IN-FIRM ETHICS CLE PROGRAMS

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LUNDBERG LEGAL ETHICS IN-FIRM CLE PROGRAMS

Every lawyer in every law firm in Minnesota must get three ethics credits somewhere, every three years. Why not do it in a creative way, with your own partners and associates, in a program closely focused on the particular ethical issues that arise in your practice, scheduled at a time and place convenient to your firm? Charles Lundberg has developed an in-house CLE program for law firms to help their lawyers satisfy their CLE ethics requirement in an in-house or firm retreat setting, specifically tailored to address the types of conflicts or other problems that arise in each firm’s unique practice areas.

CLE Credits: Three ethics credits approved by the Minnesota State Board of Continuing Legal Education. Flexible scheduling available: one 3-hour session, two 1½-hour lunch programs, etc.

– ABOUT THE PROGRAM –

The Minnesota Lawyer had this to say about the program:

“[Chuck Lundberg is] a “decidedly unorthodox” CLE presenter. Rather than lecturing, he requires the audience to participate in a law school-like Socratic dialogue, engaging them in a discussion of real-life hypotheticals that vividly illustrate potential ethical conflicts and other problem areas in the law of lawyering. According to those who have seen these presentations, this can be an extremely effective teaching tool. Lundberg uses a humorous and gently self-deprecating speaking style, “demanding” the audience get involved, eliciting comments and ideas from the attendees, provoking them to think about how conflicts and malpractice claims arise in the real world and how practical avoidance techniques and strategies can be developed to deal with them.”

Minnesota Lawyer, February 4, 2002

– BENEFITS & COST –

Does this program make sense for my law firm?

In addition to satisfying everyone’s CLE ethics requirements, the program has other benefits. When a roomful of partners and associates begin talking to each other in a rigorous way about serious ethical issues that come up in their daily practice, it almost always results in an invigorating and firm spirit-building experience. The cost-benefit will vary, depending on the size of the firm, but the expense is typically significantly less than the firm is already paying for its lawyers’ ethics credits. Get in touch with Lundberg Legal Ethics today and we will find a solution that’s perfect for your firm.

– TESTIMONIALS –

What are others saying about the program?

“If you are responsible for planning educational programs for your firm or organization, I highly recommend Chuck Lundberg’s presentations on ethics.  We have used Chuck on several occasions and he has always provided a professional performance that is well received.  You can use his preplanned programs or work with him to prepare specific content.  Chuck has both the subject matter expertise in ethics and malpractice, and the skills of a professional performer.  He leaves the audience laughing and informed.  Our attendee’s evaluations of Chuck’s presentations are always high.  That is true whether the attendees are from small firms, large firms, new lawyers or more experienced attorneys.”

Tim Groshens, Executive Director, Minnesota State Bar Association

* * *

“Chuck worked with us to select discussion scenarios that rang true to our firm’s practice and got everyone participating in the give and take.  He directed discussion with knowledge and wit, but let us work out the answers.  I can’t imagine a more effective, engaging or enjoyable way to learn about ethics.”

Bryn Vaaler, Professional Development Partner, Dorsey & Whitney LLP

* * *

“Chuck’s half-day seminar for all of the lawyers in our firm was very well received.  His video hypotheticals were selected to fit our practice specialities and our requested areas of emphasis.   His advice was practical.  His good humor and deep knowledge of the subject matter combined to make him a very effective teacher.  I highly recommend Chuck to any firm looking for personalized, efficient, high-quality ethics training.”

Lowell Noteboom, General Counsel, Leonard, Street and Deinard

* * *

“Getting a group of lawyers (with different levels of experience) to enthusiastically participate in a three-hour discussion of the Rules of Professional Conduct is no easy task. The ability of a presenter to create an atmosphere in which the lawyers want to participate and enjoy doing so is very unique. When it is done well, learning becomes interesting and fun. With thorough preparation, keen intelligence, and quick wit, Chuck makes it look easy.”

Fredrikson & Byron  

* * *

“Chuck’s seminar made learning the rules of ethics engaging, interesting, and even fun.  We especially appreciated the real-life focus on how the rules can and do directly affect actual cases.  I know our attorneys who attended the seminar will be better equipped to recognize and deal with a potential ethical dilemma the next time one arises.  The CLE credit was just icing on the cake.”

John Sear, Associate Development Partner, Bowman and Brooke L.L.P.

* * *

“Chuck Lundberg presented an Ethics program for our firm that covered recent developments in the law of Professional Conduct and tailored specific issues for discussion that applied to our firm’s areas of practice. The presentation was well-prepared, insightful, entertaining, and fostered very productive discussions among our lawyers. Chuck has presented Ethics programs three times for our firm, and each time we received many favorable comments from all those who attended.”

George Serdar, Messerli & Kramer

* * *

“The evaluations from our attorneys uniformly praised the program, particularly the way Chuck specifically focused the scenarios and discussion on the unique ethics issues that can arise in our firm’s intellectual property practice. The presentation techniques, involving all of the attendees in the discussion, and the video clips were all very well-received. Several of our attorneys noted that your in-house training format was much more relevant and interesting than a standard CLE program.”

Westman, Champlin & Kelly, P.A.

* * *

“Chuck’s seminar received excellent marks from the over 80 attorneys in our firm who attended. In particular, the method of using hypotheticals and audience participation was very effective in raising the awareness level of ethical issues encountered in our everyday practice–both litigation and transactional. 

By encouraging and eliciting a lively discussion of the nuances involved in the practical application of the ethics rules, and coupled with Chuck’s sense of humor, the seminar was much more effective than the typical lecture on the rules of professional conduct. The audience was engaged for the entire three hours and the universal conclusion was “this was great, let’s do it again sometime!” Now, when was the last time you heard that from your partners about an ethics seminar?”

Ethics Partner, Briggs and Morgan

* * *

“Chuck Lundberg presented his interactive Ethics CLE program to 120 Faegre & Benson lawyers on May 19, 2005. The event was an unqualified success. Our lawyers found the format of hypotheticals followed by audience-participation discussion to be thought-provoking and entertaining. We were very impressed with the content and quality of Chuck’s presentation, and plan to have him back in the future. We highly recommend the program.”

Jack M. Fribley, Faegre & Benson L.L.P.  

* * *

“Our firm was one of the first to sponsor one of Chuck’s in-house ethics programs several years ago. His thought-provoking hypothetical-based approach and his entertaining and challenging delivery were uniformly well-received by our attorneys, and we have had him back several times since. We are now sending him out to present similar programs at our other offices across the country. The opportunity to get all of our lawyers together in one room to talk about ethical issues peculiar to our practice is well worth it; the fact that we can also satisfy everyone’s need for CLE ethics credits in one program is even better.”

CEO and Managing Director, Merchant & Gould

* * *

“Chuck did a fantastic job of moderating a fast-paced, engaging, and extremely informative discussion about the ethics issues that affect the attorneys in our firm every day. Afterward, I got email after email, from both partners and associates, thanking the firm for inviting Chuck to present his in-house ethics seminar. We will definitely have Chuck back in the future.”

Bill Hart, Meagher & Geer, P.L.L.P.

* * *

“Chuck has presented his in-house ethics program to our firm twice over the past six years. Both times he tailored the program to our firm’s unique specialty areas. The give-and-take with the audience while analyzing how the rules applied to the hypotheticals was both entertaining and insightful. Our lawyers found this to be one of the best and most practical CLE ethics programs they had ever seen. We especially appreciated the flexible scheduling options available: as a trial law firm, it was easier for us to break up the three hour program into two 1½ hour lunch sessions.”

Paul C. Peterson, Managing Partner, Lind, Jensen, Sullivan & Peterson, PA

* * *

“We have had several in-house ethics programs over the years, and Chuck’s was by far the most well-received, most effective and most enjoyable. In addition to the superlative written evaluations that our attorneys gave Chuck, several of them approached me afterward to tell me this was our best ethics program ever.  Typical of the written comments was the following:  “This was fantastic!  The best I’ve ever seen.”  I concur!”

Andrew Tanick, Loss Prevention Partner, Rider Bennett, L.L.P.

* * *

“We really appreciated the way you worked with us to develop a program of interest to our law firm. The topics and presentations were quite relevant to our practice. Your hypothetical format, and the opportunity to work with you to craft additional scenarios of interest to our lawyers, were invaluable.”

Ethics Partner, Lindquist & Vennum, P.L.L.P.

* * *

“Need Ethics Training for your Firm?  Start with a very good lawyer with lots of experience and a sixth sense for integrity,  mix in a remarkable command of Ethics law, a knack for framing issues that your lawyers encounter, add irony and a sense of humor, ask him to speak to your firm’s lawyers, together as colleagues in one setting, on a subject that is,  all at once, demanding, rewarding, interesting, and absolutely essential to every lawyer, and get CLE credits to boot.    That’s Chuck Lundberg.  You get more than you pay for.”

Robert W. Kettering, Jr., Arthur, Chapman, Kettering, Smetak & Pikala, P.A.

* * *

“I would highly recommend Chuck’s customized ethics presentation to any law firm. The presentation and the response by my colleagues exceeded my expectations. Although it is an obvious advantage to purchase everyone’s CLE credits at the same time, the greatest benefit was to have all of our firm attorneys in one room collectively discussing relevant ethical issues for half a day.”

Administrative Partner, Best & Flanagan, L.L.P.

* * *

“One of the difficult tasks facing law firm management is ensuring that the firm’s attorneys learn, discuss, and implement legal ethics. But ethics training frequently is expensive and cumbersome and often is ineffective. Chuck Lundberg’s approach to teaching ethics stimulates learning and discussion in a most effective way. At his seminar, everyone participates. He doesn’t lecture. He doesn’t necessarily have all of the answers. He does, however, effectively engage all of the participants in thought-provoking and entertaining ways. 

At his seminar, all attorneys in the firm are present for one seminar during which there is wide-open discussion about ethical rules. It soon becomes evident how even lawyers at the same firm have different opinions about ethical rules that need to be discussed. Chuck’s hypothetical format – with participation by all of the attorneys – confirmed for our firm the importance of a law firm philosophy regarding ethical standards, of the need for professional relationships with other professionals, and of our duties as officers of the Court.”

Dan Gislason, Gislason & Hunter, L.L.P.

* * *

“The program was a huge success. I have heard nothing but positive comments, especially from my often hard to please partners. Thanks for an informative and entertaining presentation.”

Managing Partner, Zelle, Hofmann, Voelbel, Mason & Gette L.L.P., Minneapolis

* * *

“We chose the ethics program offered by Chuck Lundberg because we knew that each and every discussion point would be pertinent to our firm’s unique practice areas (family, juvenile, and adoption) and challenging to our lawyers and staff.  The presentation was engaging and stimulating, never pedantic.  This is money well spent for a specialty firm like ours.”

Walling, Berg & Debele, P.A.

* * *

“We’ve had Chuck present his full three-hour ethics program twice over the past few years. Both presentations received excellent reviews from our attorneys. Learning ethics through discussion of “real-life” ethics scenarios, focused on our intellectual property practice, was not only informative but highly engaging. In the future, we are considering bringing Chuck back to do some shorter, more focused advanced presentations for our specific practice groups in which we will work with him in crafting some hypotheticals to address our specific and ongoing needs.”

Senior Partner, Schwegman, Lundberg, Woessner & Kluth, P.A.

* * *

“Chuck presented his risk management program for our annual risk management seminar.  This seminar can be particularly challenging for speakers as the audience includes our insureds (many of which have no experience with legal malpractice claims), and our defense counsel (who are highly skilled and sophisticated in this area).  Chuck was able to present material that met the needs of all the participants.  The advice he gives is practical and easy to integrate into the daily practice of law. In addition to being informative, the information was delivered in an entertaining and engaging manner.  The interactive presentation was well-received and got outstanding feedback from our attendees. I would highly recommend Chuck as a presenter on ethics or risk management tools to help guide any practitioner in the practice of law.”

Kim Noble, J.D., Senior Vice President, Lawyers’ and Real Estate Professional Liability, OneBeacon Professional Insurance

* * *

“Chuck recently presented his seminar for our Claim Unit attorneys, whose responsibilities include adjusting legal malpractice claims.  Chuck’s presentation was excellent, using hypothetical situations to engage us in a lively discussion of ethical issues confronting attorneys and the legal malpractice implications they engender.  As important from our perspective were the practical suggestions Chuck offered for dealing with ethical dilemmas, thereby reducing an attorney’s exposure to a malpractice claim.  I think Chuck’s program is an invaluable risk management tool for every law firm practicing in Minnesota.  I wish all our insureds would take advantage of this great opportunity to be reminded of the many pitfalls in the everyday practice of law and the practical steps you can take to protect your professional interests.”

Mark Krueger, Claims Attorney, Professional Errors & Omissions Claim Unit, St. Paul Travelers Insurance Company

CONTACT LUNDBERG LEGAL ETHICS

– PHONE –

612-875-8007

– EMAIL –

chuck@lundberglegalethics.com