Practical lessons judges, attorneys, and financial professionals usually learn the hard way.
Some of the most valuable professional lessons aren't found in a statute, tax code or textbook. They're learned through experience, often after seeing the same problems arise again and again.
What do experienced judges, lawyers and financial professionals wish clients and fellow professionals understood sooner? This candid, conversational CLE/CPE brings together perspectives from the bench, legal practice, accounting and forensic work to explore the warning signs that are too often overlooked, the records and conversations that matter years later, and the practical steps that can prevent small issues from becoming expensive problems.
Through real-world examples and lessons learned over the course of their careers, the panel will discuss corporate and financial recordkeeping, employment practices, communication among advisors, litigation and expert issues, professional credibility, preserving records when problems arise, and some of the everyday practices that can make working with clients and fellow professionals easier and more effective.
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