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Overview
Gift-Wrapped Guidelines for Building Strong Ethical Foundations
Deck the halls with legal ethics! In this festive program, our accomplished faculty share paralegal best practices for preventing and handling common ethical issues. From best practices for safeguarding client confidentiality to the dos and don'ts of handling client property, get the knowledge you need to stay on the nice list - register today!
- Discover merry methods for ensuring ethical client communication.
- Unwrap best practices for dealing with conflicts of interest.
- Hear Santa-approved tips for using tech and media in legal settings.
- Don't get your tinsel in a tangle - find out how to avoid the unauthorized practice of law (UPL).
Abbreviated Agenda
- No Peeking: Best Practices for Preserving Client Confidentiality
- Season's Greetings: Paralegal Best Practices for Client Communication Practices
- The Holiday Spirit: Essential Guidelines for Maintaining Integrity and Diligence
- Make Your List, and Check It Twice: Preventing and Handling Conflicts of Interest
- Handling Fa-La-La-La-Fees and Client Property
- North Pole Netiquette: Ethical Best Practices for Using Social Media and Technology
- Best Practices for Staying Off the Naughty List and Avoiding UPL
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
2 Total | 12-20-2026 |
| Montana CLE Credit for Paralegals |
|
2 Total | 12-20-2026 |
| New Mexico Paralegal Division, State Bar of |
|
2 Total | 12-17-2026 |
Select Jurisdiction
Paralegal
Agenda
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No Peeking: Best Practices for Preserving Client Confidentiality
-
Season's Greetings: Paralegal Best Practices for Client Communication Practices
-
The Holiday Spirit: Essential Guidelines for Maintaining Integrity and Diligence
-
Make Your List, and Check It Twice: Preventing and Handling Conflicts of Interest
-
Handling Fa-La-La-La-Fees and Client Property
-
North Pole Netiquette: Ethical Best Practices for Using Social Media and Technology
-
Best Practices for Staying Off the Naughty List and Avoiding UPL
Who Should Attend
This intermediate level program is designed to provide attendees with essential guidelines for handling ethical issues in the legal workplace. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Jason M. Finch
is the founder of Jason Finch & Associates PC, LLO, a general practice law firm with a particular focus on immigration.He is fluent in Spanish (reading, writing, and speaking), which he learned while serving as a missionary in Spain. Mr. Finch is also the co-owner of Nebraska’s only U.S.-CIS approved Regional Center. He represented NuNebraska Regional Center, before U.S.-CIS, from its creation to the present. Mr. Finch earned his B.S. degree from Brigham Young University, his M.B.A and J.D. degrees from Drake University, and his LL.M degree from University of Arkansas - Fayetteville. He is admitted to practice in Iowa, U.S. District Court for the District of Nebraska, U.S. District Court for the Southern District of Iowa, U.S. District Court for the Northern District of Iowa and the Eighth Circuit Court of Appeals.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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