Publications and Presentations

“The Importance of Private Discipline and Confidentiality in the Regulation of Attorneys”, Author, Legal Intelligencer, Dec 2022
“Counseling Clients After ‘Dobbs’: Is It Legal Advice or Aiding and Abetting?, Co-Author with Ellen Yaroshefsky, Legal Intelligencer, July 2022
“Pennsylvania Judges and Ethics: There’s A Board For That!”, Author, Blog Post, April 2022
“Reciprocal Discipline: In Pennsylvania, It’s A Sure Thing”, Author, Blog Post, March 2022
“ODC v Lynch: Why We Need a Rule of Professional Conduct that Prohibits Discrimination”, Co-Author, Legal Intelligencer, March 2022
“Leadership Changes at the Pennsylvania Disciplinary Board”, Author, Blog Post, February 2022
“Stetson Law School Business Law White Collar Crime Symposium: Ethics of Internal Investigation”, Course Planner and Moderator, February 2022
“Risky Business: A Refresher”; Author; For The Defense, Volume 6, Issue 4, December 2021
“2021 In Review: The Year In Ethics Opinions”; Author, The Legal Intelligencer, Nov 2021
“Preventive Medicine Is the Best Kind: Preparing for 2022 Now”; Author, The Legal Intelligencer, Nov 2021
“Legal Ethics in the National Spotlight ABA, Center for Professional Responsibility”, Presenter, October 2021
“Attorney Discipline: Mitigation and Aggravation, Hearing Committee Training, Disciplinary Board of Pennsylvania”, Co-Presenter, October 2021
“The Ethical Obligation to Protect Your Client’s Information From Cyber-Attack: Not Just a Big Firm Problem”; Author, For The Defense, Volume 6, Issue 3, September 2021
“Laterals on the Move: There’s A Rule For That!”; Co-Author, The Legal Intelligencer, August 2021
“Lawyering in the DC Spotlight”, American Bar Association, Center for Professional Responsibility, Presenter, June 2021
“Discipline, Sanctions and Public Perception: Attorney Regulation of High-Profile Cases”, PBI March 2021, Moderator and Course Planner, March 2021
“Are You Committing the Unauthorized Practice of Law in Your Kitchen?”; Author, The Legal Intelligencer, March 2021
“From Rudy Giuliani to Josh Hawley: What is the Role of Lawyer Discipline?”; Presenter, Hofstra Law School, January 2021
“When the Client Doesn’t Hire You: Is There a Conflict?”; Author, For The Defense, Volume 5 Issue 4, December 2020
“Ethical Internal Investigations: Protecting the Company, the Individual and Yourself”; Moderator, Lawline CLE Event, December 2020
“When Morality Transcends the Law: Is the Death Penalty the Ultimate Test”; Co-Author, The Legal Intelligencer, December 2020
“Calm is Overrated – We Need to Take a Stand Now”; Author, The Legal Intelligencer, October 2020
“Fee Agreements, Bank Accounts, Record-Keeping, and Succession Planning: What You Don’t Know Will Hurt You”, Presenter, PACDL Webinar, June 2020
2020 Virtual Institute on White Collar Crime: Fundamentals of Trial Practice; Moderator, ABA Webinar, June 2020
“Ethical Succession Planning for Solo Firms: Exit Stage Right”; Author, For The Defense, Volume 5, Issue 2, May 2020
PBA Legal Ethics and Professional Responsibility Committee Update 2020;Presenter, PBI Webinar, April 2020
“Keep Calm and Carry On: Ethics in a Time of Stress”; Author, The Legal Intelligencer, March 2020
The Knowledge Group Presents Legal Ethics: A Comprehensive Guide for Lawyers LIVE Webcast Event; Presenter, January 2020
PBI, Criminal Law Update: Ethics Round-up; Panelist, December 2019
“Risky Business: Fee Agreements, Bank Accounts and Record Keeping Requirements Under the Pennsylvania Rules of Professional Conduct or… What You Don’t Know Will Hurt You”; Author, For The Defense, Volume 4, Issue 4, December 2019
PBI, Business Law Institute, “Ethical Challenges in Commercial Practices: Fifty Shades of Gray”; Moderator, November 2019
“Tis The Season To Extend A Hand to Your Fellow Professional”; Author, The Legal Intelligencer, November 2019
“Let’s Be Careful Out There: Changing Ethics for Criminal Defense Lawyers”; Panelist, NACDL Annual White Collar Crime Conference in Washington, D.C., October 25, 2019
“Pa. Supreme Court Gets Serious About Attorney Work Product Privilege”; Author, The Legal Intelligencer, July 2019
“You’re in Business: When Business People are Lawyers and Lawyers are Business People”; Author, Pittsburgh, Pennsylvania, May 2019
“Haters Gonna Hate: Ethically Responding to Negative On-Line Reviews”; Author, For The Defense, Volume 4, Issue 2, May 2019
“Process, Procedure and Prosecutorial Misconduct in Stacy Parks Miller Case”; Author, The Legal Intelligencer, March 2019
“Stay in Your Lane: Ethics Hypos for the Criminal Defense Lawyer”; Co-Presenter, Pennsylvania Association of Criminal Defense Lawyers, Harrisburg, Pennsylvania, February, 2019
“Criminal Defense and Ethics – There’s A Rule for That”; Co-Presenter, Pennsylvania Bar Institute – Philadelphia, PA, December 2018
“Ethics Corner Cyber-Ethics: Recent Guidance on the Possible Pitfalls and Pratfalls of Technology”; Author, For The Defense, Volume 3, Issue 4, December 2018
“The Trump-Manafort Joint Defense Agreement – Urban Legend or Reality”; Author, The Legal Intelligencer, December, 2018
“Perils of Joint Representation: Takeaways From the Cynthia Baldwin Matter”; Author, The Legal Intelligencer, November, 2018
“Aggravation and Mitigation in Attorney Discipline”; Co-Presenter, Pennsylvania Disciplinary Board Hearing Committee – Harrisburg, PA, June 2018
“Advice For The President’s New Lawyer: There’s A Rule For That”; Author, The Legal Intelligencer, June, 2018
“John Rogers Carroll, 1929 – 2018”; Co-Authors Ellen Brotman and Peter Goldberger, For The Defense, Volume 3, Issue 2, May 2018
“Lies, Damned Lies and Alternative Facts”; ABA, Center for Professional Responsibility, May 2018
“A Spring Crop of Ethics Issues in Trump’s World”; Author, The Legal Intelligencer, March 2018
“Did the President’s Lawyer Cover Up His Client’s Cover-up?”; Author, The Legal Intelligencer, December 2017
“Attorney Discipline”; Author, For The Defense, Volume 2, Issue 4, December 2017
“The President Has Your Back: Is That a Conflict?”; Author, The Legal Intelligencer, October 2017
“Unpacking Unbundled Legal Services: Why Does the DOJ Care?”; Author, The Legal Intelligencer, June 2017
“Ethics Corner A New Niche Practice: Medical Marijuana in Pennsylvania”, Author, For The Defense, Volume 2, Issue 1, February 2017
“Professional Conduct: Close the Curtain on 2016”; Author, The Legal Intelligencer, December 2016
“Maximizing Professional Relationships: Effective Mentoring Relationships, Supervising Relationships, and Diversity Development”; Panelist, Philadelphia Bar Association – 2016 Public Interest Law Day, December 2016
“The Prosecutor’s Duty to Disclose Favorable Evidence: Giving RPC 3.8 Muscle”; Author, The Legal Intelligencer, November 2016
“The Top 10 Reasons the Disciplinary Board Comes Knocking”; Presenter, Pennsylvania Bar Institute, November 2016
White Collar Appellate Update; Panelist, PACDL’s White Collar Practice Seminar, November 2016
“Pennsylvania’s Medical Marijuana Launch is a Marathon Not a Sprint”; Co-Author, Elevated Nation, November 2016
“The Top 10 Reasons the Disciplinary Board Comes Knocking”; Presenter, Delaware County Bar Association, October 2016
“Ethics Corner: A ‘House of Cards’ in Beaver County”; Author, For the Defense, Volume 1, Issue 3, September 2016
“NY In-State Office Requirement for Nonresident Lawyers”; Co-Author, The Legal Intelligencer, June 2016
“There’s a Rule For That: The RPC and the Duty to Preserve Issues on Appeal”; Co-Presenter, Pennsylvania Association of Criminal Defense Lawyers – Harrisburg, April 2016
“Embezzlement 101”; Presenter, Pennsylvania Bar Institute, Philadelphia, PA – April 2016
“Ethical Limits of Trial Advocacy”; Presenter, Lancaster County Paralegal Association’s 7th Annual Criminal Law & Forensics Conference, Lancaster, PA – April 2016
“Ethics Corner: An Introduction to our Disciplinary System”; Author, For The Defense, Volume 1, Issue 2, April 2016
“New and Evolving Strategies in Obtaining, Managing, and Challenging the Use of Electronic Data”; Co-Presenter, American Bar Association’s 30th Annual National Institute on White Collar Crime – San Diego, March 2016
“Subpoenas To Lawyers: An Ethical Duty To Resist?”; Co-Presenter, Association of Professional Responsibility Lawyers’ Mid-Year Meeting – San Diego, February 2016
“The Jail Cell That Comes With Illegal Recordings: PA Wiretap Act”; Presenter, Pennsylvania Bar Institute, Philadelphia, December 2015
“Ethical Limits to Trial Advocacy”; Presenter, Pennsylvania Bar Institute’s Criminal Law Update, Philadelphia, December 2015
“New Year’s Resolutions for a Happy Practice in 2016”; Author, The Legal Intelligencer, December 2015
“Is Climate Change Real? The Current Atmosphere and Future Forecast for White Collar Sentencing Guidelines”; Moderator, Pennsylvania Association of Criminal Defense Lawyers’ 2015 White Collar Practice, Philadelphia, November 2015
“Review of Recent Changes Relating to Handling of Client Funds”; Co-Author, The Legal Intelligencer, September 2015
“Breaking (from) Bad: Voluntary Corporate Disclosure of Individual Employee Misconduct”; Co-Presenter, National Association of Minority and Women Owned Law Firms 2015 Annual Meeting & Law Firm Expo, Los Angeles, September 2015
“Consciously Criminal: Cyberstalking and Internet Threats in the Third Circuit”; Author, The New Jersey Law Journal, August 2015
“Dealing with the Press in High-Profile Cases: How to Neutralize the 13th Juror”; Author, American Bar Association, Litigation, Volume 41, Number 4, Summer 2015
“The Ethical Limits of Trial Advocacy: How High Can You Go?”; Presenter, National Association of Criminal Defense Lawyers’ Annual Meeting – Denver, CO, July 2015
“When the Disciplinary Board Comes Calling: It Can Happen to You!”; Author, Upon Further Review, Philadelphia Bar Association, June 2015
“Retention of Counsel, the Search, and Investigating the Case”; Instructor, National Association of Criminal Defense Lawyers’ First Annual White Collar Criminal Defense College, Stetson University College of Law, Gulfport, FL, March 2015
“Ethics in the Digital Age”; Presenter, American Bar Association’s 29th Annual National Institute on White Collar Crime, New Orleans, March 2015
“Strict Vicarious Criminal Liability for Corporations and Corporate Executives: Stretching the Boundaries of Criminalization”; Co-author, Georgetown University Law Center, American Criminal Law Review, Vol. 51, 2014