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Ethical Essentials: Managing Conflicts of Interest, Client Confidentiality, and Professionalism

Comprehensive ethics training covering conflicts of interest management, client confidentiality protection, and maintaining professionalism in legal practice.

2025-05-21 13:00:00

Program Details

2025-05-21 13:00:00

Program Details

2025-05-21 13:00:00

Over 1,000+ webinars

2025-05-21 13:00:00

Course Overview

Mastering Ethics, Conflicts, and Professional Conduct

2025-05-21 13:00:00

Participants will learn to identify and manage conflicts of interest, protect client confidentiality, and maintain professional standards. These skills help attorneys avoid disciplinary action while upholding legal system integrity.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Conflicts Management
Identify concurrent, successive, and third-party conflicts using systematic software checks.
02
Client Confidentiality
Protect attorney-client privilege and understand exceptions including crime-fraud and fiduciary.
03
Digital Ethics
Manage professional email communication and video conference conduct with AI monitoring.
04
Courtroom Conduct
Maintain respectful decorum with judges, witnesses, jurors, and all court personnel.
05
Rule Compliance
Apply ABA Model Rules 1.1, 1.3, 1.7, 1.8, and 8.4 properly.
06
Discipline Prevention
Avoid sanctions by never putting inappropriate comments in written communications.

Program schedule

clock 1:00 pm - 2:00 pm EST

Managing Conflicts of Interest and Protecting Client Confidentiality

This session examines the rules, risks, and resolutions surrounding conflicts of interest in legal practice, including concurrent, successive, and third-party conflicts. Attorneys will learn essential strategies for managing conflicts through systematic checking, disclosure protocols, and ethical screens, while exploring attorney-client privilege fundamentals and confidentiality protections in the digital age.

Michael J. GorbyMichael J. Gorby
Cari L. SheehanCari L. Sheehan
clock 2:10 pm - 3:10 pm EST

Professionalism, Competence, and Ethical Accountability in Practice

This session explores how professionalism and civility serve as core competencies that safeguard the legal system’s integrity, covering attorney conduct expectations under ABA Model Rules 1.1, 1.3, and 8.4. Participants will examine real disciplinary case studies, learn methods for resolving ethical dilemmas while maintaining integrity, and discover strategies for managing reputation and avoiding conduct prejudicial to the administration of justice.

Michael J. GorbyMichael J. Gorby
Cari L. SheehanCari L. Sheehan
Michael J. Gorby

Michael J. Gorby

Gorby Peters & Associates

Cari L. Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister LLP

Michael J. Gorby

Michael J. Gorby

Gorby Peters & Associates

Michael J. Gorby is a nationally recognized trial attorney and founding partner of Gorby Peters & Associates, LLC. With more than three decades of legal experience, Mike has tried hundreds of cases and handled thousands of matters for corporations and individuals across the United States. His practice centers on complex commercial litigation, insurance coverage disputes, and premises liability for property owners and managers — including hotel chains, restaurants, shopping centers, apartment complexes, office buildings, and other public venues. Mike also advises startup clients on business formation, entity selection, and government contracting, bringing a practical, business-minded approach to every engagement.

Education & Credentials

Mike earned his Juris Doctor from the University of Georgia School of Law. Prior to his legal career, he served as an Artillery Officer with the United States Army. He is a certified mediator registered in the State of Georgia.

Recognition & Leadership

Mike is rated AV-Preeminent® by the Lexis-Nexis Peer Review Ratings™ system — the highest designation for professional excellence — and has been recognized as a Super Lawyer® through the Thomson Reuters® peer review system. He is the author of Premises Liability in Georgia, a widely respected legal treatise originally published by Thomson Reuters® in 1998 and now in its third edition. He has also been honored as Outstanding Faculty by the National Business Institute.

Professional Involvement

A dedicated educator and thought leader, Mike has chaired the Premises Liability Seminar for the Institute of Continuing Legal Education of Georgia (now a Division of the Georgia State Bar) for over twenty years. He is a frequent speaker for state and national legal education programs, including ICLE, the National Business Institute, and the Georgia Tech Procurement Assistance Center (GTPAC), where he instructs businesses on identifying, competing for, and winning government contracts. Mike and the attorneys at Gorby Peters are deeply committed to community service, collectively volunteering thousands of hours each year to organizations including the American Red Cross, Girls Inc., Angels Among Us, and the Women Presidents' Organization.

Experience

Throughout his career, Mike has established himself as a go-to advocate in high-stakes corporate disputes and property liability matters. His extensive trial experience spans the full spectrum of commercial litigation, from insurance coverage controversies to complex premises liability claims on behalf of national property owners and managers. In addition to his litigation practice, Mike counsels emerging businesses on entity structuring and strategic planning, and guides clients through the government contracting process — offering a rare combination of courtroom skill and transactional insight that distinguishes his practice on a national level.
Cari L. Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister LLP

Cari L. Sheehan is the Assistant General Counsel at Taft Stettinius & Hollister LLP, bringing more than fifteen years of experience in civil litigation, conflicts of interest, and professional responsibility to her role advising firm attorneys on ethics compliance, risk prevention, and conflicts of interest. She also leads ethics training and education initiatives across the firm and is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business communities, with a primary research focus on the ethics of artificial intelligence.

Education & Credentials

Cari earned her J.D., magna cum laude, from the Indiana University Robert H. McKinney School of Law in 2007, after completing her undergraduate degree, cum laude, at the University of Southern Indiana in 2004. She is admitted in Indiana and Illinois, as well as before the U.S. Court of Appeals for the Seventh Circuit, multiple federal district courts across Indiana, Illinois, and Michigan, and the U.S. Bankruptcy Courts for the Southern District of Indiana and Northern District of Illinois.

Recognition & Leadership

Cari received the Top Live Faculty Award from LexVid for 2024–2025, recognizing her excellence as a continuing legal education presenter. She is a recurring author of the "Ethics Curbstone" column in Res Gestae, the journal of the Indiana State Bar Association, where she has published articles on legal ethics, the use of AI in legal practice, and the ethics of AI under United States v. Heppner.

Professional Involvement

Cari serves as a member of the State of Indiana AI Task Force, created by SEA 150, and was reappointed to the Artificial Intelligence Taskforce in 2025. She is a member of the Sagamore American Inn of Court, the Ethics Committee of the Indiana State Bar Association, and the American Bar Association. She is also an Adjunct Professor at the IU Robert H. McKinney School of Law, where she teaches Professional Responsibility, and previously served as Assistant Clinical Professor of Business Law and Ethics at the Kelley School of Business.

Experience

Cari is a frequent presenter and author on ethics and professionalism in the legal industry, having delivered over 200 seminars for various local and national platforms. Her work at Taft centers on advising attorneys on ethics compliance, risk prevention, and conflicts of interest, as well as reviewing and negotiating outside counsel guidelines, conflict waivers, and engagement letters carrying ethical implications.
Michael J. Gorby

Michael J. Gorby

Gorby Peters & Associates

Michael J. Gorby is a nationally recognized trial attorney and founding partner of Gorby Peters & Associates, LLC. With more than three decades of legal experience, Mike has tried hundreds of cases and handled thousands of matters for corporations and individuals across the United States. His practice centers on complex commercial litigation, insurance coverage disputes, and premises liability for property owners and managers — including hotel chains, restaurants, shopping centers, apartment complexes, office buildings, and other public venues. Mike also advises startup clients on business formation, entity selection, and government contracting, bringing a practical, business-minded approach to every engagement.

Education & Credentials

Mike earned his Juris Doctor from the University of Georgia School of Law. Prior to his legal career, he served as an Artillery Officer with the United States Army. He is a certified mediator registered in the State of Georgia.

Recognition & Leadership

Mike is rated AV-Preeminent® by the Lexis-Nexis Peer Review Ratings™ system — the highest designation for professional excellence — and has been recognized as a Super Lawyer® through the Thomson Reuters® peer review system. He is the author of Premises Liability in Georgia, a widely respected legal treatise originally published by Thomson Reuters® in 1998 and now in its third edition. He has also been honored as Outstanding Faculty by the National Business Institute.

Professional Involvement

A dedicated educator and thought leader, Mike has chaired the Premises Liability Seminar for the Institute of Continuing Legal Education of Georgia (now a Division of the Georgia State Bar) for over twenty years. He is a frequent speaker for state and national legal education programs, including ICLE, the National Business Institute, and the Georgia Tech Procurement Assistance Center (GTPAC), where he instructs businesses on identifying, competing for, and winning government contracts. Mike and the attorneys at Gorby Peters are deeply committed to community service, collectively volunteering thousands of hours each year to organizations including the American Red Cross, Girls Inc., Angels Among Us, and the Women Presidents' Organization.

Experience

Throughout his career, Mike has established himself as a go-to advocate in high-stakes corporate disputes and property liability matters. His extensive trial experience spans the full spectrum of commercial litigation, from insurance coverage controversies to complex premises liability claims on behalf of national property owners and managers. In addition to his litigation practice, Mike counsels emerging businesses on entity structuring and strategic planning, and guides clients through the government contracting process — offering a rare combination of courtroom skill and transactional insight that distinguishes his practice on a national level.
Cari L. Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister LLP

Cari L. Sheehan is the Assistant General Counsel at Taft Stettinius & Hollister LLP, bringing more than fifteen years of experience in civil litigation, conflicts of interest, and professional responsibility to her role advising firm attorneys on ethics compliance, risk prevention, and conflicts of interest. She also leads ethics training and education initiatives across the firm and is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business communities, with a primary research focus on the ethics of artificial intelligence.

Education & Credentials

Cari earned her J.D., magna cum laude, from the Indiana University Robert H. McKinney School of Law in 2007, after completing her undergraduate degree, cum laude, at the University of Southern Indiana in 2004. She is admitted in Indiana and Illinois, as well as before the U.S. Court of Appeals for the Seventh Circuit, multiple federal district courts across Indiana, Illinois, and Michigan, and the U.S. Bankruptcy Courts for the Southern District of Indiana and Northern District of Illinois.

Recognition & Leadership

Cari received the Top Live Faculty Award from LexVid for 2024–2025, recognizing her excellence as a continuing legal education presenter. She is a recurring author of the "Ethics Curbstone" column in Res Gestae, the journal of the Indiana State Bar Association, where she has published articles on legal ethics, the use of AI in legal practice, and the ethics of AI under United States v. Heppner.

Professional Involvement

Cari serves as a member of the State of Indiana AI Task Force, created by SEA 150, and was reappointed to the Artificial Intelligence Taskforce in 2025. She is a member of the Sagamore American Inn of Court, the Ethics Committee of the Indiana State Bar Association, and the American Bar Association. She is also an Adjunct Professor at the IU Robert H. McKinney School of Law, where she teaches Professional Responsibility, and previously served as Assistant Clinical Professor of Business Law and Ethics at the Kelley School of Business.

Experience

Cari is a frequent presenter and author on ethics and professionalism in the legal industry, having delivered over 200 seminars for various local and national platforms. Her work at Taft centers on advising attorneys on ethics compliance, risk prevention, and conflicts of interest, as well as reviewing and negotiating outside counsel guidelines, conflict waivers, and engagement letters carrying ethical implications.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA1.0
CO2.0
CT2.0
DC2.0
DE2.0
FL1.0
GA2.0
HI2.0
IA2.0
ID2.0
IL1.0
IN2.0
KS2.0
KY2.0
LA1.0
MA2.0
MD2.0
ME2.0
MI2.0
MN1.0
MO2.4
MS1.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.0
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT1.0
VA2.0
VT2.0
WA1.0
WI2.0
WV2.4
WY2.0

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
Approved
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Pending
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
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Approved
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Approved
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Approved
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