2024 Accredited CLE Agenda

Thursday, December 5th

*sessions providing professional conduct hours.

7:40 - 7:45

Introduction

  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
7:45 - 8:45

A View from the Bench*

Judge Marisa Cornachio will discuss a view from the Willoughby’s Municipal Court bench, with some discussion about Lake County’s only specialized docket focused on the needs of our veterans. The presentation will include best practices in working with the court and a look potential at changes in 2025 and beyond. Judge Cornacio will discuss the role of attorneys in facilitating compliance with the requirements of the Ohio Rules of Professional Conduct, A Lawyer’s Creed, A Lawyer’s Aspirational Ideals, and the Statement Regarding the Provision of Pro Bono Legal Services by Ohio Lawyers, adopted by the Supreme Court of Ohio when working with her court.
  • Judge Marisa Cornachio | Judge of the Willoughby Municipal Court View Bio
8:45 - 9:45 AM

Cybersecurity: As the Digital World Expands Massively, We Have to Secure It!

Anytime a new technology is deployed in the market in 2023…and we assume beyond…it must be secured. The risks in the present world are too great. Think about vehicles today. Many of them are getting closer and closer to supercomputers on wheels. If there were ways for nefarious actors to access automobile systems, this could do anything from create dangerous driving conditions to be extremely annoying for individual car owners. If people are using other systems that are health-related, it is important to secure that data and those functions. The key thing is that cybersecurity has to advance alongside anything else that is advancing in technology. In a sense, as we think about the universe of thematic funds, there are very few of them that do not intersect at all with cybersecurity. In a course like this, we have to balance the discussion between what cybersecurity is, what certain specific firms are doing, the fundamentals of growth and the market opportunity, as well as also putting the current performance into context.
  • Samuel Rines | Macro Strategist, Model Portfolios at WisdomTree View Bio
9:45 - 10:00 AM

Break

10:00 - 11:00 AM

Divorce Considerations – Opportunities and Pitfalls*

This presentation will address the essential legal and financial considerations in divorce cases, highlighting both opportunities for strategic planning and potential pitfalls. With approximately 50% of marriages in the U.S. ending in divorce, attorneys play a critical role in navigating complex issues such as asset division, tax implications, spousal support, and estate planning. One of the side effects of the coronavirus pandemic was an increase in the divorce rate. As the restrictions eased in 2021 and beyond, there was a significant increase in divorce filings in many regions. The Canterbury Law Group reports that 45 percent of first marriages will end in divorce, as will 60 percent of second marriages. This presentation will provide actionable insights, current divorce statistics, and guidance on best practices to help attorneys effectively manage divorce cases and avoid common legal challenges. Randy Carver will also discuss the role of attorneys in facilitating divorce with the requirements of the Ohio Rules of Professional Conduct.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
11:00 - 12:00 PM

Artificial Intelligence: Ethical Implications for Ohio Lawyers*

Judge Lucci will explore how AI is reshaping legal practice and the ethical responsibilities that come with it. This presentation will cover the benefits of AI in enhancing efficiency while addressing critical ethical concerns, including competence, confidentiality, and avoiding bias. Attendees will learn how to integrate AI into their practice responsibly, maintaining independent judgment and compliance with the Ohio Rules of Professional Conduct.
  • Judge Eugene A. Lucci | Judge, Court of Appeals of Ohio - Eleventh District View Bio
12:00 - 12:45 PM

Lunch

12:45 - 1:45 PM

Economic, Political and Legislative Update

Over the past year, there have been significant shifts in the political, legal, and economic landscape, impacting both attorneys and their clients. This introductory session will provide an overview of the current economic, legal, and political climate and discuss the implications for legal practice. The segment will focus on how recent legislative changes are affecting estate, tax, and retirement planning. Key topics will include the impact of the 2024 election, evolving fiduciary standards, and the changing tax outlook. Attorneys will gain insights on how to help clients take advantage of new provisions in 2025 while avoiding common pitfalls.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
1:45 - 2:45 PM

Asset Protection

Join us for an insightful presentation on Asset Protection for Attorneys, where you'll learn the essential strategies to safeguard your clients' wealth from potential legal risks. This session will cover key legal tools and tactics, including trusts, business structures, and other advanced planning techniques that help mitigate exposure to creditors, lawsuits, and unforeseen financial challenges. With the increasing complexity of litigation and regulatory environments, understanding asset protection is crucial for attorneys advising high-net-worth clients, business owners, and individuals in vulnerable professions. Equip yourself with the knowledge to provide proactive legal solutions and protect your clients’ financial futures.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
2:45 - 3:00 PM

Break

3:00 - 4:00 PM

The Evolving Landscape of Non-Compete Agreements: Ohio Law and the FTC Rule

This CLE course will delve into the complexities and recent developments surrounding non-compete agreements, with a focus on Ohio's legal framework and the Federal Trade Commission's (FTC) proposed rule that seeks to limit the enforceability of these agreements nationwide. Attendees will gain a solid understanding of the legal foundations of non-competes in Ohio, including key statutory provisions and recent case law. The course will also provide the latest updates on the FTC’s rule, analyzing its potential impact, current status, and the challenges it faces. Legal practitioners will come away with actionable insights on advising clients in this evolving area of law, ensuring compliance with Ohio regulations while preparing for possible federal changes. This will include a discussion on: - Ohio's current legal approach to non-compete agreements - The status of the FTC’s proposed rule and related litigation - Practical implications for drafting, enforcing, or challenging non-compete agreements - Strategies for advising clients in light of state and federal developments
  • Judge Jeffrey W. Ruple | General Division Lake County Common Pleas Court View Bio
4:00 - 5:00 PM

Settlements

This segment will cover both the structuring of settlements and the management of funds once received. Attorneys and clients may choose between a structured settlement, a lump sum, or a combination of both, and we will review the benefits and potential drawbacks of each approach. A thorough understanding of different financial advisory arrangements and their associated costs is critical in making informed decisions that serve clients' best interests, both practically and from a fiduciary standpoint. Often, what appears to be the lowest-cost option may not be the most suitable or cost-effective when all factors are considered. The presentation will also compare and evaluate various compensation models, including fee-based, commission-based, hybrid, and internal models. Additionally, we will discuss new fee-splitting arrangements between advisors and attorneys. As always, time will be reserved for participant questions.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
5:00 - 5:30 PM

Wrap up, Documentation & Course Evaluation

  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio