Live InReach webinar. Course number 7844 is approved for 5 CLE, 2 of which may be applied toward Ethics; 2 Professionalism, and 1 Technology. Solo & Small Firm Section members register for only $250. View the presenter bios here. REGISTER

Annual Ethics & Professionalism Update:  Scary Tales of Unprofessional & Unethical Conduct
October 27, 2023
8:00 AM–12:35 PM

8:00 AM–8:10 AM
Welcome
Michelle Garcia Gilbert and Bill Curphey, Co-Program Chairs

8:10 AM–9:00 AM Tricked or Treated: White Collar Ethics Issues for the Unwary Lawyer Professor Ellen Podgor, St. Petersburg

9:00 AM–9:50 AM Villainy or Virtue: Unmask Your Client’s Story to Avoid Unethical Surprises Andrew J. Oppenheim, Tampa

9:50 AM–10:05 AM Break

10:05 AM–10:55 AM Toil or Trouble: Ensure that Technology Works Ethically for You – Not Against You Marck Joseph, Miami

10:55 AM–11:45 AM Hocus or Pocus: How to Prevent and Defend Professionalism and Ethics Complaints Scott Tozian, Tampa

11:45 AM–12:35 PM Friend or Fiend: Building & Maintaining your Reputation Ethically & with Professionalism Ret. Judge Greg Holder, Tampa

Ret. Judge Emmett (Lamar) Battles, Tampa

Make plans to join your Solo & Small Firm Section friends and colleagues at the TradeWinds Island Grand Beach Resort for meetings, networking and fun! The agenda and details will be available soon.

Save the Date! The annual Solo and Small Firm Conference is an excellent opportunity to learn pro tips on best practices to take your firm to the next level! Course number and 5 CLE; 1 Mental Health & Wellness; 3 Ethics; and 4 Technology credits pending approval. Registration opens soon.

Agenda and Presenters

8:00 AM – 8:10 AM:  WELCOME
Camara Williams and Stephanie Cagnet Myron, Program Chairs
F. Scott Westheimer, The Florida Bar President (Recorded Message)

8:10 AM – 9:00 AM:  UNPLUG BEFORE YOU PLUG IN: 10 STRATEGIES TO HELP YOU LIVE A HAPPIER, HEALTHIER, MORE RESILIENT LIFE
Nora Riva Bergman, Real Life Practice, Tarpon Springs. Technology and the advent of AI have given lawyers the tools to live the lives we choose and work when and where we want to. But to make the most of what technology and AI can offer, we’ve got to first take care of ourselves. In this interactive presentation, author, attorney, and business coach Nora Riva Bergman will share 10 strategies from her book 50 Lessons for Happy Lawyers: Boost Wellness. Build Resilience. Yes, you can! If you’re feeling burned out, stressed out, or just want to be happier and healthier, this presentation will give you tools to make positive changes in your life. You’ll not only learn these strategies, but you’ll also get tips on how to start living them right now. Get ready to shift your thinking and begin experimenting with research-based strategies to increase your personal and professional happiness.

9:00 AM – 9:50 AM:  HOW AI WILL MAKE YOU A BETTER ATTORNEY
Mark Doble, Toronto, CEO of Alexi. AI can take the most stressful, tedious elements of being a lawyer, and provide you with a head start in everything you do. From the moment you open a file to the moment you settle or receive a verdict, AI can remove stress, automate frustrating and tedious tasks, and increase your bandwidth to provide better service to your clients. Mark Doble, CEO of Alexi (an AI company for litigators) will walk you through some tips and tricks on how to properly think about, and leverage AI.

9:50 AM – 10:40 AM:  AI  IN THE PRACTICE OF LAW
Tom Martin, Vancouver, Founder & CEO of LawDroid, a Generative AI Legal Technology company. AI is taking the world by storm, but how can it best be applied to the practice of law? In this session, Tom Martin will explain how generative AI works, discuss the ethical issues it raises, demonstrate a real use case, and explore the practical ways you can use AI today to get more done with less to grow a more profitable law practice.

10:40 AM – 10:55 AM:  Break

10:55 AM – 11:45 AM:  GENERATIVE AI FOR LAWYERS: WHAT IT IS AND HOW TO USE IT IN YOUR PRACTICE
Carolyn Elefant, Washington, D.C. Generative AI has infiltrated the legal profession faster than any legal tech change in recent memory. And while generative AI carries enormous promise, the speed of adoption has overwhelmed many lawyers. After providing the basics of generative AI technology, practice management specialist, Carolyn Elefant, will provide real-world examples of how generative AI can power substantive research, client relations and marketing and best practices for choosing the appropriate generative AI tools and incorporating them ethically and responsibly into your law practice.

11:45 AM – 12:35 P.M.:  THE FLORIDA BAR AND NATIONAL PERSPECTIVE ON ARTIFICIAL INTELLIGENCE
E. Duffy Myrtetus, Richmond, VA and Gordon Glover, Ocala, Co-Chairs of Florida Board of Governors Special Committee on Artificial Intelligence Tools & Resources. The Co-chairs of the Florida Board of Governors Special Committee on Artificial Intelligence Tools & Resources, Gordon Glover and E. Duffy Myrtetus will recap the Committee’s work while providing an update on The Florida Bar and Committee efforts in the areas of Lawyer Regulation, ethics and the Courts as impacted by AI.  Additionally, they will share information on notable trends in AI affecting lawyers, ethics and on general developments in courts around the country involving the use of Artificial Intelligence.

Details coming soon.