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2022

Law Firm Trust Accounts: How to Adopt Best Practices to Make Sure You Stay in Compliance

STUDIO WEBCAST Jul 7, 2022
Conference Concluded
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Pre-order in eCourse format
Law Firm Trust Accounts – How to Adopt Best Practices to Make Sure You Stay in Compliance
1.00 hr
(Contains material from Aug 2022)
Hooked on CLE: November 2022
4.00 hrs | 1.00 hr ethics
(Contains material from Jun 2022 to Sep 2022)

Overview

11:40 a.m. to 12:40 p.m. (1.00 hr)
Law Firm Trust Accounts: How to Adopt Best Practices to Make Sure You Stay in Compliance
This course explores an overview of trust accounting rules and how to review your trust accounts to quickly spot issues, including, tips and recommendations for maintaining best practices around this critically important function.

Derek Barto, Armanino LLP, Segundo, CA
 
If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, July 7, 2022
  • 11:40 am
    1.00 hr
    Law Firm Trust Accounts: How to Adopt Best Practices to Make Sure You Stay in Compliance
    This course explores an overview of trust accounting rules and how to review your trust accounts to quickly spot issues, including, tips and recommendations for maintaining best practices around this critically important function.

    Derek Barto, Armanino LLP - Segundo, CA

  • 12:40 pm
    Presentation Concludes

Download Schedule

Conference Faculty

Derek Barto

Armanino LLP
Segundo, CA

Credit Info

  • STUDIO WEBCAST
MCLE Credit
Toggle view Texas – 1.00 hr
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas.  A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 1.00 hr
To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion. 

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  

MCLE credit is presented based on a 60-minute credit hour.
Toggle view Other States – 1.00 hr
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.
 
To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and  certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed. 

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.
MCLE credit is presented based on a 60-minute credit hour.
Other Credit
Toggle view TX Accounting CPE – 1.00 hr
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

STUDIO WEBCAST – Jul 7, 2022
Conference Concluded
Buy
  • STUDIO WEBCAST
Individual
Last day for cancellation (full refund): Jul 1, 2022

$0 processing fee applied after this date

Last day for cancellation: Jul 4, 2022

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