With social media permeating the way attorneys network, advertise and research, new rules and regulations have been put in place to ensure they are upholding their ethical reputations. Let seasoned practitioners get you up-to-speed on the key steps you need to know to avoid ethical ramifications on Facebook, Twitter, YouTube and LinkedIn. Don't be left scratching your head about whether your social media conduct will put you in ethical hot water — order today!

1. Ethics Rules and Regulations Surrounding Social Media — What Applies?
2. Client Confidentiality Breaches
3. Advertising and Solicitation Rules in Social Media
4. Proper Social Media Conduct
5. Putting Formal Social Media Policies in Place at Your Firm
6. Ethical Boundaries of Discovery in Social Media

Continuing Education Credits:   

* denotes specialty credits

1. Ethics Rules and Regulations Surrounding Social Media — What Applies?
   8:45 - 9:15, Theodore F. Claypoole
   1. State-Specific Regulations
   2. ABA Rules and Regulations
   3. Liability and Ethics Pitfalls
   4. Recent Case Law
2. Client Confidentiality Breaches
   9:15 - 9:45, Theodore F. Claypoole
   1. Putting Proactive Steps in Place to Avoid Being Hacked
   2. Communication on Smartphones, iPads and Other Mobile Devices
   3. What to Do if Your Social Media Account has Been Hacked? Mitigating the Damage
3. Advertising and Solicitation Rules in Social Media
   9:45 - 10:15, Kenneth L. Hardison
   1. What's Considered Impermissible Puffing? What's Considered Advertising?
   2. Professional vs. Personal Accounts — Do Different Rules Apply?
   3. Is Using Social Media to Build Relationships and Engage in Discussions Considered Advertisement or Solicitation?
   4. Facebook Profiles and Advertising Rules
   5. LinkedIn — “Specialist” or “Expert” Designation Ramifications
   6. Twitter Advertising Rules
   7. YouTube Videos vs. T.V. Ads — What's the Difference?
4. Proper Social Media Conduct
   10:30 - 11:00, James W. Hart
   1. Setting up and Managing Ethical Professional and Personal Facebook Accounts
      1. Key Steps to Creating Company Facebook Accounts
      2. Enabling Proper Account and Privacy Settings
      3. Personal Facebook Accounts — Is It Safe for an Attorney to Have One? Safety Steps to Put in Place to Protect Yourself
      4. Whom Can You “Friend” on Facebook Without Putting Yourself in Ethical Danger?
      5. Setting Clear Boundaries with Client “Friends” on Facebook
      6. Facebook Status Updates — Can You Post Any Information about Clients, Opposing Counsel, Cases or the Court?
   2. Setting up and Managing Ethical Professional and Personal Twitter Accounts
   3. Keeping your “Tweeting” Ethical — Examples of Good/Bad “Tweets”
   4. LinkedIn Accounts — Top 5 Things You Must Avoid
5. Putting Formal Social Media Policies in Place at Your Firm
   11:00 - 11:30, Kenneth L. Hardison
6. Ethical Boundaries of Discovery in Social Media
   11:30 - 12:00, James W. Hart
   1. Pretexting — Is It Okay to Ask a Non-Lawyer Assistant to "Friend" an Unrepresented Witness?
   2. Mining Social Media for Information about Case Parties, Jurors or Witnesses
   3. Researching Private vs. Public Social Media Accounts — What's Ethical?
   4. Uncovering Juror Social Media Misconduct and What to Do about It

THEODORE F. CLAYPOOLE is a senior member of the Intellectual Property Practice Group of the law firm of Womble Carlyle Sandridge & Rice, PLLC. Mr. Claypoole leads data breach incident response teams in the public and private sectors. He also negotiates and prepares data management, business process outsourcing, distribution, branding, software development, hosted application and electronic commerce agreements for all types of companies. He concentrates on legal problems and regulation in payment systems and financial data processing. Mr.Claypoole consults on information security, privacy, consumer data treatment and contingency planning matters. Advising clients on complex intellectual property development and licensing programs, he builds strategic technology and marketing alliances. He has done multiple presentations and publications on his areas of practice. He was previously assistant general counsel to Bank of America in Charlotte, North Carolina; corporate counsel to CompuServe Incorporated in Columbus, Ohio; and a partner at Gamble Hartshorn Alden in Columbus, Ohio. Mr. Claypoole earned his B.A. degree from Duke University and his J.D. degree from Ohio State University College of Law. He is the founder and host of the WombleTech Lunch & Learn series in Charlotte. Mr. Claypoole is a member of the American Bar Association (co-chair, Privacy and Data Security Subcommittee, Cyberspace Committee, Business Law Section); the International Association of Privacy Professionals and the North Carolina Technology Association, Charlotte Planning Committee.

KENNETH L. HARDISON is a shareholder in the law firm of Hardison & Cochran PLLC. He earned his B.S. and J.D. degrees from Campbell University. Mr. Hardison is a certified mediator. He has written and lectured on his areas of practice. Mr. Hardison is a member of The American Association of Justice (AAJ) (member, Advertising Committee); North Carolina Advocates for Justice (NCAJ) Advertising Committee); Southern Trial Lawyers (STLA); National Organization of Social Security Claimant's Representatives (NOSSCR) and Personal Injury Lawyers Marketing & Management Association (PILMMA) (president).

JAMES W. HART is an attorney and shareholder in The Hart Law Firm, P.A. Mr. Hart's main areas of practice are workers' compensation and family law. He is licensed to practice law in Florida. Mr. Hart earned his B.A. degree from Ohio Wesleyan University and his J.D. degree from The Ohio State University Moritz College of Law. He is a member of the Triangle Business Leaders (founder and past president); North Carolina Bar Association; North Carolina Advocates of Justice (Workers' Compensation Section); and The Florida Bar. He has previously lectured for National Business Institute.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

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