Category Archives: Media

CALIFORNIA LAWYERS ASSOCIATION PWG: Proposed California Consumer Privacy Act Regulations – COMMENTS

Hello Again, All:

Last week, on Twitter, I promised to try to post the California Lawyers Association Privacy Working Group’s comments on the California Consumer Privacy Act.  I made it.  Before you skip directly to the comments, I wanted to briefly discuss my specific role and also make a suggestion (it’s my blawg, so I get to do that!)

My colleagues are attorneys who immersed themselves in technology and the law.  In my case the opposite is true.  I’m a technology professional who passed the California Bar when I was 44 years old (2007, for the curious).  As such, I became the ‘roving technology consultant’ on the various aspects of this law.  In short, I worked with several of our writing subgroups to identify where the concepts in the law don’t mesh with how the technology actually works.

Aside from some minor formatting differences between WordPress and the original – plus some bolds and one URL added by me – these are verbatim comments.

The suggestion?  While you may discern most of the original issues via the comments alone, it would be best to review the proposed regulations that these comments address.

Estimates are that implementation of CCPA may cost $55 billion – and it does not exclusively apply to California companies – so, we understand and appreciate your interest in being well-informed.

Best wishes for the holiday season and the adventure that awaits us in 2020!

Perry

**************************************************************************

December 6, 2019

Privacy Regulations Coordinator

California Office of the Attorney General

300 South Spring Street, First Floor

Los Angeles, CA 90013

Email: PrivacyRegulations@doj.ca.gov

Re: Proposed California Consumer Privacy Act Regulations

Dear Attorney General Becerra:

The California Lawyers Association (“CLA”) Privacy Working Group (“PWG”) respectfully submits these comments on the proposed California Consumer Privacy Act (“CCPA”) regulations. The PWG is a multidisciplinary group with members drawn from various sections of the California Lawyers Association, including: Antitrust, UCL and Privacy; Business Law; and Intellectual Property Law. Our members have broad-ranging expertise in areas that include consumer privacy, cybersecurity, and data protection, and extensive experience with related regulatory, transactional, and litigation matters.

The Attorney General released these proposed regulations for public comment on October 10, 2019. The regulations are intended to operationalize the CCPA and provide clarity and specificity to assist in the implementation of the law. The CCPA requires the Attorney General to adopt initial regulations on or before July 1, 2020.

The PWG applauds the Office of the Attorney General for engaging in a broad and inclusive rulemaking process, including public forums. This public comment period is important because the stakes are high. According to estimates in the Standardized Regulatory Impact Assessment for the CCPA regulations, published by the Berkeley Economic Advising and Research, LLC, the CCPA will protect over $12 billion worth of personal information that is used for advertising in California each year. If finalized, businesses are estimated to spend between $467 million to $16,454 million in costs to comply with the draft regulation during the period 2020-2030. The CCPA grants new rights to consumers and imposes new obligations on businesses.

As highlighted in the CCPA Fact Sheet, published together with the proposed regulations, the CCPA and the European Union’s General Data Protection Regulation (“GDPR”) are separate legal frameworks with different scopes, definitions, and requirements. A business that is subject to GDPR and also processes personal information of California consumers will need to reconcile the differences between the two regimes. In addition, a business will need to examine what additional obligations apply under the CCPA that are outside of how personal information is collected, processed, sold or disclosed pursuant to the federal Gramm-Leach-Bliley Act, the California Financial Information Privacy Act, the Driver’s Privacy Protection Act of 1994, the Confidentiality of Medical Information Act, the Health Insurance Portability and Accountability Act of 1996 and the Federal Policy for the Protection of Human Subjects.

We submit the following comments on the proposed regulations.

All views expressed in these comments are our own as individual members of the PWG and do not represent the views of any entity whatsoever with which we have been, are now, or will be affiliated.

Overall Concerns:

The PWG notes that the proposed regulations will not be final before the January 1, 2020 effective date of the CCPA. Once the regulations are final, it will likely take most businesses several months to fully implement processes consistent with the final regulations. Accordingly, we urge the Office of the Attorney General to take into consideration the practical impact these regulations will have on businesses as well as the desire to protect consumer rights.

Our comments below are organized by section. We underlined for ease of reading new or amended language and we struck out language we propose to have deleted (i.e., underline or strike out).

Article 2. Notices to Consumers

§ 999.305. Notice at Collection of Personal Information

Section 999.305(a)(2)(d) provides that a notice at collection of personal information shall: “Be accessible to consumers with disabilities. At a minimum, provide information on how a consumer with a disability may access the notice in an alternative format.” This same language exists in § 999.306(a)(2)(d) (Notice of Right to Opt-Out of Sale of Personal Information), § 999.307(a)(2)(d) (Notice of Financial Incentive), and § 999.308(a)(2)(d) (Privacy Policy).

The PWG is concerned that “accessible” in the first sentence is unclear, ambiguous, and undefined. This could result in regulatory enforcement issues as well as prolonged litigation regarding interpretation and applicability, similar to other litigation we have already seen concerning website accessibility. In order to address this concern, the PWG suggests that the phrase “accessible to consumers with disabilities” be tied to the requirements of other specific provisions of law and recommends revising

§ 999.305(a)(2)(d) to read as follows:

§ 999.305(a)(2)(d)

Be accessible to consumers with disabilities to the extent required by the Americans with Disabilities Act, the Unruh Civil Rights Act, the California Disabled Persons Act, or any applicable regulations. At a minimum, provide information on how a consumer with a disability may access the notice in an alternative format.

We recommend that this same amendment be made to § 999.306(a)(2)(d)

§ 999.307(a)(2)(d), and § 999.308(a)(2)(d).

Section § 999.305(a)(3) appears to create an opt-in and consent requirement. The PWG is concerned that a new opt-in requirement not already part of CCPA will potentially lead to “click fatigue” in which consumers ignore notices because of their ubiquity. We think a better approach may be to limit the use of personal information to the purposes that were included in the notice at the time of collection or uses that are within the reasonable expectation of the consumer. We understand that the existing text of the CCPA already allows for exceptions that permit use of personal information for other purposes, as enumerated in Civil Code § 1798.145(a), including: (1) to comply with federal, state or local laws; (2) to comply with a civil, criminal, or regulatory inquiry, investigation, subpoena, or summons by federal, state, or local authorities; (3) to cooperate with law enforcement agencies concerning conduct or activity that the business, service provider,

or third party reasonably and in good faith believes may violate federal, state or local laws;

  1. to exercise or defend legal claims; and (5) to collect, use, retain, sell, or disclose consumer information that is deidentified or in the aggregate consumer information. As such, uses required by law or in furtherance of legal processes, such as serving subpoenas, providing required warranty or recall notices, providing notice of pending class actions, etc. would be permitted even if the notice at collection did not adequately cover these use cases. We recommend revising § 999.305(a)(3) to read as follows:

§ 999.305(a)(3)

A business shall not use a consumer’s personal information for any purpose other than those disclosed in the notice at collection, required by law, or reasonably aligned with the expectations of the consumer based on the consumer’s relationship with the business, or within a lawful manner that is compatible with the context in which the consumer provided the information. If the business intends to use a consumer’s personal information for a purpose that was not previously disclosed to the consumer in the notice at collection, the business shall use and obtain explicit consent from the consumer to use it for this new purpose.

Section § 999.305(b)(4) appears to require a link to a privacy policy in the notice at collection, implying the privacy policy must be a set of text that is separate from the notice at collection. The PWG suggests that if a privacy policy is provided at or before the time of collection, then a separate notice would not be required. We recommend revising § 999.305(b) to read as follows:

§ 999.305(b)

A business may inform consumers as to the categories of personal information to be collected and the purposes for which the categories of personal information shall be used by providing a link to the privacy policy at or before the point of collection, or in the case of offline notices, the web address of the business’s privacy policy, by URL, QR code, or similar means. If the privacy policy or a link to the privacy policy cannot be provided at or before the time of collection, a business shall provide a separate notice at collection which includes:

    1. A list of the categories of personal information about consumers to be collected. Each category of personal information shall be written in a manner that provides consumers a meaningful understanding of the information being collected.
    2. For each category of personal information, the business or commercial purpose(s) for which it will be used.
    3. If the business sells personal information, the link titled “Do Not Sell My Personal Information” or “Do Not Sell My Info” required by section 999.315(a), or in the case of offline notices, the web address for the webpage to which it links.
    4. A link to the business’s privacy policy, or in the case of offline notices, the web address of the business’s privacy policy.

Similar to the change noted above, we recommend revising § 999.305(a)(2)(e) as follows, to allow for other means to link to privacy policies than web addresses, such as QR codes or shortened URLs such as bit.ly:

§ 999.305(a)(2)(e)

Be visible or accessible where consumers will see it in reasonable proximity to where any personal information is collected. At a minimum, the notice may consist of a link to the portion of the privacy policy that describes the categories of information collected and the purposes of collection, though a business may also choose to provide a separate notice, so long as the notice complies with this section. For example, when a business collects consumers’ personal information online, it may conspicuously post a link to the notice on the business’s website homepage or the mobile application’s download page, or on all webpages where personal information is collected. When a business collects consumers’ personal information offline, it may, for example, include the notice on printed forms that collect personal information, provide the consumer with a paper version of the notice, or post signage directing consumers to the web address where the notice can be found, by URL, QR code, or similar means.

§ 999.306. Notice of Right to Opt-Out of Sale of Personal Information

Similar to our comment for § 999.305, we recommend allowing businesses to provide the notice of right to opt-out as part of their privacy policy. We recommend revising § 999.306(b) to read as follows:

§ 999.306(b)(1)

A business may inform consumers as to the right to opt-out of sale of personal information by providing a link to the privacy policy, or in the case of offline notices, the web address of the business’s privacy policy, by URL, QR code, or similar means. If the privacy policy or a link to the privacy policy cannot be provided, a business shall provide a separate notice of right to opt-out. A business shall post the notice of right to opt-out on the Internet webpage to which the consumer is directed after clicking on the “Do Not Sell My Personal Information” or “Do Not Sell

My Info” link on the website homepage or the download or landing page of a mobile application. The Notice shall include the information specified in subsection (c) or link to the section of the business’s privacy policy that contains the same information. For example, one of the acceptable methods to provide the notice of right to opt-out would be for the business to provide the “Do Not Sell My Personal Information” or “Do Not Sell My Info” link on the website homepage or the download, settings or landing page of a mobile application and direct the consumer to the section of the business’s privacy policy that contains the information in subsection (c). Using pop-up or pop-over windows or check boxes may also be acceptable and appropriate means for informing consumers as to the right to opt- out.

We also recommend removing § 999.306(c)(5) so it is clear to the businesses that if a link to the privacy policy was provided, a separate notice of right to opt-out is not necessary.

We encourage the Office of the Attorney General to consider other permissible means of presenting the opt-out notice in § 999.306(b)(2), particularly for offline notices, such as providing the web address to the privacy policy or using QR codes which link to the privacy policy.

Article 3. Business Practices for Handling Consumer Requests

§ 999.312. Methods for Submitting Requests to Know and Requests to Delete

The proposed regulations in § 999.312(a) set forth the requirements for businesses to provide two or more designated methods through which consumers may submit requests to know. We ask the Office of the Attorney General to consider the legislative changes under AB 1564 (Stats. 2019, ch. 759), which clarify this toll-free number requirement and would require a business which “operates exclusively online and has a direct relationship with a consumer” to only provide an email address for submitting access requests.

We recommend revising § 999.312(a) to read as follows, adding this clarification to make the draft regulations consistent with the CCPA:

§ 999.312(a)

A business shall provide two or more designated methods for submitting requests to know including, at a minimum, a toll-free telephone number, and, if the business operates a website, an interactive webform accessible through the business’s website or mobile application. A business that operates exclusively online and has a direct relationship with a consumer from whom it collects personal information shall only be required to provide an email address for submitting requests for information required to be disclosed pursuant to Sections 1798.110 and 1798.115. Other acceptable methods for submitting these requests include, but are not limited to, a designated email address, a form submitted in person, and a form submitted through the mail.

We also recommend revising the proposed example (1) in § 999.312(c)(1) to clarify that if a business is primarily an online retailer but also has certain products or services that are provided to consumers at brick-and-mortar retail stores, the consumer may submit requests through the email address that is provided on the business’s retail website.

In Example 2, the PWG proposes revising the requirement so that the businesses can consider the methods by which they interact with consumers but the number of designated methods the retail businesses must provide is no more than the two that are required for other industries to avoid any confusion on the minimum requirement.

As such, our recommended revision to § 999.312(c) reads as follows:

§ 999.312(c)

A business shall consider the methods by which it interacts with consumers when determining which methods to provide for submitting requests to know and requests to delete. At least one method offered shall reflect the manner in which the business primarily interacts with the consumer, even if it requires a business to offer three methods for submitting requests to know. Illustrative examples follow:

      1. Example 1: If the business is primarily an online retailer, businesses can provide an email address on their retail website through which consumers can submit requests to know or requests to delete. at least one method by which the consumer may submit requests should be through the business’s retail website.
      2. Example 2: If the business operates a website but primarily interacts with customers in person at a retail location, the business may shall offer three methods to submit requests to know consumers the following designated methods for submitting requests to know or requests to delete: a toll-free telephone number, an interactive webform accessible through the

business’s website, and or a form that can be submitted in person at the retail location.

We understand that the intent of § 999.312(d) may be to allow for instances where a consumer may have submitted the deletion request by mistake, especially in an electronic setting where accidents may occur at the click of a button. However, we do not believe this is a significant issue as deletion requests under the CCPA already require a process for verifying the identity of the consumer. As such, we recommend revising § 999.312(d) to indicate that the businesses can apply discretion in asking the consumers if they indeed meant to submit such deletion request but it is not a requirement. Our suggested language for § 999.312(d) reads as follows:

§ 999.312(d)

A business may shall use a two-step for online requests to delete where the consumer must first, clearly submit the request to delete and then second, separately confirm that they want their personal information deleted.

The PWG suggests removing proposed §999.312(f) because it is overly burdensome and unworkable as drafted. If a business has 10,000 employees, we cannot expect all 10,000 employees to be trained to handle privacy-related inquiries. Especially given that the draft regulations require a response from the business within certain number of days after receiving such requests, we ask that the regulations do not add this new requirement and keep the requirement intact as it is written in the CCPA, which is for the businesses to respond to requests that are submitted through the designated methods. In the alternative, we would propose at a minimum that the requirement is amended to read as follows:

§ 999.312(f)

If a consumer submits a request in a manner that is not one of the designated methods of submission, or is deficient in some manner unrelated to the verification process, the business shall, to the extent feasible, either:

  1. Treat the request as if it had been submitted in accordance with the business’s designated manner, or
  2. Provide the consumer with specific directions on how to submit the request or remedy any deficiencies with the request, if applicable.

§ 999.313. Responding to Requests to Know and Requests to Delete

Section 999.313(c)(7) allows a business that maintains a password-protected account with the consumer to comply with a request to know by utilizing a secure self-service portal for consumers to access, view, and receive a portable copy of their personal

information. The PWG proposes the below changes to make clear that the business which uses such a portal may direct the consumer to the portal for submission and processing of a consumer request.

The PWG suggests revising § 999.313(c)(7) to read as follows:

§ 999.313(c)(7)

If a business maintains a password-protected account with the consumer, it may comply with a request to know by using directing the consumer to a secure self- service portal for consumers to access, view, and receive a portable copy of their personal information if the portal fully discloses the personal information that the consumer is entitled to under the CCPA and these regulations, uses reasonable data security controls, and complies with the verification requirements set forth in Article 4.

Section 999.313(d)(1) requires businesses to treat a failed deletion request as an opt-out request. The CCPA treats the right to opt-out and the right to delete as two separate rights. We do not recommend conflating the two and instead recommend clarifying that if the business is unable to verify the identity of the requestor for the deletion request, the requestor must be informed how she may rectify the issue and allow an opportunity to complete verification. The PWG recommends revising § 999.313(d)(1) to read as follows:

§ 999.313(d)(1)

For requests to delete, if a business cannot verify the identity of the requestor pursuant to the regulations set forth in Article 4, the business may deny the request to delete. The business shall inform the requestor that their identity cannot be verified, and shall instead treat the request as a request to opt-out of sale the information needed for verification, and allow the requestor to provide additional information to complete verification.

We understand the intent behind the proposed regulations in § 999.313(d)(3) may be to provide the businesses the flexibility to not have to search through and delete personal information from archived or backup systems if the information is not in use currently. We recommend revising the language in § 999.313(d)(3) to clarify that the requests to delete do not apply to information on archived or backup systems but if the information were accessed or used by the business, the deletion request would apply to that information. Our recommended version reads as follows:

§ 999.313(d)(3)

If a business stores any personal information on archived or backup systems, it may delay compliance with the consumer’s request to delete, with respect to data stored on the archived or backup system, until the archived or backup system is

next accessed or used. The consumers’ request to delete shall not apply to any personal information on archived or backup systems, as long as that information is not accessed or used by the business.

§ 999.315. Requests to Opt-Out

The CCPA already contains a provision which restricts the resale of personal information (see Civil Code § 1798.115(d)). We suggest removing § 999.315(f), as any third parties to whom the personal information is sold would already be restricted from reselling the personal information unless the consumer has received explicit notice and is provided an opportunity to exercise the right to opt-out. The proposed requirement to look back 90 days in § 999.315(f) is unnecessary and unduly burdensome.

§ 999.317. Training: Record-Keeping

In § 999.317(b), there is no clear indication of when the 24 month clock starts (i.e., from the date the business receives the request, responds to the request, etc.). The PWG recommends the Attorney General clarify when the 24 months record-keeping requirement begins. Recommended version of § 999.317(b) reads as follows:

§ 999.317(b)

A business shall maintain records of consumer requests made pursuant to the CCPA and how the business responded to said requests for at least 24 months from the date the consumer submitted any such request.

The PWG proposes a minor change to § 999.317(f) in order to provide clarity as to what record-keeping purpose it pertains. We recommend revising § 999.317(f) to read as follows:

§ 999.317(f)

Aside from this the record-keeping purpose referred to in subsection (e), a business is not required to retain personal information solely for the purpose of fulfilling a consumer request made under the CCPA.

Article 4. Verification of Requests

§ 999.325. Verification for Non-Accountholders

The PWG recommends adding language to § 999.325(c) to allow for electronic signatures, as follows:

§ 999.325(c)

A business’s compliance with a request to know specific pieces of personal information requires that the business verify the identity of the consumer making the request to a reasonably high degree of certainty, which is a higher bar for verification. A reasonably high degree of certainty may include matching at least three pieces of personal information provided by the consumer with personal information maintained by the business that it has determined to be reliable for the purpose of verifying the consumer together with a signed declaration under penalty of perjury that the requestor is the consumer whose personal information is the subject of the request. A signed declaration may be physically signed or electronically signed. Businesses shall maintain all signed declarations as part of their record-keeping obligations.

Article 5. Special Rules Regarding Minors

§ 999.330. Minors Under 13 Years of Age

The PWG recommends adding language to § 999.330.(a)(2)(a) to allow for additional electronic methods for businesses to verify user identities. Recommended changes to

§ 999.330(a)(2)(a) reads as follows:

§ 999.330(a)(2)(a)

Providing a consent form to be signed physically or electronically by the parent or guardian under penalty of perjury and returned to the business by postal mail, electronic mail, electronic form, facsimile, or electronic scan;

We thank you for your consideration of these comments.

Members of the Privacy Working Group that prepared these comments are identified below. Affiliations are provided for identification purposes only.

Stanton Burke, Member of the California Lawyers Association

Christopher James Donewald, Member of the California Lawyers Association Aigerim Dyussenova, Member of the California Young Lawyers Association

Jennifer S. Elkayam, Member of the Antitrust, Unfair Competition, and Privacy Law Section of the California Lawyers Association

Jared Gordon, Past co-chair of the Internet and Privacy Law Committee of the Business Law Section of the California Lawyers Association

Christian Hammerl, Past co-chair of the Internet and Privacy Law Committee of the Business Law Section of the California Lawyers Association

Thomas A. Hassing, Chair of the Internet and Privacy Law Committee of the Business Law Section of the California Lawyers Association

Irene Jan, Member of the Intellectual Property Law Section of the California Lawyers Association

Minji Kim, Member of the Antitrust, UCL and Privacy Section of the California Lawyers Association

Joshua de Larios-Heiman, Executive Committee Member of the Antitrust, UCL and Privacy Section of the California Lawyers Association

Marina A. Lewis, Member of the California Lawyers Association Gayatri Raghunandan, Member of the California Lawyers Association

Mary Stone Ross, Executive Committee Member of the Antitrust, UCL and Privacy Section of the California Lawyers Association

Perry L. Segal, Board Representative, Law Practice Management and Technology Section of the California Lawyers Association

Jeewon Kim Serrato, Executive Committee Member of the Antitrust, UCL and Privacy Section of California Lawyers Association

Kieran de Terra, Executive Committee Member of the Intellectual Property Law Section of the California Lawyers Association

Emily S. Yu, Secretary of the Intellectual Property Law Section of the California Lawyers Association and Chair of the Technology, Internet and Privacy Interest Group

EDISCOVERY CALIFORNIA: FORMAL OPINION NO. 2016-196 – ATTORNEY BLOGGING

Disclaimer:  This is a State Bar of California Opinion, and I’m Vice-Chair of the Council of California State Bar Sections (CSBS).  I want to remind you, “This blog site is published by and reflects the personal views of Perry L. Segal, in his individual capacity.  Any views expressed herein have not been adopted by the State Bar of California’s Board of Trustees or overall membership, nor are they to be construed as representing the position of the State Bar of California.”

To put it simply, the premise of CAL 2016-196 is to address when:  1) A blog post becomes a “communication”, as defined under the RPC and the State Bar Act, and 2) If it is deemed a communication, is it “attorney advertising”?

First of all, what constitutes a blog (or, as I prefer to call legal blogs, a “blawg”)?  Hmmm.  Well, if you call it a blawg, that’s probably a big hint that it’ll be legal in nature, but that’s not really what I’m getting at here.  Are your scribbles on Facebook, Twitter and Instagram “blogging”, for the purposes of this opinion?

You bet (if those scribbles are legal in nature and/or purport to advertise your services).  You may not be aware of it, but products like Twitter are referred to as “micro-blogs”.

I think the continuing problem with a lot of these opinions is that they cause people to lose their minds worrying about them as if they’re something new.  The reality is, technically, a blog post is no different than if it were an article in a magazine that had a little blurb at the end that includes your contact information.  You’ll be subject to regulation for attorney advertising (California’s Rule of Professional Conduct, rule 1-400 – Advertising & Solicitation).

The real differences?

  • Someone has to subscribe to the magazine, receive it for free or pick it up in the dentist’s office office or a friend’s home.  However, if your blog is public, you need to understand, that means public; available to anyone, anywhere in the world at any time who has access to the internet.
  • The jurisdiction in which someone reads it may not authorize attorney blogging.

I bet many of you see where I’m going with the second point.  Could this trigger an accusation of improper advertising?  What about an in-depth article including opinion on a particular law?  Could that be unauthorized practice of law?

Yes and yes.  So what do you do?  For starters, click on the link above and read the opinion.  It’s only eight pages, and you’ll quickly see that a lot of it triggers opinions you’ve seen before, such as CAL 2012-186.  Two, disclaim, Disclaim, DISCLAIM.  Many a problem is eliminated if you simply inform your readers of your audience.

Of course, you can’t do that on Twitter.  So you might link to your disclaimer, or state briefly, “All opinions are my own.”

Oh, and there’s this last bugaboo:  You must be able to reproduce each and every post you’ve made for the past two years (while you’re gasping, keep in mind, it’s three years in New York).

Calbar CYLA Symposium – May 22, 2015 in L.A.

CYLA Skills 2015So…I'm a little out of order (not a great thing for a lawyer to say, is it?).  It means that I've already posted presentations in June but the CYLA Annual Practical Skills Training Symposium is held in the State Bar offices May 21st in San Francisco and May 22nd in Los Angeles.

Two important thing to know:  1) The programs are different each day, and 2) I'm presenting from 2 p.m. – 3 p.m. Friday, May 22nd on:

 

New Attorney Skills (Attorney Advertising) 

Ethical Attorney Advertisement and Marketing

"This course will discuss how to advertise your legal services on the Internet. Learn how to design and operate your website, correspond with clients or prospective clients online, and use social media to maximize your business objectives."

I'll also be sticking around from 5:30 p.m. – 6:30 p.m. for:

Networking Speed Mentoring

"Meet and greet seasoned legal practitioners."

I'm pretty sure "seasoned" is a euphemism for "old"…I'll pretend it means, "experienced".

I hope you can join us.

Calbar Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging)

Emergency Humorous

 

The State Bar of California Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging) has been posted for public comment.  The comment period expires March 23rd, 2015 at 5pm.

PLEASE NOTE: Publication for public comment is not, and shall not be, construed as a recommendation or approval by the Board of Trustees of the materials published.

This P.R. Disaster? It’s a Sony!

SPE SHEFolks; it pains me to write about the nightmare going on at Sony Pictures Entertainment (aka SPE) right now.  Yours truly ran their email system in 1995/96.  I've often said how lucky I am that I managed huge corporate email systems before the advent of serious quantities of SPAM and when hacking didn't look at all like it does today.

I've been saying the same thing for years; "Assume that nothing you write is private".  This is just another example.  I also feel bad for Amy Pascal.  She was a prominent exec at Turner Broadcasting; my job prior to moving to SPE.  Are her words innappropriate?  Sure.  But if we're honest with ourselves, we know that we've all written the same snarky things – or thought about writing them!

What made me laugh most was seeing an on-air personality state that Sony was essentially a pariah due to these disclosed statements and that talent would flee to other studios.  Ri-i-i-ight!  Because execs aren't making the same 'private' comments at those other studios (insert rolling eyes here).  At least they were prior to this fiasco becoming public.

Methinks the right offers for the right amount of money will smooth over those hurt feelings.

Love in an Elevator: Jay Z, TMZ & the Death of Privacy

 

Do Not Use

If you've been anywhere near the media recently, you won't have avoided hearing about a certain confrontation in an elevator.

Now, true, an elevator isn't exactly private – and there were security cameras.  Still, I'm pretty sure we'd all agree that having our antics recorded and sold to TMZ violates a bright line.

I'm sticking to my earlier assessment; assume you're being recorded wherever – and whenever – you are…

The Mobile Lawyer & Professional Responsibility: Friday in Long Beach



MP900442484
Just a quick reminder that I'm presenting Program #19 at the Calbar Solo and Small Firm Summit in Long Beach, California:

The Mobile
Lawyer & Professional Responsibility: Confidentiality in the Digital Age

Friday, June 21, 2013 
1:15 p.m.-2:15 p.m.

Lawyers
are open for business 24-hours a day. 
They communicate via Twitter & Facebook, on smartphones, tablets
& notebooks – in coffee shops, taxicabs, airports and on airplanes.  This program reviews recent COPRAC opinions
addressing technology
and provides tools to protect confidences and privacy for
both attorney and client.

It's not too late to register and join us!

Upcoming Presentation: Calbar Solo & Small Firm Summit: “The Mobile Lawyer & Professional Responsibility: Confidentiality in the Digital Age”

00443095

I didn't intend for this blog to be a billboard for all of my 'stuff', but lacking much time these days, that's what it's been lately.  Since I'm already on a roll, I might as well tell you about a new program I'm presenting at the Calbar Solo and Small Firm Summit in Long Beach, California.  The Summit runs from June 20 – 22, 2013 and my program (#19) is entitled: 

The Mobile
Lawyer & Professional Responsibility: Confidentiality in the Digital Age

Friday, June 21, 2013 
1:15 p.m.-2:15 p.m.

Lawyers
are open for business 24-hours a day. 
They communicate via Twitter & Facebook, on smartphones, tablets
& notebooks – in coffee shops, taxicabs, airports and on airplanes.  This program reviews recent COPRAC opinions
addressing technology
and provides tools to protect confidences and privacy for
both attorney and client.

Hope to see you there!

Yahoo! and the Robot (not Remote) Employee

MP900427654

Wouldn't the world be a perfect place if we simply followed every talking head who pontificates on a subject (yours truly excluded…)?  Of course, the goal doesn't usually involve the content of the story, but to create a bait headline that'll compel a reader to click-through (the shortest way to accomplish this: make them angry).  And what a perfect subject to select for this purpose; Yahoo! CEO Marissa Mayer rescinds remote privileges!

* * * * * * * * * * * *

Then, the experts swoop in to tell us what she's really doing:

  1. Implementing a stealth layoff by pissing-off employees, who will then quit on their own,
  2. Discriminating against working moms (what about dads?),
  3. Taking us back to draconian times!

You get the idea…and you know what?  Every one of these claims might be true!  But, perhaps she is:

  1. Putting her arms around a human resources issue that's grown out of control,
  2. Fostering improved inter-company relations,
  3. Trying to better-assess a situation she can't see.

Mix & match as you like.  Does that mean I support the decision?  It's not about that.  I, like you, can easily cite detriments as well:

  1. More hours/dollars wasted on fuel, time and wear & tear sitting in traffic (I've been wondering whether the increase in traffic would actually be noticeable to outsiders),
  2. Less quality/leisure time with family, friends or hobbies,
  3. More pressure on significant other/spouse/parent to 'pick up the slack' of the Yahoo! employee (i.e. What I'm getting at is, suppose this particular employee is also a caregiver to an elderly parent; it ain't only about children, is it?)
  4. More pressure on single, unattached employee for similar reasons (there are only so many hours in the day for grocery shopping, errands and of course, appointments).
  5. Don't even get me started on morale…at least in the short term.
  6. Higher costs for Yahoo! as well; supporting all of these additional bodies on-site will have a marked effect on resources, such as electricity, maintenance, space allocation, furniture & supplies, etc.

I hate to quote Facebook, but:  It's complicated.

This is why it's extremely difficult to be a manager; too many cooks and Monday-morning quarterbacks.  My favorite is the propensity to quote studies about the benefits/detriments of working remotely.  You know what?  It's irrelevant except as it pertains to Yahoo!! (So, when I want to add a 'bang' to a sentence ending in the word "Yahoo!", is that how I do it?).

Of course, there is a place for statistics and studies as a general guide.  But what matters most is, how do these statistics and studies relate to the specific situation at Yahoo!?  There are a lot of factors involved, and I don't see too many of these articles wading very far into the weeds.

Last point; substitute any other name for Yahoo!  Same rules apply.

P.S.  I've included articles from people who do know the subject well – a lot better than I do, anyway (e.g. Richard Branson) but I think his particular comments answer his own concerns:

"To successfully work with other people, you have to trust each other. A
big part of this is trusting people to get their work done wherever they
are, without supervision
." [Italics added].

Two questions:

  1. Is it possible that Yahoo! harbors irrational mistrust of their employees?
  2. Is it possible that some employees have abused Yahoo!'s trust?

It could be one, both or neither.  I wonder how this will play out in the months leading up to implementation?  I wonder what things will look like six months after implementation?

Calbar Formal Opinion Interim No. 10-0001 (Social Media/Attorney Advertising) is Now Formal Opinion CAL 2012-186

MP900423020Happy New Year!  Some of you may recall when I wrote about this proposed opinion back in early June.  It addresses when a social media post by an attorney might cross the line from a statement to an advertisement, thereby triggering additional state bar rules.  In late December, apparently with little fanfare, the opinion was formalized as CAL 2012-186.