Expert Details

Expert in Legal, Business, Professional, Organizational, and Non-profit Ethics and Compliance; Harassment

Expert ID: 725261 Virginia, USA

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He is recognized as one of the foremost legal ethics teachers and commentators in the country, having launched award-winning seminars for bar associations, law firms, corporate legal departments, international legal departments, and legal staffs of federal agencies. He has also developed specialty programs focusing on specific areas of practice, such as criminal, real estate, intellectual property, bankruptcy, environmental law, administrative law, tax, insurance, prosecution, government law,estate planning, family law, energy, and government contracts. Expert has served as an adjunct professor at the Washington College of Law at American University in Washington, D.C.

Expert has written expert reports and been an expert witness in a variety of matters, including fee reasonableness and compliance with Rule 1.5, malpractice, and conflicts of interest.

He reviews developments in legal ethics daily, and specializes in the comparative ethics of the 51 U.S. jurisdictions as well as specialty bars and the Federal Bar.

He has worked with such fortune 500 companies as Altria, the Gore Corporation, Phillip Morris and others, some in conjunction with the Ethics Resource Center, and non-profit organizations such as the United Way of America, to develop and present interactive, high-impact ethics training sessions that actually change employee conduct and identify areas of concern for management intervention. These programs covered ethics issues in executive and line management, international acquisitions, IT, personnel and human resources, disbursements, finance, research and development and legal. The Altria program was so successful that it formed the foundation of an entire over-haul of the company's compliance approach, and was "loaned out" to other corporations as well as modeled before the Compliance Officers Association.

He has created innovative sexual harassment training programs for government agencies, national associations, for-profit and non-profit organizations and corporations, usually using actors and interactive, challenging scenarios followed by discussion. His focus is on ethical conduct as opposed to pure legal compliance, and he includes principles of fairness, diversity and leadership. His seminars are known for engaging participants and receiving strong positive evaluations from all attendees.

He developed a series of training modules for the judiciary, prosecutors and defense lawyers of the Republic of Mongolia, implementing them in three visits to the capital 2004-2006.He worked with the Compliance and Integrity Department of Altria USA to develop the live training program ("The Compliance Zone") adapted to multiple departments throughout the corporate family.He developed innovating training programs in sexual harassment for the Pope Group, whose clients included the U.S. State Department and the Pentagon.He consulted with the DC Bar to overhaul its monthly training program for new admittees to the bar, developing a successful two hour monthly seminar that far exceeded the evaluations of of its predecessor.For the Inter-American Development Bank, he developed a special in-house training program to expose social inclusion problems among the staff.

Expert may consult nationally and internationally, and is also local to the following cities: Baltimore, Maryland - Frederick, Maryland - Gaithersburg, Maryland - Bowie, Maryland - Richmond, Virginia - Alexandria, Virginia - Wilmington, Delaware - Lancaster, Pennsylvania

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Education

Year Degree Subject Institution
Year: 1975 Degree: JD Subject: Law Institution: Georgetown University Law Center
Year: 1972 Degree: AB Subject: American Government Institution: Harvard College

Work History

Years Employer Title Department Responsibilities
Years: 1997 to Present Employer: Undisclosed Title: President Department: Responsibilities: He is the founder and president of this ethics training and consulting firm. He creates and teaches innovative ethics seminars for various professions, organizations and associations, including government agencies, universities, Fortune 500 businesses and bar associations, and consults with law firms, non-profits, government agencies and businesses on ethics issues. He also give ethics commentary in the media, and on his website, "Ethics Alarms."
Years: 1994 to 2001 Employer: The Halpern Group Title: Director of Marketing Department: Marketing Responsibilities: He designed marketing and advertising for the development of a litigation support organization, and was the strategic advisor to Pres. Richard Halpern on tactical, ethical and business development matters.
Years: 1987 to 1994 Employer: The Association of Trial Lawyers of America Title: Director of Member Services Department: Member Services Responsibilities: He was responsible for creating and developing a full range of member services and profit centers, including the Atla Exchange (research), the library, publications, video and audiotapes, meetings and conventions, Continuing legal educations, Sections and litigation groups, among others.
Years: 1984 to 1986 Employer: Healthfare USA Title: President and CEO Department: Headquarters Responsibilities: He engineered the successful transition of a national health fair organization into an entirely locally based regional operation.
Years: 1979 to 1984 Employer: The US. Chamber of Commerce Title: Executive Director/Vice President Department: National Chamber Foundation Responsibilities: He was responsible for designing, funding and operating public policy studies on topics of interest to the Chamber and its members, in the areas of product liability, transportation, education, the minimum wage, immigration, and Hispanic business, among others.
Years: 1975 to 1979 Employer: Georgetown University Title: Director of Development/Assistant Dean Department: The Law Center Responsibilities: He was responsible for developing the Law Center's first capital fundraising program as well as advising the Dean on various matters related to alumni and student affairs.

Government Experience

Years Agency Role Description
Years: 2010 to 2010 Agency: EEOC Role: Trainer, Legal Ethics Description: He developed and taught the two hour seminar for the annual EEOC meeting.
Years: 2000 to 2004 Agency: FDIC; SEC Role: Trainer, Legal Ethics Description: He developed and taught the three hour seminar "Ethics and the Government Lawyer" for agency attorneys
Years: 2001 to 2001 Agency: Merit Protection Board Role: Trainer, Legal Ethics Description: He developed and taught the three hour seminar "Good Judgement: Ethics in the Balance" for agency judges.
Years: 2000 to 2000 Agency: U.S. Interior DEPT. Role: Trainer, Legal Ethics Description: He developed and taught the three hour seminar "The Exceptional lawyer" for agency judges.

International Experience

Years Country / Region Summary
Years: to 2004 Country / Region: Nigeria Summary: For the International Bar Association, he developed and delivered an address on the value and use of rules of professional conduct.
Years: 2004 to 2006 Country / Region: Mongolia Summary: Assisted USAID in its Judicial Reform Project for the Republic of Mongolia.

Career Accomplishments

Associations / Societies
Member DC Bar (inactive);
Massachusetts Bar (active).
Licenses / Certifications
Licensed to practice law MASS. (ACTIVE), DC (INACTIVE).
Professional Appointments
Adjunct Professor of Legal Ethics, Washington College of Law, American University 2006-2008.
Awards / Recognition
ACLEA Award for innovative CLE seminar ("The Sound of Ethics").
Publications and Patents Summary
Co-author of a book with Ed Larson (Pulitzer Prize-winning historian).

Additional Experience

Expert Witness Experience
He has written expert opinions on a variety of topics for law firms in Florida, Massachusetts, D.C., and Arizona, and has been listed as a testifying expert in two cases (none of which made it to court, and were settled.)
Training / Seminars
He has created and taught over a hundred diverse and entertaining ethics seminars for over 20 bar associations, law firms, judicial groups, government agencies, non-profits, professional associations, accounting firms, large and small businesses and the Government of Mongolia.
Other Relevant Experience
He is a lawyer, expert public speaker, professional writer, actor, and professional stage director.

Fields of Expertise

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