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IOLTA & Client Trust Account – Key Issues & Best Practices

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

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Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
April 9, 2024
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Beverly Hills Bar Foundation Board Members Natalie Do and Derek Barto will take us on a journey to better understand background and purpose, explore key issues, overview of ethics & governance and best practices of IOLTA & Client Trust accounts. Natalie will share insights and tips as Senior Vice President at Western Alliance Bank for 12+ years. She will provide answers to perhaps not so frequently asked but intriguing questions: How did IOLTA come about? What is it really? Who is overseeing the program? Who benefits from the interest earned and who decide? What is the difference between IOLTA and Client Trust accounts? What is FDIC coverage and how does it work? How to set up IOLTA properly and more importantly how to maintain and manage day-to-day? As a CFO for small and mid-sized law firms, Derek will share his advice for implementing best practices around trust accounting and CTAPP compliance in any sized firm. He will also touch on how to spot issues in your firm’s trust accounting and the responsibilities of attorneys in managerial capacities for safeguarding client funds.

Meet the Speakers
3 (16)
Natalie Do

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Board member of Beverly Hills Bar Foundation Senior Vice President, Commercial Banking Western Alliance Bank, Torrey Pines Bank division

Natalie Do is senior vice president, commercial banking, for Torrey Pines Bank, where she specializes in serving the complex banking and financing needs of middle market businesses, professional service firms, family offices and nonprofit organizations. Her clients appreciate the financial guidance she provides as a seasoned banker and a Certified Financial Planner.

... Read more
2
Derek Barto

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Partner Barto Consulting LLP

Derek Barto’s background and expertise in Finance and Accounting complement his extensive
experience advising Law Firms on strategic and partnership matters. He fills many roles for his
clients, including strategic advisor, CFO, Controller, tax specialist, and project manager. He is a CPA and holds Master’s degrees in both Accounting and Law Firm Management.

... Read more

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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