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On Balance offers great insight and industry intelligence. Shari Davidson advises law firms on how to take a firm to the next level and helps rising talent to make the transition to the right firm.
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Wednesday, September 25, 2024
Mastering Depositions: How to Command the Room with Authority and Civility
You’re Invited, Complimentary CLE
Description:
The goal of this seminar is to assist attorneys in honing their deposition skills so as to better control witnesses and their adversary(s), while making their own client more comfortable. By sharing proven strategies, the program will give attendees an insight into how seasoned litigators and successful trial lawyers conduct depositions. The program further aims to help attorneys maximize the opportunities often wasted at depositions and in the process, maximize their chances of success in overall scheme of the lawsuit. This seminar integrates controlling law (case law, statute and Court Rules), practical concerns, and ethical considerations, as well as specific strategies to enable even the least experienced attorneys to successfully depose a witness like a seasoned pro.
Speakers: Charles Bonfante III, Esq.
Location: Online Seminar Time: 1:00PM – 3:00 PM EST Seminar
Date: September 25th, 2024
CLE Credits: 2.0 Areas of Skills – (NY) – Transitional and non-transitional
Also pending in NJ/PA/OH/WI/WV
Accreditation: National Academy of Continuing Legal Education
R.S.V.P. www.ultimateabstract.com/events
Your unique individual login credentials will be sent to you. Please note: Each attendee must register to receive personal zoom credentials and CLE credit.
Registration Cutoff is Tuesday September 24th at 5 PM EST!
Wednesday, June 19, 2024
CLE: Building Your Practice Through Digital Advertising While Complying with the Advertising Rules
What Lawyers and Their Law Firms Need to Know Now
Description:
In this ethics CLE, you will learn advanced digital marketing techniques and best practices to build your practice while staying in compliance with attorney advertising rules. Speakers include attorney John C. Zaher who has over 30 years of public relations, advertising and marketing experience, along with Brad Swezey, a veteran Air Force Officer who also has 30 plus years of marketing and advertising experience inside and outside of the Federal Government. He also attended Georgetown Law.
The program will review the attorney advertising rules and how they apply to digital marketing. Some of the topics covered include website/ landing page design, traditional versus digital advertising, Google Video and Display Ads, Google Search Ads, Social Media Ads, and Streaming Services. Learn how to track results using Google Analytics and Call Tracking software powered by AI. Court decisions and ethics opinions will also be
discussed.
Speakers: John Zaher, Esq. and Brad Swezey
Location: Online Seminar Time: 1:00PM – 3:00 PM EST Seminar
Date: June 19th, 2024
CLE Credits: 2.0 Ethics and Professionalism – (NY)
Also approved in NJ/PA/OH/WI/WV.
Accreditation: National Academy of Continuing Legal Education
R.S.V.P. www.ultimateabstract.com/events
Your unique individual login credentials will be sent to you. Please note: Each attendee must register to receive personal zoom credentials and CLE credit.
Registration Cutoff is Tuesday June 18th at 5 PM EST!
Wednesday, May 15, 2024
CLE: Top 10 Lease Mistakes & Pitfalls, and How to Steer Clear of Them
Location: Online Seminar 1:00 PM – 2:30 PM
R.S.V.P. www.ultimateabstract.com/events
CLE Credits: 1.5 Areas of Professional Practice – (NY) Also approved in NJ/PA/OH/WI/WV
Accreditation: National Academy of Continuing Legal Education
Complimentary Seminar (Open to the Public) Sponsored By:
- Ultimate Abstract of New York
- Pedersen & Sons Surety Bond Agency
- On Balance Search Consultants
Wednesday, December 13, 2023
CLE: Tax Consequences – Retiring or Selling Your Law Practice
CLE Credits: 2.0 Ethics and Professionalism – this program is transitional and non-transitional
Accreditation: National Academy of Continuing Legal Education
Complimentary Seminar (Open to the Public) Sponsored By:
- Ultimate Abstract of New York
- Pedersen & Sons Surety Bond Agency
- On Balance Search Consultants
Wednesday April 13, 2022
CLE: Ethical Marketing, Advertising, Social Media, Client Engagement & More to Grow Your Practice
Description:
Learn ethical marketing tips to help jump start your practice. What’s the right balance of advertising, social media, video and client engagement to grow your practice? What’s the difference between an advertisement and a solicitation and why does it matter? Can I practice under a Trade Name? Review the latest ethics opinions.
Speakers: John Zaher, Esq. and Brad Swezey
CLE Credits: 2.0 Ethics and Professionalism – this program is transitional and non-transitional
Accreditation: National Academy of Continuing Legal Education
Complimentary Seminar (Open to the Public) Sponsored By:
- Ultimate Abstract of New York
- Pedersen & Sons Surety Bond Agency
- On Balance Search Consultants
Changing the Landscape of Diversity, Inclusion & the Elimination of Bias in the Legal Profession
Complimentary Seminar Open to the Public
Wednesday, July 28, 2021
This seminar will include an examination of the disproportionate statistics of women and minorities in partner positions at law firms, provide an analysis of the key impediments that have affected women and minorities from advancing and discuss how litigation has been used as a tool not only to combat discrimination, but also as leverage to drive diversity and inclusion efforts. Julia and Keith will also highlight practices that attorneys and law firms can adopt to increase diversity and inclusion efforts, both internally and externally, to help change the face of the legal profession.
Speaker:
Julia Gavrilov, Esq. and Keith Frank, Esq.
of Moritt Hock & Hamroff LLP
Wednesday, July 28, 2021 | 1:00pm-2:00pm Seminar
Accreditation: National Academy of Continuing Legal Education
CLE Credits:
1.0 Diversity, Inclusion and Elimination of Bias – this program is transitional and non-transitional
Sponsored By:
- Ultimate Abstract of New York
- EPIC Insurance Brokers
- On Balance Search Consultants
- Pedersen & Sons Surety Bond Agency
Ethical Considerations in Conducting Investigations
Complimentary Seminar Open to the Public
Investigations by lawyers are an essential element of most litigation matters. Ethics rules make it clear what lawyers can say and do and they also outline what investigators can do on the attorney’s behalf. This presentation will provide a strong understanding of the ethical issues involved in conducting investigations. The course will address the following topics:
- Understanding what investigators can and cannot do.
- Knowing the difference between ethical violations and criminal violations.
- The types of due diligence information that is available on individuals and corporations.
- Practical considerations when conducting field investigations, including witness statements, surveillance and locate investigations.
- Learning about the distinction between an investigation in the United States versus one conducted in other countries.
- Learning about how technology is impacting investigations.
Speaker: William Belmont, Esq.
Accreditation: National Academy of Continuing Legal Education
CLE Credits: 1.0 Ethics and Professionalism – this program is transitional and non-transitional.
Sponsored By:
- Ultimate Abstract of New York
- EPIC Insurance Brokers
- On Balance Search Consultants
- Pedersen & Sons Surety Bond Agency
CLE Succession Planning for Lawyers Tuesday, February 9, 2021
Course Description:
This course will address succession planning options for attorneys, including highlighting the differences between an internal succession plan, an external succession plan, and a contingency plan in the event of an attorney’s unexpected disability or death.
Topics will include:
(i) The components involved with valuing a lawyer’s practice; and
(ii) The numerous NY Rules of Professional Conduct involved with succession planning for lawyers.
Speaker: Jeremy E. Poock, Esq.
CLE Credits: 1.0 Areas of Professional Practice – this program is transitional and non-transitional (AZ, CA, CT, MO, NJ, NY, OH, PA, VA, WI)
Accreditation: National Academy of Continuing Legal Education
A Two Hour Ethics Update and What Lawyers Should Know about the Grievance Committee — A Practical Approach Including a Discussion of the New Attorney Disciplinary Rules, Attorney Escrow Rules, Real Estate Scams and Attorney Professionalism (or Lack of Same)
Thursday, September 19, 2019
Richard E. Grayson, Esq.
Hofstra University Club
22 Hofstra Boulevard
Hempstead, NY 11550
(516) 463-5031
2.0 Ethics and Professionalism – this program is transitional and non-transitional and appropriate for all attorneys
CLE Cybersecurity and Data Privacy for Lawyers:
Latest Developments from Lawmakers, Regulators and Threat Actors
Wednesday, September 18 2019
American Heart Association
10 E. 40th St., 11th Floor
New York, NY 10016
(877) 246-8007
CLE Credits:
1.5 Areas of Professional Practice & 0.5 Ethics and Professionalism
CLE: Succession Planning for Lawyers & Strategic Growth For Law Firms
Long Island Annual Invitational Conference on Estate Planning and Administration
Wednesday, May 15th, 2019
CLE Course: Succession Planning for Lawyers & Strategic Growth For Law Firms
Wednesday, April 11 , 2019
8:00am – 8:30am Registration | 8:30am – 10:20am Seminar
Hofstra University Club
225 Hofstra Boulevard
Hempstead, NY 11550
(516) 463-5031
CLE Course: Powers of Attorney, Guardianship & Medicaid Planning Via The Use Of Promissory Notes & Gifts
Wednesday, April 10 , 2019
8:00am – 8:30am Registration | 8:30am – 10:20am Seminar
Hofstra University Club
225 Hofstra Boulevard
Hempstead, NY 11550
(516) 463-5031
Must R.S.V.P. to attend! [email protected]
For Details Click Here.
Accreditation: National Academy of Continuing Legal Education
“Can’t attend one of our LIVE CLE Classes? Take advantage of my exclusive 20% discount code by clicking here or call 212-776-4943 ask for ext.150 and make sure to mention discount code: OBSC”
Sponsored By:
About On Balance Search Consultants
On Balance offers great insight and industry intelligence. Shari Davidson advises law firms on how to take a firm to the next level and helps rising talent to make the transition to the right firm.
Contact us today call 516.731.3400 or visit our website at http://dkg.37e.myftpupload.com.
What People Say
Michael P. G.
Regulatory & Compliance Consulting NY & NJ Attorney
I have known Shari for several years and she has consistently provided guidance beyond my expectation and always made herself available. I am fortunate to have her in my network.
Marie Elizabeth Villefranche
Associate at Kerley, Walsh, Matera & Cinquemani, P.C.
Shari is WONDERFUL!! She helped me prepare for an interview with a thorough discussion of what to expect, how to answer questions (including the dreaded, tell me about yourself) and post-interview behaviors. Because of this preparation, I was very comfortable during the interview and I received an offer because of how well she coached me. Shari was instrumental in getting me the position and even advocated for me during the negotiation process. I will HIGHLY recommend Shari and hope to work with her again in the future.
Charles Balvin
Counsel at YK Law LLP
Shari is an honest recruiter who takes the time to help her clients and candidates. She is thoughtful and has helped me discover new opportunities that have benefited my career.