Course Overview:
Guardians of the Ledger: Defending IOLTA Account Ethics is a fun, engaging course designed for those opening their own firm and solo and small firm lawyers who manage their own IOLTA accounting. Become the hero your practice needs! This course will prepare you to defend your clients’ interests and maintain the highest ethical standards in managing IOLTA accounts. As a “Guardian of the Ledger,” you'll protect your firm’s reputation and build trust with your clients, all while staying in compliance with the law.
Learning Objectives:
- Understand the purpose and importance of IOLTA accounts in your practice.
- Learn the ethical rules and duties that govern client funds and trust accounting.
- Master practical skills for managing, reconciling, and reporting on IOLTA accounts.
- Recognize common mistakes and ethical pitfalls to avoid in your accounting and practice.
Target Audience:
Solo and small firm lawyers who manage their own IOLTA accounting, especially those new to this responsibility or looking to improve their skills in trust account management.
Course Duration:
90 minutes of high-energy learning, with practical tips, case studies, and interactive Q&A to help you master the ethics of IOLTA trust accounting.
For those attending in person - once the CLE is over, please join members of the NHBA Committee on Lawyer Referral Services and NHBA Staff for a delicious barbeque and networking. This post-CLE event will be held in the NHBA's Member Center on the 3rd Floor from 4:00 - 6:00 p.m.If you purchase a Live Webcast and miss all or part of it on the day it is scheduled, you will receive an email the next week letting you know that it’s available as an archived copy. At that point, it will be available to you to view for 90 days from the date of purchase.
ALL CREDIT MINUTES FOR NHBA CLE PROGRAMS WILL BE REPORTED
TO THE NHMCLE ART SYSTEM FOR YOU TYPICALLY WITHIN TWO BUSINESS DAYS OF PRINTING THE PROGRAM CERTIFICATE.
Materials:
Materials for In-Person Seminars, Online seminars, CLEtoGo seminars and Live Webcasts will come in pdf format closer to the program for you to download and save/print. They will be available in your online account through this catalog.
The opinions expressed by the speakers and panelists are their own and do not necessarily reflect the views of the New Hampshire Bar Association. The New Hampshire Bar Association does not endorse or assume responsibility for any statements made during this program.
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