2017-1 \2596922.12 SPEAKING ENGAGEMENTS Thomas E. Spahn, Esquire McGuireWoods LLP 1750 Tysons Boulevard, Suite 1800 McLean, VA 22102-4215 DATE AUDIENCE SUBJECT 12/18/17 The District of Columbia Bar Association D.C. Bar Continuing Legal Education Program Washington, DC 2017 Ethics, Confidentiality & the A/C Privilege Update 12/13/17 Corporate Client Law Department New York, NY Ethics Issues Facing Corporate Counsel: Part I (Identifying the Client) 12/12/17 The Loan Syndications and Trading Association (LSTA) Continuing Legal Education New York City, NY Confidentiality: Part IV (Non-Clients' Misconduct) 12/7/17 McGuireWoods Fall Annual Ethics Seminar (for MW Lawyers & Invited Guests) Raleigh, NC Confidentiality: Part IV (Non-Clients' Misconduct) 12/5/17 New York State Bar Association Advanced Real Estate Topics 2017 New York, NY Ethics & The Real Estate Attorney – Cross Jurisdiction Transactions 11/29/17 Professional Education Broadcast Network (Taping) Litigation Ethics: Part IV (Claims and Settlements) 11/27/17 The District of Columbia Bar Association D.C. Bar Continuing Legal Education Program Washington, DC Ethics Issues Facing Corporate Counsel: Part I (Identifying the Client) 11/9/17 7 th Annual Institute on Law & Policy Omaha, NE The Law and Ethics of Corporate Investigations 11/8/17 McGuireWoods Fall Annual Ethics Seminar (for MW Lawyers & Invited Guests) Atlanta, GA Civil Rights and Diversity: Ethics Issues (Part I) 11/8/17 McGuireWoods Fall Annual Ethics Seminar (for MW Lawyers & Invited Guests) Atlanta, GA Confidentiality: Part IV (Non-Clients' Misconduct) 11/7/17 Corporate Client Law Department Atlanta, GA 2017 Ethics, Confidentiality & the A/C Privilege Update 11/6/17 Professional Education Broadcast Network (Taping) 2017 Ethics, Confidentiality & the A/C Privilege Update
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2017-1 \2596922.12
SPEAKING ENGAGEMENTS
Thomas E. Spahn, Esquire
McGuireWoods LLP
1750 Tysons Boulevard, Suite 1800
McLean, VA 22102-4215
DATE
AUDIENCE
SUBJECT
12/18/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
2017 Ethics, Confidentiality & the A/C
Privilege Update
12/13/17 Corporate Client Law Department
New York, NY
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 12/12/17 The Loan Syndications and Trading
Association (LSTA)
Continuing Legal Education
New York City, NY
Confidentiality: Part IV (Non-Clients'
Misconduct)
12/7/17 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Raleigh, NC
Confidentiality: Part IV (Non-Clients'
Misconduct)
12/5/17 New York State Bar Association
Advanced Real Estate Topics 2017
New York, NY
Ethics & The Real Estate Attorney – Cross
Jurisdiction Transactions
11/29/17 Professional Education Broadcast Network
(Taping)
Litigation Ethics: Part IV (Claims and
Settlements) 11/27/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
11/9/17 7th Annual Institute on Law & Policy
Omaha, NE
The Law and Ethics of Corporate
Investigations 11/8/17 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Civil Rights and Diversity: Ethics Issues
(Part I)
11/8/17 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Confidentiality: Part IV (Non-Clients'
Misconduct)
11/7/17 Corporate Client Law Department
Atlanta, GA
2017 Ethics, Confidentiality & the A/C
Privilege Update 11/6/17 Professional Education Broadcast Network
(Taping)
2017 Ethics, Confidentiality & the A/C
Privilege Update
2017-2 \2596922.12
DATE
AUDIENCE
SUBJECT
11/3/17 2017 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
11/3/17 Virginia CLE
38th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
Confidentiality: Part IV (Non-Clients'
Misconduct)
11/1/17 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Confidentiality: Part IV (Non-Clients'
Misconduct)
10/26/17 Corporate Client Law Department
McLean, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/26/17 Virginia CLE
(Replay with w/live Q&A)
Confidentiality: Part IV (Non-Clients'
Misconduct) 10/26/17 Northern Virginia Bankruptcy Bar
Fairfax, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/26/17 Corporate Client Law Department
Reston, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 10/25/17 2017 Credit Union National Association
(CUNA) Attorneys Conference
Amelia Island, FL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/23/17 Corporate Client Law Department
Reston, VA
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and 2017
Developments and Trends 10/23/17 Corporate Client Law Department
Reston, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 10/20/17 Hampden-Sydney Bar Association
Hampden-Sydney, VA
Litigation Ethics: Key Issues
10/19/17 PLI Annual Institute
2017 Employment Law Institute
New York, NY
Ethical Considerations Involving
Confidentiality: Common Misunderstandings
and Mistakes 10/19/17 McGuireWoods New York Ethics Seminar
(for MW Lawyers & Invited Guests)
Confidentiality: Part IV (Non-Clients'
Misconduct) 10/16/17 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/12/17 Retail Law Conference 2017
Retail Industry Leaders Association (RILA)
Chicago, IL
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
10/10/17 Corporate Client Law Department
McLean, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
2017-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/10/17 Corporate Client Law Department
Bethesda, MD
The Ethics of Email and Social Media: A
Top Ten List 10/6/17 Virginia CLE
38th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
(Live w/Q&A)
(Taping)
Confidentiality: Part IV (Non-Clients'
Misconduct)
10/5/17 Corporate Client Law Department
Richmond, VA
Litigation Ethics: Key Issues
10/5/17 Chesterfield County Bar Association
Chesterfield, VA
Confidentiality: Part IV (Non-Clients'
Misconduct) 10/4/17 Corporate Client Law Department
Smithfield, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/4/17 Corporate Client Law Department
Richmond, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/3/17 Corporate Client Law Department
Chesapeake, VA
Confidentiality: Part IV (Non-Clients'
Misconduct) 10/3/17 Norfolk & Portsmouth Bar Association
Norfolk, VA
Confidentiality: Part IV (Non-Clients'
Misconduct) 9/29/17 56th Annual Corporate Counsel Institute
Northwestern – Pritzker School of Law
Chicago, IL
Identifying In-House Lawyers' Client:
Implications of Misunderstanding and
Mistakes 9/28/17 Corporate Client Law Department
Albuquerque, NM
Confidentiality: Part IV (Non-Clients'
Misconduct) 9/28/17 Corporate Client Law Department
Albuquerque, NM
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 9/26/17 Professional Education Broadcast Network
(Taping)
Ethics and Client Money: Trust Funds,
Setoffs and Retainers 9/26/17 Professional Education Broadcast Network
(Taping)
Ethics, Disqualification and Sanctions in
Litigation 9/25/17 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/21/17 McGuireWoods Jacksonville Ethics Seminar
(for MW Lawyers & Invited Guests)
Confidentiality: Part IV (Non-Clients'
Misconduct) 9/21/17 Jacksonville Federal Bar Association
Jacksonville, FL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 9/19/17 Corporate Client Law Department
Alexandria, VA
The Ethics of Email and Social Media: A
Top Ten List 9/18/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Lawyer Marketing: An Ethics Guide
2017-4 \2596922.12
DATE
AUDIENCE
SUBJECT
9/15/17 Wyoming State Bar Annual Meeting & Judicial
Conference
Cheyenne, WY
Litigation Ethics: Key Issues
9/15/17 Wyoming State Bar Annual Meeting & Judicial
Conference
Cheyenne, WY
Writing Well
9/6/17 Federal Judicial Conference
National Conference for Pro Se Clerks
Charleston, SC
Writing Well
8/29/17 McGuireWoods Pittsburgh Ethics Seminar
(for MW Lawyers & Invited Guests)
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client)
8/28/17 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client) 8/25/17 Corporate Client Law Department
San Antonio, TX
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and 2017
Developments and Trends 8/8/17 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Confidentiality: Part IV (Non-Clients'
Misconduct)
7/25/17 Corporate Client Law Department
(Webinar)
A Basic Guide for Paralegals and Other Non-
lawyer Colleagues: Ethics, Confidentiality,
and Privilege 7/21/17 Virginia Bar Association
127th Annual Summer Meeting
Hot Springs, VA
Confidentiality: Part IV (Non-Clients'
Misconduct)
7/20/17 Professional Education Broadcast Network
(Taping)
Small Law Firm Ethics
7/19/17 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Legal Ethics of Email and Social Media
7/19/17 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Attorney-Client Privilege: Key Aspects All
Lawyers Should Know
7/18/17 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Ethics for Corporate Counsel
7/18/17 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Privileged Communications: What is
Protected Between Client and Lawyer?
7/10/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Writing Well
2017-5 \2596922.12
DATE
AUDIENCE
SUBJECT
6/22/17 New York State Bar Association
Commercial Leasing Institute
Real Property Law Section
New York, NY
Commercial Leasing – Multijurisdictional
Ethics
6/20/17 Corporate Client Law Department
Charlotte, NC
Writing Well
6/20/17 Corporate Client Law Department
Charlotte, NC
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client) 6/19/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and 2017
Developments and Trends 6/17/17 National Capital Area Paralegal Association
(NCAPA)
Alexandria, VA
The Ethics of Email and Social Media: A
Top Ten List
6/17/17 National Capital Area Paralegal Association
(NCAPA)
Alexandria, VA
Writing Well
6/13/17 Corporate Client Law Department
Minneapolis, MN
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 6/7/17 Wyoming State Bar
(Webinar)
The Ethics of Email and Social Media: A
Top Ten List 6/5/17 Professional Education Broadcast Network
(Panelist)
(Taping)
2017 Ethics in Civil Litigation Update: Part
II
6/5/17 Professional Education Broadcast Network
(Panelist)
(Taping)
2017 Ethics in Civil Litigation Update: Part I
6/2/17 Colorado Bar Association
15th Annual Rocky Mountain Intellectual
Property & Technology Institute
Westminister, CO
Ethics, Artificial Intelligence and Machine
Learning
6/2/17 Colorado Bar Association
15th Annual Rocky Mountain Intellectual
Property & Technology Institute
Westminister, CO
Ethics of Licensing
5/18/17 Virginia State Bar
35th National Regulatory Conference
Williamsburg, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
5/16/17 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
2017-6 \2596922.12
DATE
AUDIENCE
SUBJECT
5/10/17 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Miami, FL
Confidentiality: Part IV (Non-Clients'
Misconduct)
5/2/17 Department of the Navy
Office of the General Counsel
2017 Annual Training Symposium
National Harbor, MD
Confidentiality: Part I (Strength and Scope of
the Duty)
4/28/17 Virginia CLE
Potomac River Dinner Cruise
Washington, DC
Sailing Through Multijurisdictional Practice
Ethical Issues
4/27/17 D.C. Judge Ethics Presentation
Washington, DC
(Panelist)
Ethics Issues Facing Trust and Estate
Lawyers
4/26/17 Professional Education Broadcast Network
(Taping)
Lawyer Ethics and Credit Cards
4/25/17 Professional Education Broadcast Network
(Taping)
Ethics and Artificial Intelligence in Law
Practice Software & Tools 4/24/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Understanding Ex Parte Contacts and the
Witness-Advocate Ethics Rules
4/22/17 Virginia State Bar
44th Annual Advanced Business Law
Conference
Wintergreen, VA
Ethics Issues for Lawyers Handling M&A
Transactions
4/21/17 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics of Representing the Elderly
4/20/17 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons, VA
Confidentiality: Part IV (Non-Clients'
Misconduct)
4/20/17 Georgetown Law 19th Annual Advanced
Commercial Leasing Institute
Washington, DC
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It)
4/19/17 Professional Education Broadcast Network
(Taping)
Lawyer Ethics and Client Development
4/18/17 19th Annual VA Health Law Legislative Update
and Extravaganza
Richmond, VA
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client)
4/13/17 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
Confidentiality: Part IV (Non-Clients'
Misconduct)
2017-7 \2596922.12
DATE
AUDIENCE
SUBJECT
4/7/17 Frank Dunham Public Defender Conference
Charlottesville, VA
Ethical Considerations When Clients Want to
Testify 4/5/17 Corporate Client Law Department
Newark, NJ
The Attorney-Client Privilege and the Work
Product Doctrine: 2017 Update on Basic
Principles and New Trends 3/30/17 Corporate Client Law Department
Houston, TX
The Attorney-Client Privilege and the Work
Product Doctrine: 2017 Update on Basic
Principles and New Trends 3/30/17 Corporate Client Law Department
Houston, TX
The Ethics of Email and Social Media: A
Top Ten List 3/28/17 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons, VA
Confidentiality: Part IV (Non-Clients'
Misconduct)
3/10/17 American Health Lawyers Association (AHLS)
(Panelist)
Baltimore, MD
AMC Agreements – Legal Ethics in
Negotiations
3/9/17 University of North Carolina
Chapel Hill, NC
Writing Well
3/7/17 Minnesota State Bar Association
Minneapolis, MN
Attorney Electronic Communications – A
Legal Ethics Top Ten 3/1/17 Corporate Client Law Department
Houston, TX
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client) 2/23/17 Corporate Client Law Department
Stamford, CT
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client) 2/17/17 Professional Education Broadcast Network
(Taping)
Negotiation Ethics
2/15/17 Corporate Client Law Department
Amelia Island, FL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 2/15/17 Corporate Client Law Department
Amelia Island, FL
The Attorney-Client Privilege and the Work
Product Doctrine: 2017 Update on Basic
Principles and New Trends 2/15/17 Corporate Client Law Department
Fernandina Beach, FL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 2/13/17 Client Law Department
Alexandria, VA
Basic Conflicts of Interest Rules: Key Issues
2/2/17 Corporate Client Law Department
Charlotte, NC
Ethics Issues Facing Corporate Counsel:
Part I (Identifying the Client) 2/1/17 Mecklenburg County Bar
Corporate Counsel Section
Charlotte, NC
Writing Well
2/1/17 Mecklenburg County Bar
Corporate Counsel Section
Charlotte, NC
Litigation Conflicts with Non-Party Clients
2017-8 \2596922.12
DATE
AUDIENCE
SUBJECT
1/26/17 Jacksonville Federal Bar Association
Jacksonville, FL
Confidentiality: Part II (Exceptions to the
Duty) 1/25/17 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
1/24/17 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Basic Conflicts of Interest Rules: Key Issues
1/24/17 Professional Education Broadcast Network
(Taping)
Developments in Confidentiality and the
Attorney-Client Privilege 1/24/17 Professional Education Broadcast Network
(Taping)
Ethics and Investigations
1/20/17 Professional Education Broadcast Network
(Taping)
Ethics and Texting
1/19/17 American Academy of Matrimonial Lawyers
Virginia Chapter
Richmond, VA
Ethical Issues in Representing the Wealthy
1/18/17 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues Facing Trust and Estates
Attorneys
1/9/17 Virginia CLE
36th Annual National Trial Advocacy College
Charlottesville, VA
Litigation Ethics: Key Issues (cont'd)
1/8/17 Virginia CLE
36th Annual National Trial Advocacy College
Charlottesville, VA
Litigation Ethics: Key Issues
2016-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/15/16 The Loan Syndications and Trading
Association (LSTA)
Continuing Legal Education
New York City, NY
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
12/13/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Raleigh, NC
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
12/9/16 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics and the Tribunal
11/30/16 American Health Lawyers Association Annual
Meeting (AHLS)
(Panelist)
(Webinar)
Two Pieces of the Payment Puzzle-
Reimbursement Hot Topics, Part II: Managed
Care Contract Negotiations Ethics in
Negotiations 11/28/16 Professional Education Broadcast Network
(Taping)
Lawyers and Email: Ethical Issues in Practice
11/21/16 Wyoming Defense Lawyers Association
(Webinar)
Writing Well
11/17/16 Aon Law Firm Symposium
Chicago, IL
(Panelist)
The Perpetual Problem of UPL
11/15/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Dallas, TX
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
11/11/16 Hampden-Sydney Bar Association
Hampden-Sydney, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 11/10/16 Professional Education Broadcast Network
(Taping)
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 11/8/16 Corporate Client Law Department
Columbus, OH
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 11/8/16 Corporate Client Law Department
Columbus, OH
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 11/7/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
11/4/16 2016 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
Confidentiality: Part II (Exceptions to the
Duty)
2016-2 \2596922.12
DATE
AUDIENCE
SUBJECT
11/4/16 Virginia CLE
37th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
11/2/16 Professional Education Broadcast Network
(Panelist)
Ethics and Keeping Secrets or Telling Tales
in Joint Representations 11/1/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Professionalism Issues When Lawyers
and Judges Publicly Communicate
11/1/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/28/16 PLI Annual Institute
2016 Employment Law Institute
New York, NY
Confidentiality and Privilege Issues in
Internal Investigations
10/27/16 Virginia CLE
(Replay with w/live Q&A)
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/27/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/25/16 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/24/16 2016 Credit Union National Association
(CUNA) Attorneys Conference
Park City, UT
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 10/21/16 Virginia Bar Association
18th Annual Corporate Counsel Fall Forum
Richmond, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
10/21/16 Professional Education Broadcast Network
(Panelist)
Ethics and Cloud Computing
10/20/16 Corporate Client Law Department
Dulles, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/20/16 Northern Virginia Bankruptcy Bar
Fairfax, VA
Confidentiality: Part II (Exceptions to the
Duty) 10/19/16 Harrisonburg Bar Association
Harrisonburg, VA
The Ethics of Email: A Top Ten List
10/14/16 Virginia CLE
Charlottesville, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/13/16 Chesterfield County Bar Association
Chesterfield, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
2016-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/13/16 Virginia Bar Association
White Collar Criminal Law Forum
Richmond, VA
Litigation Ethics: Part III (Witnesses)
10/12/16 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 10/12/16 Corporate Client Law Department
Smithfield, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 10/11/16 Norfolk & Portsmouth Bar Association
Norfolk, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/11/16 Corporate Client Law Department
Chesapeake, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes) 10/10/16 Corporate Client Law Department
Reston, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 10/7/16 Corporate Client Law Department
Tysons, VA
The Ethics of Email: A Top Ten List
10/3/16 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Confidentiality: Part II (Exceptions to the
Duty)
10/3/16 Bloomberg/BNA
(Webinar)
Ethics Issues Facing Corporate Counsel
9/28/16 Corporate Client Law Department
Albuquerque, NM
Confidentiality: Part II (Exceptions to the
Duty) 9/28/16 Corporate Client Law Department
Albuquerque, NM
Confidentiality: Part I (Strength and Scope of
the Duty) 9/26/16 Corporate Client Law Department
Newark, NJ
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 9/23/16 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/22/16 Practical Law Company
Webinar
(Panelist)
(Taping)
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends
9/21/16 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics and Keeping Secrets or Telling Tales
in Joint Representation
9/20/16 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 9/16/16 Corporate Client Law Department
Austin, TX
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client)
2016-4 \2596922.12
DATE
AUDIENCE
SUBJECT
8/26/16 Scientific Association of Forensic Examiners
(Webinar)
Forensic Examiners Working With Lawyers:
Confidentiality and Privilege Issues 8/25/16 Corporate Client Law Department
Falls Church, VA
Ethics Issues Facing Corporate Counsel: Part
I (Identifying the Client) 8/24/16 Corporate Client Law Department
San Antonio, TX
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 8/23/16 Corporate Client Law Department
San Antonio, TX
Writing Well
8/18/16 Client Law Department
Alexandria, VA
Confidentiality: Part II (Exceptions to the
Duty) 8/18/16 Client Law Department
Alexandria, VA
Confidentiality: Part I (Strength and Scope of
the Duty) 8/16/16 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
8/15/16 Corporate Client Law Department
(Webinar)
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 7/28/16 Corporate Client Law Department
Tarrytown, NY
Ethics Issues Facing Corporate Counsel
7/25/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Lawyer Marketing: An Ethics Guide 2016
7/22/16 Virginia Bar Association
126th Annual Summer Meeting
Hot Springs, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
7/19/16 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Confidentiality: Part II (Exceptions to the
Duty)
7/19/16 American Law Institute (ALI)
Philadelphia, PA
Confidentiality: Part I (Strength and Scope of
the Duty) 7/15/16 National Association of Legal Assistants
(NALA)
41st Annual Conference and Expo
Las Vegas, Nevada
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends
7/14/16 National Association of Legal Assistants
(NALA)
41st Annual Conference and Expo
Las Vegas, Nevada
A Basic Guide for Paralegals and Other
Nonlawyer Colleagues: Ethics,
Confidentiality, and Privilege
2016-5 \2596922.12
DATE
AUDIENCE
SUBJECT
7/12/16 Fairfax County Bar - Government Contracts
Section
Tysons, VA
Ethics Issues Facing Corporate Counsel
7/11/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ways to Improve Your Legal Writing
7/7/16 Professional Education Broadcast Network
(Taping)
The Ethics of Creating Attorney-Client
Relationships in the Electronic Age 6/25/16 International Assoc. Of Clerks, Recorders,
Election Officials and Treasurers - Government
Election Employees (IACREOT)
Memphis, TN
Ethical Issues in Civil Rights and Diversity
6/22/16 Professional Education Broadcast Network
(Taping)
Ethics and Social Media: Current
Developments 6/10/16 Professional Education Broadcast Network
(Taping)
Legal Ethics in Contract Drafting
6/9/16 Legal Services of Northern Virginia
Alexandria, VA
Litigation Ethics
6/7/15 Professional Education Broadcast Network
(Taping)
(Panelist)
2016 Ethics in Litigation Update: Part II
6/7/16 Professional Education Broadcast Network
(Taping)
(Panelist)
2016 Ethics in Litigation Update: Part I
6/6/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Ethics Issues Facing Corporate Counsel
6/3/16 14th Annual Rocky Mountain Intellectual
Property & Technology Institute
Westminster, CO
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It)
6/1/16 Corporate Client Law Department
Chicago, IL
Ethics Issues Facing Corporate Counsel
5/26/16 Department of the Navy
Office of the General Counsel
2016 Annual Training Symposium
National Harbor, MD
The Ethics of Email: A Top Ten List
5/26/16 Department of the Navy
Office of the General Counsel
2016 Annual Training Symposium
National Harbor, MD
Substance Abuse
2016-6 \2596922.12
DATE
AUDIENCE
SUBJECT
5/19/16 Virginia State Bar
34th National Regulatory Conference
Williamsburg, VA
Litigation Ethics
5/16/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Confidentiality: Part II (Exceptions to the
Duty)
5/15/16 93rd Annual Meeting
American Law Institute (ALI)
Washington, DC
(Panelist)
Ethical Boundaries in Effective Negotiations
5/13/16 Professional Education Broadcast Network
(Taping)
Ethics, Virtual Law Firms & the Web
5/11/16 Corporate Client Law Department
Newark, NJ
Ethics Issues Facing Corporate Counsel
5/9/16 Minnesota State Bar Association
Minneapolis, MN
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 5/4/16 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Denver, CO
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
4/29/16 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Conflicts Between Lawyers and Their Clients
4/29/16 Virginia CLE
American University - Washington College of
Law
Washington, DC
Ethical Considerations in Legal Writing
4/27/16 Washington Legal Foundation
Washington, DC
Corporate Internal Investigations: Preserving
Privileged Information in a Shifting
Landscape 4/23/16 Virginia State Bar
43rd Annual Advanced Business Law
Conference
Wintergreen, VA
Ethical Considerations
4/21/16 Frank Dunham Public Defender Conference
Charlottesville, VA
Litigation Ethics
4/19/16 Corporate Client Law Department
Omaha, NE
Ethics Issues Facing Corporate Counsel
4/15/16 North Carolina Bar Association Foundation
Insurance Coverage Section CLE
Cary, NC
Litigation Ethics
2016-7 \2596922.12
DATE
AUDIENCE
SUBJECT
4/13/16 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons, VA
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
4/5/16
Corporate Client Law Department
Overland Park, KS
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 3/29/16 American Forest & Products Association
General Counsels Resource Committee Spring
Meeting
Washington, DC
Ethics Issues Facing Corporate Counsel
3/28/16 Virginia State Bar
Bar Leaders Institute
Richmond, VA
(Panelist)
Ethics for the Bar Leader
3/23/16 Virginia State Bar
Intellectual Property
(Webinar)
Handling Privilege and Ethics Issues in Patent
Law
3/18/16 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics and Keeping Your Paralegal and
Yourself Out of Trouble
3/16/16 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
Confidentiality: Part III (Non-Clients'
Misunderstanding and Mistakes)
3/14/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Civil Rights and Diversity: Ethics Issues
3/11/16 ABA 22nd Annual Federal Procurement
Institute
Annapolis, MD
Litigation Ethics: Claims, Settlements &
Courts
3/9/16 University of North Carolina
Chapel Hill, NC
Writing Well
3/7/16 Corporate Client Law Department
Houston, TX
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 3/5/16 Virginia CLE
20th Annual - Advanced Real Estate Seminar
Williamsburg, VA
Basic Conflicts of Interest Rules
3/4/16 Regent University School of Law
Center for Global Justice , Human Rights, and
the Rule of Law
Virginia Beach, VA
Litigating Controversial Cases
2016-8 \2596922.12
DATE
AUDIENCE
SUBJECT
3/4/16 Professional Education Broadcast Network
(Taping)
How Ethics Rules Still Apply When Lawyers
Act as Nonlawyers 3/4/16 Virginia CLE
Charlottesville, VA
(Replay w/live Q&A)
Basic Conflicts of Interest Rules
2/29/16 Professional Education Broadcast Network
(Taping)
How Ethics Rules Apply When Lawyers Act
as Nonlawyers 2/25/16 Corporate Client Law Department
New York, NY
Ethics Issues Facing Corporate Counsel
2/23/16 Virginia CLE
Charlottesville, VA
(Taping)
Basic Conflicts of Interest Rules
2/19/16 Professional Education Broadcast Network
(Taping)
Civil Rights and Diversity: Ethics Issues
2/18/16 Richmond Bar Association
Corporate Counsel Section
Richmond, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 2/1/16 Professional Education Broadcast Network
(Panelist)
(Taping)
2016 Ethics Update: Part II
2/1/16 Professional Education Broadcast Network
(Panelist)
(Taping)
2016 Ethics Update: Part I
2/1/16 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Identifying the Client: Ethics Issues
1/28/16 Corporate Client Law Department
Amelia Island, FL
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 1/28/16 Corporate Client Law Department
Amelia Island, FL
Confidentiality: Part II (Exceptions to the
Duty) 1/25/16 Professional Education Broadcast Network
(Taping)
Professionalism for the Ethical Lawyer
1/22/16 Professional Education Broadcast Network
(Panelist)
(Taping)
Lawyer Ethics when a Client Won't Pay Your
Fees
1/21/16 American Academy of Matrimonial Lawyers
Virginia Chapter
Richmond, VA
Litigation Ethics: Part V (Courts)
1/15/16 American Law Institute
Webinar
Attorney-Client Privilege Issues in the
Corporate Context
2016-9 \2596922.12
DATE
AUDIENCE
SUBJECT
1/13/16 The 5th Annual ConAgra Foods Institute on
Law and Policy
Omaha, NE
The Evolving Ethical Obligations of Legal
Counsel During A Compliance Breach
1/11/16 Virginia CLE
35th Annual National Trial Advocacy College
Charlottesville, VA
Litigation Ethics (continued)
1/10/16 Virginia CLE
35th Annual National Trial Advocacy College
Charlottesville, VA
Litigation Ethics
1/7/16 Corporate Client Law Department
Houston, TX
(Panelist)
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends 1/7/16 Corporate Client Law Department
Houston, TX
(Panelist)
Ethics Issues Facing Corporate Counsel
1/6/16 Corporate Client Law Department
Houston, TX
The Attorney-Client Privilege and the Work
Product Doctrine: 2016 Update on Basic
Principles and New Trends
2015-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/18/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics & Conflicts with Clients: Part 2
12/17/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics & Conflicts with Clients: Part 1
12/8/15 Virginia CLE
Charlottesville, VA
(Replay w/live Q&A)
Confidentiality: Exceptions to the Duty
12/8/15 Virginia CLE
Charlottesville, VA
(Replay w/live Q&A)
Civil Rights and Diversity: Ethics Issues
12/8/15 Corporate Client Law Department
Green Bay, WI
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 12/8/15 Corporate Client Law Department
Green Bay, WI
Ethics Issues Facing Corporate Counsel
12/2/15 Association of Corporate Counsel
Colorado Chapter (ACC)
Ninth Annual Ethics Day
Denver, CO
Ethics Issues Facing Corporate Counsel
11/23/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics in Claims & Settlements
11/20/15 Professional Education Broadcast Network
(Panelist)
(Taping)
The Ethics of Email and Social Media: A
Top Ten List
11/18/15 The Loan Syndications and Trading
Association (LSTA)
Continuing Legal Education
New York City, NY
Confidentiality: Part II (Exceptions to the
Duty)
11/16/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Litigation Ethics: Duty to Disclose
Unfavorable Facts and Law and Other Court
Issues 11/11/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Dallas, TX
The Ethics of Email and Social Media: A
Top Ten List
11/6/15 Virginia CLE
36th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
Confidentiality: Part II (Exceptions to the
Duty)
2015-2 \2596922.12
DATE
AUDIENCE
SUBJECT
11/5/15 2015 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
11/4/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Litigation Ethics: Part V (Courts)
11/4/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Confidentiality: Part II (Exceptions to the
Duty)
10/30/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics & Tribunals: Communicating with the
Courts & Government Agencies
10/29/15 Virginia CLE
(Replay with Live Q&A)
Charlottesville, VA
Confidentiality: Part II (Exceptions to the
Duty)
10/28/15 2015 Credit Union National Association
(CUNA) Attorneys Conference
Orlando, FL
Ethics Issues Facing Corporate Counsel
10/26/15 Corporate Client Law Department
Arlington, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 10/23/15 PLI Annual Institute
2015 Employment Law Institute
New York, NY
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 10/23/15 Professional Education Broadcast Network
(Taping)
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 10/22/15 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel
10/21/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
Confidentiality: Part II (Exceptions to the
Duty)
10/21/15 Virginia CLE
(Replay with Live Q&A)
Charlottesville, VA
Confidentiality: Part II (Exceptions to the
Duty)
10/19/15 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
10/19/15 Corporate Client Law Department
McLean, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends
2015-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/16/15 Local Government Attorneys of Virginia, Inc.
Fall Conference
Roanoke, VA
(Panelist)
The Ethics of Email and Social Media: A
Top Ten List
10/15/15 Virginia Bar Association
17th Annual Corporate Counsel Fall Forum
Richmond, VA
Confidentiality: Part II (Exceptions to the
Duty)
10/15/15 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
Confidentiality: Part I (Strength and Scope of
the Duty) 10/14/15 Association of Corporate Counsel (ACC)
National Capital Region
McLean, VA
Ethics Issues Facing Corporate Counsel
10/14/15 McLean Bar Association
McLean, VA
Ethics Issues Facing Corporate Counsel
10/13/15 Virginia CLE
(Webinar)
Charlottesville, VA
Confidentiality: Part II (Exceptions to the
Duty)
10/13/15 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
(Taping)
Charlottesville, VA
Writing Well
10/12/15 Corporate Client Law Department
Chesapeake, VA
Ethics Issues Facing Corporate Counsel
10/7/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Confidentiality: Part II (Exceptions to the
Duty)
10/6/15 Corporate Client Law Department
Charlotte, NC
Ethics Issues Facing Corporate Counsel
10/5/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Practicing Law Across State Lines: Ethics
and Practice Advice
10/5/15 Practical Law Company
Webinar
(Taping)
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 10/1/15 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
Confidentiality: Part II (Exceptions to the
Duty)
10/1/15 Jacksonville Federal Bar Association
Jacksonville, FL
Confidentiality: Part I (Strength and Scope of
the Duty)
2015-4 \2596922.12
DATE
AUDIENCE
SUBJECT
9/29/15 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel
9/28/15 Association of Corporate Counsel (ACC)
National Capital Region
Richmond, VA
Ethics Issues Facing Corporate Counsel
9/28/15 ABA Firm Counsel Connection Roundtable
Richmond, VA
Thrust-Upon Conflicts and Prospective
Consents 9/26/15 Paralegal Association of Northern Virginia
Fairfax, VA
A Basic Guide for Paralegals and Other
Nonlawyer Colleagues: Ethics,
Confidentiality, and Privilege 9/25/15 CLE International
Electric Transmission in the East Conference
Life-Cycle of a Transmission Project
Washington, DC
The Crossroads of Energy Transmission and
Ethics
9/24/15 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel
9/24/15 Corporate Client Law Department
Dulles, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 9/22/15 Corporate Client Law Department
Albuquerque, NM
2015 Cases and Applications of Attorney-
Client Privilege and Work Product Doctrine 9/18/15 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/16/15 Washington & Lee Law School
Lexington, VA
The Ethics of Email and Social Media: A
Top Ten List 9/15/15 Chesterfield County Bar Association
Chesterfield, VA
Confidentiality: Part II (Exceptions to the
Duty) 9/15/15 Corporate Client Law Department
Smithfield, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 9/14/15 Norfolk & Portsmouth Bar Association
Norfolk, VA
Confidentiality: Part II (Exceptions to the
Duty) 9/14/15 Corporate Client Law Department
Richmond, VA
The Attorney-Client Privilege and the Work
Product Doctrine: 2015 Update on Basic
Principles and New Trends 9/10/15 Federal Judicial Conference
National Conference for Pro Se Clerks
Santa Fe, NM
Writing Well
9/8/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Investigations
2015-5 \2596922.12
DATE
AUDIENCE
SUBJECT
8/20/15 Corporate Client Law Department
Eatontown, NJ
Ethics Issues Facing Corporate Counsel
8/18/15 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Confidentiality: Part II (Exceptions to the
Duty)
8/12/15 National Constitution Center Conferences
Wilmington, DE
Webinar
Multi-Jurisdictional Practice: Are You
Violating Ethics Rules?
8/6/15 Professional Education Broadcast Network
(Panelist)
(Taping)
Selling Law Firms
7/24/15 Virginia Bar Association
125th Annual Summer Meeting
Hot Springs, VA
Confidentiality: Part II (Exceptions to the
Duty)
7/22/15 Practical Law Company
Webinar
(Taping)
Privilege and Work Product
Protection: Educating Management and
Employees 7/16/15 American Law Institute (ALI)
Philadelphia, PA
(Taping)
The Ethics of Email and Social Media: A
Top Ten List
7/16/15 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Waving Goodbye to the Attorney-Client
Privilege: Express, Implied, and Subject
Matter Waivers 7/15/15 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Understanding, Protecting, and Using the
Work Product Privilege
7/15/15 American Law Institute (ALI)
Philadelphia, PA
Attorney-Client Privilege: Key Aspects All
Lawyers Should Know 7/13/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Lawyer Marketing: An Ethics Guide
6/29/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Ethics Issues Facing Corporate Counsel
6/27/15 International Association of Clerks, Recorders,
Election Officials and Treasurers --
Government Election Employees (IACREOT)
Meeting
Vail, CO
The Ethics of Email: A Top Ten List
6/15/15 Legal Services of Northern Virginia
Fairfax, VA
The Ethics of Email and Social Media: A
Top Ten List
2015-6 \2596922.12
DATE
AUDIENCE
SUBJECT
6/3/15 Professional Education Broadcast Network
(Taping)
(Panelist)
2015 Ethics Update: Part II
6/3/15 Professional Education Broadcast Network
(Taping)
(Panelist)
2015 Ethics Update: Part I
5/29/15 Old Dominion Bar Association
75th Annual Conference
Glen Allen, VA
Ethics and Use of Technology
5/28/15 Colorado Bar Association CLE
13th Annual Rocky Mountain Intellectual
Property & Technology Institute
Ethics and Digital Communications
5/26/15 Professional Education Broadcast Network
(Taping)
(Panelist)
Ethics and Client Money: Trust Funds,
Expenses, Setoffs & More
5/18/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Litigation Ethics: Dealing with Witnesses
5/15/15 Professional Education Broadcast Network
(Taping)
Attorney Ethics in Transactional & Litigation
Negotiations 5/15/15 Professional Education Broadcast Network
(Taping)
(Panelist)
Ethics for Estate Planners
5/13/15 Corporate Client Law Department
Omaha, NE
The Attorney Client Privilege in In-House
Practice: Overview, Update & Best Practices 5/7/15 Richmond Bar Association
Richmond, VA
(Panelist)
Defamation, Business Conspiracy, and
Tortious Interference with Contractual
Relations or Economic Advantage: The
Triple Crown of Virginia Business Torts 5/6/15 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Chicago, IL
Confidentiality: Part II (Exceptions to the
Duty)
5/4/15 Chesterfield Bar Association
Chesterfield, VA
Civil Rights and Diversity: Ethics Issues
5/1/15 Corporate Client Law Department
New York, NY
Ethics Issues Facing Corporate Counsel
4/30/15 Corporate Client Law Department
New York, NY
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 4/27/15 Minnesota State Bar Association
Minneapolis, MN
Pressure on the Privilege
2015-7 \2596922.12
DATE
AUDIENCE
SUBJECT
4/21/15 Minnesota State Bar Association
Minneapolis, MN
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 4/21/15 Minnesota State Bar Association
Minneapolis, MN
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 4/20/15 American Law Institute (ALI) and
ABA Law Practice Division
(Taping)
(Panelist)
The Ethics of Cloud Computing
4/18/15 Client Law Firm
Alexandria, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 4/18/15 Client Law Firm
Alexandria, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 4/17/15 ABA Petroleum Marketing Attorneys' Meeting
Washington, DC
Multijurisdictional Practice: What Can You
Do In A State Where You Are Not Licensed? 4/16/15 Virginia CLE
Charlottesville, VA
Ethics Issues Related to Civil Rights and
Diversity 4/8/15 Corporate Client Law Department
Scottsdale, AZ
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 3/30/15 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Maintaining Client Confidences: Strength
and Scope of Ethical Duties
3/27/15 Corporate Client Law Department
Tysons, VA
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 3/26/15 Virginia Trial Lawyers Association Annual
Convention (VTLA)
White Sulphur Springs, WV
(Panelist)
Ethics in Mediation
3/24/15 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
Confidentiality: Part II (Exceptions to the
Duty)
3/19/15 University of North Carolina
Professional Development Boot Camp
Chapel Hill, NC
Ethics and Client Confidentiality
3/17/15 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
Confidentiality: Part II (Exceptions to the
Duty)
3/10/15 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons Corner, VA
Confidentiality: Part II (Exceptions to the
Duty)
2015-8 \2596922.12
DATE
AUDIENCE
SUBJECT
3/2/15 Corporate Client Law Department
Fernandina Beach, FL
Privilege Update:
Attorney-Client Privilege and Work Product
Doctrine Issues 3/2/15 Corporate Client Law Department
Fernandina Beach, FL
Confidentiality: Part I (Strength and Scope of
the Duty) 2/27/15 DRI Women in the Law Seminar
Ft. Lauderdale, FL
(Panelist)
It Takes Two To Tango: Ethical
Considerations in Helping Your Clients
Preserve the Attorney-Client Privilege 2/25/15 ABA Cloud Computing CLE Series
(Panelist)
Get Off My Cloud! Keeping the Bad Guys
(and the NSA) Away From Your Confidential
Data 2/24/15 Richmond Paralegal Association
Richmond, VA
Paralegal Guide
2/23/15 Corporate Client Law Department
New York, NY
Ethics Issues Facing Corporate Counsel
2/20/15 Prince William County Bar
Manassas, VA
The Ethics of Email and Social Media: A
Top Ten List 2/20/15 Professional Education Broadcast Network
(Taping)
(Panelist)
The Ethics of Billing & Collecting Attorneys'
Fees
2/12/15 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel
2/11/15 Corporate Client Law Department
Pittsburgh, PA
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 2/11/15 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel
2/10/15 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel
2/10/15 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel
2/10/15 Professional Education Broadcast Network
(Taping)
(Panelist)
2015 Ethics Update: Part II
2/10/15 Professional Education Broadcast Network
(Taping)
(Panelist)
2015 Ethics Update: Part I
2/9/15 Corporate Client Law Department
Pittsburgh, PA
Ethics Issues Facing Corporate Counsel
2/5/15 Georgia Institute of Continuing Legal
Education
Atlanta, GA
Ethical Issues for Transactional Lawyers -
Who is Your Client?
2015-9 \2596922.12
DATE
AUDIENCE
SUBJECT
1/30/15 Professional Education Broadcast Network
(Taping)
Ethics, Disqualifications & Sanctions
1/29/15 Corporate Client Law Department
New York, NY
(Panelist)
Ethics Issues Facing Corporate Counsel
1/22/15 American Academy of Matrimonial Lawyers
Virginia Chapter
Richmond, VA
Litigation Ethics: Witnesses
1/21/15 Professional Education Broadcast Network
(Taping)
Ethics, Virtual Law Firms, & the Web
1/16/15 Professional Education Broadcast Network
(Taping)
Attorney Ethics and the Use of Credit Cards
in Law Firms 1/13/15 Corporate Client Law Department
Fairfax, VA
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends 1/6/15 Corporate Client Law Department
McLean, VA
The Attorney-Client Privilege and the Work
Product Doctrine: Basic Principles and New
Trends
2014-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/18/14 Pennsylvania Bar Institute
PBI Ethics Potpourri
Philadelphia, PA
Lawyer Marketing: An Ethics Guide
12/12/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
The Ethics of Email and Social Media: A
Top Ten List 12/11/14 Erie Institute of Law
Buffalo, NY
Conflicts Between Lawyers and Their Client
12/11/14 Erie Institute of Law
Buffalo, NY
Ethics Issues Facing Corporate Counsel
12/11/14 Erie Institute of Law
Buffalo, NY
Law Firm Breakup
12/9/14 Virginia CLE
Tom Spahn on Confidentiality:
The Scope and Strength of the Duty
(Replay with Live Q&A)
Confidentiality: Part I (Strength and Scope of
the Duty)
12/9/14 Bloomberg/BNA
(Telephone Replay with Live Q&A)
Attorney-Client Privilege and the Work
Product Doctrine Issues: Basic Rules and
New Trends 12/9/14 Corporate Client Law Department
McLean, VA
Paralegal Guide
12/2/14 American Law Institute (ALI)
Philadelphia, PA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 12/2/14 American Law Institute (ALI)
Philadelphia, PA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 11/24/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
The Ethics of Email and Social Media: A
Top Ten List 11/19/14 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
Fairfax, VA
Persuasive Legal Writing and
Correspondence
11/17/14 The Loan Syndications and Trading
Association (LSTA)
Continuing Legal Education
New York City, NY
Confidentiality: Part I (Strength and Scope of
the Duty)
11/12/14 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
Charlottesville, VA
Persuasive Legal Writing and
Correspondence
11/11/14 Corporate Client Law Department
Chicago, IL
Ethics Issues Facing Corporate Counsel
2014-2 \2596922.12
DATE
AUDIENCE
SUBJECT
11/7/14 Virginia CLE
35th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
11/6/14 2014 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
11/6/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics of Supervising the Work of Other
Attorneys
11/5/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics and Dishonest Clients
11/5/14 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Litigation Ethics: Part IV (Claims and
Settlements)
11/5/14 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Confidentiality: Part I (Strength and Scope of
the Duty)
11/3/14 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Litigation Ethics: Duty to Disclose
Unfavorable Facts
10/30/14 2014 Annual Association Law Symposium
Washington, DC
(Panelist)
Ethics Issues for Attorneys Representing
Associations
10/29/14 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Confidentiality: Part I (Strength and Scope of
the Duty)
10/28/14 Virginia CLE
Tom Spahn on Confidentiality:
The Scope and Strength of the Duty
(Replay with Live Q&A)
Confidentiality: Part I (Strength and Scope of
the Duty)
10/27/14 Corporate Client Law Department
Reston, VA
Ethics Issues Facing Corporate Counsel
10/27/14 Corporate Client Law Department
Reston, VA
Ethics Issues Facing Corporate Counsel
10/24/14 Norfolk & Portsmouth Bar Association
Norfolk, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
2014-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/23/14 VDSS/OAG - Office of the Virginia Attorney
General
Continuing Legal Education
Virginia Beach, VA
The Ethics of Email and Social Media: A
Top Ten List
10/22/14 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
Confidentiality: Part I (Strength and Scope of
the Duty)
10/21/14 PLI Annual Institute
2014 Employment Law Institute
New York, NY
Ethics for Employment Lawyers: Defining
What Lawyers Do and Where They Can Do It
10/20/14 Professional Education Broadcast Network
(Taping)
(Panelist)
Lawyer Marketing: An Ethics Guide
10/17/14 Virginia Association of Defense Attorneys
Hot Springs, VA
Litigation Ethics: Claims, Settlements and
Courts 10/16/14 Corporate Client Law Department
McLean, VA
The Ethics of Email and Social Media: A
Top Ten List 10/16/14 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 10/15/14 Virginia Bar Association
16th Annual Corporate Counsel Fall Forum
Richmond, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
10/14/14 Virginia CLE
Tom Spahn on Confidentiality:
The Scope and Strength of the Duty
(Webcast w/Live Q&A)
Confidentiality: Part I (Strength and Scope of
the Duty)
10/10/14 15th Annual Virginia Information Technology
Legal Institute (VITLI)
Fairfax, VA
(Panelist)
The Ethics of Email and Social Media: A
Top Ten List
10/9/14 Jacksonville Federal Bar
Jacksonville, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 10/8/14 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Jacksonville, FL
Confidentiality: Part I (Strength and Scope of
the Duty)
10/7/14 Invited Corporate Client Guests
Chicago, IL
(Panelist)
What You Do Not Know Can Hurt
You: Issues Confronting Professional
Fiduciaries 10/2/14 Corporate Client Law Department
McLean, VA
Confidentiality: Part I (Strength and Scope of
the Duty) 10/1/14 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
2014-4 \2596922.12
DATE
AUDIENCE
SUBJECT
9/29/14 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Practicing Law Across State Lines: Ethics
and Practice Advice
9/26/14 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/25/14 Visiting Turkish judges, hosted by the Eastern
District of Virginia
Alexandria, VA
Judicial Ethics in the United States
9/22/14 Corporate Client Law Department
Albuquerque, NM
Attorney-Client Privilege and Work Product
Doctrine: Basic Rules and New Trends 9/22/14 Corporate Client Law Department
Albuquerque, NM
The Ethics of Email and Social Media: A
Top Ten List 9/18/14 Chesterfield Bar Association
Chesterfield, VA
Confidentiality: Part I (Strength and Scope of
the Duty) 9/18/14 Bloomberg/BNA
(Webinar)
Unauthorized Practice of Law and
Multijurisdictional Practice: Defining What
Laawyers Do and Where They Can Do It 9/17/14 Washington & Lee Law School
Lexington, VA
The Ethics of Email and Social Media: A
Top Ten List 9/13/14 Virginia Bar Association
44th Annual Conference on Labor Relations and
Employment Law
National Harbor, MD
Defining What Lawyers Do and Where They
Can Do It: Part I
9/11/14 Professional Education Broadcast Network
(Taping)
(Panelist)
Attorney Ethics When Starting a New Law
Firm
9/10/14 Corporate Client Law Department
Dulles, VA
Confidentiality: Part I (Strength and Scope of
the Duty) 9/9/14 Corporate Client Law Department
Richmond, VA
The Ethics of Email and Social Media: A
Top Ten List 8/28/14 Bloomberg/BNA
(Webinar)
Attorney-Client Privilege and the Work
Product Doctrine Issues: Basic Rules and
New Trends 8/27/14 Corporate Client Law Department
Atlanta, GA
Ethical Considerations for General Counsel
Organizations 8/26/14 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Confidentiality: Part I (Strength and Scope of
the Duty)
2014-5 \2596922.12
DATE
AUDIENCE
SUBJECT
8/6/14 National Organization of Bar Counsel (NOBC)
2014 Annual Meeting
Boston, MA
(Panelist)
Who is the Client?
7/25/14 Virginia Bar Association
124th Annual Summer Meeting
White Sulphur Springs, WV
Confidentiality: Part I (Strength and Scope of
the Duty)
7/23/14 Professional Education Broadcast Network
(Telephone Replay with Live Q&A)
(Panelist)
Ethics and Lateral Transfers of Lawyers
Among Law Firms
7/23/14 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Legal Ethics and Privilege Protections in
Internal Investigations
7/7/14 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Lawyer Marketing: An Ethics Guide
7/1/14 Digital Edge Podcast
(Telephone Seminar with Live Q&A)
(Panelist)
When Lawyers Get Divorced: Ethically
Breaking Up a Law Firm
6/23/14 Corporate Client Law Department
Tysons, VA
Joint Representations
6/16/14 ABA Center for Professional Responsibility
(Telephone Seminar with Live Q&A)
(Panelist)
Our Lips are Sealed . . . or Are They? The
Black, the White, and Shades of Grey in
Model Rule 1.6 6/9/14 Minnesota State Bar Association
Minneapolis, MN
Basic Conflicts of Interest Rules
6/5/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics In Litigation Update: Part II
6/4/14 6th Annual Yankee Stadium Outing
(for MW Lawyers & Invited Guests)
Litigation Ethics: Communications,
Discovery and Witnesses 6/4/14 Professional Education Broadcast Network
(Telephone Replay with Live Q&A)
Ethics in Litigation Update: Part I
5/30/14 ABA 40th National Conference on Professional
Responsibility
Long Beach, CA
(Panelist)
Teaching Ethics to Practicing Lawyers
5/23/14 Professional Education Broadcast Network
(Taping)
Ethics In Litigation Update: Part II
5/23/14 Professional Education Broadcast Network
(Taping)
Ethics In Litigation Update: Part I
2014-6 \2596922.12
DATE
AUDIENCE
SUBJECT
5/22/14 Professional Education Broadcast Network
(Taping)
The Ethics of Email and Social Media: A
Top Ten List 5/16/14 The Thirty-Second National Regulatory
Conference
The Virginia State Corporation Commission
Williamsburg, VA
The Ethics of Email and Social Media: A
Top Ten List
5/15/14 Chesterfield Bar Association
Chesterfield, VA
The Ethics of Email and Social Media: A
Top Ten List 5/14/14 American Health Lawyers Association Annual
Meeting
Arlington, VA
Ethics Issues Facing Corporate Counsel
5/13/14 Corporate Client Law Department
Fort Worth, TX
Ethics Issues Facing Corporate Counsel
5/7/14 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
San Diego, CA
Confidentiality: Part I (Strength and Scope of
the Duty)
5/2/14 North Carolina Bar Association
Lawyer Effectiveness and Quality of Life
Committee
Cary, NC
The Ethics of Email and Social Media: A
Top Ten List
4/30/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics, Technology and Solo Practitioners
4/25/14 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Conflicts Between Lawyers and Their Clients
4/25/14 American Law Institute (ALI)
Philadelphia, PA
(Taping)
Essential Conflict of Interest Rules
4/21/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics of Beginning and Ending an Attorney-
Client Relationship
4/18/14 Professional Education Broadcast Network
(Taping)
Ethics, Technology and Solo Practitioners
4/16/14 Corporate Client Law Department
Charlotte, NC
The Ethics of Email and Social Media: A
Top Ten List 4/14/14 Corporate Client Law Department
Tampa, FL
Attorney-Client Privilege and Work Product
Doctrine: Basic Principles and New Trends 4/14/14 Corporate Client Law Department
Tampa, FL
Attorney-Client Privilege and Work Product
Doctrine: Basic Principles and New Trends 4/11/14 ABA Petroleum Marketing Attorneys' Meeting
Washington, DC
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
2014-7 \2596922.12
DATE
AUDIENCE
SUBJECT
4/10/14 Corporate Client Law Department
Toronto, Canada
(Panelist)
The Ethics of Negotiation: United States
Ethics, Rules and Privilege Principles
4/9/14 Minnesota State Bar Association
Minneapolis, MN
Attorney-Client Privilege and Work Product
Doctrine: Basic Principles and New Trends 4/8/14 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons, VA
Confidentiality: Part I (Strength and Scope of
the Waiver)
4/4/14 University of North Carolina
Chapel Hill, NC
(Panelist)
Professionalism in the Workplace Ethics and
Client Confidentiality
3/31/14 Corporate Client Law Department
Dearborn, MI
Attorney-Client Privilege: Ethics Update
3/28/14 University of Richmond Law School Class
Richmond, VA
(Panelist)
The Ethics of Email and Social Media: A
Top Ten List
3/27/14 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
Confidentiality: Part I (Strength and Scope of
the Waiver)
3/25/14 Virginia CLE
Charlottesville, VA
Telephone Replay with Live Q&A
Tom Spahn on Litigation Ethics
3/24/14 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Litigation Ethics: Dealing with Witnesses
3/21/14 Republican National Lawyers Association
Washington, DC
(Panelist)
The Ethics of Email and Social Media: A
Top Ten List
3/18/14 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, Virginia
Confidentiality: Part I (Strength and Scope of
the Waiver)
3/13/14 Fairfax Bar Association
Fairfax, VA
(Panelist)
Shareholder & LLC Member
Rights: Drafting, Disputes, & Dilemmas
3/12/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics of Multi-Jurisdictional Practice
3/10/14 Corporate Client Law Department
Fernandina Beach, FL
Attorney-Client Privilege: Ethics Update
3/10/14 Corporate Client Law Department
Fernandina Beach, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 3/7/14 Corporate Client Law Department
White Plains, NY
Ethics Issues Facing Corporate Counsel
2014-8 \2596922.12
DATE
AUDIENCE
SUBJECT
3/5/14 Virginia CLE
Charlottesville, VA
Webcast with Live Q&A
Tom Spahn on Litigation Ethics
2/28/14 PLI Annual Institute
2014 Employment Law Institute
San Francisco, CA
Ethics Issues Facing In-House Lawyers Who
Represent Companies in Joint Ventures
2/26/14 Corporate Client Law Department
Omaha, NE
The Ethics of Email and Social Media: A
Top Ten List 2/21/14 Tidewater Bankruptcy Bar Association
22nd Annual Hal J. Bonney Seminar on
Bankruptcy Law and Practice
Virginia Beach, VA
(Panelist)
Ethics Issues in Bankruptcy: Tension with
State Ethical Rules
2/14/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics in Negotiations
2/7/14 Corporate Client Law Department
Tysons, VA
Ethics Issues Facing Corporate Counsel
2/3/14 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Ethics Issues Facing Corporate Counsel
1/29/14 Corporate Client Law Department
Tysons, VA
(Panelist)
Attorney-Client Privilege: Basic Principles
1/24/14 Mecklenburg County Bar
Corporate Counsel Section
Charlotte, NC
The Ethics of Email and Social Media: A
Top Ten List
1/21/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Attorney-Client Privilege: Ethics Update
1/15/14 Corporate Client Law Department
Washington, DC
Ethics Issues Facing Corporate Counsel
1/10/14 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Attorney Ethics and Elder Abuse
1/9/14 American Law Institute (ALI)
Tysons, VA
(Taping)
Core Attorney-Client Privileged
Communications: Client-to-Lawyer and Vice
Versa
2013-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/19/13 Professional Education Broadcast Network
(Panelist)
(Taping)
Attorney Ethics and Alternative Fee
Arrangements
12/17/13 The Loan Syndications and Trading Association
(LSTA) Continuing Legal Education
New York City, NY
Lawyers Without Borders: The Ethics of
Practicing Law In Other States
12/13/13/ Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Attorney Ethics in Multi-Party
Representations 12/10/13 Virginia CLE
Charlottesville, VA
Webcast with Live Q&A
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
12/9/13 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
(Panelist)
Attorney-Client Privilege: Ethics Update
11/22/13 Professional Education Broadcast Network
(Panelist)
(Telephone Seminar with Live Q&A)
Attorneys and Conflicts with Their Clients,
Part 2
11/21/13 Professional Education Broadcast Network
(Panelist)
(Telephone Seminar with Live Q&A)
Attorneys and Conflicts with Their Clients,
Part 1
11/19/13 Association of Legal Administrators (ALA)
Telephone CLE
Lawyer Marketing: An Ethics Guide
11/19/13 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
Fairfax, VA
Persuasive Legal Writing and
Correspondence
11/18/13 Richmond Bar Association Bankruptcy Section
Richmond, VA
Litigation Ethics: Claims, Settlements and
Courts 11/15/13 South Carolina Bar CLE
Columbia, SC
The Ethics of Email: A Top Ten List
11/15/13 South Carolina Bar CLE
Columbia, SC
Attorney-Client Privilege and Work Product
Doctrine: Basic Principles and New Trends 11/13/13 Association of Legal Administrators
Webinar
The Ethics of Email and Social Media: A
Top Ten List 11/13/13 Cyber Chapter of the Association of Legal
Administrators
Webinar
Lawyer Marketing: An Ethics Guide
2013-2 \2596922.12
DATE
AUDIENCE
SUBJECT
11/12/13 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
Charlottesville, VA
Persuasive Legal Writing and
Correspondence
11/11/13 Professional Education Broadcast Network
(Panelist)
(Telephone Seminar with Live Q&A)
Attorneys and Client Money
11/8/13 2013 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
11/8/13 Virginia CLE
34th Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
11/6/13 Association of Corporate Counsel (ACC)
Charlotte Chapter
Charlotte, NC
Ethical Issues Facing Corporate Counsel
11/5/13 McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Professionalism Issues Arising in Pre-Trial
Discovery
11/5/13 McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Unauthorized Practice of Law and
Multidisciplinary Practice Ethics Principles
10/30/13 Virginia CLE
Charlottesville, VA
Webcast with Live Q&A
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/30/13 Corporate Client Law Department
Overland Park, KS
Ethics Issues Facing Corporate Counsel
10/28/13 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
10/28/13 Corporate Client Law Department
Tysons, VA
A Basic Guide to the Attorney-Client
Privilege and the Work Product Doctrine 10/24/13 Virginia CLE
Charlottesville, VA
Webcast with Live Q&A
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/24/13 Corporate Client Law Department
Florham Park, NJ
A Basic Guide to the Attorney-Client
Privilege and the Work Product Doctrine 10/23/13 McGuireWoods VIP Roundtable Luncheon
New York, NY
Hot Litigation Ethics Topics
2013-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/23/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/22/13 PLI Annual Institute
2013 Employment Law Institute
New York, NY
The Ethics of Email and Social Media: A
Top Ten List
10/18/13 U.S. Law Firm Group
Estates and Trust Practice Committee Meeting
Webinar
UPL and MJP for Trust and Estate Lawyers--
Keeping Your Staff and Yourself out of
Trouble 10/17/13 Corporate Client Law Department
McLean, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 10/17/13 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 10/16/13 Virginia Bar Association
15th Annual Corporate Counsel Fall Forum
Richmond, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/15/13 Virginia CLE
Charlottesville, VA
(Taping)
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/10/13 Invited Corporate Client Guests
Chicago, IL
(Panelist)
Surmounting the Current Challenges
Confronting Professional Fiduciaries: Ethical
Considerations for a Professional Fiduciary 10/9/13 McGuireWoods VIP Roundtable Luncheon
Charlotte, NC
Hot Litigation Ethics Topics
10/9/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/7/13 Corporate Client Law Department
Reston, VA
Ethics Issues Facing Corporate Counsel
10/4/13 American Law Institute (ALI) Attorney-Client Privilege in the Corporate
Context 10/2/13 2013 Maryland State Bar Association
Advanced Real Estate Property Institute
Columbia, MD
MJP: An Ethical Overview of What
Maryland Lawyers Can Do in Other States
10/1/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
10/1/13 Jacksonville Federal Bar
Jacksonville, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
2013-4 \2596922.12
DATE
AUDIENCE
SUBJECT
9/27/13 American Bar Association
Forum on the Construction Industry -
2013 Fall Meeting
Washington, DC
Ethical Pitfalls: Public Projects, Private
Money and Foreign Companies - What Could
Possibly Go Wrong?!
9/26/13 2013 Credit Union National Association
(CUNA) Attorneys Conference
Stowe, VT
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
9/23/13 Corporate Client Law Department
Dululth, GA
Writing Well
9/23/13 Corporate Client Law Department
Dululth, GA
A Practitioner's Summary Guide to the
Attorney-Client Privilege and the Work
Product Doctrine 9/21/13 Private Law Firm Client CLE
Alexandria, VA
Ethics Issues Facing Corporate Counsel
9/20/13 Practical Law Company
Webinar
Preserving Privilege: Educating Management
and Employees on Attorney-Client Product
Protection 9/19/13 Chesterfield Bar Association
Chesterfield, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II 9/18/13 Washington & Lee Law School
Lexington, VA
The Ethics of Email and Social Media: A
Top Ten List 9/18/13 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/17/13 Corporate Client Law Department
Dulles, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 9/16/13 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Practicing Law Across State Lines: Ethics
and Practice Advice (C)(D)(E)
9/13/13 Professional Education Broadcast Network
(Panelist)
(Telephone Seminar with Live Q&A)
Ethics for Estate Planners
9/12/13 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel
9/12/13 Corporate Client Law Department
Richmond, VA
A Practitioner's Summary Guide to the
Attorney-Client Privilege and the Work
Product Doctrine 9/10/13 Corporate Client Law Department
Albuquerque, NM
Writing Well
9/10/13 Corporate Client Law Department
Albuquerque, NM
Ethics Issues Facing Corporate Counsel
2013-5 \2596922.12
DATE
AUDIENCE
SUBJECT
9/4/13 Corporate Client Law Department
New York, NY
Joint Defense /Common Interest Agreements,
"Selective Waiver" Orders and Claw-Back
Agreements: Look Before You Leap 8/23/13 Jacksonville Bar Association Professionalism
Symposium
Jacksonville, FL
The Ethics of Email and Social Media: A
Top Ten List
8/15/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Attorney Ethics and the Virtual Law Office
8/13/13 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Litigation Ethics: Claims, Settlements and
Courts
7/30/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Attorney Ethics in Real Estate Practice
7/28/13 National Council of State Education Attorneys
(NCOSEA)
Arlington, VA
The Ethics of Email and Social Media: A
Top Ten List
7/25/13 American Law Institute (ALI)
Philadelphia, PA
(Taping)
The Ethics of Email and Social Media: A
Top Ten List
7/25/13 American Law Institute (ALI)
Philadelphia, PA
(Video Seminar with Live Q&A)
Waving Goodbye to the Attorney-Client
Privilege: Express, Implied, and Subject
Matter Waivers 7/23/13 Corporate Client Law Department
McLean, VA
Writing Well
7/19/13 Virginia Bar Association
123rd Annual Summer Meeting
Hot Springs, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
7/17/13 Corporate Client Law Department
Newark, NJ
A Practitioner's Summary Guide to the
Attorney-Client Privilege and the Work
Product Doctrine 7/12/13 Virginia State Bar
33rd Annual Disciplinary Conference
Charlottesville, VA
Litigation Ethics: Communications,
Discovery & Witnesses
7/10/13 Association of Corporate Counsel
(Webinar)
Identifying In-House Lawyers' Client: Not as
Easy as it Sounds 6/26/13 ABA Center for Professional Responsibility
(Telephone Seminar with Live Q&A)
(Panelist)
Our Lips are Sealed . . . or Are They? The
Black, the White, and Shades of Grey in
Model Rule 1.6 6/25/13 Corporate Client Law Department
McLean, VA
Writing Well
2013-6 \2596922.12
DATE
AUDIENCE
SUBJECT
6/14/13 Virginia State Bar
75th Annual Meeting
Corporate Counsel Section
Virginia Beach, VA
Ethics Considerations for In-House Counsel
6/10/13 Corporate Client Law Department
Welaka, FL
Privilege Update:
Attorney-Client Privilege and Work Product
Doctrine Issues 6/10/13 Corporate Client Law Department
Welaka, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I 5/23/13 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics in Civil Litigation Update
5/22/13 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Boca Raton, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part II
5/21/13 Professional Education Broadcast Network
(Panelist)
(Taping)
Ethics and Billing
5/20/13 Virginia State Bar
Intellectual Property Law Section
Tysons, VA
The Ethics of Email and Social Media: A
Top Ten List
5/16/13 Chesterfield Bar Association
Chesterfield, VA
Litigation Ethics: Communications,
Discovery and Witness 5/5/13 2013 International Trademark Association
135th Annual Meeting
Dallas, TX
(Panelist)
Trials and Tribulations: A Day in the Life
5/5/13 2013 International Trademark Association
135th Annual Meeting
Dallas, TX
The Ethics of Email and Social Media: A
Top Ten List
5/3/13 Ninth Annual Indigent Criminal Defense
Seminar - Advanced Skills for the Experienced
Practitioner
Richmond, VA
Litigation Ethics: Claims, Settlements and
Courts
5/2/13 ABA Section of Real Property, Trust and Estate
Law - 24th Annual Spring CLE Symposia
Washington, DC
(Panelist)
Ethics and Estate Litigation: Keep on Track
and Out of Trouble
4/30/13 Mercer ORC Legal Issues Network Meeting
Washington, DC
A Legal Perspective on Incident Investigation
Procedures
2013-7 \2596922.12
DATE
AUDIENCE
SUBJECT
4/25/13 ABA Section of International Law Spring
Meeting
Washington, DC
(Panelist)
Practicing Ethically in Rule of Law-
Challenged Countries:
Professional Responsibility Perspective
4/22/13 Minnesota State Bar Association
Minneapolis, Mn
The Ethics of E-Mail and Social Media: A
Top Ten List 4/17/13 Association of Legal Administrators
Annual Conference & Exposition
National Harbor, MD
The Ethics of E-Mail and Social Media: A
Top Ten List
4/16/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part II
4/13/13 National School Boards Association Council of
School Attorneys School Law Practice Seminar
San Diego, CA
The Ethics of E-Mail and Social Media: A
Top Ten List
4/12/13 ABA Petroleum Marketing Attorneys' Meeting
Washington, DC
Hot Ethical Topics Facing Corporate Counsel
4/10/13 Corporate Client Law Department
Arlington, VA
Ethics Issues Facing Corporate Counsel
4/8/13 50th Anniversary Symposia
The National Judicial College
Philadelphia, PA
(Panelist)
Civility in the American Justice System
4/6/13 Private Law Firm Client CLE
Alexandria, VA
The Ethics of E-Mail and Social Media: A
Top Ten List 4/4/13 The 15th Annual Advanced Commercial Leasing
Institute Georgetown University Law Center
Washington, DC
(Panelist)
Legal-Schmegal: How much trouble can you
get into? Crossing the Ethical Line Between
Legal and Business or Personal Advice
3/27/13 McGuireWoods VIP Roundtable Luncheon
Richmond, VA
Hot Litigation Ethics Topics
3/27/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part II
3/21/13 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Litigation Ethics: Dealing with Witnesses
3/21/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics and Tribunals: Attorney Duties when
Communicating with the Courts and
Governmental Agencies
2013-8 \2596922.12
DATE
AUDIENCE
SUBJECT
3/20/13 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part II
3/20/13 McGuireWoods VIP Roundtable Luncheon
Chicago, IL
Hot Litigation Ethics Topics
3/15/13 ABA Section of Public Contract Law
19th Annual Federal Procurement Institute
Annapolis, MD
Lively Legal Ethics with Tom Spahn
3/7/13 Minority Corporate Counsel Association
12th Annual CLE Expo
San Diego, CA
(Panelist)
Don't Go Overboard by Practicing Overseas
3/1/13 Virginia State Bar
Conference of Local Bar Associations
Bar Leaders Institute
Richmond, VA
(Panelist)
Ethics for the Local Bar Leader
2/27/13 Syracuse University
Law, Politics & the Media Lecture Series
Syracuse, NY
Lawyers, Judges, Ethics Rules and the Limits
on Speech
2/27/13 Syracuse University Law School Class
Syracuse, NY
The Ethics of E-Mail and Social Media: A
Top Ten List 2/26/13 Syracuse University Law School Class
Syracuse, NY
The Ethics of E-Mail and Social Media: A
Top Ten List 2/22/13 North Carolina Bar Association CLE
Business Law, Corporate Counsel and
International Law Sections Joint Annual
Meeting
Pinehurst, NC
The Ethics of E-Mail and Social Media: A
Top Ten List
2/20/13 William & Mary Law School
Williamsburg, VA
Overview of Virginia's Ethics Rules
2/20/13 William & Mary Law School
Williamsburg, VA
The Ethics of E-Mail and Social Media: A
Top Ten List 2/19/13 William & Mary Law School
Williamsburg, VA
Overview of Virginia's Ethics Rules
2/19/13 William & Mary Law School
Williamsburg, VA
Ethics Issues Facing Corporate Counsel
2/7/13 North Carolina Bar Association Foundation CLE
Cary, NC
Lawyer Marketing: An Ethics Guide
2/6/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Ethics in Negotiations
2013-9 \2596922.12
DATE
AUDIENCE
SUBJECT
2/1/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics Update: Part 1 & 2
1/31/13 Corporate Client Law Department
Providence, RI
Webinar
The Ethics of Email and Social Media: A
Top Ten List
1/23/13 Corporate Client Law Department
Charlotte, NC
The Ethics of Email and Social Media: A
Top Ten List 1/18/13 University of North Carolina Law School
2nd Semester Orientation
Chapel Hill, NC
(Panelist)
Ethics and Professional Responsibility
1/16/13 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues Facing Corporate Counsel
1/14/13 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Attorney Ethics in Billing and Collecting Fees
and Fee Disputes 1/8/13 Widener Law School Class
Wilmington, DE
The Ethics of Email and Social Media: A
Top Ten List
2012-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/18/12 Cyber Chapter of the Association of Legal
Administrators
Webinar
The Ethics of E-Mail and Social Media
12/13/12 The Loan Syndications and Trading Association
(LSTA) Continuing Legal Education
New York City, NY
The Ethics of Practicing Law: Defining What
Lawyers Do and Where They Can Do It
12/10/12 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Lawyer Marketing: An Ethics Guide
12/6/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
The Ethics of E-Mail and Social Media
11/15/12 2012 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
Litigation Ethics: Claims, Settlements and
Courts
11/15/12 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
Litigation Ethics: Part V (Courts)
11/14/12 Virginia Bar Association
Young Lawyers Division
Backpack to Briefcase: The New Virginia
Lawyer
Fredericksburg, VA
Persuasive Legal Writing and
Correspondence
11/7/12 McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Ethics Principles and Professional
Communication Skills for the In-House
Lawyer 11/2/12 Virginia CLE
33rd Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/31/12 Minnesota State Bar Association
Minneapolis, Minnesota
Age Discrimination in Employment:
Attorney Involvement in Workplace
Decisions -- Privilege Implications 10/31/12 Minnesota State Bar Association
Minneapolis, Minnesota
Webinar
Ethics: Conflicts of Interest
10/29/12 Corporate Client Law Department
Blowing Rock, NC
Ethics Issues Facing Corporate Counsel
10/25/12 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel
2012-2 \2596922.12
DATE
AUDIENCE
SUBJECT
10/25/12 Virginia CLE
Charlottesville, VA
(Telephone Replay with Live Q&A)
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/24/12 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/23/12 PLI Annual Institute
2012 Employment Law Institute
New York, NY
Litigation Ethics: Part V (Courts)
10/18/12 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/18/12 McGuireWoods VIP Roundtable Luncheon
Charlotte, NC
Attorney-Client Privilege and Work Product
Doctrine Issues 10/17/12 Corporate Client Law Department
Charlotte, NC
Attorney-Client Privilege and Work Product
Doctrine Issues 10/16/12 Virginia CLE
Charlottesville, VA
Webcast
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/16/12 Virginia Bar Association
14th Annual Corporate Counsel Fall Forum
Richmond, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/15/12 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Litigation Ethics: Duty to Disclose
Unfavorable Facts and Law and Other Court
Issues 10/15/12 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Litigation Ethics: Part V (Courts)
10/15/12 American Health Lawyers Association Annual
Meeting
Arlington, VA
The Legal Ethics of Email and Social Media
10/12/12 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
10/11/12 The Chester Bedell American Inn of Court,
Jacksonville Chapter
Jacksonville, FL
Litigation Ethics: Part V (Courts)
10/11/12 Federal Bar Association
Jacksonville, FL
Litigation Ethics: Part II (Discovery)
2012-3 \2596922.12
DATE
AUDIENCE
SUBJECT
10/9/12 Invited Corporate Client Guests
Chicago, IL
(Panelist)
Who's on First? Issues Confronting
Professional Fiduciaries
10/4/12 Professional Education Broadcast Network
(Taping)
Litigation Ethics: Part IV (Claims and
Settlements) 10/3/12 Corporate Client Law Department
McLean, VA
Attorney-Client Privilege and Work Product
Doctrine Issues 10/2/12 Corporate Client Law Department
McLean, VA
The Ethics of Email and Social Media
9/28/12 Corporate Client Law Department
Washington, DC
Ethics Issues Facing Corporate Counsel
9/27/12 Chesterfield Bar Association
Chesterfield, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I 9/27/12 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel
9/26/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
(Panelist)
Breaking Up: Ethical Considerations When a
Law Firm Dissolves
9/26/12 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel
9/24/12 2012 Credit Union National Association
(CUNA) Attorneys Conference
Scottsdale, AZ
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
9/19/12 Washington & Lee Law School
Lexington, VA
Hot Ethics Issues
9/19/12 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/18/12 Visiting Russian judges, hosted by the Northern
Virginia Chapter of the Federal Bar Association
and the Fairfax County Circuit Court
Fairfax, VA
Judicial Ethics in the United States
9/18/12 Corporate Client Law Department
(Telephone Seminar with Live Q&A)
(Panelist)
Attorney-Client Privilege and Work Product
Doctrine Issues
9/15/12 Virginia Association for Legal Professionals
Richmond, VA
A Basic Guide for Paralegals and Other
Nonlawyer Colleagues: Ethics,
Confidentiality, and Privilege 9/11/12 Corporate Client Law Department
Durham, NC
Attorney-Client Privilege and Work Product
Doctrine Issues
2012-4 \2596922.12
DATE
AUDIENCE
SUBJECT
8/22/12 Global Outsourcing Association of Lawyers
(GOAL) Webinar
(Panelist)
ABA Guidance on Legal Outsourcing and
Changes to the Model Rules of Professional
Conduct 8/7/12 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
The Ethics of E-Mail and Social Media
8/7/12 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Litigation Ethics: Communications,
Discovery & Witnesses
8/2/12 Prince William County Bar
Manassas, VA
Lawyer Marketing: An Ethics Guide
8/2/12 Corporate Client Law Department
Philadelphia, PA
The Ethics of E-Mail and Social Media
7/28/12-
7/29/12 Kurdistan Bar Association
UIA Presentation
Erbil, Iraq
(Panelist)
Principles of Professional Conduct in the
Legal Profession
7/20/12 Virginia Bar Association
122nd Annual Summer Meeting
Hot Springs, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Do It): Part I
7/18/12 Corporate Client Law Department
Omaha, NE
Attorney-Client Privilege and Work Product
Doctrine Issues
7/16/12 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel
7/2/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics and Dishonest Clients
(Panelist)
6/28/12 Corporate Client Law Department
Falls Church, VA
Ethics Issues Facing Corporate Counsel
6/27/12 American Health Lawyers Association Annual
Meeting
Chicago, IL
The Legal Ethics of Email and Social Media
6/25/12 American Health Lawyers Association Annual
Meeting
Chicago, IL
The Legal Ethics of Email and Social Media
6/20/12 Corporate Client Law Department
New York, NY
Ethics Issues Facing Corporate Counsel
6/15/12 Corporate Client Law Department
Overland Park, KS
Attorney-Client Privilege and Work Product
Doctrine Issues
6/13/12 Bloomberg/BNA
Arlington, VA
Litigation Ethics with Tom Spahn
2012-5 \2596922.12
DATE
AUDIENCE
SUBJECT
6/12/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics in Beginning and Ending an
Attorney-Client Relationship
(Panelist)
6/11/12 Corporate Client Law Department
Florham Park, NJ
Ethics Issues Facing In-House Lawyers Who
Represent Companies in Joint Venture
(Panelist)
6/7/12 Corporate Client Law Department
Providence, RI
Ethics Issues Facing Corporate Counsel
6/5/12 Corporate Client Law Department
Richmond, VA
Writing Well
6/1/12 Old Dominion Bar Association
72nd Annual Conference
Arlington, VA
Litigation Ethics: Claims, Settlements and
Courts
5/31/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
The Ethics of E-Mail and Social Media
5/29/12 Corporate Client Law Department
Deerfield, IL
Litigation Ethics: Claims, Settlements and
Courts
5/24/12 Corporate Client Law Department
Winston-Salem, NC
Ethics Issues Facing Corporate Counsel
5/23/12 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Palm Springs, CA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
5/19/12 National Association of Retail Collection
Attorneys (NARCA)
2012 Spring Collection Conference
San Diego, CA
The Ethics of E-Mail and Social Media
5/17/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Lawyer Ethics and Elder Abuse
(Panelist)
5/17/12 Virginia CLE
21st Annual Employment Law Update
Fairfax, VA
Litigation Ethics: Part III (Witnesses)
5/10/12 Chesterfield Bar Association
Chesterfield, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
5/10/12 Virginia CLE
21st Annual Employment Law Update
Richmond, VA
Litigation Ethics: Part III (Witnesses)
5/9/12 Practical Law Company
Webinar
Privilege and Work Product Protection for
Internal Corporate Investigations: Basic
Principles and Best Practices
2012-6 \2596922.12
DATE
AUDIENCE
SUBJECT
4/25/12 ABA Center for Continuing Legal Education
Webinar
Is Your Legal Blog Compliant? Ethical
Considerations in the Wake of Hunter v.
Virginia State Bar.
(Panelist)
4/20/12 ABA Petroleum Marketing Attorneys' Meeting
Washington, DC
Ethics Issues Facing Corporate Counsel
4/19/12 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues in Claims and
Settlements: Frivolous Claims, Ghostwriting
Pleadings, Settlement Authority
4/18/12 Minnesota State Bar Association
Minneapolis, Minnesota
Ethics: Conflicts of Interest
4/10/12 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
4/10/12 McGuireWoods VIP Roundtable Luncheon
Richmond, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
4/5/12 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
3/29/12 Virginia Trial Lawyers Association
White Sulphur Springs, WV
The Ethics of Negotiating in Mediation
(Panelist)
3/28/12 Virginia Law Foundation CLE Program
(Telephone Seminar Replay with Live Q&A)
Charlottesville, VA
Conflicts Between Lawyers and Their Clients
3/27/12 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Tysons Corner, VA
UPL, MDP and MJP (Defining What Lawyers
Do and Where They Can Do It): Part I
3/26/12 Corporate Client Law Department
Welaka, FL
Lawyer Marketing: An Ethics Guide
3/26/12 Corporate Client Law Department
Welaka, FL
Privilege Update:
Attorney-Client Privilege and Work Product
Doctrine Issues
3/23/12 ABA Section of Public Contract Law
18th Annual Federal Procurement Institute
Annapolis, MD
Conflicts Between Client and Their
Lawyers: Ethical Challenges from Prior
Employment, Prior Representations, and
Outside Activities
(Panelist)
3/22/12 Corporate Client Law Department
Houston, TX
Attorney-Client Privilege and Work Product
Doctrine Issues
3/20/12 Corporate Client Law Department
Fairfax, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
2012-7 \2596922.12
DATE
AUDIENCE
SUBJECT
3/14/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Lawyer Marketing: An Ethics Guide
3/13/12 Virginia Law Foundation CLE Program
(Telephone Seminar with Live Q&A)
Charlottesville, VA
Conflicts Between Lawyers and Their Clients
3/6/12 Corporate Client Law Department
Richmond, VA
Ethics Issues Facing Corporate Counsel
3/3/12 Virginia CLE
16th Annual Advanced Real Estate Seminar
Williamsburg, VA
The Ethics of E-Mail and Social Media:
Part II
3/2/12 Virginia CLE
16th Annual Advanced Real Estate Seminar
Williamsburg, VA
The Ethics of E-Mail and Social Media:
Part I
2/23/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethical Considerations When Forming a New
Law Firm
2/16/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Lawyers Supervising Lawyers and
Nonlawyers: Duties and Liabilities
2/9/12 Corporate Client Law Department
Charlotte, NC
Litigation Ethics: Communications,
Discovery and Witnessess
2/7/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Lawyers Supervising Lawyers and
Nonlawyers: Duties and Liabilities
1/19/12 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Ethics, Technology and Solo Practitioners
1/18/12 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues Facing Corporate Counsel
1/18/12 Corporate Client Law Department
Arlington, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
1/17/12 University of Richmond Law School Class
Richmond, VA
The Ethics of E-Mail (Part II)
1/10/12 University of Richmond Law School Class
Richmond, VA
The Ethics of E-Mail (Part I)
1/6/12 Widener University Law School Class
Video Conference
The Ethics of E-Mail
2011-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/14/11 Corporate Client Law Department
Smithfield, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
12/8/11 The Loan Syndications and Trading Association
(LSTA) Continuing Legal Education
New York City, NY
Ethics Issues Facing Corporate Counsel
12/6/11 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Attorney-Client Privilege: An Ethics Update
11/17/11 Corporate Client Law Department
Newark, NJ
Ethics Issues Facing Corporate Counsel
11/15/11 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Lawyer Marketing: An Ethics Guide
11/8/11 ABA Law Firm Marketing Strategies
Conference
Philadelphia, PA
An Ethics Guide to Lawyer Marketing
11/4/11 Virginia CLE
32nd Annual Construction Law & Public
Contracts Law Seminar
Charlottesville, VA
Lawyer Marketing: An Ethics Guide
10/27/11 Virginia Law Foundation CLE Program
(Telephone Seminar Replay with Live Q&A)
Charlottesville, VA
Ethics Update for All Attorneys Who Use
E-mail
10/27/11 ABA 2011 Fall Minority Counsel Program
Commission on Racial & Ethnic Diversity in the
Profession
Chicago, IL
The Duty of Loyalty: Managing Expectations
and Strategies for Resolving Issues that Arise
between In-House and Outside Counsel
(Panelist)
10/25/11 Invited Corporate Client Guests
Chicago, IL
Ethics Issues for Trust Officers: Navigating
Uncertain Privileges & Other Dangers
(Panelist)
10/21/11 Corporate Client Law Department
McLean, VA
Litigation Ethics: Claims, Settlements and
Courts
10/21/11 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
Litigation Ethics: Part IV (Claims and
Settlements)
10/20/11 Corporate Client Law Department
McLean, VA
Litigation Ethics: Claims, Settlements and
Courts
10/20/11 Corporate Client Law Department
Newport News, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
10/19/11 Metro Richmond Women's Bar Association
Richmond, VA
The Ethics of E-Mail
10/19/11 Corporate Client Law Department
Richmond, VA
Litigation Ethics: Claims, Settlements, and
Courts
2011-2 \2596922.12
DATE
AUDIENCE
SUBJECT
10/18/11 Virginia Bar Association
13th Annual Corporate Counsel Fall Forum
Richmond. VA
Lawyer Marketing: An Ethics Guide
10/18/11 VDSS/OAG - Office of the Attorney
General/Division of Child Support Enforcement
Statewide Attorney CLE Program
Richmond, VA
Litigation Ethics: Part V (Courts)
10/17/11 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Litigation Ethics: Duty to Disclose
Unfavorable Facts and Law and Other Court
Issues
10/17/11 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Litigation Ethics: Claims and Settlements
10/14/11 2011 Annual Dougherty-Nelson Air Force
Judge Advocate General's Corps
Continuing Legal Education Conference
Arlington, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
10/13/11 Prince William County Bar
Manassas, VA
The Ethics of E-Mail
10/7/11 Corporate Client Law Department
Fairfax, VA
Attorney-Client Privilege and Work Product
Doctrine Issues
10/6/11 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
Ethics Issues Facing Corporate Counsel
10/4/11 2011 Credit Union National Association
(CUNA) Attorneys Conference
Naples, FL
Lawyer Marketing: An Ethics Guide
9/30/11 Illinois Credit Union League
34th Annual Attorneys' Conference
Oak Brook, IL
Social Media & E-Mails
9/28/11 Washington & Lee Law School Class
Lexington, VA
The Ethics of E-Mail
9/28/11 Washington & Lee Law School Class
Lexington, VA
Attorney-Client Privilege and Work Product
Issues Facing Lawyers Who Represent Higher
Education Institutions
9/28/11 Washington & Lee Law School Class
Lexington, VA
Defamation Law Issues Facing Lawyers Who
Represent Higher Education Institutions
9/27/11 Washington Metropolitan Area Corporate
Counsel Association, Richmond Chapter
(WMACCA)
Richmond, VA
Privileges and Doctrines with Tom Spahn
2011-3 \2596922.12
DATE
AUDIENCE
SUBJECT
9/24/11 Virginia State Bar
Intellectual Property Law Section
Annual Fall CLE
Arlington, VA
Lawyer Marketing: An Ethics Guide
9/23/11 Virginia CLE
12th Annual Virginia Information Technology
Legal Institute
Fairfax, VA
The Ethics of E-Mail
9/22/11 Chesterfield Bar Association
Chesterfield, VA
Lawyer Marketing: An Ethics Guide
9/22/11 Association of Legal Administrators
Richmond Chapter
Richmond, VA
Legal Ethics and the Legal Administrator
9/22/11 Virginia Indigent Defense Commission Annual
Conference
Richmond, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
9/21/11 Congressman Walter Chandler Inn of Court
Washington, DC
The Ethics of E-Mail
9/21/11 Virginia Alternative Dispute Resolution Joint
Committee of The Virginia Bar Association and
Virginia State Bar
Fair Oaks, VA
Spahn and McCammon: Together Again
The Ethics of Negotiating in Mediation
(Panelist)
9/20/11 Corporate Client Law Department
Fairfax, VA
Ethics Issues Facing Corporate Counsel
9/17/11 Virginia Bar Association
41st Annual Conference on Labor Relations
and Employment Law
Williamsburg, VA
Ethics in the Employment Law World
9/15/11 Visiting Russian judges, hosted by the Northern
Virginia Chapter of the Federal Bar Association
and the Fairfax County Circuit Court
Fairfax, VA
Judicial Ethics in the United States
9/14/11 Virginia Alternative Dispute Resolution Joint
Committee of The Virginia Bar Association and
Virginia State Bar
Richmond, VA
Spahn and McCammon: Together Again
The Ethics of Negotiating in Mediation
(Panelist)
8/23/11 Kansas Bar Association
Topeka, KS
Principles of Professionalism
8/17/11 American University Class
Washington, DC
The Ethics of E-Mail
8/10/11 Corporate Client Law Department
Milwaukee, WI
Attorney-Client Privilege and Work Product
Doctrine Issues
2011-4 \2596922.12
DATE
AUDIENCE
SUBJECT
8/9/11 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Lawyer Marketing: An Ethics Guide
8/4/11 Virginia CLE
Construction CPM Scheduling Seminar
Fair Oaks, VA
The Ethics of E-Mail
8/2/11 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
The Ethics of E-Mail
7/28/11 Corporate Client Law Department
Chicago, IL
Attorney-Client Privilege and Work Product
Doctrine Issues
7/22/11 Virginia Bar Association
121st Annual Summer Meeting
Hot Springs, VA
Lawyer Marketing: An Ethics Guide
6/22/11 Corporate Client Law Department
McLean, VA
Overview of the Work Product Doctrine and
the Attorney-Client Privilege
6/17/11 Corporate Client Law Department
Stamford, CT
Ethics Issues Facing Corporate Counsel
6/15/11 Minnesota State Bar Association
Continuing Legal Education
Minneapolis, MN
Pressure on the Privilege: Don't Just Go With
Your Gut -- Answers to Questions About
Protecting Client Confidences That May Well
Surprise You
6/15/11 Minnesota State Bar Association
Continuing Legal Education
Minneapolis, MN
Pressure on the Privilege: Asserting (And
Challenging) Attorney-Client Privilege and
Work Product Objections: The Hottest Issues
in Protecting Client Confidences
(Panelist)
6/9/11 Corporate Client Law Department
Chicago, IL
Litigation Ethics: Communications,
Discovery, and Witnesses
6/8/11 Corporate Client Law Department
Reston, VA
Attorney-Client Privilege and Work Product
Issues Facing Corporate Counsel
6/7/11 Legal Services of Northern Virginia
Arlington, VA
The Ethics of E-Mail
6/6/11 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
The Ethics of E-Mail
6/2/11 Chesterfield County Bar Association
Chesterfield, VA
Basic Conflicts of Interest Rules: Parts I & II
5/26/11 Corporate Client Law Department
Kingsport, TN
The New Tennessee Ethics Rules: A
Practical Guide for In-House Lawyers
5/24/11 Professional Education Broadcast Network
(Taping)
Legal and Ethical Issues in Elder Abuse
(Panelist)
2011-5 \2596922.12
DATE
AUDIENCE
SUBJECT
5/20/11 Private Law Firm Client CLE
Richmond, VA
Litigation Ethics: Part IV (Courts and
Settlements)
5/19/11 Corporate Client Law Department
Washington, DC
Attorney-Client Privilege and Work Product
Doctrine Update
5/18/11 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference
Boca Raton, FL
Lawyer Marketing: An Ethics Guide
5/16/11 Professional Education Broadcast Network
(Taping)
Attorney-Client Privilege and the Work
Product Doctrine Issues
(Panelist)
5/12/11 Southeastern Chapter of the Society of Corporate
Secretaries & Governance Professionals
Atlanta, GA
Ethics Issues Facing Corporate Counsel
4/29/11 Virginia Continuing Legal Education
The Douglas W. Conner 32nd Annual Advanced
Estate Planning & Administration Seminar
Hot Springs, VA
Current Ethical Issues Facing the Estate
Planning Attorney
4/21/11 American University Washington College of
Law Class
Washington, DC
The Ethics of E-Mail
4/21/11 Virginia Law Foundation CLE Program
(Telephone Seminar Replay with Live Q&A)
Basic Conflicts of Interest: Parts I & II
4/20/11 Federal Bar Association
Jacksonville Chapter
The Eighth Annual Honorable Ralph W.
"Buddy" Nimmons, Jr. Seminar
Jacksonville, FL
Litigation Ethics: Part IV (Claims and
Settlements)
4/19/11 Corporate Client Law Department
Welaka, FL
Litigation Ethics: Part V (Courts)
4/19/11 Corporate Client Law Department
Welaka, FL
Attorney-Client Privilege and Work Product
Update
4/13/11 Virginia Law Foundation CLE Program
(Taping)
Charlottesville, VA
Basic Conflicts of Interest: Parts I & II
4/6/11 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
Lawyer Marketing: An Ethics Guide
4/5/11 Corporate Client Law Department
Toronto, Canada
Solicitor Client Privilege: From Both Sides
of the Border
(Panelist)
2011-6 \2596922.12
DATE
AUDIENCE
SUBJECT
4/4/11 Invited Corporate Clients of McGuireWoods
LLP and McCarthy Tetrault LLP
Toronto, Canada
Solicitor Client Privilege: From Both Sides
of the Border
(Panelist)
3/31/11 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
McLean, VA
Lawyer Marketing: An Ethics Guide
3/30/11 McGuireWoods Spring Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
Lawyer Marketing: An Ethics Guide
3/29/11 Corporate Client Law Department
Richmond, VA
Privilege and Work Product Update
(Panelist)
3/17/11 Minority Corporate Counsel Association
10th Annual CLE Expo
Chicago, IL
Judgment Day: Is this the end for Eljay
Jones? [Ethics Issues Facing a Hypothetical
In-House Lawyer]
(Panelist)
3/11/11 Corporate Client Law Department
Atlanta, GA
Ethics Issues Facing Corporate Counsel
3/8/11 National Alcohol Control Beverage Association
18th Annual Symposium on Alcohol Beverage
Law and Regulation
Arlington, VA
The Ethics of E-Mail
3/7/11 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues in Claims and
Settlements: Frivolous Claims, Ghostwriting
Pleadings, Settlement Authority, and More
3/4/11 American Bar Association
17th Annual Federal Procurement Institute
Section of Public Contract Law
Annapolis, MD
Ethics in the Corporate World: Changing
Times, Changing Demands
2/14/11 Corporate Client Law Department
Dearborn, MI
Privilege and Work Product Update
2/10/11 North Carolina Bar Association Foundation CLE
Cary, NC
Conflicts of Interest Between Lawyers and
Their Clients: Parts I & II
2/9/11 North Carolina Bar Association Foundation CLE
Charlotte, NC
Conflicts of Interest Between Lawyers and
Their Clients: Parts I & II
2/7/11 The District of Columbia Bar Association
D.C. Bar Continuing Legal Education Program
Washington, DC
Ethics Issues Facing Corporate Counsel
2/2/11 Professional Education Broadcast Network
(Telephone Seminar)
Ethics in Negotiations
(Panelist)
1/23/11 South Carolina Bar Convention
Breakfast Ethics Seminar
Hilton Head, SC
Ethics in the Age of E-Mail, Texting and
Social Networking
(Panelist)
2011-7 \2596922.12
DATE
AUDIENCE
SUBJECT
1/21/11 Professional Education Broadcast Network
(Telephone Seminar with Live Q&A)
Dealing with the Elderly -- Impact of the
Ethics Rules
(Panelist)
2010-1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/14/10 The Loan Syndications and Trading Association
(LSTA)
New York, NY
The Ethics of E-Mail
12/10/10 Advanced Bankruptcy Seminar
DOJ's Executive
Office for United States Attorneys
Office of Legal Education
Columbia, SC
Bankruptcy Ethics
12/02/10 Corporate Client Law Department
Chicago, IL
The Ethics of E-Mail
11/22/10 Corporate Client Law Department
Omaha, NE
Ethics Issues Facing Corporate Counsel
11/17/10 Virginia Law Foundation CLE Program
Telephone Replay with Live Q&A
Top Ten Ethics Traps for Litigators
11/15/10 Richmond Legal Staff Association (RLSA)
Richmond, VA
Ethics for Law Office Support Staff
11/10/10 2010 Credit Union National Association
(CUNA) Attorneys Conference
Santa Barbara, CA
Litigation Ethics: Courts
11/08/10 Corporate Client Law Department
Boise, ID
Ethics Issues Facing Corporate Counsel
11/05/10 31th Annual Construction and Public Contracts
Law Seminar (Virginia Law Foundation CLE
Program)
Charlottesville, VA
Litigation Ethics: Part V (Courts)
11/04/10 Virginia Law Foundation CLE Program
Live Webcast with Live Q&A
Top Ten Ethics Traps for Litigators
10/29/10 Corporate Client CLE
Richmond, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
10/28/10 Virginia Law Foundation CLE Program
Telephone Replay with Live Q&A
Top Ten Ethics Traps for Business Lawyers
10/26/10 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Litigation Ethics: Part V (Courts)
10/25/10 Corporate Client Law Department CLE Program
Charlotte, NC
Hot Ethics Issues for In-House Lawyers and
Paralegals
10/21/10 Corporate Client Law Department Retreat
Kingsport, TN
Ethics Issues Facing Corporate Counsel
10/19/10 Virginia Bar Association
12th Annual Corporate Counsel Fall Forum
Richmond. VA
Litigation Ethics: Part V (Courts)
2010-2 \2596922.12
DATE
AUDIENCE
SUBJECT
10/19/10 Office of the Virginia Attorney General
Continuing Legal Education
Richmond, VA
Litigation Ethics: Part V (Courts)
10/18/10 The District of Columbia Bar
Continuing Legal Education Program
Washington, DC
Ethics Issues in Claims and Settlements:
Frivolous Factual Claims, Ghostwriting
Pleadings, Settlement Authority, and More
10/12/10 McGuireWoods Fall Annual Ethics Seminar
(for MW Lawyers & Invited Guests) in
conjunction with the ACC Jacksonville Chapter
Jacksonville, FL
Litigation Ethics: Part V (Courts)
10/12/10 Association of Legal Administrators
(Jacksonville Chapter)
Jacksonville, FL
A Basic Guide for Paralegals and Other Non-
Lawyer Colleagues: Ethics, Confidentiality,
and Privilege
10/08/10 Product Liability Advisory Council
Williamsburg, VA
Litigation Ethics When Dealing With
Witnesses
10/07/10 Virginia Law Foundation CLE Program
(Telephone Seminar with Live Q&A)
Top Ten Ethics Traps for Business Lawyers
10/06/10 Corporate Client Law Department
McLean, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
10/05/10 McGuireWoods Fall Annual Ethics Seminar (for
MW Lawyers & Invited Guests)
New York, NY
Litigation Ethics: Part V (Courts)
10/04/10 New York County Lawyers' Association CLE
Program
New York, NY
"Just One Click Away!": The Ethics of E-
mails & Social Networking for Lawyers
10/01/10 American Bar Association Section on
Environment, Energy and Resources Law
Summit (18th Section Fall Meeting)
New Orleans, LA
Ethics Session: Where the Floor Meets the
Ceiling: Professional Responsibility and
Environmental Ethics
(Panelist)
9/28/10 PLI Annual Institute
2010 Employment Law Institute
New York, NY
Litigation Ethics: Claims and Settlements
9/23/10 Chesterfield Bar Association
Chesterfield, VA
Litigation Ethics: Part V (Courts)
9/22/10 Washington & Lee Law School
Lexington, VA
Hot Ethics Issues
9/22/10 Washington & Lee Law School
Higher Education Practicum
Lexington, VA
Ethics, Privilege and Defamation Issues in the
Higher Education Context
9/17/10 Corporate Client Law Department
Arlington, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
9/15/10 Corporate Client Law Department
Dulles, VA
Litigation Ethics: Communications,
Discovery, and Witnesses
2010-3 \2596922.12
DATE
AUDIENCE
SUBJECT
9/13/10 Corporate Client Law Department
Washington, DC
Ethics Issues Facing Corporate Counsel
8/25/10 National Law Foundation CLE (Videotape)
Greenville, DE
The Ethics of E-Mail
8/24/10 National Law Foundation CLE (Videotape)
Greenville, DE
Basic Conflicts of Interest Rules: Part I and II
8/18/10 Corporate Client Law Department
Princeton, NJ
Ethics Issues Facing Corporate Counsel
8/18/10 Corporate Client Law Department
Princeton, NJ
A Practitioner's Summary Guide to the
Attorney-Client Privilege and the Work
Product Doctrine
8/05/10 The District of Columbia Bar
Continuing Legal Education Program
Washington, DC
Lawyer Marketing: An Ethics Guide
7/23/10 The Virginia Bar Association
120th Summer Meeting, The Homestead
Hot Springs, VA
Litigation Ethics: Part V (Courts)
6/18/10 Virginia State Bar Corporate Counsel Annual
Meeting
Virginia Beach, VA
The Ethics of E-Mail
6/17/10 Private Law Firm Client CLE
Richmond, VA
Litigation Ethics: Part III (Witnesses)
6/11/10 Federal Bar Association Capitol Hill Chapter
Professional Responsibility Program
Washington, DC
The Ethics of New Media
(Panelist)
6/9/10 Delaware State Bar Association
2010 Bench and Bar Conference Dinner
Wilmington, DE
Keynote Speaker:
Ethics in the 21st Century: It's Complex
6/9/10 Delaware State Bar Association
2010 Bench and Bar Conference
Wilmington, DE
The Ethics of E-Mail (Panelist)
6/8/10 Corporate Client Law Department
McLean, VA
Ethics Issues Facing Corporate Counsel
6/3/10 Chesterfield Bar Association
Chesterfield, VA
The Ethics of E-Mail
6/1/10 Federal Bar Association
Richmond Chapter CLE
Richmond, VA
The Ethics of Pretrial Discovery
(Panelist)
5/26/10 Professional Education Broadcast Network
Live Teleseminar
Ethics in Negotiations
(Panelist)
5/22/10 Old Dominion Bar Association
70th Annual Meeting
Virginia Beach, VA
Litigation Ethics (Witnesses)
2010-4 \2596922.12
DATE
AUDIENCE
SUBJECT
5/21/10 National Asian Pacific American Bar Assn.
2010 Southeast Regional Conference
Williamsburg, VA
Virginia Principles of Professionalism
(Panelist)
5/19/10 19th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
Litigation Ethics: Part V (Courts)
5/18/10 McGuireWoods Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
Chicago, IL
A Practical Road Map to the New Illinois
Ethics Rules;
Litigation Ethics: Part V (Courts)
5/13/10 19th Annual Employment Law Update
(Virginia Law Foundation CLE Program)
Fairfax, VA
Litigation Ethics: Part IV
(Claims and Settlements)
5/12/10 19th McGuireWoods Annual Ethics Seminar
(for MW Lawyers & Invited Guests)
McLean, VA
Litigation Ethics: Part V (Courts)
5/6/10 19th Annual Employment Law Update
(Virginia Law Foundation CLE Program)
Richmond, VA
Litigation Ethics: Part IV (Claims &
Settlements)
5/5/10 Mortgage Bankers Association of America
Legal Issues and Regulatory Compliance
Conference 2010
Coronado, CA
Litigation Ethics: Part V (Courts)
4/22/10 Federal Bar Association, Jacksonville Chapter
Jacksonville, FL
Litigation Ethics: Part III
(Witnesses)
4/22/10 American Forest & Paper Association (AF&PA)
General Counsels Committee Meeting
Jacksonville, FL
Ethics Issues Facing Corporate Counsel
4/16/10 Republican National Lawyers Association
National Policy Conference
Washington, DC
Hot Ethics Topics
(Panelist)
4/14/10 L'Anson-Hoffman American Inn of Court and
The James Kent Inn of Court Joint Meeting
Norfolk, Virginia
Virginia Principles of Professionalism
(Panelist)
4/14/10 BCA Judges Association
Annual April Seminar
Boards of Contract Appeals Judges Association
Alexandria, Virginia
Dealing with Communications in the
Electronic Age: Controlling the Beast
4/9/10 The District of Columbia Bar
2010 Judicial and Bar Conference
Washington, DC
Emerging E-Communication Issues: Before,
During and After Trial
4/8/10 University of Richmond Law School Class
Richmond, Virginia
Ethics of Litigation
2010-5 \2596922.12
DATE
AUDIENCE
SUBJECT
4/6/10 Virginia Law Foundation CLE Program
(Telephone Seminar with Live Q&A)
An Ethics Guide to Lawyer Marketing
3/23/10 Corporate Client Law Department
Welaka, FL
Privilege Update
3/23/10 Corporate Client Law Department
Welaka, FL
Litigation Ethics: Part IV
(Claims and Settlements)
3/12/10 PLI Reissue and Reexamination Strategies and
Tactics with Concurrent Litigation
Chicago, IL
Ethical Considerations of Reissue, Ex Parte
and Inter Partes Reexamination Proceedings
2/26/10 40th Annual Advanced Business Law Seminar
(Virginia CLE and the Business Law Section of
the Virginia State Bar)
Charlottesville, VA
Ethics Issues for Transactional Lawyers
2/25/10 Washington & Lee Law School Class
Lexington, VA
Law and Ethical Dilemmas Facing Young
Lawyers
2/19/10 North Carolina Bar Association CLE
"Business Law, Corporate Counsel and
International Law Sections Joint Annual
Meeting"
Pinehurst, NC
Hot Topics in Ethics for In-House and
Outside Counsel
2/17/10 Federal Bar Association CLE Program
Northern Virginia Chapter
Alexandria, VA
Litigation Ethics: Witnesses
2/16/10 University of Richmond School of Law
Richmond, VA
Big Deals and Big Trouble: Providing Legal
Advice in Complex Business Settings
(Panelist)
2/15/10 Regent University School of Law Luncheon
Program
Virginia Beach, VA
Ethics, Morality, and Professionalism
2/15/10 Regent University School of Law Class
Virginia Beach, VA
The Ethics of E-Mail
2/4/10 North Carolina Bar Association CLE
Cary, NC
Basic Conflicts of Interest: An Intensive
Course for All Lawyers
2/3/10 North Carolina Bar Association CLE
Charlotte, NC
Basic Conflicts of Interest: An Intensive
Course for All Lawyers
1/28/10 Richmond Bar Association Bankruptcy Section
Richmond, VA
Litigation Ethics: Part I (Communications)
01/28/10 Private Law Firm Client CLE
Richmond, VA
A Practitioner’s Summary Guide to the
Attorney-Client Privilege and the Work
Product Doctrine
1/27/10 Legal Marketing Association:
The Virginias Chapter
Richmond, VA
Legal Marketing: An Ethics Guide
2010-6 \2596922.12
DATE
AUDIENCE
SUBJECT
1/20/10 The District of Columbia Bar
Continuing Legal Education Program
Washington, DC
Ethics of E-Mail, Blogs, Twitter and Other
Social Networks
1/20/10 Board of Contract Appeals
Judges Association Seminar
Falls Church, VA
Get it Right -- Ethics Issues That Arise When
Settling a Contract Dispute with Uncle Sam
(Panelist)
1/06/10 Professional Education Broadcast Network
(Telephone Seminar)
Ethics in Estate and Trust Planning
1 \2596922.12
DATE
AUDIENCE
SUBJECT
12/10/09 Corporate Client Seminar
Kansas City, MO
A Practitioner's Guide to the Attorney-Client
Privilege and the Work Product Doctrine
11/23/09 National Constitution Center Conferences
(Telephone Seminar)
Attorney-Client Privilege in E-
Communications: What's Privileged, What's
Not?
11/18/09 ABA Public Contract Law Section
Teleconference Program
McLean, VA
Get It Right -- Ethics Issues That Arise When
Settling a Contract Dispute with Uncle Sam
(Panelist)
11/17/09 Invited Corporate Client Guests
Chicago, IL
Critical Issues for Professional Fiduciaries in
Challenging Times (Panelist)
11/16/09 2009 Credit Union National Association
(CUNA)
Attorneys Conference
San Juan, Puerto Rico
Litigation Ethics: Part IV
(Claims and Settlements)
11/12/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
New York, NY
Litigation Ethics: Claims and Settlements
11/06/09 30th Annual Construction and Public Contracts
Law Seminar (Virginia Law Foundation CLE
Program)
Charlottesville, VA
Litigation Ethics: Part IV
(Claims and Settlements)
10/31/09 Local Government Attorneys
Fall 2009 Conference
Virginia Beach, VA
The Ethics of E-Mail
10/29/09 The District of Columbia Bar
Continuing Legal Education Program
Washington, DC
Lawyer Marketing: An Ethics Guide
10/27/09 Corporate Client Seminar
Richmond, VA
The Ethics of E-Mail
10/24/09 Association of Legal Administrators
Educational Conference and Exposition
Savannah, GA
A Basic Guide for Paralegals and Other Non-
Lawyer Colleagues: Ethics, Confidentiality,
and Privilege
10/22/09 PLI 38th Annual Institute on Employment Law
New York, NY
Professionalism and Ethical Obligations
10/21/09 The Office of the Virginia Attorney
General/Division of Child Support Section
2009 Statewide Attorney Training
Richmond, VA
Ethical Issues for DCSE Attorneys
10/20/09 The Virginia Bar Association 11th Annual
Corporate Counsel Fall Forum
Richmond, VA
Litigation Ethics: Part IV
(Claims and Settlements)
10/19/09 Corporate Client Seminar
Reston, VA
The Ethics of E-Mail
2 \2596922.12
DATE
AUDIENCE
SUBJECT
10/19/09 Corporate Client Seminar
Arlington, VA
Ethics Issues Facing Corporate Counsel
10/15/09 Henrico County Bar Association
Richmond, VA
The Ethics of E-Mail
10/15/09 Henrico County Bar Association
Richmond, VA
Virginia Principles of Professionalism
10/14/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Charlotte, NC
Litigation Ethics: Claims and Settlements
10/13/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Pittsburgh, PA
Litigation Ethics: Claims and Settlements
10/7/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Atlanta, GA
Litigation Ethics: Claims and Settlements
10/6/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Jacksonville, FL
Litigation Ethics: Claims and Settlements
10/3/09 Virginia Bar Association 39th Annual Conf. on
Labor Relations Employment Law
Virginia Beach, VA
Ethics for the Employment Lawyer
10/2/09 Mid-Atlantic Bar Conference & Mid-Atlantic
Chief Judges Joint Meeting
Washington, DC
Dealing with Communications in the
Electronic Age: Courts and Bars
10/1/09 South Carolina Women Lawyers Association
(SCWLA) & North Carolina Association of
Women Attorneys (NCAWA) Conference
Charleston, SC
Ethics: Conflicts of Interest
9/29/09 Corporate Client
McLean, VA
The Ethics of E-Mail
9/25/09 Virginia State Bar Eighth Annual Young
Lawyers Conference Professional Development
Seminar
Richmond, VA
Thoughts About the Attorney-Client Privilege
and Work Product Doctrine for Virginia
Practitioners
9/17/09 Chesterfield County Bar Association
Chesterfield, VA
Litigation Ethics: Part IV
(Claims and Settlements)
09/17/09 Northern Virginia Bankruptcy Bar Association
Fairfax, VA
Litigation Ethics: Part III (Witnesses)
09/15/09 Washington Metropolitan Area Corporate
Counsel Association (WMACCA)
Richmond, VA
Ethics Issues Facing Corporate Counsel
09/14/09 Corporate Client Seminar
Chicago, IL
A Practitioner's Guide to the Attorney-Client
Privilege and the Work Product Doctrine
3 \2596922.12
DATE
AUDIENCE
SUBJECT
9/11/09 South Carolina CLE Program for Law Office
Personnel (Videotape)
Columbia, SC
Basic Guide for Paralegals and Law Office
Administrators: Ethics, Confidentiality, and
Privilege
9/11/09 U.S. Department of Justice
Advanced Bankruptcy Seminar
Columbia, SC
Bankruptcy Ethics
9/2/09 Virginia Continuing Legal Education
Legal Writing Webinar
Writing Well
8/27/09 The District of Columbia Bar
Continuing Legal Education Program
Washington, DC
Ethics of Litigation: Revisiting Your
Discovery Moves
8/25/09 Virginia Law Foundation CLE Program
Telephone Seminar Replay with Live Q&A
The Ethics of E-Mail Update
Litigation Ethics: Part III (Witnesses)
7/24/09 119th Annual Summer Meeting
(The Virginia Bar Association)
Hot Springs, VA
Litigation Ethics: Part IV
(Claims and Settlements)
7/17/09 Virginia State Bar 29th Annual Disciplinary
Conference
Richmond, VA
The Ethics of E-Mail
7/16/09 Corporate Client Seminar
Cleveland, OH
Privilege/Work Product Update
7/15/09 Virginia Law Foundation CLE Program
(Telephone Seminar with Live Q&A)
McLean, VA
The Ethics of E-Mail Update
Litigation Ethics: Part III (Witnesses)
7/8/09 Virginia Law Foundation CLE Program
(Telephone Seminar Replay with Live Q&A)
The Attorney-Client Privilege and The Work
Product Doctrine in Virginia
06/25/09 2009 Federal Judicial Roundtable
(Florida Bar Annual Meeting)
Orlando, FL
Ethics for Judges and Lawyers:
Communications and Claims
6/17/09 Private Law Firm CLE
Richmond, VA
Ethics Issues Facing Business Lawyers
6/10/09 Virginia Law Foundation CLE Program
(Telephone Seminar with Live Q&A)
The Attorney-Client Privilege and The Work
Product Doctrine in Virginia
6/4/09 Chesterfield County Bar Association
Chesterfield, VA
Ethics Issues Facing Corporate Counsel
6/3/09 Catholic Charities and Archdiocese of Chicago
5th Annual Tax & Estate Planning Seminar for
Professionals
Chicago, IL
Best Practices for Recognizing and Avoiding
Ethical Challenges
6/2/09 Corporate Client Law Department CLE
Chicago, IL
Ethics Issues Facing Corporate Counsel
5/30/09 Old Dominion Bar Association
National Harbor, MD
The Ethics of E-Mail
4 \2596922.12
DATE
AUDIENCE
SUBJECT
5/27/09 Private Law Firm CLE
Alexandria, VA
Litigation Ethics: Part IV
(Claims and Settlements)
5/20/09 Chief Litigation Counsel Association (CLCA)
Spring 2009 Meeting
Wilmington, DE
Attorney-Client Privilege and the Work
Product Doctrine: Hot Trends
5/15/09 Private Law Firm CLE
Richmond, VA
Litigation Ethics: Part II (Discovery)
5/14/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
Richmond, VA
Litigation Ethics: Part IV
(Claims and Settlements)
5/13/09 18th Annual McGuireWoods Ethics Seminar
(for MW Lawyers & Invited Guests)
McLean, VA
Litigation Ethics: Part IV
(Claims and Settlements)
5/11/09 Virginia Beach Commonwealth's Attorney
Office CLE
Richmond, VA
Ethics for Prosecutors
5/8/09 Charlottesville-Albemarle Legal Staff
Association (CALSA)
Charlottesville, VA
Legal Ethics - Law Firm Staff and
Paralegals - A Basic Guide for Paralegals and
Law Office Administrators: Ethics,
Confidentiality, and Privilege
5/8/09 Fourth Annual Solo and Small Firm Institute