Back to School Week:
Back to
Basics
This session is part of
MSBA's Back to School Week, 4 sessions in
all.
Trust Accounting at its foundation is fairly
straightforward.
Money in, and eventually
money out. However, given that you are handling someone else’s money,
there are additional protections and requirements put in place to ensure that
it is being managed
responsibly.
Whether you're a new or seasoned lawyer,
staying on top of your legal trust accounting compliance is a must. Even if the
bookkeeping is outsourced to another department or another company, the onus to
maintain compliance remains on the lawyers accepting these client funds.
In this session, we're going back to basics so you can have a refresher course
on what makes trust accounting unique, how to avoid common trust accounting
mistakes, and ways technology can help you stay
compliant.
Presenter:
Erica Birstler, Vice President of Product Communications,
CosmoLex
Erica's degree is in Business Administration, and
she has over a decade of
experience in the legal software industry, catering to the specialized technology needs
of small to mid-sized law firms. Erica is passionate about helping
legal professionals improve the way their law firms run. She has
given numerous presentations across North America on legal technologies such as
law practice technology management, cloud computing, and legal billing & trust
accounting compliance to help spread her knowledge.
CLE Credits:
1.0 Standard CLE Credits | Event Code: 469963
Cost:
MSBA Members: FREE
Non-Members: $45
Law Students: Free
Deadline to register: August 22, 2022
Remote Participation: Remote instructions will be emailed to
you the day prior to the event.
Payments:
Please register online or over the phone by credit card whenever possible. If
you must pay by check, please use this registration
form. If you need assistance, please contact the program manager.
Cancellations: Need to cancel? Please see our cancellation
policy.
Accommodations:
The MSBA is committed to creating an
inclusive environment in which all members can participate fully. If you need
reasonable accommodations to participate in this event, please notify the
program manager. Please provide notification at least 72 hours prior to the
meeting to allow sufficient time to make arrangements for accommodations. Thank
you.
Program Manager:
Jennifer
Carter
jcarter@mnbars.org