Common Ethics Issues and Addressing IOLTA Audits and Grievances (EYL211130)

Tuesday, November 30, 2021

6:00 PM to 8:00 PM (Eastern Standard Time)

CBA Law Center and Virtual

30 Bank St, New Britain, Connecticut, United States

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Presented by the Young Lawyers Section

About the Program

This program will cover the rules of professional conduct as they relate to record keeping and IOLTA management, and offer best practices on how to address audits by the Statewide Grievance Committee. The presenters will also discuss conflicts, common ethical pitfalls, and how to navigate the grievance process.

You Will Learn

  • The basics of IOLTA account management 
  • Best practices to ensure compliance with the relevant rules of professional conduct 
  • What to expect when a grievance is filed 
  • How to address conflicts that arise with clients, particularly those that arise during the course of representation 

Who Should Attend

All practitioners regardless of experience. 


Member $75 
Non-Member $150 
Student Member $40

In-Person and Virtual Registration Options Available 

In-person registration costs include electronic materials, dinner, 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.


Mark Dubois Mark A. DuBois
Geraghty & Bonnano LLC, New London

Jonathan Friedler Jonathan E. Friedler
Geraghty & Bonnano LLC, New London


Benjamin Schimelman Benjamin I. Schimelman
UnitedHealthcare, Hartford

CLE Credit

CT: 2.0 CLE Credits (Ethics) 
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 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