Onboarding New Clients and the Fundamentals of Conflicts of Interest



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Credit Details
Credit Hours:
Specialty Area:
Legal Malpractice Law
Credit Type:
Legal Ethics
Original Air Date:
June 22, 2022
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

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.

Meet the Speakers
David B. Parker


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 A. Osman


Senior Counsel Parker Mills LLP

Joel A. Osman, senior counsel and general counsel at Parker Mills LLP, concentrates his practice on litigation and trials. Prior to joining PM in 2014, Mr. Osman managed a group of Staff Counsel to Travelers Indemnity Company. For Travelers, he was responsible for all aspects of managing its Southern California liability practice, in defense of Travelers insureds in all manner of general liability, auto, fire and subrogation matters.

Previously, Mr. Osman was a senior partner at Anderson, McPharlin & Conners LLP in Los Angeles. Mr. Osman graduated Magna Cum Laude from the University of California at San Diego in 1978 and obtained his JD from the UCLA School of Law. Mr. Osman is a current member and former chair the LACBA Committee on Professional Responsibility and Conduct and a former member of the State Bar’s Standing Committee on Professional Responsibility and Conduct (“COPRAC”).

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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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