Total Credits: 2.5 CLE, 2.5 Ethics
Managing a trust account might feel daunting, but in this seminar, we will help you be able to do it with confidence. We will cover the rules that apply to trust accounting and what systems to use in order to ethically run your practice. This seminar will explore the rules of managing a trust account, including how to make deposits, disbursements, keep records, do a three-way reconciliation, and accept credit cards. Lawyers with a trust account, along with his/her staff, should attend this seminar.
Faculty
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
| The Fundamentals of Trust Accounting Manual (27.7 MB) | 246 Pages | Available after Purchase |
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.
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