EUGENE ESTATE PLANNING COUNCIL

SESSION I

Hong Dao, JD, will present “What You Don’t Know Can Hurt You: Protecting Your Business from Data Breaches.” This presentation will discuss why businesses, including law firms, are at a high risk for data breaches, how a breach can occur, and what lawyers and other business can do to protect against the risk. It will also cover lawyers’ ethical obligations to protect client data and what to do after a security incident is detected.

Hong Dao, JD, is a practice management attorney at the Professional Liability Fund. She provides confidential practice management assistance and education to attorneys to reduce their risk of malpractice exposure. Ms. Dao came to the United States from Vietnam with her family as boat refugees in the early 1980s. She grew up in Colorado, where she attended the University of Denver as an undergraduate, and then moved to Iowa to attend Drake University Law School, where she received her JD.

Before joining the PLF in 2014, Ms. Dao worked as a staff attorney at the Oregon Law Center, representing, advising, and advocating for clients in employment, housing, and consumer law matters, and presenting community education programs. Prior to that, she worked as a contractor with the Criminal Division of the U.S. Attorney’s Office in Oregon.  She has been an adjunct instructor of business law at Portland Community College since 2012.

Ms. Dao is a member of the Oregon State Bar, Washington State Bar, American Bar Association, Oregon Women Lawyers, Multnomah Bar Association, and Oregon Asian Pacific American Bar Association. She is a 2014 recipient of the Oregon State Bar President’s Public Service Award.

Ms. Dao also has been active in the Asian Pacific American community in Oregon, having served on the board of directors for the Center for Intercultural Organizing (now called Unite Oregon) and the Asian Pacific American Network of Oregon (APANO). She was also a graduate of the first cohort of the Asian Pacific Islander Community Leadership Institute (API-CLI).  

SESSION II

John Lenz will present “Security and Ethics – Strange Bedfellows.”  Real life ethical dilemmas faced by people trusted with confidential client information. There has never been a time when client’s personal information has been more under attack than today. Spend an hour with John Lenz, CLU, ChFC, CFP® discussing ethical considerations in an era of client confidentiality.

John Lenz CLU, ChFC, CFP™, entered the life insurance business in 1981 and has spent the last 40 years as a producer, General Agent and Managing General Agent. He earned his Chartered Financial Consultant and Chartered Life Underwriter degrees from the American College and is a Certified Financial Planner. John is President of Lenz Financial Group in Portland and a founding member of US Annuity Partners. Lenz Financial employs 14 people who specialize in the design and underwriting of life insurance, annuity and long-term care insurance with 40 companies for more than 1,000 agents and financial advisors across the country.

John is a past member the board of directors of the Oregon and SW Washington Financial Planning Association and past board chair of Insurance Designers of America, a national insurance marketing organization with 54 offices nationwide. John has been an expert witness in a nearly 30 arbitrations, mediation, civil and criminal legal cases involving annuities and life insurance products.

John has presented continuing education Ethics courses for CFPs and licensed insurance agents monthly for the past 15 years, rumored to be part of his parole and probation for unspecified crimes.