Onboarding New Clients & the Fundamentals of Conflict of Interests
Date: Tuesday, December 2, 2025
Time: 5:45pm - 7:30pm
Location: 901 E. ALOSTA AVE. AZUSA, CA 91702
Speaker: Joel A. Osman
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This session will provide essential guidance on:
- Understanding Conflicts of Interest: Learn the fundamentals and why proper attention to ethical details at the start of a relationship minimizes issues later.
- Compliance for Non-Attorney Staff: Address attorneys’ obligations to ensure that the conduct of non-attorney staff complies with the Rules of Professional Conduct (RPC).
- Best Practices for Client Onboarding: Establish ethical foundations for every new client relationship.
