Wednesday, October 28, 2026
9:00 AM to 12:15 PM (Eastern Daylight Time)
CBA Law Center
538 Preston Ave., 3rd Floor,
Meriden,
Connecticut,
United States
About the Program
Join us at the CBA Law Center for breakfast, followed by three hours of engaging IOLTA, ethics, and law practice management continuing legal education.
Members and former members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel will provide practical guidance on managing attorney trust accounts, maintaining compliance with professional obligations, and reducing risk in law practice operations. Attendees will gain insight into the role of disciplinary counsel, common ethics violations, recent disciplinary developments, trust account recordkeeping and reconciliation requirements, audit preparedness, and best practices for risk.
Registration and breakfast begin at 8:30 a.m. and the seminar begins at 9:00 a.m.
You Will Learn
- About the role of disciplinary counsel and how disciplinary matters are investigated.
- About common trust accounts and IOLTA violations, with a focus on Rule 1.15
- About recent disciplinary and ethics cases, as well as the lessons they provide for practitioners.
- About IOLTA recordkeeping and reconciliation requirements.
- About relevant Practice Book provisions affecting trust account management.
- Best practices for responding to audit requests and maintaining compliance
- About effective law office management and risk mitigation strategies.
- Practical steps attorneys can take to avoid ethics complaints and disciplinary action.
Who Should Attend
Any attorney seeking the latest information on IOLTA accounting and guidance on avoiding ethical violations in managing an IOLTA account. This program is particularly valuable for solo practitioners, small firm attorneys, and anyone looking to strengthen their understanding of trust account obligations and current disciplinary trends.
Cost
(Includes breakfast & electronic materials)
Solo/Small and YL Section Member $105
Member $125
Student Member $0
Non-Member $250
Please log into your account to receive CBA member pricing.
Financial hardship information is available upon request.
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 newly admitted and experienced attorneys 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, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits.
For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
The CBA CLE financial aid policy is available here. Please contact tgenung@ctbar.org to request financial aid to attend this CLE program.
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.