Legal Ethics: Maintaining IOLTA and Law Office Management Best Practices (EDU201027)

October 27 to 28, 2020

9:00 AM to 11:00 AM (Eastern Daylight Time)


Access Recording
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Presented by the Connecticut Bar Institute

About the Program

Learn what you need to know about IOLTA compliance from experienced professionals in this two-day seminar. 

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

Who Should Attend

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


(Includes electronic materials)
Member $120 
Non-Member $240
Student Member $15

Register by Mail


Desi_Imetovski Desi Imetovski
University of Bridgeport, Bridgeport

Pat King Patricia King
City of New Haven – Office of Corporation Counsel, New Haven

!No-Headshot Frances Mickelson-Dera
Connecticut Statewide Grievance Committee, Judicial Branch, Hartford

Suzanne Sutton Suzanne B. Sutton
Cohen & Wolf PC, Bridgeport

Legal Ethics Agenda

Tuesday, October 27 | 9 a.m. - 11 a.m. EDT
Wednesday, October 28 | 9 a.m. - 11 a.m. EDT

CLE Credit

Legal Ethics Parts 1 and 2
CT: 4.0 CLE Credits (Ethics)
NY: 4.0 CLE Credits (Ethics)

See session descriptions for individual credit amounts

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program may qualify for transitional and/or non-transitional CLE credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the page on CLE: Financial hardship information is 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. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. 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