersecurity trends, and practical steps to take for any size practice.
Speaker(s): Ron Schlecht, Managing Partner BTB Security
Date Recorded: 11/13/2020
Categories: General Practice
55:04
Eastern District of Pa. Civil Practice Update with the Eastern District Bench
This program updates goings-on and procedures in the Eastern District of Pennsylvania. This judge-led program will address how civil cases are proceeding during the pandemic; use of video-conferenc... Read More »
This program updates goings-on and procedures in the Eastern District of Pennsylvania. This judge-led program will address how civil cases are proceeding during the pandemic; use of video-conferencing for civil cases; how preliminary injunctions are being handled; planned commencement of jury trials, and the new Standing Order "strongly discouraging" paper filings and requiring electronic filing of Complaints, Removal Petitions, and more. Joint program with Chester, Delaware, Bucks and Montgomery County Bar Associations.
Speaker(s): Hon. Juan Sanchez, Chief Judge; Hon. Mark A. Kearney; Kate Barkman, Clerk of Courts; Louis Kupperman, Esq.
Moderator(s): Cary L. Flitter, Esq.
Date Recorded: 8/14/2020
Categories: Government Law
1:04:03
Elder Law Committee Presents: Abuse and Exploitation Later in Life - Practical Tips & Ethical Considerations when Representing Elderly Victims
This webinar provides practical tips on recognizing scams, abuse, and exploitation of seniors, and addresses unique circumstances that arise when working with this community. It will discuss preven... Read More »
This webinar provides practical tips on recognizing scams, abuse, and exploitation of seniors, and addresses unique circumstances that arise when working with this community. It will discuss prevention and mitigation through civil and orphans court litigation and other advocacy and resources. It will also include an exploration of a lawyer's ethical duty regarding clients with diminished capacity. Finally, the webinar will address the additional challenges that seniors face in the COVID-19 pandemic.
Speaker(s): Lucy Qiu, Esq. & MacDonald Taylor, Legal Advocate
Moderator(s): Michelle Berk, Esq. & Rebecca Hobbs, Esq.
Date Recorded: 11/17/2020
Categories: Elder Law
57:43
Elder Law Committee Presents: Medicaid Waiver - Traditional and Spend Down
This seminar details the income and resource guidelines to qualify for in-home long-term care Medicaid services, both for single people and couples. Both traditional Medicaid home and community bas... Read More »
This seminar details the income and resource guidelines to qualify for in-home long-term care Medicaid services, both for single people and couples. Both traditional Medicaid home and community based services and the waiver spend down are covered.
Speaker(s): Eric Ladley, Esq. & Kevin Frankel, Esq.
Moderator(s): Michelle C. Berk, Esq.
Date Recorded: 6/16/2020
Categories: Elder Law
1:00:44
Essential Tech, Tools & Talent for Running a Solo & Small Firm Law Practice Remotely
A wide range of software and services are available to lawyers who suddenly find themselves running their firms remotely or wish to improve their already-remote practices. From time-tracking tools ... Read More »
A wide range of software and services are available to lawyers who suddenly find themselves running their firms remotely or wish to improve their already-remote practices. From time-tracking tools to case management systems, email providers to calendaring solutions, there are several heavy hitters in each major category of "remote management tools," and most come in at a surprisingly minor price, thanks to wide adoption and extensive competition. After trying so many herself and through the lens of clients she works with at Smith.ai Virtual Receptionists, Maddy Martin is here to spare you the extra time that extensive research requires. She'll guide you in selecting and implementing essential resources to help you run and manage a remote staff, as well as your own tasks. Do you procrastinate on practice improvements? Have you been pushing technology matters to the end of your to-do list, and find yourself scrambling to implement tools right this minute? Not to worry. Maddy will identify common law-firm tasks solved by software and services, which facilitate greater productivity, professionalism, and profitability, whether your firm is anchored by brick-and-mortar or operating virtually. She will explain how to more easily complete tasks with tools and talent that combine the best of human and machine intelligence.
Speaker(s): Maddy Martin - Head of Growth & Education, Smith.ai
Date Recorded: 4/30/2020
Categories: Law Practice Management
59:00
Ethics and Case Management, Discovery Court and War Stories
This seminar will be about interaction of case management, discovery court and war stories with the rules of professional conduct. Read More »
This seminar will be about interaction of case management, discovery court and war stories with the rules of professional conduct.
Speaker(s): William H. Pugh, IV, Esq.; William H. Pugh, V, Esq.; Marc R. Steinberg, Esq. & Paul C. Troy, Esq.
Moderator(s): Hon. Mason Avrigian
Date Recorded: 12/4/2020
Categories: Ethics
1:30:25
Eviction Prevention and Intervention Coalition ("EPIC") Volunteer Training -
Learn How to Handle MDJ Eviction Hearings from Experienced Practitioners. This program is designed for attorneys interested in representing tenants in Magisterial District Court hearings. Topics... Read More »
Learn How to Handle MDJ Eviction Hearings from Experienced Practitioners.

This program is designed for attorneys interested in representing tenants in Magisterial District Court hearings. Topics covered will include an overview of Pennsylvania Landlord Tenant law, defending a Landlord-Tenant Complaint, and negotiating settlements to prevent evictions. By completing this training, you will be prepared to serve as a volunteer in the courtroom of Magisterial District Judge Margaret Hunsicker, collaborating with the Montgomery County Housing and Community Development Office in an innovative Eviction Prevention pilot program.
For more information about the program, contact Nancy Walsh at nancywalsh@montgomerybar.org or 610-994-3663
Speaker(s): Susan Strong, Esq.; Eileen Carroll, Esq.; Don Cheetham, Esq.; Emma Hertz, MC Housing and Community Development
Moderator(s): Nancy O. Walsh
Date Recorded: 11/30/2017
Categories: General Practice
1:12:10
Family Law Section Presents: CARES Act 1.0 + CARES Act 2.0 = Divorce Headache 2021...Information to Ease the Pain.
This seminar will encompass relevant and pertinent information from the passing of the initial CARES Act (CARES Act 1.0) and the follow-up Consolidated Appropriations Act, 2021 (CAA)(CARES Act 2.0)... Read More »
This seminar will encompass relevant and pertinent information from the passing of the initial CARES Act (CARES Act 1.0) and the follow-up Consolidated Appropriations Act, 2021 (CAA)(CARES Act 2.0) that largely affected individuals and businesses who are also impacted by divorce.
Speaker(s): Mitchell Benson, Aliah Molczan, Marc Breaon - Savran Benson, LLP.
Moderator(s): Aaron D. Weems, Esq.
Date Recorded: 2/3/2021
1:13:34
Family Law Section Presents: Preserving Family Court Issues for Appellate Review
The program will focus on all aspects of appellate practice - from preserving your issues for appeal to post-appellate issues. Topics will include final orders, Children's Fast Track appeals, trial... Read More »
The program will focus on all aspects of appellate practice - from preserving your issues for appeal to post-appellate issues. Topics will include final orders, Children's Fast Track appeals, trial court's jurisdiction during appeal (including custody and support), remand issues as well as various other appellate topics. It's a program not to be missed if you are a family lawyer who has done appellate work in the past or is contemplating future appellate work.
Speaker(s): Donald J. Martin, Esq.; Andrew D. Taylor, Esq.; and Philip H. Yoon, Esq.
Date Recorded: 9/2/2020
Categories: Family Law
1:12:46
Family Law Section Presents: The Ultimate Prenuptial Agreement Primer
The Ultimate Prenuptial Agreement Primer covers the essential elements of drafting an effective prenuptial agreement, as well as complex and nuanced issues such as estate planning. This program is ... Read More »
The Ultimate Prenuptial Agreement Primer covers the essential elements of drafting an effective prenuptial agreement, as well as complex and nuanced issues such as estate planning. This program is designed to give new attorneys a solid foundation in prenuptial agreements and experienced attorneys some insights into best practices and provisions they may want to consider for their clients.
Speaker(s): Michael E. Bertin, Esq.; Jonathan T. Hoffman, Esq. & Lisa A. Shearman, Esq.
Moderator(s): Sarinia M. Feinman, Esq.
Date Recorded: 3/3/2021
1:52:29
Financial Language in Buy-Sell Provisions and Loan Documents
Learn from someone who is both a lawyer and a CPA how financial language in a Shareholders'. Partnership or Operating Agreement can greatly affect operations and/or an eventual buy-out. Also learn ... Read More »
Learn from someone who is both a lawyer and a CPA how financial language in a Shareholders'. Partnership or Operating Agreement can greatly affect operations and/or an eventual buy-out. Also learn about various financial covenants of a lender in loan documents could be reasonable in one case, but maybe because of time limits and/or $'s involved, are unreasonable, if not totally unworkable in another. We'll also have a commercial lender on hand regarding that issue.
Speaker(s): Michael J. Molder, Esq. & Meghan Yarnell, Commercial Lender with Republic Bank
Moderator(s): Michael Breslin, Esq.
Date Recorded: 10/26/2020
Categories: Business Law
1:16:20
Going Viral - COVID & the PA WC System
Join us for a fast moving virtual lunch & learn update from The Honorable Bonnie Callahan regarding the Bureau's ongoing efforts to process workers' compensation cases during the COVID-19 restricti... Read More »
Join us for a fast moving virtual lunch & learn update from The Honorable Bonnie Callahan regarding the Bureau's ongoing efforts to process workers' compensation cases during the COVID-19 restrictions. Co-chairs Jason Hanford & Terence McGraw will also address ethics issues raised by the procedural changes and the transition to mobile/virtual practices. An efficient way to get an hour of ethics credit and stay in the know concerning the Bureau's efforts to adapt to these interesting times. You provide your lunch and we provide the CLE credit. (If you chew too loudly, we will just mute you).
Speaker(s): Hon. Bonnie Callahan, Jason Hanford, Esq. & Terence McGraw, Esq
Moderator(s): Jason Hanford, Esq.
Date Recorded: 5/26/2020
Categories: Ethics
52:21
How Will Juror Attitudes Ultimately Be Affected by the Coronavirus Pandemic?
DecisionQuest recently conducted a nationwide survey evaluating opinions of and personal experiences with COVID-19. Dr. Hutton will report upon these results and interpret how individuals' opinions... Read More »
DecisionQuest recently conducted a nationwide survey evaluating opinions of and personal experiences with COVID-19. Dr. Hutton will report upon these results and interpret how individuals' opinions and experiences with the pandemic may impact their future perspective regarding different types of litigation. Dr. Hutton will present ideas on case strategies and themes to effectively address jurors' new perspectives. Finally, he will discuss the different types of lawsuits arising from the pandemic and their implications for the legal field going forward.
Speaker(s): Dr. Miles Hutton
Date Recorded: 7/14/2020
Categories: Trial
1:01:20
If You Ever End Up in Court - Basic Trial Principles for Non-Trial Lawyers
This program, presented by the MBA Real Estate Committee, will identify basic trial principles for non-trial lawyers to know and use if and when they ever end up in court, including opening stateme... Read More »
This program, presented by the MBA Real Estate Committee, will identify basic trial principles for non-trial lawyers to know and use if and when they ever end up in court, including opening statements, direct and cross examination of both law and expert witnesses, and closing arguments.
Speaker(s): Michael F. Barrett, Esq.
Moderator(s): Marc D. Jonas, Esq.
Date Recorded: 9/5/2019
Categories: Real EstateTrial
1:29:16
Justice Reinvestment Initiative II Acts 114 & 115
JRI 2 was signed into law on December 18, 2019. The package substantially changes a wide variety of existing criminal laws. Many of these provisions are already in effect. County and State intermed... Read More »
JRI 2 was signed into law on December 18, 2019. The package substantially changes a wide variety of existing criminal laws. Many of these provisions are already in effect. County and State intermediate punishment were eliminated and replaced with State Drug Treatment Program and Probation with Restrictive Conditions. RRRI and Boot Camp were changed. There are changes impacting state parole including Short Sentence Parole. There is a post-release supervision provision for those whom max out. There is a restoration of some mandatory minimum sentences. The package impacts what complies for DUI mandatory minimums with an intention to overturn Popielarcheck (190A.3d 1137). It provides for Resentencing Guidelines.
Speaker(s): Greg Rowe, Esq. and Mark Bergstrom.
Moderator(s): Hon. William Carpenter
Date Recorded: 4/23/2020
1:01:25
Keep Your Discovery Deadlines Moving Forward
Litigation attorney's need to understand and have the ability to conduct remote depositions in a professional manner; including maintaining network security and integrity, preventing disruptions, a... Read More »
Litigation attorney's need to understand and have the ability to conduct remote depositions in a professional manner; including maintaining network security and integrity, preventing disruptions, and avoiding technical issues. This course will teach you how to host multi-party cases, use real time video, manage your exhibit repository, allow for unlimited participants, all while maintaining HIPAA compliance and utilizing the latest in security and encrypted communications. The class is intended for first-time or experienced users and offers advice as well as insight into how to prepare and run an effective deposition.
Speaker(s): Megan Linton & Caroline Sprance
Date Recorded: 6/11/2020
59:34
Lawyers Concerned for Lawyers: Coronavirus and Your Mental Health
We know that you are most likely being bombarded with messages about the Coronavirus, whether that be on television, social media, or in your community networks. At uncertain times like this, anxie... Read More »
We know that you are most likely being bombarded with messages about the Coronavirus, whether that be on television, social media, or in your community networks. At uncertain times like this, anxiety, stress, fear and negative thoughts can easily take control. You may be worried about being in crowds, your loved ones, your seniors, your office, your clients, your finances or how to manage a quarantine. Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, addiction and mental health disorders among members of the legal profession. The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need for substance use or mental health services at some point in their careers. Accordingly, unexpected events like those we are facing as a society will have an even greater impact on lawyers.
Speaker(s): Brian Quinn, Esq.
Date Recorded: 4/28/2020
Categories: Ethics
3:22:39
MCAP: The Art of Representing Children in the Legal Arena Part ONE in a TWO Part Series
Want to serve as a guardian ad litem (GAL) or legal counsel for children? This two-part seminar will guide you through legal representation in all of the legal arenas. Part ONE is 10.22.2020 and Pa... Read More »
Want to serve as a guardian ad litem (GAL) or legal counsel for children? This two-part seminar will guide you through legal representation in all of the legal arenas. Part ONE is 10.22.2020 and Part TWO is 10.29.2020; together you will earn a total of 7 CLE credits-6 substantive and 1 ethics. Attend this dynamic seminar training lawyers to serve as guardians ad litem and legal counsel for children and learn from the experts in the family law, juvenile law, dependency and criminal law. You will learn about the best practices in serving children as their legal representative. By completing this TWO part training, you will be prepared to serve as a child advocate in Montgomery County and have ultimately your pro bono service hours will satisfy up to 3 CLE credits for 2020 and beyond.
Speaker(s): Mary Pugh, Esq.; Hon. Carolyn Carluccio; Hon. Daniel Clifford; Hon. Wendy Demchick-Alloy; Hon. Risa Vetri Ferman; Representative from the DA's Office; Sharon Jones Hofer, Esq.; and Eileen Schaeffer, Esq.
Moderator(s): Mary C. Pugh, Esq.
Date Recorded: 10/22/2020
Categories: Family Law
3:26:39
MCAP: The Art of Representing Children in the Legal Arena Part TWO
Want to serve as a guardian ad litem (GAL) or legal counsel for children? This two-part seminar will guide you through legal representation in all of the legal arenas. Part ONE is 10.22.2020 and Pa... Read More »
Want to serve as a guardian ad litem (GAL) or legal counsel for children? This two-part seminar will guide you through legal representation in all of the legal arenas. Part ONE is 10.22.2020 and Part TWO is 10.29.2020; together you will earn a total of 7 CLE credits-6 substantive and 1 ethics. Attend this dynamic seminar training lawyers to serve as guardians ad litem and legal counsel for children and learn from the experts in the family law, juvenile law, dependency and criminal law. You will learn about the best practices in serving children as their legal representative. By completing this TWO part training, you will be prepared to serve as a child advocate in Montgomery County and have ultimately your pro bono service hours will satisfy up to 3 CLE credits for 2020 and beyond.
Speaker(s): Mary Pugh, Esq.; Hon. Carolyn Carluccio; Hon. Daniel Clifford; Hon. Wendy Demchick-Alloy; Hon. Risa Vetri Ferman; Representative from the DA's Office; Sharon Jones Hofer, Esq.; and Eileen Schaeffer, Esq.
Moderator(s): Mary C. Pugh, Esq.
Date Recorded: 10/29/2020
Categories: Family Law
1:26:36
Montgomery County Parenting Coordination Update
Attend to hear the latest developments in parenting coordination practice in Montgomery County; gain insight from the court perspective; learn practical tips on the types of cases that merit PCs an... Read More »
Attend to hear the latest developments in parenting coordination practice in Montgomery County; gain insight from the court perspective; learn practical tips on the types of cases that merit PCs and the best way to present a request for appointment; and participate in a discussion of the unique custody issues related to COVID that may be addressed by the PCs
Speaker(s): Hon. Carolyn T. Carluccio; Hon. Daniel C. Clifford; Cheryl L. Young, Esq.; and Carolyn Zack, Esq.
Moderator(s): Gerald Shoemaker, Esq.
Date Recorded: 10/14/2020
1:25:38
New Public Access Rules - Effective Jan. 6, 2018
Learn about the newly adopted rules (effective 1/6/18) of the PA Supreme Court governing Appellate and Trial Court Records as you are responsible. Learn about what you need to redact to protect you... Read More »
Learn about the newly adopted rules (effective 1/6/18) of the PA Supreme Court governing Appellate and Trial Court Records as you are responsible. Learn about what you need to redact to protect your client!
Speaker(s): Honorable Lois Eisner Murphy, Commonwealth Court of Pennsylvania
Moderator(s): Mary C. Pugh, Esq.
Date Recorded: 10/2/2017
Categories: TrialTrust, Wills and Estates
1:01:07
No One Makes it Out Unscathed: The Effects of Personal Trauma and Stress on Our Lives
Attorneys hopefully recognize that like many other professionals, their lives are filled to the brim with stress. It's important to be proactive in dealing with it. The consequences of shrugging it... Read More »
Attorneys hopefully recognize that like many other professionals, their lives are filled to the brim with stress. It's important to be proactive in dealing with it. The consequences of shrugging it off can be catastrophic - not only for them but for their family, staff and friends. And then there's trauma. The ramifications of trauma aren't discussed as frequently as those of stress and thus, for many attorneys, trauma is a topic in need of attention. Trauma can be secondary or vicarious. Trauma also results from a personal loss such as the death of a family member or a close friend. Now that we are all dealing with the unexpected impact of a generational and societal traumatic event & the COVID-19 Pandemic, it's important to recognize the signs of trauma in yourself as well as in your office staff, family and clients. Hear from our experienced speaker as he shares his personal story of trauma and learn how you can recognize the unhealthy and potentially life threatening shadow it can cast. Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, addiction and mental health disorders among members of the legal profession. The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need for substance use or mental health services at some point in their careers.
Speaker(s): Brian Quinn, Esq.
Date Recorded: 8/28/2020
Categories: Ethics
1:30:17
Preliminary Hearing Update: Testimony and Evidence after McClelland
Please join us for a panel discussion addressing preliminary hearings in the wake of Commonwealth v. McClelland. The hearsay issue has been a bumpy ride, and we have a speaker rich panel addressing... Read More »
Please join us for a panel discussion addressing preliminary hearings in the wake of Commonwealth v. McClelland. The hearsay issue has been a bumpy ride, and we have a speaker rich panel addressing:
- The black letter law, case law and procedural history which brought us to today, and how McClelland affected or changed the legal landscape;
- How recent development have affected preliminary hearing practice;
- Lingering legal ambiguities;
- A comparison of practice in Bucks and Montgomery Counties in this regard; - Adapted strategies for defense practice; - And how the District Attorney's office has adapted and strategized.
A Q&A session will follow the panel's presentation.
Speaker(s): Hon. Christopher Cerski, Hon. Karen Zucker, Hon. Edward Levine, Gregory Gifford, Esq.; Cary Hall, Esq. & David Keightly, Sr., Esq.
Moderator(s): Stephen Geday, Esq.
Date Recorded: 12/8/2020
Categories: General Practice
59:28
Productizing Legal Services to Build New Revenue
Most lawyers think of document automation as strictly an internal tool, for increasing efficiency. It is that, but it's also so much more. Law firms can (and should) use client-facing document auto... Read More »
Most lawyers think of document automation as strictly an internal tool, for increasing efficiency. It is that, but it's also so much more. Law firms can (and should) use client-facing document automation tools to collaborate with clients and capture more revenue from DIY-leaning clients. In this webinar, we will show you how to create your own version of LegalZoom, by: The legal implications of practicing online; Creating intake workflows to gather data from clients for the building of documents; Implementing a system to facilitate attorney review protocols for documents; Developing a pricing plan for client-facing document automation services; We'll also provide a demo focused on client-centric document building and will review innovative applications that other law firms have built.
Speaker(s): Dorna Moini, CEO/Co-Founder of Documate
Date Recorded: 7/9/2020
Categories: General Practice
57:25
Real Estate Committee Presents: Meet the Judges
Program attendees will have the opportunity to meet and hear from the newest members of the Montgomery County Court of Common Pleas. Topics will include perspectives and observations on zoning and ... Read More »
Program attendees will have the opportunity to meet and hear from the newest members of the Montgomery County Court of Common Pleas. Topics will include perspectives and observations on zoning and land use appeals briefing and arguing before the Court, courtroom procedures, and courtroom etiquette.
Speaker(s): Hon. Henry S. Hilles, III, Hon. Virgil B. Walker, and Hon. Melissa Schwartz Sterling
Moderator(s): Marc D. Jonas, Esq. & Bernadette Kearney, Esq.
Date Recorded: 1/21/2021
Categories: Real Estate
55:37
Remote Deposition Essentials for Litigation Attorneys and Paralegals
Every litigation attorney needs the essential know-how for prepping and conducting remote depositions to avoid potential cyber security issues, technical complication, or procedural disruptions. Th... Read More »
Every litigation attorney needs the essential know-how for prepping and conducting remote depositions to avoid potential cyber security issues, technical complication, or procedural disruptions. This course provides tested, need-to-know solutions that ensure your deposition will run smoothly from start to finish. It's an expert's guide to prioritizing preparations for first-time remote deposition participants, that includes sound advice ensuring smoother execution for seasoned ones.
Speaker(s): Adam R. Karasch, CEO & Fred Gasser Technical Manager at Karasch & Associates
Date Recorded: 5/14/2020
Categories: Trial
1:54:46
Representing Children and Addressing Trauma In and Outside the Courtroom
Although, we may have been quarantined due to COVID 19, there have been recent legal updates in cases relating to representing children in the courtroom. Also, now is a great time to learn about tr... Read More »
Although, we may have been quarantined due to COVID 19, there have been recent legal updates in cases relating to representing children in the courtroom. Also, now is a great time to learn about trauma for children in and outside of the courtroom. As practitioners, it is timely to listen to a trauma expert about ways to deal with traumatized children and resources available to help cope with trauma. A practical seminar to help you as you represent children and families and you help your family and friends.
Speaker(s): Mary C. Pugh, Esq., Executive Director MCAP & Ingrid Parker, MA, LPC, LBC, MCAP Social Worker
Moderator(s): Mary C. Pugh, Esq.
Date Recorded: 8/13/2020
Categories: Family Law
59:22
Representing Children during COVID - A Judicial Perspective & Legal Updates
This dynamic one-hour CLE will address practices and procedures during the current coronavirus pandemic. Judge Demchick-Alloy will give a Judicial perspective of how the bench has adapted to the ch... Read More »
This dynamic one-hour CLE will address practices and procedures during the current coronavirus pandemic. Judge Demchick-Alloy will give a Judicial perspective of how the bench has adapted to the challenges of the pandemic. Mary C. Pugh, Esq. will address legal updates in representing children in Pennsylvania. Sharon Jones-Hofer, Esq. will moderate this inter-active discussion. Don't miss out!
Speaker(s): Hon. Wendy Demchick-Alloy & Mary C. Pugh, Esq.
Moderator(s): Sharon J. Hofer, Esq.
Date Recorded: 3/4/2021
Categories: Family Law
54:08
Seniors and the Potential for Fraud
Seniors are at risk for being caught up in a variety of fraudulent schemes or actions, especially financial crimes. As an attorney, learn how to recognize certain red flags that may pop up with reg... Read More »
Seniors are at risk for being caught up in a variety of fraudulent schemes or actions, especially financial crimes. As an attorney, learn how to recognize certain red flags that may pop up with regards to your senior clients, who you can go to in order to get guidance on how to report these potential securities violations, and what rules are in place to help protect your client from being defrauded. FINRA, the Financial Regulatory Authority, is a government authorized, non-profit which oversees and regulates the financial markets. FINRA has established the Senior Helpline in 2015 with an entire department dedicated to helping seniors with questions about their accounts and statements, or if they have any issues with their broker dealers, agents or investment advisors.
Speaker(s): Erin Saulino, Esq.
Moderator(s): Michelle Berk, Esq. & Rebecca Hobbs, Esq.
Date Recorded: 9/15/2020
Categories: Elder Law
57:06
The Ethics of Social Media in Litigation and Court
This Course will cover: • the inappropriate use of social media by lawyers; • the necessary changes to law practice, client control and case selection due to use of social media; • malprac... Read More »
This Course will cover:
• the inappropriate use of social media by lawyers;
• the necessary changes to law practice, client control and case selection due to use of social media;
• malpractice cases and disciplinary cases based upon inappropriate use;
• monetary damages which may result from use of social media;
• dangers of spoliation of evidence by modifying websites; and necessary instructions to clients concerning modifying social media history;
• how inappropriate use destroys the attorney client privilege;
• ethical conduct concerning jurors and "false friending;"
• ABA Ethics 20/20 and new Rule 1.1 requiring technical competency;
• whether lawyer blogs constitute advertising;
• developing case-law on "the duty to google;"
• lawyers' danger of breaching ethical and fiduciary duty online;
• And a survey of opinions issued by various bar associations.
Speaker(s): Claude E. Ducloux, Esq., National Director of Education, Ethics and State Compliance for LawPay - Board Certified Civil Trial Law and Civil Appellate
Date Recorded: 12/3/2020
Categories: Ethics
1:04:45
The Impaired Lawyer
Recent studies show that there is a dramatic increase in impairment due to alcoholism, addiction and mental health disorders among members of the legal profession. This CLE will cover recent statis... Read More »
Recent studies show that there is a dramatic increase in impairment due to alcoholism, addiction and mental health disorders among members of the legal profession. This CLE will cover recent statistical findings involving lawyers and their mental wellness, along with discussing: 1) The early warning signs of impairment 2) How to best approach the impaired individual 3) The services that Lawyers Concerned for Lawyers provide to lawyers, judges, their family members and law students 4) A close look at the existing barriers which prevent lawyers and judges from seeking the help they need 5) The role education plays in breaking the stigma and fear associated with addiction and mental illness in the legal profession 6) Special emphasis will be placed on the danger of enabling behavior among the peers of the impaired lawyer or judge and how it can actually prevent treatment by reinforcing the denial that so-called "high functioning" impaired individuals exhibit.
Speaker(s): Brian S. Quinn, Esq.
Date Recorded: 8/28/2019
Categories: Ethics
1:25:58
The New Pennsylvania Arbitration Law Effective July 1, 2019
As the Federal Arbitration Act of 1925 and the Pennsylvania Uniform Arbitration Act of 1958 have never been amended, the new Pennsylvania Revised Uniform Arbitration Act, effective July 1, 2019, ma... Read More »
As the Federal Arbitration Act of 1925 and the Pennsylvania Uniform Arbitration Act of 1958 have never been amended, the new Pennsylvania Revised Uniform Arbitration Act, effective July 1, 2019, mandates numerous changes to arbitration practice in Pennsylvania. It abolishes common law arbitration and addresses arbitrability, the initiation of arbitration, arbitrator impartiality, qualification and immunity, discovery, provisional remedies, issuing, modifying and vacating awards, attorney fees and many other new requirements. Learn 21st Century Arbitration, new rules and avoid exposure to malpractice issues. Three Past Presidents presented this CLE - don't miss.
Speaker(s): Hon. Mason Avrigian, Esq.; Stephen G. Yusem, Esq.
Moderator(s): William H. Pugh, IV, Esq.
Date Recorded: 6/19/2019
Categories: Alternative Dispute Resolution (ADR)
2:42:05
The Nuts and Bolts of the Termination of Parental Rights and Adoption Process
Any lawyers representing parties or children in family matters, juvenile matters and Orphans' Court cases and/or any attorneys who accept Court Appointments in these areas should check out this fac... Read More »
Any lawyers representing parties or children in family matters, juvenile matters and Orphans' Court cases and/or any attorneys who accept Court Appointments in these areas should check out this fact-filled seminar outlining the adoption process focused upon Termination of Parental Rights matters. The seminar includes the TPR process, procedures, and current case law. In addition, the experts will explore reasons for termination and adopting, alternatives and post-adoption issues.
Speaker(s): Hon. Lois E. Murphy and Hon. Cheryl L. Austin
Moderator(s): Mary C. Pugh, Esq.
Date Recorded: 3/1/2018
Categories: Family LawOrphans' Court
2:02:19
The Role of Counsel in Representing the Alleged Incapacitated Person
This CLE includes: 1. Substantive considerations in representing the alleged incapacitated person. 2. Ethical considerations in representing the alleged incapacitated person. 3. Changes to the Orph... Read More »
This CLE includes: 1. Substantive considerations in representing the alleged incapacitated person. 2. Ethical considerations in representing the alleged incapacitated person. 3. Changes to the Orphans' Court Guardianship Rules.
Speaker(s): David A. Jaskowiak, Esq.; Diane M. Zabowski, Esq.; Thomas A. Boulden, Esq.; Robin Resnick, Esq.
Moderator(s): Obadiah G. English, Esq.; Michelle C. Berk, Esq.; and Rebecca Hobbs, Esq.
Date Recorded: 7/23/2019
Categories: Elder LawProbate & TaxOrphans' Court
0:00
Toby Dickman Seminar: Family Law in a Pandemic - Addressing Custody and Support
The Covid-19 pandemic has had a significant impact on the practice of family law. This year's Dickman Seminar will explore this impact in a Q&A format featuring Montgomery County judges, masters, p... Read More »
The Covid-19 pandemic has had a significant impact on the practice of family law. This year's Dickman Seminar will explore this impact in a Q&A format featuring Montgomery County judges, masters, practitioners, and court representatives. The seminar will be broken up into two separate panels: one addressing support issues during Covid-19 and one addressing custody issues during Covid-19. The support panel will explore issues such as temporary job loss during the pandemic, the receipt of economic assistance, and changes in the allocation of extracurricular expenses and childcare. The custody panel will deal with issues such as school choice (remote or in-person learning), travel and attendance at family holidays, and the role of the parenting coordinator. Both panels will discuss options for alternative dispute resolution. With Covid-19 cases currently surging in the country, and widespread distribution of a vaccine likely a long way away, attendees will find this seminar to be highly informative and relevant to the current state of the practice of family law.
Speaker(s): -Support Panel: Hon. Daniel J. Clifford, Master Mindy Harris, Rebecca Colantuno, Carolyn Zack, Esq. -Custody Panel: Hon. Henry S. Hilles, III, Hon. Melissa Sterling, Master Molly B. Kleinfelter, Elizabeth Early, Esq.
Moderator(s): Gerald Shoemaker, Esq.; Lydia Terrill, Esq. & Justin Soulen, Esq.
Date Recorded: 12/16/2020
Categories: Family Law
1:04:23
Trial Advocacy Series: Closing Argument and Themes (Part 4 of a 5 Part Series)
In the fourth of five trial advocacy CLE programs, learn from two greats how to craft closing arguments and themes that will sway jurors and lead to favorable verdicts. Read More »
In the fourth of five trial advocacy CLE programs, learn from two greats how to craft closing arguments and themes that will sway jurors and lead to favorable verdicts.
Speaker(s): Marc Robert Steinberg, Esq. and the Honorable Joseph P. Walsh
Moderator(s): Justin A. Bayer, Esq.
Date Recorded: 9/18/2019
Categories: Trial
58:26
Trial Advocacy Series: Direct & Cross of Lay & Expert Witnesses (Part 3 of a 5 Part Series)
In the third of five trial advocacy CLE programs presented by the MBA Trial Lawyers Section, learn the fine art of direct - and cross - examination from two of Pennsylvania's most accomplished juri... Read More »
In the third of five trial advocacy CLE programs presented by the MBA Trial Lawyers Section, learn the fine art of direct - and cross - examination from two of Pennsylvania's most accomplished jurists.
Speaker(s): Timothy Lawn, Esq. and Daniel Ryan, Esq.
Moderator(s): Seth D. Wilson, Esq.
Date Recorded: 6/11/2019
Categories: Trial
1:18:47
Trial Advocacy Series: Pretrial Preparation (Part 1 of a 5 Part Series)
Pretrial preparation is where cases are won and lost. Learn how & why in the first of five highly anticipated trial advocacy CLE Programs, being presented this year by the MBA Trial Lawyers Section. Read More »
Pretrial preparation is where cases are won and lost. Learn how & why in the first of five highly anticipated trial advocacy CLE Programs, being presented this year by the MBA Trial Lawyers Section.
Speaker(s): Thomas J. Elliott, Esq., Stewart J. Greenleaf, Jr., Esq., Kelley Hodge, Esq., and Melissa Murphy Weber, Esq.
Moderator(s): Aimee L. Kumer, Esq.
Date Recorded: 3/26/2019
Categories: Trial
1:08:48
Trial Advocacy Series: The Beginning of Trial - Voir Dire & Opening Statements (Part 2 of a 5 Part Series)
In the second of five trial advocacy CLE programs presented by the MBA Trial Lawyers Section, learn from two greats how jury selection and opening statements can influence trial outcomes. Read More »
In the second of five trial advocacy CLE programs presented by the MBA Trial Lawyers Section, learn from two greats how jury selection and opening statements can influence trial outcomes.
Speaker(s): Frank P. Murphy, Esq. and Daniel J. Sherry, Esq.
Moderator(s): Robert H. Nemeroff, Esq.
Date Recorded: 4/16/2019
Categories: Trial
51:47
Trial Lawyers Section Presents-Did the Chicken Create the Hazard-What's Common Sense v. What Requires an Expert?
The presentation will explain, to the lay person, the science behind the engineering analysis of vehicular collisions; the use of new technology including data collection techniques such as high de... Read More »
The presentation will explain, to the lay person, the science behind the engineering analysis of vehicular collisions; the use of new technology including data collection techniques such as high definition laser scanners and drones; the ability to access all types of event data from vehicles; and how the collected data is used in the engineering analysis. Through real-world case examples, this presentation will illustrate how new technology allows for the creation of accurate 3D data from 2D images; how the results of a full engineering analysis are often presented through 3D engineering animations; and how other advances in technology such as the analysis of surveillance video is used to capture accurate time/distance/speed movements. Concerns including when the data disagrees with law enforcement reports, the changing industry, and current restrictions related responding to collisions amid the COVID-19 pandemic will be explored. Finally, tying everything together, the fundamental thought process used to decide on when to deploy such an analysis will be discussed to evaluate when (or if) to "pull the trigger."
Speaker(s): Nathan Murawsky, Esq. & Justin Schorr, Ph.D., DJS Associates, Inc
Moderator(s): Justin Bayer, Esq.
Date Recorded: 5/11/2020
0:00
Trial Lawyers Section Presents: Arbitration Judge Pro Tem Program/Court Operations Update
Judge Rogers will explain the implementation and operation of the new arbitration JPT program, as well as provide an update regarding court operations during the ongoing pandemic. Read More »
Judge Rogers will explain the implementation and operation of the new arbitration JPT program, as well as provide an update regarding court operations during the ongoing pandemic.
Speaker(s): Hon. Thomas P. Rogers
Moderator(s): Robert H. Nemeroff, Esq.
Date Recorded: 1/28/2021
1:09:24
Trial Lawyers Section Presents: Lessons Learned From A Case Tried Twice
Robert F. Morris and Seth D. Wilson of Morris Wilson Knepp Jacquette, P.C. will provide tips and techniques derived from lessons learned from a medical malpractice case they tried twice to two diff... Read More »
Robert F. Morris and Seth D. Wilson of Morris Wilson Knepp Jacquette, P.C. will provide tips and techniques derived from lessons learned from a medical malpractice case they tried twice to two different juries with opposite outcomes. They will discuss the lessons learned from the first trial which resulted in a defense verdict, as well as how they put those lessons to use in the second trial, after being granted a new trial on appeal. The second trial resulted in a seven figure jury verdict
Speaker(s): Robert F. Morris, Esq. & Seth D. Wilson, Esq.
Moderator(s): Robert H. Nemeroff, Esq.
Date Recorded: 2/25/2021
Categories: Trial
1:15:40
Trial Lawyers Section Presents: Virtual Protocol Tips from the Bench for Practice in the Montgomery County Court of Common Pleas
This seminar will provide a technical and practical overview of the virtual Court protocols in Montgomery County. The technical portion will cover the nuts and bolts of the technology platform util... Read More »
This seminar will provide a technical and practical overview of the virtual Court protocols in Montgomery County. The technical portion will cover the nuts and bolts of the technology platform utilized by the Court for hearings and trials occurring virtually in the Montgomery County Court of Common Pleas. There will also be a practical discussion of the basics of virtual Court protocols from our bench. Thereafter, a focused discussion will follow with practice tips for members of the Montgomery County Court of Common Pleas. The tips from members of our bench will include practice in Orphans Court as well as the Family and Civil divisions.
Speaker(s): The Honorable Lois E. Murphy, The Honorable Gail A. Weilheimer, The Honorable Carolyn T. Carluccio, The Honorable Melissa S. Sterling, The Honorable Thomas P. Rogers, and Matthew Pio
Moderator(s): Justin A. Bayer, Esq.
Date Recorded: 9/30/2020
Categories: Trial
1:00:25
Trial Lawyers Section: Mediation Practice Tips
The Honorable Joseph Walsh will lead a panel discussion of experienced Montgomery County mediators in a conversation covering pre-mediation submissions, joint session statements, client expectation... Read More »
The Honorable Joseph Walsh will lead a panel discussion of experienced Montgomery County mediators in a conversation covering pre-mediation submissions, joint session statements, client expectations, useful negotiation tactics, mediator recommendations and follow-up strategies. The lively discussion will answer many of your questions about a topic that has become an increasingly significant tool to drive settlements and case resolutions.
Speaker(s): Hon. Joseph P. Walsh, Hon. Emil Giordano & Michael Shields, Esq.
Moderator(s): Justin Bayer, Esq.
Date Recorded: 8/20/2020
1:42:32
Why Just Talking About Diversity in Your Law Firm is Not Enough
Why is not just talking about diversity in your law firm enough? Is your law firm really committed to advancing diversity? Is your law firm fair and just when it talks about inclusion? Our panelist... Read More »
Why is not just talking about diversity in your law firm enough? Is your law firm really committed to advancing diversity? Is your law firm fair and just when it talks about inclusion? Our panelists are seasoned attorneys with unique perspectives for law firms who are committed to advancing diversity. They will discuss the difficulty and reality of putting together a diverse legal team but the importance of it. They will discuss client expectation and the demand for lawyers who are culturally diverse.
Speaker(s): Carlton L. Johnson, Esq., Shelley R. Smith, Esq., and Marilou E. Watson, Esq.
Moderator(s): Evelyn Rodríguez Devine, Esq.
Date Recorded: 4/17/2019
Categories: Ethics

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