*Can’t attend one of our LIVE CLE Classes? Take advantage of our exclusive 20% discount code by calling 212-776-4943 ask for ext.150 and make sure to mention discount code: OBSC
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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.
RSVP now because space is limited!
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! events@ultimateabstract.com
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
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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.
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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.