Lawyers Utilizing a Fractional General Counsel Model: Guides, experiences, and growth opportunity

Jennifer Wazenski
Kate Kliebert
Cari Sheehan
Jennifer Wazenski | Watershed Legal Counsel
Kate Kliebert | Kliebert Law
Cari Sheehan | Kelley School of Business
On-Demand: March 13, 2024

2.5 hour CLE

Tuition: $195.00
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Program Summary

Session I - A Solo/Small Firm Niche Practitioner as Fractional General Counsel: Challenges and Opportunities – Jennifer Wazenski

Aligning the fractional general counsel role with your small firm practice niche. Discover why and how the lawyer-client experience can be optimized through the FGC service model, regardless of firm size and practice areas. Explore the critical skills and knowledge sets essential for the aspiring FGC in a small firm niche practice. Learn strategies for marketing and branding FGC services to current and potential clients. Join us to unlock the potential that serving as a Fractional General Counsel presents to expand your practice and elevate your standing in the legal profession.

Key topics to be discussed:

  • Why a Solo or Small Firm Niche Practitioner Might Choose to Serve as a FGC
  • Defining the Fractional General Counsel Role-Why and How
  • Critical Skills and Knowledge Sets for Would-Be Solo/Small Firm Niche FGC
  • Marketing and Branding as a FGC

Session II – A Guide to Serving as Fractional General Counsel – Kate Kliebert

This session will cover what it means as an attorney to work as fractional general counsel to businesses. We’ll discuss possible fee structures, the benefits to the attorney, and the benefits to clients. We’ll also talk about ethical issues that can arise in this arrangement, such as handling potential conflicts and the ethics of alternative fee structures. Finally, we’ll provide practical tips for attorneys interested in offering fractional general counsel or other subscription services to their clients.

Key topics to be discussed:

  • What is fractional general counsel?
  • Fee structures/profitability
  • Potential ethical pitfalls

Session III – In-House Ethics: The Good, The Bad, The Ugly – Cari Sheehan

This session will cover a variety of Rules of Professional Responsibility that affect in-house attorneys. For instance, who is your client? Who do you owe duties of loyalty to within your company as an in-house attorney? In addition, we will delve into how social media and AI can affect you as an in-house counsel, and what you should be aware of in your role. This is a seminar you do not want to miss.

Key topics to be discussed:

  • Review Rule of Professional Conduct 1.13
  • Review Rules of Professional Conduct 1.6, 1.7 and more!
  • Ethics and AI for in-house counsel

Closed-captioning available

Speakers

Jennifer Wazenski_myLawCLEJennifer Wazenski | Watershed Legal Counsel

An environmental and natural resources attorney with more than 25 years’ experience representing businesses and State agencies, Jennifer has litigated and advised on many federal and State regulatory programs and led teams of attorneys in the delivery of coordinated, strategic legal services. Jennifer is an alumna of Big Law (before that was even a term) and the Maryland Office of the Attorney General, where she served as Principal Counsel to the Maryland Department of Natural Resources and Deputy Counsel to the Maryland Department of the Environment. In the course of her work with the Attorney General’s Office, she had the unique opportunity to both apply and influence improvements to regulatory law and policy. She built relationships with other State leaders that enhanced these efforts across multiple political administrations as well as a global pandemic. Jennifer received her law degree from the University of North Carolina at Chapel Hill, with honors. She graduated from St. Mary’s College of Maryland, with a BS in Biology, summa cum laude. Jennifer is a member of the Maryland bar (active) and the bar of the District of Columbia (inactive). In addition, she is admitted to practice before the U.S. District Court for the District of Maryland (inactive), the US Courts of Appeals for the Fourth and DC Circuits, and the US Supreme Court.

 

Kate Kliebert_myLawCLEKate Kliebert | Kliebert Law

Kate Kliebert is a business attorney and the owner of Kliebert Law PLLC in Charlotte, North Carolina. As fractional general counsel for her clients, she collaborates with fast growing businesses to identify their legal priorities and handle their day-to-day legal matters so they are poised for continued growth. She is a graduate of Vanderbilt Law School and in her spare time enjoys scuba diving, hiking with her dog Stella, and reading historical fiction.

 

Cari Sheehan_myLawCLECari Sheehan | Kelley School of Business

Cari Sheehan is an Assistant Clinical Professor of Business Law & Ethics at the IU Kelley School of Business – Indianapolis where she currently teaches Commercial Law and Business Ethics. Additionally, Ms. Sheehan is an Adjunct Professor at the Robert H. McKinney School of Law where she has taught courses in Professional Responsibility, Torts, and Appellate Practice and Procedure. In practice, Ms. Sheehan is a Conflict Attorney with Scopelitis Garvin Light Hanson & Feary advising on conflicts and other ethical issues. Ms. Sheehan is a well-respected seminar and continuing legal education speaker covering a range of ethical issues across various platforms both locally and on a national level.

Agenda

Session I – A Solo/Small Firm Niche Practitioner as Fractional General Counsel: Challenges and Opportunities | 11:00am – 11:45am

  • Why a Solo or Small Firm Niche Practitioner Might Choose to Serve as a FGC | 11:00am – 11:10am
  • Defining the Fractional General Counsel Role-Why and How | 11:10am – 11:20am
  • Critical Skills and Knowledge Sets for Would-Be Solo/Small Firm Niche FGC | 11:20am – 11:35am
  • Marketing and Branding as a FGC | 11:35am – 11:45am

Session II – A Guide to Serving as Fractional General Counsel | 11:45am – 12:40pm

  • What is fractional general counsel? | 11:45am – 12:00pm

Break | 12:00pm – 12:10pm

  • Fee structures/profitability | 12:10pm – 12:25pm
  • Potential ethical pitfalls | 12:25pm – 12:40pm

Session III – In-House Ethics: The Good, The Bad, The Ugly | 12:40pm – 1:50pm

  • What is fractional general counsel? | 12:40pm – 1:00pm
  • Fee structures/profitability (part I) | 1:00pm – 1:10pm

Break | 1:10pm – 1:20pm

  • Fee structures/profitability (part II) | 1:20pm – 1:30pm
  • Potential ethical pitfalls | 1:30pm – 1:50pm

Credits

Alaska

Approved for CLE Credits
1.5 General, 1 Ethics

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1.5 General, 1 Ethics

Arkansas

Approved for CLE Credits
1.5 General, 1 Ethics

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
1.5 General, 1 Ethics

California

Approved for CLE Credits
1.5 General, 1 Ethics

Colorado

Approved for Self-Study Credits
1 General, 1 Ethics

Connecticut

Approved for CLE Credits
1.5 General, 1 Ethics

District of Columbia

No MCLE Required
1.5 General, 1 Ethics hours

Delaware

Pending CLE Approval
1.5 General, 1 Ethics

Florida

Reciprocity
2 General, 1 Ethics Hours

Attorneys receive CLE credit in FL via reciprocity.
Georgia

Approved for CLE Credits
1.5 General, 1 Ethics

Hawaii

Approved for CLE Credits
1.5 General, 1 Ethics

Iowa

Pending CLE Approval
1.5 General, 1 Ethics

Idaho

Approved for Self-Study Credits
1.5 General, 1 Ethics

Illinois

Approved for Self-Study Credits
1.5 General, 1 Ethics

Indiana

Pending CLE Approval
1.5 General, 1 Ethics

Kansas

Pending CLE Approval
1 General, 1.5 Ethics

Kentucky

Pending CLE Approval
1.5 General, 1 Ethics

Louisiana

Pending CLE Approval
1 General, 1 Ethics

Massachusetts

No MCLE Required
1.5 General, 1 Ethics

Maryland

No MCLE Required
1.5 General, 1 Ethics

Maine

Pending CLE Approval
1.5 General, 1 Ethics

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
1.5 General, 1 Ethics

Minnesota

Approved for Self-Study Credits
1.5 General, 1 Ethics

Missouri

Approved for CLE Credits
1.8 General, 1.2 Ethics

Mississippi

Pending CLE Approval
1.5 General, 1 Ethics

Montana

Approved for Self-Study Credits
1.5 General, 1 Ethics

North Carolina

Pending CLE Approval
1.5 General, 1 Ethics

Nebraska

Pending CLE Approval
1.5 General, 1 Ethics

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
90 General minutes, 60 Ethics minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.8 General, 1.2 Ethics

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1.5 General, 1 Ethics

Nevada

Approved for Self-Study Credits
1.5 General, 1 Ethics

New York

Approved for CLE Credits
1.8 General, 1.2 Ethics

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
1.5 General, 1 Professional Conduct

Oklahoma

Pending CLE Approval
2 General, 1 Ethics

Oregon

Pending CLE Approval
1.5 General, 1 Ethics

Pennsylvania

Approved for Self-Study Credits
1.5 General, 1 Ethics

Rhode Island

Pending CLE Approval
2 General, 1 Ethics

South Carolina

Pending CLE Approval
1.5 General, 1 Ethics

South Dakota

No MCLE Required
1.5 General, 1 Ethics

Tennessee

Pending CLE Approval
1.5 General, 1 Dual

Texas

Pending CLE Approval
1.5 General, 1 Ethics

Utah

Pending CLE Approval
1.5 General, 1 Ethics

Virginia

Not Eligible
1.5 General Hours, 1 Ethics Hours

Vermont

Approved for CLE Credits
1.5 General, 1 Ethics

Washington

Approved via Attorney Submission
1.5 Law and Legal, 1 Ethics Hours

Eligible for CLE credit. Attorneys must self-apply to the Washington Bar for CLE course attendance credit. myLawCLE will proactively supply Washington attorneys with the self-application package.
Wisconsin

Pending CLE Approval
1.5 General, 1 Ethics

Ethics credits can ONLY be earned through Live-Webcast programs, the Wisconsin Board of Bar Examiners does not approve Ethics through On-Demand sessions.
West Virginia

Pending CLE Approval
1.5 General, 1 Ethics

Wyoming

Approved for Self-Study Credits
1.5 General, 1 Ethics

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