About the Program
Most attorneys understand the rules governing trust accounting, billing, and payments, yet maintaining compliance often remains a challenge. This CLE introduces the concept of the compliance infrastructure and explains why risk often stems not from a lack of knowledge, but from disconnected systems and everyday workflow breakdowns. In this CLE, attendees will learn how small errors in timekeeping, invoicing, or payment handling can cascade into serious trust accounting violations, and how those risk compound when processes are not fully aligned.
This session will provide a practical framework for building a more resilient compliance structure across your firm, from intake through reporting. You'll learn how to correct billing, payments, and trust workflows, implement controls that reduce human error, and apply a clear compliance calendar to maintain oversight throughout the year.
You Will Learn
- About hidden workflow gaps that can trigger trust accounting violations in otherwise compliant firms.
- About the simple framework leading firms use to keep billing, payments, & trust workflows in sync.
- How to build a compliance infrastructure to minimize compliance risk, without increasing workload.
- How to turn your compliance process into a firm-wide repeatable system.
Who Should Attend
Attorneys, law firm owners, and partners responsible for billing, payments, client funds, or trust-account oversight. Also, solo practitioners and attorneys from firms for all sizes and practice areas, particularly those seeking to strengthen internal processes, improve trust-account visibility, and reduce compliance risk.
Cost
(Includes electronic materials)
Young Lawyers & Solo/Small Section Member $30
Member $40
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass Holder)
Student Member $0
Non-Member $80
Please log into your account to receive CBA member pricing.
Financial hardship information is available upon request.