Agenda / Content Covered

All times are shown in Eastern time.

• Protecting Confidentiality
  2:00 - 2:30, Steven R. Sorenson
  • Confidentiality Rules Explained
  • Avoiding Physical Confidentiality Risks
  • Preserving Confidentiality in Everyday Communications
  • How to Proceed When an Inadvertent Disclosure Occurs
• Avoiding Unauthorized Practice of Law
  2:30 - 3:00, Steven R. Sorenson
  • "Practicing Law" Defined
  • Case Studies: What Paralegals Can and Cannot Do
  • Navigating Difficult Legal Conversations
• Understanding Conflicts of Interest
  3:15 - 3:45, Steven R. Sorenson
  • Understanding Former and Current Client Conflicts
  • Performing Adequate Conflict Checks
• Raising Ethical Concerns With Supervising Attorneys
  3:45 - 4:15, Steven R. Sorenson

STEVEN R. SORENSON is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association‘s Legal Education Committee. Mr. Sorenson formerly served as secretary and president of the State Bar of Wisconsin. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation‘s Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his Juris Doctorate degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.