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Product Type: Course
Trust Accounting Series

DescriptionMore DetailAgenda

Fundamental trust accounting skills in brief, focused sessions

Wednesday, November 14, and
Wednesday, November 21, 2018

Day 1: 9:30 am - 3:30 pm
Day 2: 12:00 pm - 3:30 pm
CLEBC Boardroom, 500 - 1155 West Pender Street, Vancouver
or attend via webinar 

Who should attend: Anyone who sets up, administers or oversees trust accounts. Lawyers already familiar with the rules of trust accounting will benefit from attending the final two sessions on Common Audit Pitfalls and Communicating with the Law Society. 

Learning level: Fundamental

Do you trust your trust accounting knowledge? This five-part series is designed to help lawyers, legal assistants, bookkeepers, and accountants like you who set up or manage trust accounts to ensure that they comply with the Law Society Rules. 

If you are new to trust accounting or need a refresher, join us for the entire series to receive an overview of all the key trust accounting elements you need to know. If you are just looking to keep up to date, join us for the final two sessions on November 21 to learn how to avoid common trust account administration mistakes, along with which situations require you to communicate with the Law Society (and which do not).

Wednesday, November 14, 2018

1. Opening a Trust Account (9:30 am – 10:30 am)
2. Fundamentals of Operating a Trust Account and other Law Society Rules (11:00 am – 1:00 pm)
3. Dissecting a Trust Account Reconciliation 
(2:00 pm – 3:00 pm)

Wednesday, November 21, 2018

4. Common Compliance Audit Pitfalls and Misconceptions (12:00 pm – 1:30 pm)
5. Communicating with the Law Society (2:30 pm – 3:30 pm)

Join us and to master foundational trust accounting principles and practices today!

Law Society of BC CPD Hours: 6.5 hours (a minimum of 6.5 hours will involve aspects of professional responsibility and ethics, client care, and relations, and/or practice management)

Course Chairs
Angela Porco — Trust Accountant and Auditor, Law Society of British Columbia
Justin Wright — Senior Auditor, Law Society of British Columbia

Save even more with your CPDone Pass
Registration includes an electronic copy of the course materials.
*Lunch is included on both days.

Pricing

EARLY BIRD 
Register by Nov 7
Regular Price
After Nov 7
Webinar  $369 $409
Webinar Articled Student $179 $199
In-Person*   $369 $409
In-Person Articled Student* $179 $199

Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.

SPECIAL GROUP RATES! Plus-one pricing!
Gather around one computer and SAVE on Webinar/Rebroadcast costs. Pay full price for the first registration and have each additional viewer join you for only $179. If you are taking advantage of plus-one pricing and your group webinar includes at least one lawyer, the first registration must be at the lawyer rate. Contact Customer Service for more info

Unable to attend without financial support? Learn more about CLEBC's Bursary Program and Easy Pay Plan.

Can't make the course/webinar?
1. Order the Online Course Materials* — an archive of all CLEBC papers published since 2001.
2. Subscribe to the Webinar Archive* — a repository of recordings of most CLEBC past courses.

*Annual subscription rates for both above options are based on firm size.

CLEBC Program Lawyer*
Meredith Woods

mwoods@cle.bc.ca
*non-practising



This course has no current sessions.

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