Protecting Client Data: Ethical & Statutory Concerns for Law Firms

Wednesday, November 2, 2016
1:00 PM to 2:00 PM ET

Price: $0 Webinar

David J. Shannon
Shareholder, Marshall Dennehey Warner Coleman & Goggin
Michael Barrett
Risk Control Director, Lawyers Professional Liability Program, CNA
Lisa Jaffee
RPLU, CIPP/US, Claims Consultant, CNA


This is a complimentary program sponsored by CNA Insurance.

CNA Insurance

The extremely confidential nature of client data held by law firms makes them one of the biggest targets for hackers.  In addition, lawyers have ethical and statutory obligations to keep this client data confidential.  Combining these factors with a lawyer’s ethical obligation to remain competent in a world where today’s client data is increasingly being held digitally results in a complex and demanding standard for attorneys to uphold.

Join us for this 60-minute program, where our panelists will discuss the specific obligations of law firms under legal and ethical rules when dealing with cybersecurity risks or breaches, the type of liability and risk specific to law firms, and how to manage these risks to uphold these obligations.

Educational Objectives:
Webinar participants will learn:
• Ethical and statutory considerations related to cyber liability; 
• Hacks and risks that specifically target law firms; 
• Best practices for law firms to protect confidential client data and remain technologically competent.

Who would benefit most from attending this program?
Law firm leaders and attorneys practicing at firms of all sizes.

By registering for this event, I consent to having Bloomberg BNA, on behalf of itself and selected partners, contact me about offers and promotions, I also confirm that I have read and agreed to BNA’s privacy policy.


To access the webinar, please use the following instructions:

1.A few minutes before the start time of the webinar, please go to https://learning.bna.com.
2.You will be asked to login. Please enter your username and password (the one you used to register for the webinar) and click “GO”.
3.You will then be taken to your personalized classroom.  On the left hand side you will see a grey tool bar. Please click on “my classroom”.
4.There, you will be able to click “play” for the webinar(s) that you have purchased. 
5.The webinar will not be accessible until the date and time of the webinar.

If you have any problems accessing the program, or if you do not remember your username or password, please contact Customer Care at 1-800-372-1033.

If you have any questions regarding receiving continuing education credit, please contact the accreditations team at credits@bna.com.



Mr. David Shannon chairs the Technology, Media and Intellectual Property Practice Group and the Privacy and Data Security Practice Group.  He concentrates a substantial portion of his practice on privacy law, data breaches, intellectual property, copyright infringement, trademark, trade secret, technology litigation, trade dress and media related litigation.  Mr. Shannon is experienced defending privacy and intellectual property cases venued throughout the United States and has been litigating cases in federal and state courts since 1994.




Mr. Shannon additional represents design professionals in a variety of construction industry related claims.  He has extensive experience representing architects, engineers, surveyors, land developers, commercial property owners, general contractors, subcontractors and commercial landscapers.  Mr. Shannon has defended clients in cases that involved claims for design errors and omissions and other contractual and negligence claims.  Over the past fifteen years, he has tried a number of bench trails, jury trials and arbitrations.



Mr. Michael Barrett is the Risk Control Director for CNA’s Lawyers Professional Liability Program. In this role, he manages a team of highly qualified attorneys who are responsible for the design, content and distribution of risk control content relevant to the practice of law. He also collaborates with executive leadership from CNA’s underwriting and clams teams to develop and execute strategies for profitable growth of the program.  He is a frequent lecturer at both CNA sponsored programs and at national seminars hosted by industry-leading organizations. He also frequently publishes articles focused on legal professional liability risks as well as other commercial liability related to the operation of law practices.

Mr. Barrett graduated from Allegheny College with a B.S. in biochemistry and received his JD from Chicago Kent College of Law, where he also earned the Intellectual Property Law Certificate.  Prior to joining CNA, he was a successful defense litigator specializing in the defense of commercial and professional liability lawsuits, and first-chaired twenty-three jury trials to verdict.  Mr. Barrett is a member of the American Intellectual Property Law Association (AIPLA), PLUS, and the Defense Research Institute (DRI). He is also an appointed board member on the ABA’s Law Practice Division. In addition he is a Registered Patent Attorney with the United States Patent and Trademark Office. He is admitted to practice in Illinois and Pennsylvania.


Ms. Lisa Jaffee is a Claims Consultant in CNA’s Management Liability, Financial Institutions and Technology group, where she handles cyber, technology and media liability claims against professionals, financial institutions, healthcare organizations and technology companies.  She first joined CNA in 2007 as a Claims Consultant handling lawyers’ professional liability claims.  In 2013, she became a Consulting Director in the Lawyers’ Professional Services Risk Control group.  In that capacity, she presented and authored articles on risk control and professional responsibility topics, including cyber.  Prior to joining CNA, Lisa worked as an attorney specializing in the defense of product, premises and commercial litigation matters.

Lisa received her undergraduate degree from Tufts University and her law degree from Boston University School of Law.  She has earned the Registered Professional Liability Underwriter (RPLU) designation, as well as the Certified Information Privacy Professional – US (CIPP/US) designation.  She is a member of the New York State Bar Association’s Law Practice Management Committee, the American Bar Association and the International Association of Privacy Professionals.