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Ethics and Technology: New Challenges for the 21st Century Practitioner 2013


Speaker(s): David A. Lewis, James Q. Walker, Kenneth Citarella, Rebecca L. Ambrose
Recorded on: Aug. 13, 2013
PLI Program #: 42952

David Lewis’s practice is focused on legal ethics and professional conduct, including issues surrounding conflicts of interest, legal advertising regulations, cross-border legal practice issues, litigation conduct, attorney-client privilege and client confidentiality, bar admission requirements, fee disputes, law firm structure and risk management.

He has represented clients in a variety of professional matters, including defending lawyers against charges before disciplinary committees, legal malpractice cases and representing lawyers and law firms in cases involving disqualification.

Mr. Lewis was formerly a partner and general counsel of a national, New York-based AmLaw 200 law firm. Before that, he was an attorney with an international, New York-based AmLaw 100 law firm and a member of its Office of the General Counsel.

Mr. Lewis is the appointed Chair of the New York City Bar Association’s Professional Responsibility Committee (2011-2014), and he is also the Vice-Chair of the New York State Bar Association's Task Force on Nonlawyer Ownership.

He is a member of the New York State Bar Association’s Committee on Standards of Attorney Conduct (COSAC) which studies and makes recommendations for changes in the rules of professional conduct that govern lawyers in New York State.

Mr. Lewis was appointed by the President of the New York State Bar Association to serve on the New York State Bar Association’s Special Immigration Committee, which was created to help develop, improve and expand the standards for competent legal representation of immigrants in the United States.

His professional memberships also include the New York County Lawyers’ Association’s Board of Advisors for the Ethics Institute and for its Task Force on Professionalism.

Mr. Lewis has served as an adjunct professor of law, and has taught legal ethics and professional responsibility.

Mr. Lewis is a sought-after speaker, and is often called upon to lecture or serve on panel discussions dealing with complex legal ethics issues and compliance with the Rules of Professional Conduct. He has participated in many programs dealing with the professional conduct of lawyers, including those sponsored or held by the Practising Law Institute, the American Bar Association, the New York State Bar Association, the New York City Bar Association, the New York County Lawyers’ Association and the Association of Professional Responsibility Lawyers (APRL).

Community Service Activities

Mr. Lewis is very passionate about his pro bono work as an advocate for children’s rights on behalf of the Legal Aid Society.

Mr. Lewis is a 2007 recipient of the Legal Aid Society’s Pro Bono Publico Award. He was a member of the New York State Bar Association’s Empire Counsel for a number of years.


James Walker concentrates in internal investigations, white collar criminal defense, complex commercial litigation, professional liability and legal ethics.  Mr. Walker represents companies and senior executives in federal and state criminal and civil investigations of potential violations of the securities laws and the Foreign Corrupt Practices Act.  He represents law firms and lawyers in government and internal investigations of potential criminal, regulatory and/or professional misconduct, and in related criminal and civil litigation and regulatory proceedings. 

Mr. Walker has been on the New York City Bar’s Professional Discipline, Professional and Judicial Ethics, Professional Responsibility, and Securities Regulation Committees, and on the New York State Bar Association Committee on Professional Ethics, where he has been a member since 1996.  He has drafted numerous ethics opinions and reports on ethics issues.  Mr. Walker is a frequent lecturer on legal ethics, internal investigations and corporate governance, and has written articles on attorney-client privilege, professional ethics, internal investigations, and issues arising under the securities laws.  Mr. Walker also serves as General Counsel to Richards Kibbe & Orbe LLP.


Kenneth C. Citarella is a senior managing director for the Investigations and Cyber Forensics practice.  He joined Guidepost Solutions in 2010 as a project manager to investigate fraudulent claims for the Gulf Coast Claims Facility in its administration of the $20 billion BP compensation fund.  In that capacity, Mr. Citarella supervised 300 professionals, including more than 200 field investigators. Nearly 18,000 claims were referred for investigation; many involved the financial analysis of a claimant’s business operations, including numerous construction-related entities. The project team wrote thousands of fraud reports which were described by an official of the U.S. Department of Justice as the finest body of investigative work he had ever seen.

Mr. Citarella also worked as part of the Guidepost Integrity Monitor team in the New York City Rapid Repair program overseeing Superstorm Sandy-related reconstruction on Staten Island. Guidepost monitored residential repairs from initial assessment through final walk through, documenting work order authorizations and variances between authorized work and actual performance, permitting New York City to properly evaluate invoices and satisfactory performance by contractors.

Prior to joining Guidepost Solutions, Mr. Citarella worked with a commercial litigation law firm and the Corporate Investigations Division of Prudential. 

Mr. Citarella had a distinguished 28-year career as a white-collar and computer crime prosecutor in the Westchester County, New York District Attorney’s Office, which he concluded as Deputy Chief of the Investigations Division. He prosecuted investment frauds, larcenies, embezzlements, anti-trust violations, public corruption, forgeries and many other economic crimes. A pioneer in computer crime prosecution, Mr. Citarella obtained convictions for computer intrusions, malicious software attacks, a software time bomb, spamming, digital child pornography, and the use of the Internet for child exploitation, among other cases.

In addition to his affiliations and designations, Mr. Citarella frequently lectures before professional, legal, academic, corporate and community groups on computer crime and fraud related issues. In 2011, he received the Lifetime Achievement Award from the High Technology Crime Investigation Association.

Speaking Engagements

  • Federal Bar Council 2015 Fall Bench and Bar Retreat, “How to Respond to a Client's Data Breach,” October 2015
  • DoDiligence™ – Reinventing the Due Diligence Process, Topic specialist for Cybersecurity Breakout Session, August 2015
  • ALM 27th Annual General Counsel Conference, “Cybersecurity – What the General Counsel needs to Know,” June 2015
  • Gotham Media, “Cyber Security is Not Optional,” April 2015
  • Law Firm, Cybersecurity: Global Crisis Prevention and Management, “Aftermath of a Breach: Potential Legal Exposure,” February 2015
  • New York State Bar Association 2014 Security Summit, “Protecting Information When Using Third Party Vendors,” November 2014
  • Northeast Chapter of the High Tech Crime Investigation Association, ” Impact of the NSA: Revelations on Law Enforcement,” September 2014
  • Annual ACFE Global Fraud Conference, “Integrity Monitorship of Public Construction Projects and the CFE,” June 2014
  • International Information Management Association Conference, “Lessons the Victims Taught Me: Reflections on 25 Years Investigating Cybercrime,” October 2013
  • New York State Society of CPA’s Annual Fraud Conference, “Managing Mass Disaster Insurance Claim Fraud: Administering the Gulf Coast Claims Facility After the BP Oil Spill,” June 2013
  • Northeast Chapter of the High Tech Crime Investigation Association, “Continuing Legal Issues in High Tech Crime,” May 2013
  • Breach Response and Forensics - Managing the Privacy and Cybersecurity Law: Advising the C-Suite on Critical Issues in Our Information Society, ”Crisis and Complying with Law,” March 2013
  • New Jersey Chapter of The Association for Corporate Growth “Cyber Risk: What You and Your Business Needs to Know Right Now: Information and Data Security Breaches,” September 2012


Rebecca L. Ambrose is an Associate at Jackson Lewis where her practice focuses exclusively on legal ethics and professional responsibility matters.  Rebecca advises her firm on a variety of ethics issues including conflicts of interest, disqualification, sanctions, attorney advertising, bar admission requirements and malpractice defense.  She frequently lectures on topics related to legal ethics.  Rebecca is a 2007 graduate of the University of California, Berkeley, Boalt Hall School of Law.