Ethical Calendaring: Protecting Clients, Cases, and Your Practice

Tuesday, March 11, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 hour of Legal Ethics CLE Credit or Legal Malpractice Law LSCLE credit.

Meet the Speaker

Annie Thompson

Chief Claims Officer

Lawyers' Mutual Insurance Company

Certified Specialist, Legal Malpractice Law

State Bar of California Board of Legal Specialization

About the Program

At its core, calendaring is not just about managing appointments; it is about safeguarding the rights and interests of your clients, maintaining professional integrity, and ensuring compliance with legal deadlines. The practice of law is inherently deadline-driven. Whether it’s filing a motion, responding to discovery requests, or appearing at a hearing, missing a single deadline can have catastrophic consequences for your client and your practice.

This program is presented by the Law Practice Management Section chaired by Dean Serwin. Find out more about the section at BHBA.org.

CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut,

and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.