Legal Ethics: Maintaining IOLTA and Law Office Management Best Practices CLE (EDU190920)

September 20, 2019

9:00 AM to 1:30 PM

CBA Law Center

30 Bank St New Britain, Connecticut United States

Presented by the Connecticut Bar Institute

About the Program

Learn what you need to know about IOLTA compliance from experienced professionals.

You Will Learn

  • About rule 1.15, record keeping, and reconciliation requirements
  • About Practice Book Sec. 2-27 and Practice Book Sec. 2-28
  • Best practices in responding to audit requests, including case law overview
  • Best practices for risk management, including case law review
  • Practical applications through hypotheticals

Who Should Attend

Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account.


(Includes a light breakfast, electronic materials*, and parking in the public garage at 35 Bank St)
Member $145
Non-member $290
Student Member $15


Desi_Imetovski Pat King   Suzanne_Sutton_headshot
Desi Imetovski
Former Assistant Chief Disciplinary Counsel
Patricia King
Geraghty & Bonnano LLC
New London 
Frances Mickelson-Dera
Connecticut Statewide Grievance Committee, Judicial Branch
Suzanne B. Sutton
Cohen & Wolf PC

CLE Credit

CT: 4.25 CLE Credits (Ethics)
NY: 5.0 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.


Member Service Center
Phone: (844)469-2221