Description

Please join the Solo & Small Firm Section on Zoom on Tuesday, January 7, 2025, for a program on Trust Accounting Management. This program will be on Zoom and is open to all attorneys and administrators. Diane Camacho, CLM of DLC Consulting Service, LLC, will present this program.

This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.

• Client Trust Account Protection Program [CTAPP]
• What reports should you have for your trust account?
• How should your trust account be reconciled?
• Common mistakes