CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to Prepare

CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to Prepare
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Professional members and above get unlimited live and OnDemand CLE, and Sustainer members get 25 OnDemand hours.
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About this program

As the State Bar rolls out the Client Trust Account Protection Program (CTAPP) audit requirements, Gary Krausz, Mario Massoud, and Jenna Nguyen will walk you through a sample engagement, present an in-depth review of the first round, explain common findings, and give you ways to better prepare for a CTAPP audit. The session is designed to be collaborative, with a focus on trust accounting and reporting requirements within the CTAPP compliance framework.

Gary Krausz
Mario Massoud
Jenna Nguyen

This OnDemand CLE program earns 1 hour of General credit in California. It aired May 28, 2026 and features Gary Krausz, Mario Massoud, and Jenna Nguyen.

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