Fall Seminar – Ethical Issues for Paralegals and Legal Professionals: In Person, Online, and in the AI World

Central Oklahoma Association of Legal Assistants (“COALA”)

PRESENTATION TITLE: Ethical Issues for Paralegals and Legal Professionals: In Person, Online, and in the AI World

Session Agenda: Toni-J.-Ellington-SHRM-SCP.docx

Learning Objectives:
1.Office Scenarios and Limitations – Attorneys are ultimately responsible for work product, client communications, and case directions.
2. On-Line Scenarios and Limitations – Paralegals and legal professionals must maintain attorney-client privilege and confidentiality even in their personal communications.
3. AI Hypotheticals and Limitations – Paralegals and legal professionals must avoid uses of AI that would constitute the unauthorized practice of law.

PRESENTATION TITLE: The best time to plant a tree.

SPEAKER: Jared Bulmer, Financial Advisor

Session Agenda: Jared-Bulmer-COALA-Presentation.docx

Learning Objectives:
1. I didn’t plant a tree years ago, now what.
2. I planted my tree years ago, now what.
3. What do I do with other retirement plans I might have.
4. How do I maximize what I have and what I’m currently contributing to (Pre-tax, Roth, catch-up provisions, fund allocations), what changes should I consider, and how does this relate to my personal retirement outlook.

Session #3:

Session Agenda: COALA_Innovative_Paralegal_Presentation.pdf

The central idea Microsoft 365 becomes far more powerful when the applications are connected around a reliable
source of information. In this presentation, SharePoint is the foundation; Microsoft Lists, Planner,
OneNote, Teams, Outlook, and Copilot extend what the workspace can do.

Learning objectives
• Identify practical ways Microsoft 365 can improve everyday paralegal workflows, including document management, task tracking, collaboration, communication, and matter organization.
• Recognize opportunities to simplify, standardize, organize, and improve legal processes using connected Microsoft 365 tools.
• Explore how Microsoft 365 fluency can increase a paralegal’s value in a law firm, legal department, government office, or freelance practice.

CLE Hours = 3 (1-Legal Ethics, 2-Nonsubstantive)