February 26, 2019
12:00 PM to 2:00 PM
CBA Law Center
30 Bank St
Presented by the Connecticut Bar Institute
About the Program
This two-hour program will provide in-depth coverage of Rule 1.15 and the basics of IOLTA management including accounting, recordkeeping, and three-point reconciliations.
You Will Learn
- The nuances of Rule 1.15
- IOLTA basics
- Three-point reconciliations – what they are and why they’re crucial
- Common problems and practical steps to avoid them
- Tips for safeguarding funds from frauds and embezzlement
Who Should Attend
Any person with signatory authority on a trust account should attend this program.
(Includes a light lunch, electronic materials*, and parking in the public garage at 35 Bank St)
Student Member $15
CT: 2.0 CLE Credits (Ethics)
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NY: 2.0 CLE Credits (Ethics)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.
*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided unless purchased separately. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.
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