Back to School Week | Back to Basics - IOLTA Trust Accounting

Event Description

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.


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: TBD


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

Register for this Event


Wednesday, August 24, 2022

12:00 PM to 1:00 PM

Zoom/Live Webinar