Card image cap

Outside Counsel Guidelines: Restrictions on Practice, Conflicts of Interest, Client Indemnity & Other Troublesome Terms and Ethical Issues

Level: Advanced
Runtime: 92 minutes
Recorded Date: September 26, 2017
Click here to share this program
Download PDF


  • Status of Guidelines
  • Conflicts
  • Finance
  • Indemnity and insurance
  • Relationship management
  • Diversity
  • What should be done?
  • Questions and answers
Runtime: 1 hour and 32 minutes
Recorded: September 26, 2017


No issue torments in-house law firm ethics lawyers more these days than the rising tide of outside counsel guidelines and their increasingly detailed requirements. Client demands concerning cybersecurity and IT audits; specific definitions of conflicts of interest broader than the ethics rules; definitions of clients that stretch over entire corporate families and even co-joint venturers; bans on representing competitors; HIPAA business associate agreements-each needs to be identified, decoded, considered, responded to, and sometimes negotiated, all during the first flush of lawyer-client infatuation.

Our panel of experienced practitioners will dissect the current environment of demands, responses, ethical dilemmas and solutions relating to outside counsel guidelines. They will also identify how those guidelines may potentially threaten a lawyer's independence and create issues that implicate lawyers' obligations and duties under the MRPC, including the rules governing conflicts of interest, duties of confidentiality, diligence and competence, as well as breach of fiduciary duty of loyalty.

This program was recorded on September 26th, 2017.

Provided By

American Bar Association
Card image cap


Card image cap

Stuart Pattison

Senior Vice President
Sompo International

Stuart Pattison heads up the practice group underwriting professional service firms, law firms and accounting firms at Sompo International. Previously he headed up the practice group underwriting large law firms at CNA for 13 years and before that he spent 27 years at the insurance broker Minet, subsequently acquired by Aon, where he headed up the professional services group involved with law firms, accounting firms and consultants.

Card image cap

Laura R. Giokas

Partner and General Counsel
Bryan Cave LLP

Laura Giokas is the firm's General Counsel, managing and coordinating all firm-related legal matters. In this role, Ms. Giokas also advises the firm on strategic and operational decisions and develops firmwide protocols and policies in the risk management area.

Prior to becoming General Counsel, Ms. Giokas practiced in the firm’s Commercial Litigation group, representing corporate clients in the areas of products liability defense, commercial litigation and employment litigation and advice. Her practice included the defense of products liability claims alleging personal injury and wrongful death. Ms. Giokas’s practice also included defending leading financial institutions against individual claims for violation of federal and state lending laws, mortgage servicing claims, and consumer protection and unfair competition claims.

Card image cap

Monte M. Lemann, II

General Counsel
Manatt, Phelps & Phillips, LLP

As general counsel of Manatt, Phelps & Phillips, LLP, Monte Lemann oversees professional responsibility, risk management and firm transactional matters. Mr. Lemann has extensive experience in a wide range of complex transactional matters, with an emphasis on loan and investment activities.

His practice includes traditional secured and unsecured lending, private placements of debt and equity securities, business combinations (including leveraged acquisitions), joint ventures, structured finance, leasing and off-balance sheet financing, project finance, workouts and restructurings involving a variety of industries, including entertainment, financial services and energy. Within the entertainment industry, Mr. Lemann has also negotiated performer agreements, endorsement contracts, concert and tour promotion, and motion picture and television production and finance arrangements.

Card image cap

Anthony E. Davis

Of Counsel
Clyde & Co. US LLP

Anthony Davis is a lawyer’s lawyer. He advises lawyers and law firms in the United States and internationally in the areas of professional responsibility, risk management and every aspect of the law governing lawyers. Anthony is the author of books, numerous scholarly articles, and the bi-monthly "Professional Responsibility" column in the New York Law Journal.

Anthony is a Lecturer-in-Law at Columbia University School of Law, teaching “Professional Responsibility Issues in Business Practice.” He is a past President of the Association of Professional Responsibility Lawyers (APRL), a Fellow of the College of Law Practice Management, and a Member of the American Law Institute (ALI).

Card image cap

Similar Courses

Card image cap
60 minutes
8 Reasons Movie-Lawyers Would be Disciplined
Attorneys in film are constantly violating the ethics rules. Of course, the public probably doesn’t realize it, but us lawyers need to make sure that we don’t repeat these sometimes ridiculous gaffes. Join the CLE Performer, Stuart Teicher, Esq., as he explains the sometimes obvious and sometimes subtle ethics violations committed by lawyers in movies and on TV.

Stuart Teicher


Add to Cart
Card image cap
60 minutes
A Cultural Competency Primer for the Young Lawyer
Get a brief overview of what cultural competency is, what implicit bias is, how it impacts the legal profession, and tips that you can begin implementing immediately to start working towards becoming culturally competent.

American Bar Association


Add to Cart
Card image cap
92 minutes
A Trauma-Informed, Anti-Racist Approach to Legal Advocacy
This seminar will provide an introduction to concepts relating to trauma and race, leading up to a four-part model that guides legal advocates to tangibly engage in a trauma-informed, anti-racist approach to legal advocacy.

American Bar Association


Add to Cart
Card image cap
58 minutes
ABC Panel: Ethical Pitfalls in Technology, Fee Applications and Practicing in Court
This panel of ABC-certified judges will discuss the applicable rules of professional conduct and other authority implicated in electronic filing, the use of email, “phishing” scams and hacking, and technology issues raised by today’s pandemic practice.

American Bankruptcy Institute


Add to Cart
Previous Next