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Laurel S. Terry, Professor of Law (LTerry@psu.edu), Return to Homepage

Penn State DICKINSON LAW

 

NOTE: Starting in 2015, Penn State will have TWO ABA-accredited law schools.

I am based at Penn State DICKINSON LAW in Carlisle.  For more information, see

 https://dickinsonlaw.psu.edu/news/revitalized-approach

Selected Presentations

This webpage includes the Powerpoint slides from selected presentations I have given.  The first section identifies these presentations by topic.  The second section lists these presentations in chronological order. The hotlinks in the “topical” section take you directly to the presentation.  The chronological section includes not only hotlinks to the presentation, but also includes hotlinks to the article(s) on which the talk was based (or gave rise to).

I hope this webpage will be useful - all I ask is that if you find a presentation helpful and rely upon it, please cite to it.  The topics addressed include those listed below.

SELECTED PRESENTATIONS – BY TOPIC  (Note: the Chronological Listing includes links to related articles)

Ø  Global Developments in general (See 1-14;  1-13, 1-11,  9-09 and 11-08) (See also 2008 Service Providers article, “The Legal World is Flat”, 2012 “Trends in Global Lawyer Regulation” article and other “Global Legal Practice” articles on my publications webpage)

***

To read my law review articles (or testimony) on the topics listed below,

please visit my “Publications By Topic” section of my webpage

Ø  Alternative Business Structure (ABS) developments (including the UK’s Legal Services Act 2007, Australia’s publicly traded law firms, EU, and OECD developments)  (See 4-08,  5-08, 10-08, 5-09, and 10-13)

Ø  Antitrust initiatives directed towards the legal profession, including the EU’s Professional Services Competition Initiative (See 5-08, 4-08)

Ø  the APEC Legal Services Initiative (See 10-09)

Ø  Australian Legal Profession Developments  (See 8-08 ;5-09)

 

Ø  the Bologna Process (See 3-06, 1-05; see also 1-11)

 

 

Ø  Canadian Lawyer Regulation (See 1-13, 10-13) [See also my 2013 Saskatchewan Law Review article on Canadian trends in lawyer regulation]

Ø  Classification Systems for Counting Legal Services (See 10-04; 4-07)

Ø  Double deontology  [aka ABA Model Rule 8.5 Choice of Law issues] (See 5-08 and 7-10. [NOTE: In October 2010, Professors Terry and Rogers revised the proposal contained in this talk. Their revised proposal is available in ABA 20/20 Commission’s cross border paper.] )

Ø  EU lawyer regulation (See 1-05; see also 4-08)

Ø  Financial Action Task Force (FATF) and Lawyer Regulation (See 4-2014, 2-2012, 1-2010) (See also 2010 FATF article)

Ø  Foreign lawyer “recognition” issues (including issues related to whether to have an ABA Model Rule Allowing Foreign Educated Applicants to sit for a Bar Examination)(See 5-14, 4-09)

Ø  Free Trade Agreements (addresses 15 U.S. FTAs and APEC that apply to U.S. Legal Services) (10-09)

Ø  the GATS and its application to legal services (and higher education services).  See 5-05 and 10-09 for a GATS overview.  For presentations on specialized GATS-legal services issues, see1-11(higher education), 5-08 (IBA & skills transfer), 4-08 (outsourcing-related), 5-07(CPC commitments-classifications), 10-04 (classification issues), and 3-04 (domestic regulation)

Ø  Global and Comparative Legal Ethics (including the scope of the legal profession’s monopoly 10-13) (See 11-04, 5-05, 3-09)

Ø  Global NETWORK for Lawyer Regulators (See 9-11, 7-12, 9-12, and 1-13) (See also 2012 Global Umbrella Organization  article and June 2013 forthcoming Bar Examiner article)

Ø  Globalization and Legal Education (See 1-2014, 1-2012)

Ø  Higher Education Issues:  See 1-11; see also MSU article and Bologna Process subject matter items.

Ø  Lawyers as “Services Providers,” (See 1-2010)

Ø  Legal Ethics Codes Used in International Tribunals (See 3-09)

Ø  Legal Ethics (see this index for topics on Global and comparative legal ethics, Legal Ethics Codes in International Tribunals, Pennsylvania legal ethics, ABA Model Rule 8.5 choice of law issues, ABA Model Rule 5.1 “systems” issues, MDPs, MJP, legal outsourcing)

Ø  Legal outsourcing (See 4-08)

Ø  Multidisciplinary Partnership Initiatives (MDPs)[U.S. and German] (See 7-2000)

Ø  Multijurisdictional practice initiatives (MJP) (See 8-06, 10-05, 5-05; see also 1-07)

Ø  Pennsylvania implementation of Ethics 2000 (See 12-04)

Ø  Regulatory Objectives for the Legal Profession (See 2-14) [See also my short and long articles on this topic]

Ø  UK Legal Services Act (See10-08, 5-09, and 2-11)

Ø  UPL (See 10-13)

Ø  Using ABA Model Rule 5.1 More Proactively (with a nod towards Australia’s implementation of its “appropriate management systems” requirement) (See 8-08;see also 5-09 at slide18)

***

SELECTED PRESENTATIONS – CHRONOLOGICAL LISTING

NOTE: A number of these presentations were either based upon, or later provided the basis for, a scholarly article.  Links to these articles are included in the parenthetical following the presentation listings.  If I have written additional articles on the topic, they will be listed on my “publications by topic” webpage or the “publications by function” section of my personal webpage.  If you would like a hard copy reprint of any of these articles, please email LTerry@psu.edu.

 

Moderator, Plenary Session #1: Regulatory Innovation in England and Wales, Canada, and Australia: What’s in it for Us?, ABA Center for Professional Responsibility 40th Annual National Conference on Professional Responsibility (Long Beach, May 29, 2014)[Session Materials]

 

Laurel S. Terry, Regulating Lawyers in a Global Arena, Southeastern Workshop on the EU/US Free Trade Agreement Sponsored by the State Bar of Georgia (Atlanta, May 16, 2014)

 

Panelist, Ethical Problems in Appellate Practice, Third Circuit Judicial Conference (Hershey, May 9, 2014)

 

Laurel S. Terry, Admitting Foreign-Trained Lawyers, National Conference of Bar Examiners Annual Bar Admissions Conference (Seattle, May 3, 2014)[Session Materials]

 

Laurel S. Terry, FATF Implementation & US Lawyers at the Symposium on Combating Threats to the International Financial System: The Financial Action Task Force (New York, April 25, 2014)

 

Laurel S. Terry, Howard Lichtenstein Distinguished Professorship in Legal Ethics Lecture: Regulatory Objectives for the Legal Profession, Hofstra Law School (Feb. 12, 2014)

 :

Laurel S. Terry, Globalization, Legal Practice and Legal Education, University of Nebraska College of Law Big 10 Faculty Colloquium, Lincoln, NE (Jan. 31, 2014)

 

Laurel S. Terry, Regulating Lawyers in a Global Arena, Conference of Chief Justices Midyear Meeting, Sea Island, Georgia (Jan. 28, 2014)[Session Materials]

Laurel S. Terry, The Lawyer Monopoly in a Global Context, Fordham Law School Colloquium on The Legal Profession’s Monopoly on the Practice of Law, New York, Oct. 18, 2013

Laurel S. Terry, Reflections on Regulation & the Keynote Address, Harvard Law School – IBA BIC Showcase Program, Oct. 9, 2013

Laurel S. Terry, ABS Developments in a Global Context, Law Society of Upper Canada ABS Symposium, Oct. 4, 2013, Toronto  [See also my 2013 Canadian Trends Saskatchewan Law Review article]

Laurel S. Terry, Trends in Canadian & Global Regulation, Delivered as the Fifth Gertler Family Lectureship in Law Honouring the Robert McKercher Family, University of Saskatchewan, January 15, 2013, Saskatoon [See also my 2013 Canadian Trends Saskatchewan Law Review article]

Laurel S. Terry, Global Trends in Lawyer Regulation, University of the Pacific, McGeorge School of Law, January 10, 2013, Sacramento (presentation to the faculty) [See also 2012 “Trends” article]

Laurel S. Terry, Building a Global Network for Lawyer Regulators (and why it matters), McGeorge School of Law Ethics Across the Professions Presentation, Jan. 9, 2013, Sacramento

Laurel S. Terry, Where Do We Go From Here?, International Conference of Legal Regulators, Sept. 28, 2012, London

Laurel S. Terry, Building a Global Umbrella Organization for Lawyer Regulators, International Legal Ethics Conference (ILEC) V, July 13, 2012, Banff, Canada   [See also 2012 Global Umbrella Organization  article]

Laurel S. Terry, LawWithoutWalls™: Segment on Regulation of the Global Legal Marketplace, International Legal Ethics Conference (ILEC) V, July 13, 2012, Banff, Canada [See also 2012 “Trends” article]

Laurel S. Terry, Globalization Comes to Main Street: U.S. Impact of Global Regulatory Trends, National Conference of Bar Examiners, April 20, 2012, Savannah, Georgia  

Laurel S. Terry, The FATF and Lawyer Regulation: Why NOBC Members Should Help Educate their Lawyers about the ABA’s Voluntary Good Practices Guidance, National Organization of Bar Counsel Midyear Meeting, Feb. 3, 2012, New Orleans [See  2010 FATF article]

Laurel S. Terry, Globalization, Legal Practice, & Education, AALS Workshop on the Future of Legal Education and the Future of the Profession, Jan. 5, 2012, Washington, D.C

Laurel S. Terry, Infrastructure, the Rule of Law, and the Need for a Global Lawyer Regulatory Umbrella Organization, Symposium on Lawyers as Conservators of the Rule of Law, Sept. 9, 2011, Lansing, Michigan [See also 2012 Global Umbrella Organization  article]

Laurel S. Terry, International Initiatives that Affect Your Job as a Regulator: The 2007 UK Legal Services Act, National Organization of Bar Counsel Midyear Meeting, Feb. 11, 2011

Laurel S. Terry,  International Practice of Law and Regulation of Attorney Practice, Conference of Chief Justices, Midyear Meeting, Jan. 23, 2011, Washington, D.C.

Laurel S. Terry, LawWithoutWalls™ Thought Leader Presentation: Trends in Global Lawyer Regulation, Jan. 19, 2011

Laurel S. Terry, International Initiatives Relevant to Transnational and Cross-Border Higher Education, Association of American Law Schools’ Annual Meeting 2011, San Francisco, Jan. 6, 2011

Laurel S. Terry, A Model for International Choice of Law and Coordination of Attorney Regulation, IV International Legal Ethics Conference, Stanford Law School, July 17, 2010 [NOTE: In October 2010, Professors Terry and Rogers revised the proposal contained in this talk. Their revised proposal is available in ABA 20/20 Commission’s cross border paper.]

Laurel S. Terry, Transformative Law: The Impact of International Law on Lawyer Regulation: A Case Study Focusing on the Financial Action Task Force (FATF) and its 2008 Lawyer Guidance, AALS Annual Meeting, New Orleans, Jan. 8, 2010 (See also the forthcoming article in the Spring 2010 Journal of the Legal Profession) 

Laurel S. Terry, The Supreme Court and the Law of Lawyering: Mere Coincidence or Something More?, AALS Annual Meeting, New Orleans, Jan. 7, 2010 (See also “Lawyers as Service Providers”)

Laurel S. Terry, From GATS to APEC: The Impact of International Trade Agreements on Lawyer Regulation, Miller-Becker Institute Inaugural Symposium, Akron, Oct. 9, 2009 (See also Terry GATS articles and the forthcoming Akron article From GATS to APEC)

Laurel S. Terry, Regulation of Legal Systems and Lawyers, Harvard-Oxford-Jindal Globalization of the Legal Profession Programme, Oxford, Sept. 12, 2009 (See also 2008 Service Providers article, “The Legal World is Flat”, and other “Global Legal Practice” articles on my publications webpage)

Laurel S. Terry, Introduction to Recent Global Developments, The Future is Here: Globalization and the Regulation of the Legal Profession, Conference for the Conference of Chief Justices, Chicago, May 27, 2009 (See also 2008 Service Providers article; “The Legal World is Flat”; Northwestern article on the EU initiative)

Laurel S. Terry, Foreign Lawyer Recognition, at the National Conference of Bar Examiners Annual Bar Admissions Conference, Plenary: Trends in International Practice/Testing and Regulation of U.S. Lawyers, Baltimore, April 24, 2009

Laurel S. Terry, Handout: Codes of Conduct for International Tribunals and Arbitration for Panel Session on Challenges of Transnational Legal Practice: Advocacy and Ethics at the American Society of International Law 103rd Annual Meeting, March 27, 2009, Washington, DC 

Laurel S. Terry, Global Innovation and the Shifting Regulatory Environment: Developments Beyond the GATS, ASIL/Harvard Law School Conference on Globalization of the Legal Profession, Cambridge, Nov. 21, 2008  (See also 2008 Service Providers article and 2006-2007 Transnational Legal Practice article)

Laurel S. Terry, Facing a Transformed Global Legal Landscape: An Introduction to the UK Legal Services Act, Am. Law. Media Law Firm Leaders’ Forum, New York, Oct. 22, 2008

Laurel S. Terry, A Modest Proposal? Should NOBC Members Use Rule 5.1 More Proactively? National Organization of Bar Counsel Annual Meeting, New York, Aug. 9, 2008

Laurel S. Terry,  GATS, Legal Services and Skills Transfer in Developing Jurisdictions, International Bar Association, Third Annual Bar Leaders’ Conference, Amsterdam, May 14, 2008 (See also Terry GATS articles)

Laurel S. Terry, The Intersection of Legal Ethics and Globalization: Choice of Law Issues – Introducing the “Double Deontology” Issue, Association of Professional Responsibility Lawyers, Amsterdam, May 6, 2008

Laurel S. Terry, Legal Services Reform in the United Kingdom: What Does It Mean for Firms with a Foot on Both Sides of the Pond? – Other ABS Initiatives, Association of Professional Responsibility Lawyers, Amsterdam, May 5, 2008 (For some discussion of this point, see also pp.11-13  in the ABA Canons Centennial article “Lawyers as Service Providers”)

Laurel S. Terry, International Trade and Licensing Issues with Outsourcing, University of California, Berkeley, Institute for Global Challenges and the Law Program: INTERNATIONAL OUTSOURCING OF THE LEGAL PROFESSION, April 25, 2008 (For some outsourcing information, but not GATS-oriented outsourcing, see Northwestern Symposium article “The Legal World is Flat”)

Laurel S. Terry, The EU’s Professional Services Competition Initiative: Is the EU Very Far Behind Australia and the UK With Respect to Publicly Traded Law Firms?, Georgetown University Law Center Symposium: The Future of the Global Law Firm, April 17, 2008 (See Northwestern article on the EU initiative)

Laurel S. Terry, North American Cross-Border Practice and the Law Schools, Association of American Law Schools Annual Meeting, New York, Jan. 7, 2008 (See also 2006-2007 Transnational Legal Practice article)

 

Laurel S. Terry, Table Showing Legal Services Commitments in the 1994 Uruguay Round in the Program Materials for the panel Barriers to International Legal Practice?  The LeClerc, Wallace and Lacavera Cases (Washington D.C. May 4, 2007) (also available in the CD-Rom materials of the 2007 ABA Section of International Law Spring Meeting)

 

Presentation, The U.S. MJP Situation and Other Recent Rule Changes, International Institute of Law Association Chief Executives (IILACE), New York, August 18, 2006 (See also Terry Table,  MJP 8 & 9)

 

Laurel S. Terry, The Bologna Process and its Impact on Legal Education in Europe and Germany, 52nd Annual Berlin Seminar for Fulbright Scholars, March 6, 2006, Berlin (See also Terry Bologna articles)

 

Laurel S. Terry, The Changing Legal Profession: Globalization, AALS Midyear Meeting: Workshop on Professional Responsibility, Montreal, June 2005 (See also St. Louis symposium article)

Laurel S. Terry, GATS & Multijurisdictional Practice, General Counsel Committee, National Center for State Courts, Washington, D.C., May 10, 2005 (See also Terry GATS articles and Terry Table,  MJP 8 & 9)

Laurel S. Terry, Legal Ethics and Professional Responsibility in a Global Context, American Society of Comparative Law, St. Louis, Nov. 12, 2004 (See also Washington University Symposium article)

Laurel S. Terry, Legal Education and Practice in the European Union, AALS Annual Meeting, San Francisco, Jan. 6, 2005 (See also pp. 146-155 and 210-218 in Vanderbilt Bologna article)

Laurel S. Terry, The New Pennsylvania Rules of Professional Conduct, Pennsylvania Bar Institute, Dec. 9, 2004

Laurel S. Terry, Presentation to the Technical Subgroup of the Expert Group on International Economic and Social Classifications, U.N. Statistics Division, Oct. 18, 2004  (See also article on the IBA GATS Terminology Resolution)

Ø  See also Materials Submitted to the Technical subgroup (TSG) of the Expert Group on International Economic and Social Classifications by Prof. Laurel S. Terry, representing the International Bar Association

(191 page pdf file collecting classification information for legal services)

Laurel S. Terry, Presentation to the WTO Workshop on Domestic Regulation, March 29, 2004 – submitted on behalf of the International Bar Association regarding the application of the WTO Accountancy Disciplines to the legal profession

Ø  See also Index to Supporting Materials Submitted to the March 2004 WTO Workshop on Domestic Regulation   (See also Professional Lawyer Symposium  article on GATS Disciplines with Barriers Appendix)

Laurel S. Terry, An MDP Primer, Presidential Showcase, ABA Annual Meeting, New York, July 8, 2000 (See also Terry Temple (general MDP issues) and Minnesota (German MDPs) Symposium articles, Terry Issue Checklist, and other MDP articles)

 

Selected Testimony and Submissions

Terry Quick Guides to the Implementation of MJP Recommendations 8 & 9

Testimony to the Minnesota State Board of Law Examiners Regarding Foreign Lawyer Admission Issues (Dec. 3, 2009)

Terry Testimony to the USTR about the GATS Negotiations, Oct. 2002

Terry Submissions to the ABA MJP(Multijurisdictional Practice) Commission [the last set of entries on the page; analyzes 12 Global Legal Practice schemes with respect to: 1) Permitted Forms of Association; 2) Scope of Practice; and 3) Ethics and Discipline] May 2001

Terry Submissions to the ABA MDP(Multidisciplinary Practice) Commission [the last set of entries on the page], includes an MDP “Issue Checklist”, March 1999 [Testimony cited in n. 3 of Appendix C - Reporter's Notes, to the June 1999 Report of the ABA MDP Commission] 

See also Terry Testimony to the WTO and UN regarding legal services and WTO and UN supporting materials (also listed above in the “Presentations” section)

Last Updated Sept. 5, 2014

Please report  dead links to LTerry@psu.edu

WWW: Terry presentations