Ethics & Money: How to Have Both
Total Credits: 3 CLE, 3 Ethics
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- Not yet rated
- Categories:
- Ethics | Legal Paraprofessional Resources
- Faculty:
- Renee Bryna Gerstman | Patricia A Sallen | Meredith L Vivona | Mariam Ferguson
Description
Can you make money and stay ethical? Absolutely.
Understand how you can get paid ethically and effectively while maintaining professionalism and client trust. Learn the rules governing fee agreements—including required terms, prohibited provisions, and special rules for specific types of fee agreements including for contingency, flat, and limited-scope arrangements.
The course also covers practical tips on how to actually get paid, including client management basics, resolving fee disputes through arbitration and considerations surrounding initiating litigation against a former client.
This CLE will cover the essentials and provide tips to improve your ability to get paid ethically.
Chairperson
Meredith Vivona, Ethics Counsel, State Bar of Arizona*
Faculty
Mariam Ferguson, Mesch Clark Rothschild
Renee Gerstman, Gerstman Law
Pat Sallen, Ethics at Law PLLC
* Also serving as a panelist.
Faculty
Renee Bryna Gerstman Related Seminars and Products
Arbitrator | Mediator | Attorney at Law
Gerstman Law
Renee Gerstman is an attorney, mediator, arbitrator and neutral evaluator with over three decades of experience in business transactions, real estate, construction, corporate, contract, commercial and business litigation. Renee has arbitrated and mediated all types of disputes ranging from small consumer matters to large construction defect claims. Renee is on the American Arbitration Association's Roster of Commercial Neutrals, AAA Construction panel and Merger and Acquisition panel. She is also on the Arizona Association of Realtors roster of mediators, a FINRA mediator, arbitrator and chairperson and conducts ad hoc arbitrations and mediations. She has been listed as a Southwest Super Lawyer in alternative dispute resolution since 2017. Renee is a member of the National Academy of Distinguished Neutrals, AV rated by Martindale Hubbel and a senior fellow of the Litigation Counsel of America. She has been a member of the State Bar's Fee Arbitration Program since 1991 and chaired the Program from 2012-2014. She currently serves on the State Bar's Ethics Advisory Group and on the Executive Council of the State Bar of Arizona's Alternative Dispute Resolution Section.
Patricia A Sallen Related Seminars and Products
Patricia A. Sallen (480-290-4841; psallen@ethicsatlaw.com) is a lawyer in private practice focusing on professional responsibility. She represents lawyers in discipline and admission matters, provides ethics advice to lawyers, serves as an expert witness on professional-responsibility issues, and consults on a myriad of other ethics-related topics. She regularly presents at CLE seminars and publishes articles about professional responsibility and writes the Eye on Ethics column for Arizona Attorney magazine. She taught professional responsibility as an adjunct professor at the Arizona State University Sandra Day O'Connor College of Law for more than a decade. In addition to practicing in private law firms, she spent more than 15 years working for the State Bar of Arizona as both a bar counsel and ethics counsel and supervised programs such as the Fee Arbitration Program and Client Protection Fund. She served as expert consultant to the Arizona Supreme Court's 2014-15 comprehensive ethical rules review effort and to the Court’s 2019-20 Task Force on the Delivery of Legal Services, which resulted in the groundbreaking rule changes allowing non-lawyer firm ownership and legal paraprofessionals and also served the Supreme Court’s Task Force on Ethics Rules Governing the State Attorney General, County Attorneys, and Other Public Lawyers. She current serves on the State Bar’s Ethics Advisory Group and the city of Phoenix Ethics Commission, which oversees the investigation and enforcement of the gift policy and conflicts of interest related to elected Phoenix officials and board and commission members.
Meredith L Vivona Related Seminars and Products
State Bar of Arizona
Meredith L. Vivona is the Ethics Counsel for the State Bar of Arizona, where she advises lawyers through the Ethics Hotline, presents ethics related CLE programs, acts as legal advisor to the Fee Arbitration Program, serves on the Ethics Advisory Group and acts as liaison to the Arizona Supreme Court’s Attorney Ethics Advisory Committee. Prior to becoming Ethics Counsel, Meredith served as Practice Management Attorney for Practice 2.0 and the Trust Account Helpline, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints. Before serving as IBC, Meredith enjoyed a varied career in private practice, with experience in civil litigation matters throughout the state. Meredith is admitted to practice in Arizona and the U.S. District Court for the State of Arizona. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.
Mariam Ferguson Related Seminars and Products
Mesch Clark Rothschild
Mariam Ferguson is a founding partner of Ferguson Hill Filous, PLLC, where she defends individuals charged with both high-level felonies and misdemeanors. Since graduating in the top third of her class from the University of Arizona James E. Rogers College of Law in 2013, Mariam has devoted her entire legal career to the practice of criminal law. She started as a prosecutor for the Pima County Attorney's Office, where she prosecuted thousands of misdemeanor cases in the Pima County Consolidated Justice Court and Green Valley Justice Court. She then transitioned to criminal defense by joining the Pima County Public Defender's Office in 2017. As an Assistant Public Defender, she defended hundreds of indigent persons accused of serious felonies. She is committed to protecting the rights of the accused and advocating for her clients. Mariam is also a member of the the Tucson City Court Magistrate Merit Selection Commission, and an executive board member of the Pima County Bar Association.