Solo & Small Firm Workshop: The Business of Law - Trust Accounting

Free for members | $30 for non-members

Sarah Prevost
, a professional bookkeeper with Mintage Labs, and Monica Logan, a PLF practice management attorney, will delve into key trust accounting principles to set your firm up for success. Because of their work with attorneys, they will shed light on prevalent errors they encounter, such as co-mingling, overdrafts, unclaimed funds, and fraud. Each will provide valuable insight on how to steer clear of these pitfalls in your firm. Attendees can expect to leave with practical strategies to safeguard against malpractice and ethics violations while managing trust accounts.  

The MBA will apply for 1 hour of General OSB MCLE credit

Date & Time
Wednesday, December 13, 2023, 12:00pm-1:00pm
Remote attendance only via Zoom
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Credit Types
General Credit

Please enter OSB number first if available.