2022 Compliance Bundle: Ethics, Technology and Staying Normal in This New Normal
12:55 Welcome and Introductions
1:00 Trust Accounting Is the Worst*^
Joshua T. Walthall, Nelson Mullins Riley & Scarborough LLP, Raleigh
A former State Bar prosecutor explains how to stay out of trouble while tackling the ever-annoying task of trust accounting. Topics covered include the Rules of Professional Conduct on maintaining a trust account, the basic principles of trust accounting, the most common mistakes lawyers make in handling entrusted funds and keeping a trust account, common misconduct in handling client funds and recordkeeping, best practices in reconciliations and reviews, safeguarding funds from embezzlement, recent trust accounting scams and mishaps, and the random audit program.
2:10 Email Wrangling: Taking Control of Your Inbox*‡
Catherine Sanders Reach, North Carolina Bar Association, Cary
Email is the communication tool we love to hate. It is a constant, as is the management of it. In this session, learn some tips and tricks for managing your inbox, turning email into tasks and calendared events, and saving email as part of the client record for retention. Also, hear discussion on guarding against potential ethical traps email presents, including security issues like phishing, inadvertent disclosure via the dreaded "whoops" moment, and when/how/why you need encryption. Let's help take control of this tool to keep you and your clients happy (and safe).
3:20 Staying Normal in the New Normal†
Julianne Ludlam, Ph.D., KKJ Forensic and Psychological Services, Durham
What does attorney mental health and wellness look like in a post-pandemic world? Dr. Julianne Ludlam discusses the history of mental health problems for legal professionals, risk factors influencing attorney mental health, and recommendations for preventative care and well-being to help avoid crisis and declining health as we adapt to our "new normal."
This program offers important reminders on trust accounting, tips for managing email and guarding against potential ethical traps, and ways to help avoid crisis and declining health as we adapt to our "new normal."
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