On Demand Audio

Advising Clients During a Business Crisis Pursuant to ABA Model Rules 2.1 and 1.4

(1k+ reviews)

Produced on August 13, 2020

$ 99 Ethics and Business, Corporate, & Securities In Stock
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Course Information

Time 1h 1m
Difficulty Intermediate
Topics covered in this course: Ethics Business, Corporate, & Securities

Course Description

In this course, attorney Aaron Solomon and CEO Meredith Parfet of the Ravenyard Group will discuss the attorney’s role as advisor in a business crisis, as conceptualized by the ABA Model Rules of Professional Conduct. They will begin by providing insight into the client’s perspective, exploring the many emotional, chaotic, and complex experiences the client is facing in the midst of crisis. They will then analyze the text of  ABA Model Rules 2.1 and 1.4, and their comments, and apply them to the attorney’s role as advisor. Additionally, they will explore the structure of a business crisis from a client’s point of view and provide specific techniques for advising a client in a business crisis by helping them set priorities. 



Learning Objectives:
 

  1. Analyze the text of ABA Model Rules 2.1 and 1.4,  and their comments

  2. Examine the role of the lawyer as an advisor, through the lens of the ABA Model Rules

  3. Identify what a business crisis feels like from the client's point of view

  4. Review how to help a client in crisis set their priorities


Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .

Faculty

Aaron Solomon

Ravenyard Group

Aaron Solomon is the Director of Strategy for the Ravenyard Group, a crisis management consultancy that fuses communications, strategy, and an emphasis on leadership resiliency. He holds a JD from the University of Chicago and prior to his work with Ravenyard had a fourteen-year career as a litigator with a focus on appellate and arbitration work. His career highlights include representing the State of Colorado in arbitrations under the Tobacco Master Settlement Agreement, believed to be some of the largest conducted in the United States, participation in the successful civil defense of US Secret Service agents in Howards v. McLaughlin, 634 F.3d 1131 (10th Cr. 2011), a case covered by the New York Times, and participation in Boim v. Quranic Literacy Institute, brought under the Antiterrorism Act of 1990, and resulting in a trial court verdict of $156 million. See 340 F. Supp 2d 885 (N.D. Ill. 2004). He clerked for Magistrate Judge Geraldine Soat Brown.



Meredith Parfet

Ravenyard Group.

Meredith Parfet is the CEO and Founder of Ravenyard Group. Meredith holds an MBA from Northwestern University’s Kellogg School of Management and has nearly two decades of asset management and hedge fund experience, including serving as the COO for two alternative investment funds. She has led organizations of all sizes, from tiny start-ups to managing 600 direct reports. She is also a passionate philanthropist and co-founded Denali Venture Philanthropy, an investment organization that funds entrepreneurs who are committed to social change.

Meredith believes in the importance of lifelong learning. She has certification in Lean Sigma Six Greenbelt and as an end of life doula. She is currently working towards a master’s degree in Chaplaincy at the Iliff School of Theology.





Reviews

CM
Chase M.

Insightful

RK
Reva K.

very timely and practical

AN
Amanda N.

Even though the focus was on being a trusted adviser during a crisis, I see ways to use this material in my regular practice

WN
William N.

Outstanding discussion and a great perspective. Practical advice that can be used right away. Thanks

DH
David H.

Excellent

EH
Eric H.

Extremely helpful.

BK
Brian K.

Excellent

EG
Erik G.

I wasn’t really sure what to expect with this course but ended up pleasantly surprised. Great general information to help clients through tough spots.

AC
Alison C.

Very useful discussion and good presenters.

AQ
Anne F Q.

Quite interesting and forward-thinking.

JG
Jenni G.

Excellent CLE. Very valuable information, presented very well.

DC
Daniel C.

This was a great program that encouraged lawyers to think outside of the sterile legal environment. It is one of the few that I've done that have provided me things to think about incorporating into my work.

NF
Nathan F.

Maybe the most enjoyable online CLE I've ever watched. Bravo!

MA
Marcus A.

Very abstract

TM
Tommy M.

Really thoughtful advice on attorneys taking a holistic approach.

MB
Michael B.

really good course, timely and well presented

CA
Claudia A.

Excellent.

JB
Jamie B.

This was perhaps the most engaging cle I have ever taken. I am interested in seeking out more in this vein.

CH
Christopher H.

excellent program.

KL
Karim L.

Great advice thanks.

RL
ROBERT L.

Meredith was much better with thIs CLE than the other presenter.

MG
Marti G.

Excellent presenter.

FV
Frederic V.

Well done and informative

JB
Jared B.

excellent

VP
vincent p.

OMG. This was the BEST CLE course that I have taken in years. The information was helpful, well presented, timely and definitely memorable.

TP
Thomas P.

Good contemporaneous speakers, which I prefer over "slide-readers"!

LS
Larry S.

Very well done.

SR
Stephanie R.

Very well done.

RW
Richard W.

Excellent program.

CG
Charles G.

good course

ST
Sheldon T.

Very interesting introduction to the difficult topic of how to overcome law school training and take a broader human view of clients and their problems.

RS
Randy S.

Good program.

BG
Burton G.

I am a fan of the KISS principle and employing a team approach to crisis management. Sometimes its the finance guy who comes up with the legal solution, or the marketing guy who comes up with the financial solution.

LA
Lauren A.

Good

SS
Stuart S.

Very germane topic for the world we live in

JH
John H.

Very good ideas. Well presented.

LA
Louis t. A.

I was actually rather surprised at how informative and interesting program was. They addressed matters I have given little thought to.

EY
Ed Y.

I wrote down several quotes from the presentation. The human factor integrated with ethics.

CR
Channa R.

Amazing! Informative and well presented. Captivating and thought provoking.

AM
Antonio M.

wonderful engaging presenter.

KC
Kurt C.

Thank you.

AC
Ann C.

Great program and very timely considering the current social and political environment in the US!

MG
March G.

so timely!!

JS
Jennifer S.

This program was really excellent and not something that gets discussed much.

GD
Gail D.

Very interesting subject and very timely.

CK
Candice K.

This gave a broader context to legal advice that seemed useful for crisis management.

TR
Terry R.

Interesting concepts and perspectives.

DG
Daniel G.

Very timely and well-presented topic. Excellent resource for crisis management dynamics.

EB
Edward B.

excellent presentation

LO
Lisa O.

Very interesting topic

AR
Albert R.

Excellent course - lawyers need to be aware of the issues and concerns that face an adviser (not purely an attorney)

JJ
Joni J.

Good Course

VB
veronica b.

Excellent topic for this day & times. Much appreciated

MT
Michael T.

Excellent and practical program. Thank you!

RC
Richard C.

Great food for thought, already thinking how to implement into pending matters...

MS
Michael S.

Great course relevant to all attorneys, highly recommend.

SM
Susan M.

Thank you for the very interesting discussion!

DT
David T.

An excellent presentation on a topic that is growing in importance for lawyers. The changing role of the lawyer is accelerating and the presentation provides a framework for thinking about our response and ways to remain relevant and valuable for clients. The information is useful in guiding client relations even in the absence of a crisis.

LA
Lisa A.

This was a great program and the presenters did a great job!

EO
Eileen Cristin O.

Great course - especially in emphasizing the role of a lawyer as a trusted advisor who helps the client articulate and plan to implement their goals, and advises the client on the foreseeable legal components and responsibilities relevant to implementing those steps towards their goals. Given the radical global change happening now, this course is essential to anyone advising business clients. Thank you!

FC
Frank C.

Interesting ideas

BV
Barbara V.

Excellent presentation that I highly recommend!

TH
Tonya H.

This course was extermely relevant to lawyers in today's legal and world climate.

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