Pennsylvania Bar Institute

Bringing Excellence to CLE

Course Extras

RELATED PAGES:   PLI Course Extras

At PBI, we strive to use all technology available to provide you, the Pennsylvania attorney, with resources to assist you in your practice of law. Faculty at our seminars sometimes provide us with links, slide presentations, last-minute handouts and other materials that you may appreciate having in electronic format. That is the purpose of this value-added service, Course Extras. Materials are available for a month following the program.

This is the place to come for links to items that are a followup to our seminars.

11th Annual Nonprofit Institute (May 22, 2013)

• Universe of Nonprofit Entities
• Mergers, Joint Ventures and Collaborations
• Hiring, Firing and Evaluations
• Memorandum Opinion Re: Defendants' Motion For Judgment As A Matter Of Law, New Trial, Or A Remittitur
• Responding to Sexual Misconduct Cases in the Institutional Setting
• 10 Things Every Board Member Needs to Know

Long Term Care Planning for Seniors (May 15, 2013)

• Understanding Long Term Care Insurance
• Gathering the Correct Information
• Caregiver Agreements
• Using Irrevocable Grant Trusts for Long-Term Care
• Support Act
• Revised Summary of Contents
• Revised Table of Contents page xv

17th Annual Insurance Institute (May 8, 2013)

• The Future of Solvency Regulation (or Back to the Future??)
• Bad Faith Update
• Insurance Insolvency Rules
• Ethics & Technology
• Health care reform & stuff people are thinking about
• Usage-Based Auto Insurance and Its Ethical Implications
• Climate Risk

The Strategic Negotiator (May 7, 2013 & upcoming video replays)

• Moving from Distributive to Integrative Dispute Resolution

Sentencing in Pennsylvania State Courts (May 1, 2013)

• Slides

The Final HITECH Regs: Dramatic Impact on HIPAA Privacy, Security & Breach Notification Requirements (April 30, 2013)

• HIPAA HITECH Final Security Rule
• New Breach Rules under HITECH
• The Final HITECH Regs: Dramatic Impact on HIPAA Privacy, Security & Breach Notification Requirements
• Lawyers as Business Associates--Increased Risk and Increased Complexity
• Changes to the Enforcement Rule

eDiscovery Symposium (April 26, 2013)

• Criminal Prosecutions and Governmental Investigations—The Electronic Haystack
• Symplifiying E-Discovery in Patent and Complex Cases in Federal Court
• E-Discovery for the Small Law Firm
• Discovery and Use of Social Media Evidence at Trial
• Competency in E-Discovery
• "Simplifying" eDiscovery in Patent and Complex Cases in Federal Court

7th Annual Intellectual Property Law Institute (April 24-25, 2013)

• Anatomy of a License Best Practices
• Trademark Law Update
• Already v. Nike: What's It to You?
• Recent Developments in Trade Secret Law
• Software Protection: What is the Current State?
• Post-Grant Proceedings: What to use and when
• Ethical Considerations for Trademark Lawyers
• Ethical Issues in Copyright and Social Media
• IP Basics: A Primer on Trademark and Copyright
• New Domain Name Rights Protection Mechanisms (RPMs): The New Era of Enforcement
• Jurisdiction Post Nike
• Life After Death: Celebrity Trademarks & Rights of Publicity
• The New Normal – Validity Trials at PTAB
• Patent Business Landscape: Creative Strategies for Monetizing a Client’s Patent Portfolio
• Patent Law Case Update
• Ethical Issues in Patent Law Practice
• Some Copyright Law Developments 2012-13
• Section 101/Abstract Idea Update: Courts, Board and Examination
• Covenants Not To Compete and Trade Secrets and Confidential/Proprietary Information
• When Does the First Amendment Trump Trademark and Copyright Law?
• Scope of Waiver When Asserting Opinion in Defense of Willfulness

Legal Issues in an Age of Aging (April 23, 2013 & upcoming video replays)

• What Every Elder Law Attorney Needs to Know About Veterans' Benefits
• Strategies for Dealing with Incapacity

Family Law Institute - 2013 (April 22, 2013)

• Beginners Track
  • Custody Practices and Procedures Under the New Statute and Rules
  • When the House Comes Before the Ring: Preparing for the Divorce Master Hearing
  • Basics of Prenuptial Agreements
• Use of Asset Protection Trust in Lieu of or in Conjunction with Prenuptial Agreements
• Dispelling the Myths: Counsel for Children & GALs in Domestic Relations Cases
• Special Education: A Practical Overview
• Oil and Gas Leases--What You Need to Know

Ethics Potpourri--PBA Legal Ethics and Professional Responsibility Committee Update (April 18, 24 & 26, 2013)

• Slides

The Law of Arrest, Search, and Seizure in Pennsylvania (April 18, 2013 & upcoming video replays)

• ECPA/SCA
• Arrest, Search & Seizure

Structuring and Crafting Commercial Loan Documents (April 17, 24 & 30, 2013 & upcoming video replays)

• Syndicated Financing & Enforcement Issues
• [link to sec.gov] Exhibit 10.1 Term Loan Credit Agreement

19th Annual Employment Law Institute (April 16-17, 2013)

Tuesday

• 8:35 - 9:35
  • Plenary: Year in Review: What's New in Employment Law
• 9:50 - 10:50
  • Session 1: FMLA – Understanding the Basics
  • Session 2: Private Eyes Are Watching You Common Privacy Issues In The Workplace
  • Session 3: Costs and Benefits of Expert Witnesses in Employment Cases
  • Session 4: Inside the Beltway: Taking the Pulse of Employment Law After the 2012 Election
  • Session 5: Ethics in Employment Law: Attorneys Beware! This Could Happen to You!
  • Session 6: Essentials of Independent Contractor Use
• 11:00 - 12:00
• Session 7: ADA Basics
• Session 8: Bring Your Own Devices ("BYOD") Policies
• Session 9: I Guess that's Why They Call it the Blues: Dealing with the Depressed Employee
• 1:15 - 2:15
  • Session 11: Wage & Hour 101
  • Session 12: Purists & Prostitutes: Ethical Issues When Employment Lawyers Take a Walk on the Other Side
  • Session 13: Zero Dark Forty-Plus: Navigating the Evidentiary Minefield
    in Age Discrimination Cases
  • Sessions 14 & 20:
    • The Wide Ranging Impact of the Noel Canning Decision/The National Labor Relations Act & the Non-Union Workplace
    • Recent Developments at the National Labor Relations Board
  • Session 15: Managing the Cost of Litigation Through Financial Stewardship
  • Session 16: A New Generation of Sexual Harassment Cases
• 2:25 - 3:25
  • Session 18: Turning a Silk Purse into a Sow's Ear: The Top Ten Ways Retaliation Claims Transform A Bad Case Into A Payday
  • Session 21: Litigating Independent Contractor Cases
  • Session 22: The Great Arbitration Debate: Mandatory Arbitration of Employment Disputes – Boon or Bane?
• 3:35 - 4:35
• Session 23: Reasonable Accomodation and the Interactive Process 101
• Session 24: From Checkered Past to Bleak Future: Protecting the Employment Rights of Individuals with Past Criminal Records
• Session 25: Title VII Update: Yes, There Are New Interpretations and Applications of Title VII
• Session 27: Avoiding the Pitfalls of Managing Intermittent Leave

Wednesday

• 8:35 - 9:35
  • Session 29: Distracted Driving: Legal Liability and Preventive Measure for Employers
  • Session 30: The OFCCP's Regulatory and Enforcement Agenda
• 9:50 - 10:50
• Session 31: Legal Ethics and Social Media
• Session 32: Litigating the Reasonable Accommodation Case: It's Harder Than You May Think
• Session 33: Hot Topics before the EEOC
• Session 34: Limiting Contractor Misclassification and Joint Employment Liability
• Session 35: Responding To and Preventing Whistleblower and Retaliation Claims
• Session 36: How Immigration Problems Weave Themselves Into All Aspects of the Work Relationship
• 11:00 - 12:00
  • Session 37: Drafting Effective Separation Agreements
  • Session 38: Veterans' Rights Under USERRA: The Interplay with FMLA
  • Session 39: US Equal Employment Opportunity Commission Update
  • Session 40: Lessons from the Lion's Den: Employment Law Takeaways from the Penn State Scandal
• 1:15 - 2:15
  • Session 43: Steering the "Problem Employee" Safely Out the Door
  • Session 44: Rethink Your Approach to Mediation: Practical Tools for More Successful Mediation Outcomes
  • Session 46: The Arc of the Covenants: New Developments in Restricitive Covenant Law
  • Session 47: ERISA Litigation Update: A Renewed Interest in Breach of Fiduciary Duty Claims
  • Session 48: The Role of Data and Statistics in Recent Wage and Hour Matters
• 2:25 - 3:25
• Session 50: Strange Issues in Employment Litigation in Pennsylvania
• Session 51: Consulting or Coaching: Talking to Witnesses During Their Testimony
• Session 52: You Talkin' To Me? Individual Liability in Employment Law
• Session 53: Practical Advice for Meeting the Regulatory Challenges of the ADA and the FMLA
• Session 54: Litigating the Discrimination Case in State Court
• 3:35 - 4:35
  • Session 55: Workplace Harassment: Proving It and Defending It
  • Session 56: Costanza Project (video)
  • Session 57: Health Care Reform Update: What You Need to Know Now
  • Session 58: UC Statutory and Case Law Update
  • Session 59: Workplace Violence: Finding a Balance between Employers' Responsibilities and Employees' Rights

Solving Drivers Licensing Problems (April 12, May 16, 2013 & upcoming video replays)

• Handout: Refusals: Current Issues as Decided by the Commonwealth Court
• Handout: Understanding the National Driver Registry & How Out-of-State Violations Will Affect Your Client's Driver's License
• 67 Pa. Code 83.1‐83.6

How to Litigate a School Bullying Case (April 12, 2013)

• Chaudhry School Bullying

UCC/Article 9 Amendments (April 11, 2013)

• 2010 Amendments to Article 9 of the Uniform Commercial Code

Internet Legal Research (April 10 & 25, 2013 & upcoming video replays)

• Searching Social Media
• Internet Legal Research
• Using Apps

Environmental Law Forum 2013 (April 10-11, 2013)

Wednesday

• Air Quality Update
  • The Sixth Circuit Court of Appeals Rejects EPA's Functional Interrelatedness Test for Air Aggregation (Cusano)
  • Air Quality Update (Reiley)
• Land Use/Zoning Law Update (Levine & Creme)
• Infrastructure: Green v. Gray
  • Handout (Trimbath)
  • Slides (Trimbath)
• Managing Contamination Liability (McIntyre)
• The Environmental Business from the Technical Perspective
  • Site Remediation (Palko)
  • Property & Business Transactions (Wendling)
• Greenhouse Gas Emission, Quantification, Reporting and Controls
  • Slides I (Anderson)
  • Slides II (Anderson)
• Planners' Roundtable
• Mining Update (Jenkins)

Thursday

• EPA, Stormwater and Wet Weather (Kier)
• Regulation of Water, Waste and Air
  • Slides (Salvia)
  • Slides (Seighman)
• Prosecuting and Defending 3rd Party Appeals and Citizen Suits (Gerlach)
• Commonwealth Ownership of Submerged Lands: Navigability at Law and in Fact (Whitaker)
• Oil and Gas Regulatory Update (Perry)
  • Slides (Perry)
  • Slides (Wolford)
• Contested Proceedings before the PUC
  • Overview of the Relationship Between DEP and the PUC (Wushinske)
  • Practice Before the PA PUC (Stewart)
• Major Federal Environmental Decisions: Courts of Appeals Cases (Aagard)
• Current Issues in Permitting and Planning (Newman)

Internet Law Update 2013 (April 3 & 10, 2013 & upcoming video replays)

• Cross Border Discovery
• Predictive Coding – Life after Da Silva Moore & Awarding Costs of Technology Assisted Review – Case Law Update
• Privacy
• Patent Law
• Internet Law Update 2013 – The First Amendment Online
• Privacy
• Security Threats & Trends
• eDiscovery 101
• Managing the Legal Concerns of Cloud Computing
• Social Media

Tough Problems in Workers' Compensation 2013 (April 3, 9 & 16, 2013 & upcoming video replays)

• WCAIS Update: Hon. Elizabeth A. Crum
• A Primer on New Jersey Worker's Compensation for Dual Jurisdiction Benefit Comparison

Understanding the Basics of Elder Law (March 21, 2013 & upcoming video replays)

• Medicaid Eligibility Rules
• Guardianships
• Powers of Attorney and Medical Directives
• Basic Asset Protection Strategies
• Care Options for the Elderly
• A General Overview of Select Public Benefits for the Elderly
• Family Caregiver Agreements

19th Annual Health Law Institute (March 12-13, 2013 & upcoming video replays)

• Year in Review
• Session 2: HIPAA After the Final HITECH Rule
• Session 3: The Fundamentals of Designing, Establishing and Maintaining Effective Corporate Compliance Programs
• Session 4: The Anatomy of a Contract
• Session 5: A Patient's View of Health Law – Patient Care and Treatment
• Session 7: Understanding tough compensable work issues
• Session 8: The ABCs of Transitioning to a New Revenue Model: ACOs, Bundled Payments, and Clinical Integration
• Session 9: What Should You Know About the Medicare Part D Program But Were Afraid to Ask?
  • Slides
  • Handout
• Session 10: Significant Trends in National Managed Care Litigation
• Session 11: Pennsylvania Licensing Issues Affecting Health Professionals and Facilities
• Session 12: HIPAA Privacy & Security Basics
• Session 13: mHealth: The Law and Policy in the Evolving World of Mobile Health Information and Technology
  • Handout
  • Slides
• Session 14: "Hottest" Labor & Employment Law Issues Impacting Healthcare in 2013
• Session 15: The "Other Side" of HIPAA Compliance - Business Associate Compliance and BAA Hot Topics
• Session 16: Update on Non-Contracted (Out of Network) Provider – Payer Relations
• Session 17: Boilerplate Language in Healthcare Contracts
• Session 21: Home Care Agency License Application Process
• Session 22: The HIPAA/HITECH Omnibus Rule
• Session 24: Advanced Roundtable for In-House Counsel
• Session 25: Covering the Uninsured in Pennsylvania Under the Affordable Care Act
• Session 26: DPW Update--What Happened in 2012 & What You Can Expect in 2013
• Session 28: Fair Market Value and Commercial Reasonableness Analysis: A Silver Bullet or a Smoking Gun?
• Session 29: The Latest Developments in ADR and Healthcare
  • Handout 1
  • Handout 2
• Session 31: Healthcare Reform Update: A Public and Plan Perspective
• Session 32: Billing and Compliance in the Behavioral Health Care Industry
• Session 33: Immigration Changes in a Changing Health Care Environment
• Session 34: When Is a Hospital Tax-Exempt in Pennsylvania?
• Session 35: Mandatory Compliance for Health Care Providers: Your Time Is Up
• Session 36: Health Information (Not Insurance) Exchange in PA: The Legal and Policy Implications
• Session 37: Confidentiality and Behavioral Health: Current Limitations on the Mental Health Procedures Act Confidentiality Provisions and the Patient Psychotherapist Privilege – What to Know to Avoid Potential Liability
  • Handout
  • Slides
• Session 38: Peer Review and Employed Practitioners – The Intersection Between Employment Law and Medical Staff Law
• Session 40: Mandatory Reporting and Legal Ethics Obligations
• Session 42: Fraud and Abuse and Stark Laws
• Sessions 44 & 50: SOS!! Recognizing and Addressing Concerns Related to Impairments, Boundaries, Clinical Competence and/or Behavior that Undermines a Culture of Safety
• Session 45: Department of Health 2013 Update
• Session 46: Research Compliance: A Comprehensive Overview of the Laws and Regulations that Govern Bench and Clinical Research
• Session 47: The Good, the Bad and the Unresolved — Survey of Pennsylvania State and 3d Circuit Federal Cases Involving Managed Care Organizations
• Session 48: Reporting and Returning Medicare Overpayments: The 60-Day Rule and False Claims Act Liability
  • Handout
  • Slides
• Session 51: Practice Before the Pennsylvania State Boards: Investigation of Claims, formal Disciplinary Proceedings and Defenses
• Session 52: Clinical Trial Agreements and Minimization of Contract, Regulatory and Business Risk – Primarily from the Sponsor's Perspective
• Session 54: Responding to Sexual Misconduct Cases in Health Facilities

eDiscovery, Computer Forensics and the Cloud (March 11 & 28, 2013 & upcoming video replays)

• Computer Forensics for the Litigator
• Cloud Computing 101
• Authentication and Admissibility of Electronically Stored Information ("ESI")
• Practical ESI
• Ethics of E-Discovery

eCommerce (March 7 & 19, 2013 & upcoming video replays)

• Introduction
• Safeguarding Client and Customer Data
• Electronic Contracting
• Social Media and e-Commerce
• Cloud Computing: Security, Trends & Ethics
• Electronic Contracting
• 2013 Case Law Update
• Safeguarding Customer and Client Information

Business Divorce (March 4, 7 & 11, 2013 & upcoming video replays)

• Protecting Business Assets with Restrictive Covenants
• Forbes: Here's What Law Enforcement Can Recover From A Seized iPhone
• iPhone Seizure Report
• The Role of Computer Forensics in a Business Divorce

Special Needs Trusts (March 1, 2013 & upcoming video replays)

• Protection of Public Benefits for People with Disabilities
• Working with Personal Injury Attorneys with Special Needs Trusts

Lights, Camera, Evidence! (February 22, March 5 & April 4, 2013 & upcoming video replays)

• Slides

14th Annual Estate & Elder Law Symposium (February 20, 2013 & upcoming video replays)

• The Year in Review
• Estate & Trust Update

SORNA Update: New Deadlines & New Crimes for SORNA & SORNA Violations (February 19, 2013)

• Sexually Violent Predator ("SVP") Hearings
• Sex Offender Registration and Notification Act ("SORNA")
• SORNA Cheat Sheet

Allegations of Sexual Misconduct in a Post-Sandusky World (February 14, 2013 & upcoming video replays)

• What Educational Institutions and Employers Must Know to Fulfill Their Legal Obligations

Identifying Hidden Third Party Cases in Work Related Accidents (February 8,12 & 22, 2013)

• Construction Injury Litigation: A Safety Expert's Point of View
• Construction Worksite Injuries
• Demystifying Subrogation

Best of the Oil and Gas Law Colloquium: Central Pennsylvania (January 24, 2013)

• Regulatory Update
• End of Year Update
• Water Resource Management in Shale Energy Development
• Shale-Gas Valuation Issues in PA
• Severed Oil and Gas Estates And Surface Rights in Pennsylvania
  

How to Draft an Ordinance (December 7, 13, 18, 2012 & upcoming video replay dates)

• Handout (missing pages from Chapter 1 and Sample Ordinance)

Effective Use of Suppression Motions in Criminal Court (October 24, 2012)

• Suppressing Physical Evidence
• Suppressing Statements

Mergers & Acquisitions: Practice, Process & Forms (June 13 & 28, 2012 & upcoming video replay dates)

• Selected Ethics Issues in Mergers and Acquisitions Practice
• Damages Under M&A Agreements
• Deal Protection Devices and MAC Clauses

General Practitioners' Update (June 13, 20 & 27, 2012 & upcoming video replay dates)

• River Park House Owners Association v. Crumley
• Social Media: An Overview
• Senate Bill 1131

Click here for all course extras for PLI (Practising Law Institute) simulcasts

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