Wednesday, November 14, 2018
11:00 am - 1:00 pm
500 - 1155 West Pender Street, Vancouver
or attend via webinar
—Rebroadcast—
Last Kick at the Can 2018
Monday, December 10, 2018, or
Tuesday, December 18, 2018
10:15 am - 12:15 pm via webinar
Jump Start on CPD 2019
Friday, March 8, 2019
10:15 am – 12:15 pm via webinar
Who should attend: Anyone who sets up, administers or oversees trust accounts. Lawyers already familiar with the rules of trust accounting will benefit from attending the final two sessions on Common Audit Pitfalls and Communicating with the Law Society.
Learning level: Fundamental
Fundamentals of Operating a Trust Account and other Law Society Rules is the second in a five-part series.
In this session you will learn about:
- Trust and general deposits and withdrawals
- Cash transactions
- Trust reconciliation process and requirements
- Trust Administration Fee
- Billing
- Unclaimed trust funds
- Trust shortages
- Reports
- Storage and security of records
- Client identification and verification
There is a limited studio audience for this session.
Trust Accounting Series
Fundamental trust accounting skills in brief, focused sessions
Do you trust your trust accounting knowledge? This five-part series is designed to help lawyers, legal assistants, bookkeepers, and accountants like you who set up or manage trust accounts to ensure that they comply with the Law Society Rules.
If you are new to trust accounting or need a refresher, join us for the entire series to receive an overview of all the key trust accounting elements you need to know. If are just looking to keep up to date, join us for the final two sessions on November 21 to learn how to avoid common trust account administration mistakes, along with which situations require you to communicate with the Law Society (and which do not).
Wednesday, November 14, 2018
(Monday, December 10, or Monday, December 18, 2018, under the Last Kick at the Can Series)
1. Opening a Trust Account (9:30 am – 10:30 am)
2. Fundamentals of Operating a Trust Account and other Law Society Rules (11:00 am – 1:00 pm)
3. Dissecting a Trust Account Reconciliation (2:00 pm – 3:00 pm)
Wednesday, November 21, 2018
(Monday, December 10, or Monday, December 18, 2018, under the Last Kick at the Can Series)
4. Common Compliance Audit Pitfalls and Misconceptions (12:00 pm – 1:30 pm)
5. Communicating with the Law Society (2:30 pm – 3:30 pm)
Join us and to master foundational trust accounting principles and practices today!
Law Society of BC CPD Hours: 2 hours (a minimum of 2 hours will involve aspects of professional responsibility and ethics, client care, and relations, and/or practice management)
Course Chairs
Angela Porco — Trust Accountant and Auditor, Law Society of British Columbia
Justin Wright — Senior Auditor, Law Society of British Columbia
Save even more with your CPDone Pass.
Registration includes an electronic copy of the course materials.
*Lunch is included. |
Pricing
| EARLY BIRD
Register by Nov 7 | Regular Price
After Nov 7 |
| Webinar | $134 | $149 |
| Webinar Articled Student | $69 | $74 |
| In-Person* | $134 | $149 |
| In-Person Articled Student* | $69 | $74 |
| Pricing | Last Kick at the Can Rebroadcast |
| Rebroadcast | $149 |
Registration includes an electronic copy of the reference materials.
Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.
|
Save even more with your CPDone Pass.
Registration includes an electronic copy of the course materials. Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program. |
Pricing
Jump Start on CPD 2019 | EARLY BIRD
Register by Feb 4 | Regular Price
After Feb 4 |
| Webinar Rebroadcast | $134 | $149 |
Webinar Rebroadcast
Articled Student | $69 | $74 |
Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.
Unable to attend without financial support? Learn about our Bursary Program and Easy Pay Plan.
Can't make the course/webinar?
1. Order the Online Course Materials* — an archive of all CLEBC papers published since 2001.
2. Subscribe to the Webinar Archive* — a repository of recordings of most CLEBC past courses.
*Annual subscription rates for both above options are based on firm size
CLEBC Program Lawyer*
Meredith Woods
mwoods@cle.bc.ca
*non-practising