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

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.
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.
More Law Practice Management CLEs
Easier Billing, Smarter Trust Accounting, and Faster Payments: Tips & Tricks to Reduce Clicks
Understanding the IOLTA and Other Trust Account Financial Institution Reporting
Seriously, Lighten Up How Humor and Play Make Better Lawyers
Beyond the AI Notetaker: How to Use AI Responsibly in Client Conversations
Counseling Beyond the Law: The Rise of Business Therapy
From Engagement to Enforcement: Managing Fee Disputes and Nonpayment for Attorne
Venmo, Bitcoin, and Beyond: The Ethics of Modern Payment Methods
Ten Tips for Client Trust Accounting Compliance: What Every California Attorney
Named Best CLE Provider and Best Online CLE Provider by The Recorder in both 2025 and 2026. Built for lawyers, by lawyers, to keep you ahead.
Stream anywhere
Watch on your phone, tablet, or computer, whenever it fits your schedule.
Certificate in minutes
Your certificate is emailed automatically and saved in My BHBA+.
Track your credits
My BHBA+ shows your credits, deadlines, and progress in one place.


