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Managing Your Trust Account: A Hands-on Seminar in Trust Accounting


Total Credits: 3 CLE, 3 Ethics

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Categories:
Law Practice Management & Technology
Faculty:
Michelle Hibbert |  Roberta L Tepper |  Meredith L Vivona
Location:
State Bar of Arizona, Daniel J. McAuliffe CLE Center - Phoenix, AZ

Dates


Description

It does not take an accounting degree or an expensive computer system to efficiently and ethically maintain a trust account.  All it takes is the ability to add and subtract (calculators are encouraged!) and the tenacity to record every detail of every transaction every time.  
 

 In this hands-on seminar you will learn how to:

  •   decide what funds go into your trust account
  •   properly record each transaction
  •   keep appropriate records
  •   perform the mandatory monthly three-way reconciliation
  •   disburse funds 
  •   accept credit cards

 Lawyers and staff with a trust account should attend this seminar.  

Faculty:
Michelle Hibbert, Lawyer Assistance Program Director, State Bar of Arizona
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
Meredith Vivona, Practice Management Attorney, State Bar of Arizona

Handouts

Faculty

Michelle Hibbert Related Seminars and Products


Michelle Hibbert leads the Lawyer Assistance Programs Director. Ms. Hibbert’s group falls under the Member Services Division team, which supports numerous programs and departments, including the Lawyer Assistance Programs; Diversity, Equity and Inclusion; Legal Specialization; Mandatory CLE and Compliance; the Bar’s Resource Center. Ms. Hibbert practiced commercial litigation and employment advise for 23 years before joining the Bar. She received her LL. M. in Biotechnology and Genomics in December 2022, and her J.D. at the Chicago-Kent College of Law where she graduated Order of the Coif.


Roberta L Tepper Related Seminars and Products

Chief Member Services Officer

State Bar of Arizona


Roberta Tepper, Chief Member Services Officer for the State Bar of Arizona, has been with the State Bar since 2004. Roberta leads the Member Services Division team which supports numerous programs and departments, including Continuing Legal Education; Lawyer Assistance Programs (Practice 2.0 and MAP); Legal Specialization; Mandatory CLE and Compliance; the Bar’s Resource Center, and more. Roberta served as the Lawyer Assistance Programs Director, from 2013 until September 2021, which included responsibility for Practice 2.0, the State Bar of Arizona’s practice management advice program, the Bar’s Member Assistance Program, and support for the Bar’s 30 Sections as well as the Young Lawyer and Senior Lawyer Divisions. Roberta previously served as a prosecutor in North Carolina; worked in court administration in Delaware; and served as Bar Counsel and then Senior Bar Counsel in the Lawyer Regulation Office at the State Bar of Arizona.

Ms. Tepper is an active member of the Law Practice Division of the American Bar Association, serves as the Division’s Secretary, is the Feature Editor for Law Practice Magazine, a member of the Ethics and Professional Responsibility Committee, Lawyer Wellbeing Committee, Women Rainmakers, and the Strategy and Planning Committee, and served as the co-Chair of ABA TECHSHOW 2021. She is a frequent author of articles on practice management, best practices and lawyer wellness and well-being for the ABA’s Law Practice Magazine and Law Practice Today. She also co-authored Tech From the Trenches, a column for Law Practice magazine that addresses best practices and the use of technology in the practice of law.

Roberta is a Fastcase 50 honoree (2019), an award that recognizes innovators, visionaries and leaders in law and was selected as one of the 2021 Women of Legal Tech honorees by the ABA’s Legal Technology Resource Center. She chairs the Practice Management Advisors of North America, is a Past President and an ex officio member of the Arizona Women Lawyers Association Board of Directors and, as a past chapter President, is an ex officio member of the AWLA, Maricopa Chapter, Steering Committee. A graduate of the University of Arizona College of Law, Ms. Tepper is admitted to practice in Arizona and is an inactive member of the North Carolina and Delaware Bars.


Meredith L Vivona Related Seminars and Products

State Bar of Arizona


Meredith Vivona is the Practice Management Attorney for Practice 2.0, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona as Practice Management Attorney, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints.

Before serving as IBC, Meredith worked in private practice in Phoenix for ten years. Her practice included advising and advocating on behalf of individuals in civil litigation matters throughout the state. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.


Reviews

Location

State Bar of Arizona, Daniel J. McAuliffe CLE Center

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4201 N. 24th Street, Suite 100, Phoenix, AZ 85016 , United States
(602) 252-4804
www.azbar.org