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Justice Seen: Arbitrator Transparency & Disclosure Ethics (What Neutrals Need to Know About Conflicts, Obligations, and Gray Areas Presented by the Federal Bar Association Alternative Dispute Resolution Section)

Examines arbitrator disclosure obligations across major frameworks, addressing gray areas, tracking methods, and real-world scenarios for ethical transparency.

2025-05-13 14:00:00

Program Details

2025-05-13 14:00:00

Program Details

2025-05-13 14:00:00

Over 1,000+ webinars

2025-05-13 14:00:00

Course Overview

Mastering Arbitrator Disclosure Obligations

2025-05-13 14:00:00

Participants will learn to navigate disclosure requirements across major institutional frameworks and identify gray areas that require professional judgment. These skills help arbitrators produce defensible awards while maintaining public confidence in arbitration.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Disclosure Foundations
Why full disclosure preserves trust, enables party assessment, and produces defensible awards.
02
Legal Frameworks
AAA/ABA, JAMS, IBA, and CPR standards governing arbitrator disclosure requirements.
03
California Requirements
Heightened California disclosure obligations under Code of Civil Procedure Section 1281.9.
04
Gray Areas
Navigating social connections, repeat appointments, and professional relationships requiring disclosure.
05
Conflict Tracking
Building effective systems to track parties, witnesses, lawyers, and case outcomes.
06
Framing Disclosures
How to frame disclosures with facts to inform parties without inflaming them.

Program schedule

clock 2:00 pm - 2:10 pm EST

Arbitrator Ethics and Transparency in Public Trust

This session explores why disclosure obligations matter for arbitrators, parties, and the arbitration process itself. Panelists examine how full transparency produces defensible awards, maintains public confidence in arbitration, and serves as valuable self-reflection for neutrals.

Hon. Suzanne H. Segal (Ret.)Hon. Suzanne H. Segal (Ret.)
Mark J. Heley, PartnerMark J. Heley, Partner
Tina Patterson, PrincipalTina Patterson, Principal
Moderator, Jo Colbert StanleyModerator, Jo Colbert Stanley
clock 2:10 pm - 2:25 pm EST

Legal Frameworks: AAA/ABA, JAMS, and IBA Standards

This session surveys the key sources of disclosure obligations including laws, institutional rules, ethical standards, and professional guidelines. Participants will learn how frameworks like the Revised Uniform Arbitration Act and California’s heightened requirements shape arbitrator conduct.

Hon. Suzanne H. Segal (Ret.)Hon. Suzanne H. Segal (Ret.)
Mark J. Heley, PartnerMark J. Heley, Partner
Tina Patterson, PrincipalTina Patterson, Principal
Moderator, Jo Colbert StanleyModerator, Jo Colbert Stanley
clock 2:25 pm - 2:40 pm EST

Navigating Gray Areas and Continuing Disclosure Duties

Panelists address practical dilemmas including social versus professional connections, repeat appointments, and temporal considerations in disclosure decisions. The session emphasizes that disclosure is an ongoing obligation throughout the case and explores the principle that when in doubt, arbitrators should disclose.

Hon. Suzanne H. Segal (Ret.)Hon. Suzanne H. Segal (Ret.)
Mark J. Heley, PartnerMark J. Heley, Partner
Tina Patterson, PrincipalTina Patterson, Principal
Moderator, Jo Colbert StanleyModerator, Jo Colbert Stanley
clock 2:40 pm - 2:55 pm EST

Conflict Tracking, Framing Disclosures, and Managing Objections

This session provides practical guidance on building effective conflict tracking systems and framing disclosures to inform rather than inflame. Key case law including Commonwealth Coatings and Monster Energy illustrates how courts evaluate disclosure failures and evident partiality claims.

Hon. Suzanne H. Segal (Ret.)Hon. Suzanne H. Segal (Ret.)
Mark J. Heley, PartnerMark J. Heley, Partner
Tina Patterson, PrincipalTina Patterson, Principal
Moderator, Jo Colbert StanleyModerator, Jo Colbert Stanley
clock 2:55 pm - 3:00 pm EST

Real-World Hypotheticals and Audience Q&A Session

Participants engage with realistic disclosure scenarios and explore whether national uniform standards should replace regional variations. The session concludes with core takeaways emphasizing that disclosure does not equal disqualification and transparency protects arbitration integrity.

Hon. Suzanne H. Segal (Ret.)Hon. Suzanne H. Segal (Ret.)
Mark J. Heley, PartnerMark J. Heley, Partner
Tina Patterson, PrincipalTina Patterson, Principal
Moderator, Jo Colbert StanleyModerator, Jo Colbert Stanley
Hon. Suzanne H. Segal (Ret.)

Hon. Suzanne H. Segal (Ret.)

Signature Resolution

Mark J. Heley, Partner

Mark J. Heley, Partner

Heley, Duncan & Melander, PLLP

Tina Patterson, Principal

Tina Patterson, Principal

Jade Solutions, LLC

Moderator, Jo Colbert Stanley

Moderator, Jo Colbert Stanley

Stanley Legal Services

Hon. Suzanne H. Segal (Ret.)

Hon. Suzanne H. Segal (Ret.)

Signature Resolution

Distinguished neutral with a robust arbitration and mediation practice, drawing on nearly two decades of judicial experience. She handles complex commercial, insurance, employment, intellectual property, and class action disputes.

Recognition & Leadership

Member of the National Academy of Distinguished Neutrals and a Fellow of the American Bar Foundation.

Professional Involvement

Longtime leader in the Federal Bar Association, served on the Executive Boards of both the Los Angeles Chapter and the Federal Litigation Section.

Experience

Served as a U.S. Magistrate Judge for the Central District of California from 2002 to 2020, including four years as Chief Magistrate Judge.
Mark J. Heley, Partner

Mark J. Heley, Partner

Heley, Duncan & Melander, PLLP

Tina Patterson, Principal

Tina Patterson, Principal

Jade Solutions, LLC

Moderator, Jo Colbert Stanley

Moderator, Jo Colbert Stanley

Stanley Legal Services

Hon. Suzanne H. Segal (Ret.)

Hon. Suzanne H. Segal (Ret.)

Signature Resolution

Distinguished neutral with a robust arbitration and mediation practice, drawing on nearly two decades of judicial experience. She handles complex commercial, insurance, employment, intellectual property, and class action disputes.

Recognition & Leadership

Member of the National Academy of Distinguished Neutrals and a Fellow of the American Bar Foundation.

Professional Involvement

Longtime leader in the Federal Bar Association, served on the Executive Boards of both the Los Angeles Chapter and the Federal Litigation Section.

Experience

Served as a U.S. Magistrate Judge for the Central District of California from 2002 to 2020, including four years as Chief Magistrate Judge.
Mark J. Heley, Partner

Mark J. Heley, Partner

Heley, Duncan & Melander, PLLP

Tina Patterson, Principal

Tina Patterson, Principal

Jade Solutions, LLC

Moderator, Jo Colbert Stanley

Moderator, Jo Colbert Stanley

Stanley Legal Services

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Pending
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs