Trust Accounting Webinar 102 (TRA 102)

Professional Development Course:

Trust Accounting Webinar 102  (TRA 102) Instructor: Felicia Ciolfitto, Manager Trust Regulations, Law Society of BC and Dom Bautista, Executive Director with Law Courts Center Law Courts Center CPD Room 840 Howe ST #150 Vancouver BC V6Z2L2

Learning outcomes:

At the end of this course, you will be able to:

1. Understand the mandate of the Law Society of British Columbia and the role of the Trust Regulation Department
2. Discuss the duty and ethical obligation that lawyers and support staff have in handling client trust funds
3. Explain the key concepts in trust accounting
4. Understand how to correctly receive and withdraw trust funds
5. Understand how to properly handle cash transactions
6. Demonstrate how to correctly reconcile pooled trust accounts
7. Understand the annual trust report filing requirements
8. Apply the Trust Administration Fee (TAF) to eligible trust deposits
9. Report a Division 7 rule violation in writing to the Law Society

This 7 hour course focuses on professional responsibility, ethics, client care and relations.

CPD hours: 7.0
Ethics, professional responsibility, client care relations hours: 7.0

This full day course offers:

• an interactive class providing hands-on practice in preparing documents;
• time-saving tips on how to manage your documents;
• a limit of 100 participants, to ensure optimum learning;
• printed and digital versions of the Desk Reference Manual, including useful checklists, flowcharts and precedents.

Registration preference will be given to those working outside of downtown Vancouver. To attend the in-person session, click here.
Support staff can register by clicking here:
http://tinyurl.com/cpicourses

Cost:
Single Seat Rate: $514.50
Just the manual please: $246.75 (each)

(View cancellation policy)

For more information contact:
Call us: 604.685.2727
Write us: dom@lawcourtscenter.com