Agenda / Content Covered

All times are shown in Eastern time.

1. Account Setup and Data Storage - RPCs 1.1 and 1.6
   11:00 - 11:30, Gail L. Ritzert
   1. An Ethical Obligation to Use E-mail?
   2. Data Security and Cloud Storage
   3. Password Management, Creation and Storage
   4. Deciding When to Delete Which E-mails
2. Ethically Sending and Accessing E-mails
   11:30 - 12:30, Stewart L. Weisman
   1. Attachments, Disclaimers and Multiple Recipients
   2. What to Do When You're an Unintended Recipient
   3. Mobile Device Concerns: Apps and Public WiFi
   4. Mixing Personal and Professional E-mails
   5. Attorney E-mails in Discovery: What You Need to Know
3. Staying Ethical While Texting
   12:45 - 1:15, Gail L. Ritzert
   1. Prospective Client Issues
   2. Are Attorney-Client Texts Part of the File?
   3. How to Record Texts in Case Records
   4. Guarding Client Confidentiality: What You CANNOT Text
   5. Privilege Problems Posed by Third-Party Access
4. Messenger Apps: Using "Safe" Apps and Taking Precautions
   1:15 - 1:45, Gail L. Ritzert
5. Phishing Attempts and Cyber Attacks
   1:45 - 2:15, Stewart L. Weisman
   1. A Taxonomy of Hacks and Attacks
   2. Why Vigilance Matters: Hold the Schadenfreude
   3. Putting Critical Safeguards in Place
   4. What to Do When it Happens to You
   5. Required Notifications to Clients
   6. Damage Control

Accreditation Details:

GAIL L. RITZERT is a partner in the New York office of the law firm of Kiernan Trebach, LLP. She focuses her practice on insurance coverage and insurance defense matters, concentrating in both the coverage and defense of catastrophic injury cases arising from construction accidents, products and premises defects, and the defense of municipalities. Ms. Ritzert is a member of the Suffolk County, Nassau County and Connecticut bar associations. She is also a member of the District of Columbia Bar, the Defense Association of New York (past president) and the Defense Research Institute (has served as the New York state representative). Ms. Ritzert earned her B.A. degree, cum laude, from Pfeiffer College; her M.Ed. degree from Frostburg State University; and her J.D. degree from St. John's University.

STEWART L. WEISMAN is senior counsel with Hancock Daniel. For the past twenty years, his practice has concentrated in the areas of healthcare and labor and employment law stemming mainly from serving as house counsel to a large cardiovascular group with offices in Syracuse and throughout Central New York. Mr. Weisman provides advice and guidance on a wide-range of matters, including physician employment and professional services agreements, office and equipment leases and purchase agreements; human resource and healthcare regulatory matters under HIPAA, Stark, ADA, FMLA and the Fair Labor Standards Act; and assisting in the formulation and implementation of corporate policies, such as records retention and prevention of discrimination and sexual harassment at the work place. He is also a seasoned litigator with broad experience in federal and state trial, bankruptcy and appellate courts, and administrative agencies. In addition to his work at Hancock Daniel, Mr. Weisman is a professor of criminal justice and homeland security studies at Cazenovia College, a civilian instructor in a police academy responsible for teaching constitutional law and risk management to cadets, and a director on the boards of the Legal Aid Society and Legal Services of Central New York not-for-profit corporations serving indigents within a thirteen-county area. Mr. Weisman is a mediator with the U.S. District Court Federal Mediation Panel and is a member of the Criminal Justice Educators Association of NYS, New York State Bar Association, the NDNY Bar Association and the Onondaga County Bar Association. He earned his B.A. degree, magna cum laude, from Brooklyn College and his J.D. degree from Syracuse University College of Law.