Trust Accounting Series IV: Common Compliance Audit Pitfalls and Misconceptions







Product Type: Course

This course has no current sessions.


DescriptionMore Detail

Wednesday, November 21, 2018
12:00 pm - 1:30 pm
CLEBC Boardroom, 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

1:45 pm - 3:15 pm via webinar

Jump Start on CPD 2019
Friday, March 8, 2019
1:45 pm – 3:15 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

Common Compliance Audit Pitfalls and Misconceptions is the fourth in a five-part series.

  • Understand the commonly made mistakes
  • Learn ways to avoid the pitfalls

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: 1.5 hours (a minimum of 1.5 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 14
Regular Price
After Nov 14
Webinar  $109 $119
Webinar Articled Student $54 $59
In-Person*   $109 $119
In-Person Articled Student* $54 $59

 

Pricing  Last Kick at the Can Rebroadcast
Rebroadcast $119
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 $109 $119

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


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