Legal Ethics: Law Office/IOLTA Management (EDU210929)

Wednesday, September 29, 2021

1:00 PM to 4:15 PM (Eastern Daylight Time)

CBA Law Center and Virtual

30 Bank St, New Britain

Access the Recording
Ethics logo square_web
Formerly titled as Legal Ethics: Maintaining IOLTA and Law Office Management Best Practices

Presented by the Connecticut Bar Institute

About the Program

Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with former members of these offices and current practitioners will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.

You Will Learn

  • An overview of the Rules of Professional Conduct and recent changes 
  • 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 
  • How to protect yourself from and defend against disciplinary actions 

Who Should Attend

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


Member $105
Non-Member $210
Student Member $60

In-Person and Virtual Registration Options Available 

In-person registration costs include electronic materials and parking in the public garage at 35 Bank St. Virtual registration costs include electronic materials and is priced the same as in-person registration to compensate for the expense of technology for providing remote participation.

We require that all in-person visitors to the building or off-site CBA-hosted events review our In-person Visitor and Event Attendance Policy. When visiting the building in-person or by registering for and attending an in-person CBA event, you agree that you have read the CBA’s requirements and affirm your commitment to comply with these requirements. The Connecticut Bar Association reserves the right to transfer any planned in-person or hybrid CLE program to a virtual-only webinar at its own discretion. Registrants will be notified in advance of the date of the program if such a change is made.


Desi_Imetovski Desi Imetovski
Former Assistant Chief Disciplinary Counsel, Bridgeport

Leanne Larson Leanne M. Larson
Office of Chief Disciplinary Counsel, Hartford

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

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

CLE Credit

CT: 3.0 CLE Credits (Ethics) 
NY: 3.5 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 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. 

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.

Closed captioning will be available during the seminar presentation for virtual attendees.


Member Service Center
Phone: (844)469-2221