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Ethics 301 - How You Manage Too Many Clients: Perspectives on Conflicts of Interest


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Category:
Alternative Dispute Resolution |  Business of Law |  Cannabis |  Copyrights and Trademarks |  Corporate Governance |  Ethics |  Intellectual Property |  Licensing |  Licensing and Permitting |  Patents & Trade Secrets
Faculty:
Phillip Neiman |  Omar Figueroa |  David Ruskin |  Beau Epperly
Duration:
1 Hour 35 Minutes
Format:
Audio and Video
SKU:
INCBA08122021HMCOD
License:
Access for 6 month(s) after purchase.



Description

Most lawyers dream of having many clients seeking their services. For cannabis lawyers, that dream can become a nightmare even with careful management. Offering differing perspectives on an issue with no perfect answers, our panelists will debate how to manage conflicts of interest during competitive licensing and applications.

Credits


General

This program is eligible for 1 hours of General CLE credit in 60-minute states, and 1.2 hours of General CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. 

INCBA webinars are eligible for credit in the following states: AR, AL, AK, AZ, CA, CO, CT,DE, GA, HI, IL, IN, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, TN, TX, UT, VT, WV, and WI . Additional states may be available for credit upon self-application by attendees. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.

INCBA on demand programs are eligible for credit in the following states: AR, AL, AK, AZ, CA, CO, CT,DE, GA, HI, IL, IN, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, TN, TX, UT, VT, WV, and WI . Additional states may be available for credit upon self-application by attendees. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted.

For current accreditation status, please select your jurisdiction below.



Handouts

Faculty

Phillip Neiman's Profile

Phillip Neiman Related seminars and products

Mediator & Arbitrator

JAMS


Phillip Neiman, Esq., FCIArb is a mediator and arbitrator with JAMS, specializing in the resolution of complex business and commercial disputes. He devotes much of his practice to securities and investment-related cases, including shareholder, partnership and M&A disputes, and has substantial experience resolving employment, insurance, intellectual property, professional liability and privacy tort cases. His subspecialties include cryptocurrency, fintech and cannabis sector disputes. 

Prior to establishing his ADR practice in 2004, Mr. Neiman spent a decade as CEO and General Counsel of a FINRA-registered investment bank. He holds a B.A. in Economics from Swarthmore College (High Honors, Phi Beta Kappa), a J.D. from the University of California, Los Angeles School of Law and is a Fellow of the Chartered Institute of Arbitrators. 

Mr. Neiman serves on the Professional Responsibility & Ethics Committee of the International Cannabis Bar Association and the Board of Directors of The Congress of Neutrals; he is co-chair of the Sacramento County Bar Association Cannabis Law Section and formerly served on the NCIA Policy Council. He is a frequent presenter on dispute resolution, settlement ethics, employment law and cannabis-related topics.


Omar Figueroa's Profile

Omar Figueroa Related seminars and products

Attorney


Omar Figueroa has more than twenty two years of experience at the vanguard of California cannabis law and is widely respected as an industry expert.

Omar earned his Bachelor of Arts in philosophy from Yale College in Connecticut and his Juris Doctor from Stanford Law School in California. He also graduated from the Trial Lawyers College in Wyoming, and earned a certificate from the Aresty Institute of Executive Education at The Wharton School after completing the intensive “Boards That Lead: Corporate Governance That Builds Value” program in Pennsylvania for directors of corporate boards. 

Omar is a Director of the National Cannabis Industry Association as well as a Director of the Cannabis Travel Association International.  He is also a Founding Lifetime Member and former Director of the International Cannabis Bar Association, a Lifetime Member of the NORML Legal Committee, and recognized with the Distinguished Counsel’s Award by NORML. 

Omar is the author of numerous legal reference works including: New York Cannabis Laws and Regulations 2021, 2021 California Cannabis Laws and Regulations (available in a Kindle Edition), California Cannabis Laws and Regulations 2020 (also available in a Kindle Edition),  California Cannabis Laws and Regulations: 2019 Edition (also available in a Kindle Edition), California Cannabis Laws: MAUCRSA Edition (also available in a Kindle edition), and Cannabis Codes of California: Legalization Edition.  

Omar has earned respect for his historic work documenting the legal evolution of cannabis law in California.  His books are part of the collection of the Stanford Libraries and can be found at the Robert Crown Law Library at Stanford Law School.

Omar was trained as a litigator by his mentor, legendary San Francisco trial lawyer J. Tony Serra.  He also served a two year-term as a member of the Sonoma County Cannabis Advisory Group after being appointed by the Sonoma County Board of Supervisors.

Omar frequently appears in media coverage as a legal expert on cannabis.  He has spoken at cannabis events around the world, such as Spannabis and The International Cannabis Business Conference in Barcelona, MJBizCon NEXT in New Orleans, The Emerald Cup in Sonoma County, and the State of Cannabis in Long Beach, to name a few. 

Omar’s cannabis expertise is not limited to the law, and he has at various times over the years served as a judge for The Emerald Cup, which has been characterized as the Academy Awards of Cannabis.  He is a member of the Ganjier Founder’s Circle and, along with a team of cannabis experts, guided the development of the Ganjier cannabis sommelier certification program.

Omar’s interests are not limited to cannabis, and he has a profound, long-term interest in entheogen law and policy. Omar has served as a  Legal Advisor to Decriminalize California, a campaign to decriminalize psychedelic mushrooms in California by means of a statewide voter initiative.

Omar also volunteers his time as a Board Member with the Sonoma County Chapter of the American Civil Liberties Union (ACLU) of Northern California, and is active with the Law Enforcement Surveillance Technology (LEST) team. 

Omar considers himself fortunate to live  in gorgeous West Sonoma County.  In his free time, Omar practices Brazilian Jiu-Jitsu, and has patiently advanced over many years to the rank of purple belt.  Like the late Anthony Bourdain, another purple belt, Omar’s humble goal in jiu-jitsu is to “suck less tomorrow” by focusing on technique and making small incremental improvements.


David Ruskin's Profile

David Ruskin Related seminars and products

Attorney

HMB Legal Counsel


David is a partner with the Chicago-based law firm, HMB Legal Counsel.  After 25 years of litigating business and tax disputes for companies ranging from start-ups to publicly traded, David turned his full energy to focus on providing legal counsel to the cannabis industry in 2016, representing entrepreneurs, investors and business owners, both plant touching and ancillary trades.

David helps his clients navigate unsettled and differing laws and regulations and industry-specific legal developments. David enjoys guiding clients through the life cycle of cannabis operations, starting with the regulatory maze for state licensing of cannabis businesses followed by the myriad of general and regulatory counsel needs during the course of the company’s life, from start-up issues through sale events and the multitude of legal challenges between. David has been successful in securing licenses in various states for clients, with the help of his HMB Legal cannabis team. David’s many years of litigating business and tax disputes around the country helps him with strategic proactive counseling.

Known as an excellent listener, David’s approach is time-efficient and focused on getting to the client’s business goals. Ultimately, David’s biggest satisfaction comes from moving the cannabis industry forward as a whole, whether that is directly through his clients or making introductions within his wide network of cannabis friends and partners. To that end, David co-founded CannaMatch in 2021, for the purpose of matching newly licensed growers, processors and retailers with the numerous industry service providers in an organized, efficient and confidential fashion. Many other hours he spends active with the International Cannabis Bar Association, the Illinois Cannabis Bar Association and the Illinois Craft Cannabis Association…when not with his family, golden-doodle, and enjoying live music.


Beau Epperly's Profile

Beau Epperly Related seminars and products

Attorney

Epperly | Elam | Fuochi


Beau Epperly advises startup-business clients in all aspects of the startup cycle; from formation to exit.  He guides mature companies through complex securities and regulatory matters. He and his team have led a wide variety of complex and unique funding deals for startups and recapitalization funding for existing businesses.  Beau is recognized for his ability to advance creative solutions to difficult problems; and as a result has saved deals from failure.  

In addition to practicing law, Beau co-founded two companies: TriVino, a supply-chain management company for California wineries, and All9s, a cloud-to-cloud disaster-recovery software-as-a-service (SaaS) company for cloud-based businesses.        

"Epp" as he is known to his friends played and coached rugby domestically and internationally for 17 years in parallel with his professional pursuits.  He served as head coach of the Olympic Club 7s men's rugby team in San Francisco. He has also served as a board member for Easter Seals Bay Area, an organization assisting families blessed with children with autism. 


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