Managing Your Trust Account: A Hands-on Seminar in Trust Accounting
Total Credits: 3 CLE, 3 Ethics
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- Categories:
- Ethics | Law Practice Management & Technology
- Faculty:
- Jennifer B Fite
Description
Note: To register your staff at the discounted rate of $104, please contact Registrations@staff.azbar.org.
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:
Jennifer Fite, Lawyer Assistance Program Director, State Bar of Arizona
Faculty
Jennifer B Fite Related Seminars and Products
State Bar of Arizona
Jennifer Fite is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.