Ethical Essentials: Managing Conflicts of Interest, Client Confidentiality, and Professionalism

Michael J. Gorby
Michael J. Gorby
Gorby Peters & Associates, LLC

Mike Gorby is a founding member of Gorby Peters & Associates, LLC. He is a nationally recognized leader in complex corporate disputes, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings, and other public venues.

Cari L. Sheehan
Cari L. Sheehan
Taft Stettinius & Hollister LLP

With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari serves as Taft Stettinius & Hollister LLP’s Assistant General Counsel. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest.

Live Video-Broadcast: May 21, 2025

2 hour CLE

This program is only available to All-Access Pass Members.
Subscribe to Miami-Dade Bar + myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ live webinars.
Learn More

Program Summary

Session I - Ethical Essentials: Managing Conflicts of Interest and Protecting Client Confidentiality – Mike Gorby

This session will address key ethical challenges in legal practice, focusing on both conflicts of interest and client confidentiality. Participants will explore the different types of conflicts—concurrent, successive, and personal—and learn practical strategies for managing them under ABA Model Rules 1.7 and 1.9, with real-world case studies illustrating common pitfalls and effective resolutions. The session will also cover the foundational issue of client confidentiality, reviewing the legal and ethical obligations under Rule 1.6, distinguishing between attorney-client privilege and confidentiality, and understanding exceptions to these rules. Additionally, attendees will discuss strategies for maintaining confidentiality in daily practice, while also examining emerging concerns related to AI in legal work, including the newly enacted ABA formal opinion on this topic.

Key Topics

  • Conflicts of interest in legal Practice: Rules, risks, and resolutions
  • Confidentiality in the digital age: Protecting client information and attorney integrity

Session II - Professionalism is Alive! – Cari L. Sheehan

This session examines the core tenets of professional responsibility and ethical standards vital for attorneys. It emphasizes the importance of professionalism in maintaining the integrity of the legal system, explores the duties of competence and diligence as defined by the ABA Model Rules, and provides practical methods for navigating ethical dilemmas. Furthermore, it addresses the significance of a lawyer's reputation and accountability, offering strategies for managing ethical misconduct, and includes a review of relevant case studies to illustrate ethical violations and corrective measures.

Key Topics

  • Professionalism and integrity: Discusses how professionalism influences attorney’s conduct and safeguards the legal system's integrity
  • Competence and diligence: Focuses on an attorney's duty to provide capable and diligent representation according to ABA Model Rules 1.1 and 1.3
  • Ethical dilemma resolution: Provides methods for attorneys to resolve conflicts of interest, maintain integrity, and uphold ethical standards in challenging cases
  • Reputation and accountability: Discusses the importance of maintaining a positive professional image and strategies for managing potential ethical violations

This course is co-sponsored with myLawCLE. 

Date / Time: May 21, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

Michael J GorbyMichael J. Gorby | Gorby Peters & Associates, LLC

Mike Gorby is a founding member of Gorby Peters & Associates, LLC. He is a nationally recognized leader in complex corporate disputes, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings, and other public venues. Mike’s work also includes advising start up clients on the different forms of business structures and the most advantageous entity selection for the client. Mike has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia) on the topic of Premises Liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its Third edition. Mike also serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts and is also a registered mediator.

 

Cari L. Sheehan_MDBCari L. Sheehan | Taft Stettinius & Hollister LLP

With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, Cari serves as Taft Stettinius & Hollister LLP’s Assistant General Counsel. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. In addition, she assists in providing ethical training and education within the firm to its attorneys and staff.

Cari is an Adjunct Professor at the IU Robert H. McKinney School where she teaches Professional Responsibility. She is also a former Assistant Clinical Professor of Business Law and Ethics at the Kelley School of Business. She is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields and contributing to the advancement of knowledge and practice in these domains.

Cari is a frequent presenter and author on ethics and professionalism in the legal industry. She is a reoccurring author with the Res Gestae regarding the Ethics Curbstone and has been quoted in publications for her knowledge on ethical topics. Cari is also an avid speaker having given over 200 seminars on ethics and professionalism for various local and national platforms. Her primary area of research is regarding the ethics of AI and how it affects the legal and business community.

Agenda

Session I – Ethical Essentials: Managing Conflicts of Interest and Protecting Client Confidentiality | 1:00pm – 2:00pm

  • Conflicts of interest in legal Practice: Rules, risks, and resolutions
  • Confidentiality in the digital age: Protecting client information and attorney integrity

Break | 2:00pm – 2:10pm

Session II – Professionalism is Alive! | 2:10pm – 3:10pm

  • Professionalism and integrity: Discusses how professionalism influences attorney’s conduct and safeguards the legal system’s integrity
  • Competence and diligence: Focuses on an attorney’s duty to provide capable and diligent representation according to ABA Model Rules 1.1 and 1.3
  • Ethical dilemma resolution: Provides methods for attorneys to resolve conflicts of interest, maintain integrity, and uphold ethical standards in challenging cases
  • Reputation and accountability: Discusses the importance of maintaining a positive professional image and strategies for managing potential ethical violations
More CLE Webinars
Upcoming CLE Webinars
IRS Enforcement: Tax Liens & Tax Levies (2025 Edition)
IRS Enforcement: Tax Liens & Tax Levies (2025 Edition) Thu, May 8, 2025
On-Demand
Live Replay
Ethics for Plaintiff Firms at Settlement
Ethics for Plaintiff Firms at Settlement Fri, May 9, 2025
Live Webcast
Alcohol Industry Legal Risks & Rules
Alcohol Industry Legal Risks & Rules Tue, May 13, 2025
Live Webcast
Microsoft Copilot 365 AI tool for Lawyers (Part 1)
Microsoft Copilot 365 AI tool for Lawyers (Part 1) Tue, May 13, 2025
On-Demand
Live Replay
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition) Fri, May 16, 2025
On-Demand
Live Replay
Adobe Acrobat Pro for Lawyers (2025 Edition)
Adobe Acrobat Pro for Lawyers (2025 Edition) Tue, May 20, 2025
On-Demand
Live Replay
Real Estate LLC Disputes
Real Estate LLC Disputes Tue, May 20, 2025
On-Demand
Live Replay