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)
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.
Register by Nov 7
After Nov 7
|Webinar Articled Student
|In-Person Articled Student*
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Unable to attend without financial support? Learn more about CLEBC's Bursary Program and Easy Pay Plan.
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