IOLTA/Law Office Management (EDU221014)

Friday, October 14, 2022

8:00 AM to 12:15 PM (Eastern Daylight Time)

Grassy Hill Country Club

441 Clark Ln, Orange, Connecticut, United States

Register By Mail

Presented by the CT Bar InstituteEthics logo square_web

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

  • 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.


Registration costs include electronic materials and a light breakfast

Member $110
Student Member $60
Non-Member $220

Financial hardship information is available upon request.


Desi_Imetovski Desi Imetovski
Sr. Counsel at Kohler Co., former Assistant Chief Disciplinary Counsel, Hartford

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

Elizabeth Rowe
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: 

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 Services Center
Phone: (844)469-2221