Onboarding New Clients and the Fundamentals of Conflicts of Interest

Onboarding New Clients and the Fundamentals of Conflicts of Interest

$45

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Onboarding New Clients and the Fundamentals of Conflicts of Interest
About the Program

The program will address the process of onboarding new clients with emphasis on risk management and compliance with the Rules of Professional Conduct.

Speaker(s)
1-33

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Founding Partner, Parker Mills LLP

Mr. Parker is a founding partner of Parker Mills LLP, He is a recognized expert in the areas of professional liability, including legal malpractice and ethics; business insurance, including Directors and Officers liability insurance, and lawyer’s professional liability insurance; and business litigation, including entertainment matters, corporate disputes among shareholders, liabilities of corporate officers and directors, derivative and class actions, and nonprofit litigation.

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Joel Osman

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Parker Shaffie LLP

Joel A. Osman is Partner and General Counsel at Parker Shaffie LLP, focusing his practice on litigation and trials. He joined the firm in 2014 after a distinguished career in both private practice and in-house leadership roles. Prior to joining Parker Shaffie, Joel was principal of Osman & Associates in South Pasadena and previously managed a related entity that served as staff counsel to Travelers Indemnity Company. In that role, he was responsible for all aspects of Travelers’ Southern California liability practice, overseeing a multi-million-dollar budget and managing a team of 54 attorneys and staff handling general liability, automobile, fire, and subrogation matters.

Earlier in his career, Joel was a senior partner at Anderson, McPharlin & Conners LLP in Los Angeles. Over the course of his career, he has represented clients in professional liability, general liability, product liability, construction defect, and commercial litigation, and has tried numerous jury trials to verdict. Joel has devoted significant attention to the defense of lawyers and issues of legal ethics. His professional activities include longstanding service with the Los Angeles County Bar Association’s Professional Responsibility and Ethics Committee, where he served as chair from 2008 to 2009, as well as service on the State Bar’s Committee on Professional Responsibility and Conduct from 2015 through 2018.

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Accreditation
Credit Hours:
1.00
Specialty Area:
Legal Malpractice Law
Credit Type:
Legal Ethics
Original Air Date:
June 22, 2022
Accredited in:
California

You may be able to self apply for credits in states not listed. Email for accreditation information in your state.

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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