Hot Topics in Law Practice Management



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New York State Bar Association Hot Topics in Law Practice Management 2014 CLE Summit Security Concerns for Law Firms What You Need to Know about Cybersecurity, Data Security, Office Security and More NYSBACLE 7.0 MCLE Credits Thursday, November 20, 2014 9:00 a.m. 5:00 p.m. Executive Conference Center 1601 Broadway at 48 th Street New York City Special Corporate Counsel Section Member Rate: $125.00 NYSBA members: $150.00 Non-members: $250.00 www.nysba.org/hottopicsinlpm Sponsored by the Law Practice Management Committee, the Committee on Continuing Legal Education, the Corporate Counsel Section of the New York State Bar Association

Hot Topics in Law Practice Management 2014 CLE Summit Security Concerns for Law Firms What You Need to Know about Cybersecurity, Data Security, Office Security and More PROGRAM LOCATION Thursday November 20, 2014 New York City 0DT54 Executive Conference Center 1601 Broadway at 48 th Street New York, NY 10019 Important Note: Important Note: If you plan to pre-register within 10 days of the program or register at the door, please call us at (800) 582-2452 or in Albany and surrounding area, dial (518) 463-3724, to verify that the program is not sold out or that the date or location has not been changed. Those who pre-register in advance of the program will automatically be notified of any such changes and will receive a full refund up to the day prior to the program, if they cannot attend and notify us of their cancellation. Please pre-register as early as possible. New York City November 20, 2014 Can t Attend in Person? This program offers a simultaneous live webcast option allowing you to attend the program from the convenience of your office. NOTE: Newly admitted attorneys must attend in person to receive New York MCLE credit 7.0 TOTAL CREDITS: 7.0 areas of professional practice and/or law practice management. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months). This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.2 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/ professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law. This course does not qualify under any of the nine specified new admit areas, in five of which New Jersey attorneys admitted in 2009 or thereafter, in their first full two-year compliance period, must take 15 of their 24 required credit hours (see BCLE Reg. 201:2). This program has also been approved for MCLE credit by the State Bar of California and the Pennsylvania Continuing Legal Education Board for 6.0 credit hours of substantive law and 0 credit hour of ethics. All inquiries regarding MCLE credits may be directed to (518) 487-5606. This course includes NO credit hours for the Continuing Professional Education (CPE) requirements of New York and New Jersey CPAs. Sponsor numbers: New York: 000026; New Jersey: 20CE00099900. The New York State Bar Association s Committee on Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of continuing legal education in the State of New York. IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED. Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot receive MCLE credit for a program segment unless they are present for the entire segment. Persons who arrive late, depart early, or are absent for any portion of the segment will not receive credit for that segment.

PROGRAM DESCRIPTION Featuring an all-star panel of speakers, this first annual Hot Topics in Law Practice Management summit will focus on security concerns for law firms. Panelists will cover what you need to know about cybersecurity, data security, office security and more. Get practical advice. TOPICS INCLUDE Office Security Physical Security Employer Duty for Employee Physical Security Building/Premises Security and Specific Office Security Concerns about Weapons in the Workplace Cyber Security and Information Security Protecting Confidential Information Use of Social Media Use of Third Party Vendors Credit Card Payment Processing, efax, Web Based Email, Data Storage, Practice Management Software and the Cloud Technology in the Workplace Equipment Security Bring Your Own Device Policies What You Need to Know IT and Computer Security Network and Replacement of Equipment Metadata, ediscovery and Litigation Security Concerns Response to Data Subpoenas Metadata Use in Litigation and Eliminating Possible Use in Litigation E-discovery Agreements Pretrial AGENDA 8:30-9:00 a.m. REGISTRATION (continental breakfast) 9:00-9:15 a.m. WELCOMING REMARKS 9:30-10:45 a.m. OFFICE SECURITY 10:45-11:00 a.m. BREAK Employer Duty to Protect Employees from Harm Howard S. Shafer Shafer Glazer, LLP Strategies and Best Practices for Building Security Gary B. Fiebert Smock Law Firm Consultants LLP Weapons in the Workplace - Risks and Rights Brian T. Stapleton, Esq. 11:00-12:30 p.m. Cyber/Information Security Protecting Confidential Information Bill Squier Two Sigma Investments LLC Security Issues Arising from Use of Social Media by Companies and their Employees Joseph V. DeMarco, Esq. DeVore & DeMarco, LLP Protecting Proprietary and Other Information When Using 3 rd Party Vendors Kenneth C. Citarella, Esq. Guidepoint Solutions LLC 12:30-1:30 p.m. LUNCH (on your own)

1:30-3:00 p.m. Technology/Equipment Security 3:00-3:15 p.m. BREAK Concerns With Regard To Bring Your Own Device Policies Christine Whalley Pfizer Protecting Your Physical and Cloud Computing Networks Natalie Sulimani, Esq. Sulimani Law Firm Securing Physical Equipment and the Information It Contains and Retains Robert Cioffi Progressive Computing 3:15-4:45 p.m. Litigation and Security Understanding E-Discovery John J. Jablonski, Esq. Protection and Exploitation of Metadata John Elbasan, CTO Ian K. Hochman, Esq. Use and Defense of Data Subpoenas Charles A. Ross Charles A. Ross & Associates 4:45-5:00 p.m. QUESTION AND ANSWER SESSION 4:45-5:00 p.m. CLOSING REMARKS AND ADJOURNMENT PROGRAM FACULTY Howard S. Shafer, Esq. Shafer Glazer LLP Gary B. Fiebert Smock Law Firm Consultants LLP Brian T. Stapleton, Esq. Bill Squier Two Sigma Investments LLC Joseph V. DeMarco, Esq. DeVore & DeMarco, LLP Christine Whalley Pfizer Natalie Sulimani, Esq. Sulimani Law Firm Robert Cioffi Progressive Computing John J. Jablonski, Esq. John Elbasan, CTO Ian K. Hochman, Esq. Charles Albert Ross Charles A. Ross & Associates Kenneth C. Citarella, Esq. Guidepoint Solutions LLC Jessica D. Thaler, Esq. WHO SHOULD ATTEND Approved for all attorneys, including those who are newly admitted (less than twentyfour months).

Not a Corporate counsel Section Member? Join today and enjoy valuable benefits. Connect and network with fellow attorneys Enhance your knowledge with Section publications Save 15% on this program! www.nysba.org/corporate INFORMATION AND POLICIES Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early. Registrations received or postmarked within 10 days of the event, or at the door, are subject to a higher registration fee. Seating is limited in all locations and registrations are taken on a first-come, first-served basis. Cancellations are easy full refunds are given: Your full registration fee will be refunded if you give us notice no later than the close of business (4:45 p.m. EST) on the day prior to the date of the program for which you registered. To cancel, write the State Bar Service Center at One Elk Street, Albany, New York 12207; or fax (518) 487-5618; or call (800) 582-2452. If you do not cancel and do not attend the program, access to a complete set of course materials in PDF format will be forwarded to you via email in consideration of the registration fee. Non-registrants may purchase program materials after the final program date. MCLE Credit: This program is acceptable for MCLE credit in New York and many other MCLE jurisdictions. Tuition Assistance: New York Attorneys may apply for tuition assistance to attend this program based on financial hardship. Any New York attorney who has a genuine financial hardship may apply for tuition assistance for a CLE program by completing a Tuition Assistance Request Form and returning it to the CLE Department no later than five working days prior to the program, explaining the basis of his/her hardship. If granted, the attorney will receive tuition assistance, depending on the individual s circumstances. For more details, please contact our State Bar Service Center at (800) 582-2452. Group Discounts: Subject to availability and exclusions, group discounts are available to law firms and organizations sending 3 or more employees to any one NYSBA CLE program. Please contact Jane Nielsen, at (518) 487-5586 for more information. CLE Coupon Plan: For more information on our CLE Coupon Plan offering substantial savings on full-day, live programs, please contact the Registrar s Office at (800) 582.2452. Recording of NYSBA Seminars in any form is strictly prohibited. Accommodations for Persons with Disabilities: NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O Brien at (518) 487-5585 or cobrien@nysba.org. Course Materials Electronic Course Materials! Go to www.nysba.org/ecm for more information! Not a NYSBA Member? With NYSBA Membership You Can Do More WITH More: 1. Save money with members-only discounts on CLE of more than 30% 2. Stay informed with up-to-date, accurate members-only information and publications 3. Access members-only job and career resources at www.nysba.org/jobs 4. Network with the best via exclusive, members-only Section benefits Become a NYSBA Member Today! Go to www.nysba.org/join or Call 800.582.2452 Special Offer from the NYSBA Bookstore Save 20% on our featured product New York Lawyer s Deskbook, Second Edition WINNER OF THE ABA S CONSTABAR AWARD! Learn how to handle basic transactions in 27 different areas of law Be able to easily transition from theory to practice using the valuable practice tips Keep abreast of case and statutory changes in the different areas of law More PN: 4150 w/2013-2014 supplement NYSBA Members $345 Non-Members $425 1.800.582.2452 www.nysba.org/pubs Use coupon code PUB2219 when you order online and save 20%.* *Offer expires 30 days after program date.

NEW YORK STATE BAR ASSOCIATION CONTINUING LEGAL EDUCATION One Elk Street, Albany, NY 12207 Non-Profit Org. U.S. Postage PAID Albany, N.Y. Permit No. 155 NYSBA Law Practice Management Whether you re a solo practitioner or a managing partner at a national law firm, you ll find law practice management resources to meet your day-to-day practice needs.checklists, best practices, publications, and continuing legal education programs provide up-to-date information and practical tips to help you better manage your law practice. Starting a Practice Managing Your Practice Protecting Your Practice Marketing Your Practice Technology and Your Practice Selling Your Practice and Retirement Planning Ahead www.nysba.org/lpm Hot Topics in Law Practice Management 2014 CLE Summit Security Concerns for Law Firms What You Need to Know about Cybersecurity, Data Security, Office Security and More Thursday, November 20, 2014 9:00 a.m. 5:00 p.m. 7.0 MCLE Credits New York City 4 Ways TO REGISTER Online www.nysba.org/cle www.nysba.org/hottopicsinlpm Call 1.800.582.2452 (U.S. and Canada) or 518.463.3724 in Albany & surrounding area Download an order form online at www.nysba.org/cleorderform and Mail State Bar Service Center New York State Bar Association One Elk Street Albany, NY 12207 Fax 518.463.5993 Pricing Special Corporate Counsel Section Member Rate: $125.00 NYSBA members: $150.00 Non-members: $250.00 Source Code: CL4233 Note Registration fees for live programs increase ten days prior to the program date.