Log-in reminder if you have registered for a webcast or webcast video replay:
We recommend that you log in and launch the live webcast or webcast video replay at least 15 minutes prior to the start of the program to ensure your system is working properly. If you have difficulties logging in or with sound quality, please call online support at 1-877-880-1335.
If you purchased the OnDemand course (will be noted in the course number), the log-in recommendation is not applicable.
Schedule and Topics 12:00 -12:15 pm Welcome and Opening Remarks 12:15 - 1:00 pm Financial Management and Accounting for the Law Firm 1:00 - 2:00 pm Ethical Considerations for Managing Practice Finances 2:00 - 2:15 pm Break 2:15 - 3:00 pm Interactive Workshop 3:00 - 3:30 pm Using Software to Mange Trust Funds 3:30 - 4:00 pm The Details: Bookkeeping, Charts of Accounts, Electronic Billing, Payment Processing, Retainers, Costs and Refunds 4:00 - 4:30 pm Trust Accounting Best Practices: Top Tips! 4:30 pm Webcast concludes The attorney’s most sacred obligation is protecting her clients, and, that obligation takes many forms. One of the most obvious (and highly-regulated) requirements attaching to that obligation relates to managing clients’ funds. Even so, many attorneys overlook or misunderstand what they need to do in terms of managing IOLTA trust account funds. In practice, this often means that attorneys are, even unintentionally, impermissibly comingling funds between accounts, or worse, converting funds for their own use that they should be holding on behalf of their clients as financial fiduciaries.
Faculty will take a practical approach to teaching you the ins-and-outs of law practice financial and trust fund management, including an interactive segment. In addition to legal trust bookkeeping, you will learn how others have made mistakes to avoid, and how you can adopt the best trust accounting practices.
Faculty Hon. Donald Alexander - Justice, Maine Supreme Judicial Court Portland, Maine Emily Belanger - Paralegal - Largay Law Offices, P.A., Bangor, Maine Jared D. Correia, Esq. - Red Cave Law Firm Consulting Boston, Mass., Aira Eee, Esq. - Maine Board of Overseers of the Bar Augusta, Maine Christopher Largay, Esq. - Largay Law Offices, PA Bangor, Maine Cliff Ruprecht, Esq. - Roach, Hewitt, Ruprecht, Sanchez & Bischoff, PC Portland, Maine
4 CLE Ethics
Customers Who Bought This Item Also Bought
(OnDemand) Civil Procedure and Evidence - 2017 Legal Year in Review (PRACPRO)
(OnDemand) Criminal Law - 2017 Legal Year in Review (PRACPRO)