Friday, August 26, 2011

Aug 30/Web - Managing Trust Accounting for Compliance

Accurate trust accounting is critical for firms that hold funds on behalf of clients. Improper tracking, co-mingling or misuse of the funds can result in severe penalties.

Join us for this informative, one-hour Webinar that offers expert advice so you’re sure that your trust account practices are compliant. Your client’s assets remain well protected in your knowledgeable care while you reduce penalty risks.
Title:

Managing Trust Accounting for Compliance
About the Presenter: 

Sheila Blackford is a Practice Management Advisor for the Oregon State Bar Professional Liability Fund since 2005. A former solo practitioner, teacher and marketing director in the financial services industry, she provides confidential practice management assistance to Oregon attorneys to reduce their risk of malpractice claims. She is an adjunct instructor at University of Oregon School of Law, during their January term.

*CLE is in the process of approval. LexisNexis is approved for telephonic/Webinar training on this topic in the following states: Alabama, Alaska, Arizona, California, Florida, Georgia, Kentucky, Minnesota, Montana, Nevada, New York**, North Dakota, Rhode Island, and Utah (self-study only).**Only experienced (having completed their first 32 hours of CLE) NY attorneys may take telephonic training for CLE. New York regulation requires that all CLE sessions must be conducted by a JD or an attorney in good standing. CLE credit may be offered. Some state restrictions may apply. Contact the LexisNexis(R) CLE Group for eligibility requirements.

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