Just when you thought you were getting your head around the rules for more than one state, here’s another curve ball: There is more than one set of rules.
What I mean by that is, while each state has a set of rules for what is required to provide an accredited program, the rules may change when you take into account your audience, how you are providing or distributing the program content, and other factors.
Here are some questions to consider: Is the program being offered to the public, or is it an in-house program available only to your own firm or organization’s attorneys? Is your organization a government entity? The answers to these questions may change the requirements. If this is an in-house program, you may be required to have outside speakers make up a certain percentage of your faculty for the event or you will not be able to offer credit in many states.
Gaining an understanding of the audience affects the requirements that are essential for planning the event. This is particularly important so that credit opportunities are not lost if these different requirements are not met.
The format in which the program is delivered also affects many components of the rules. Requirements for monitoring and tracking are driven by the format, so you’ll need to think about three things: 1) The type of credit you may offer and the limitations on them. 2) Number of attorneys that must be present. 3) Timing requirements for reporting attendance.