$45
Join first, then login to BHBA+ to access this program.
You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above.Â
Join us as Rachelle Cohen and Derek Barto address common challenges lawyers face in maintaining client trust accounts. This presentation is designed for lawyers looking to ensure compliance and quality oversight of their Firm’s client trust accounts. Attendees will learn to spot issues quickly by utilizing easily accessible reports to identify potential red flags and gain insights on how to design effective procedures that can improve their Law Firm’s trust accounting.
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.
Rachelle Cohen is a principal at Valensi Rose, PLC in Los Angeles. She is a member and former
Vice Chair of the CLA Ethics Committee and the former Chair of the Los Angeles County Bar
Association Professional Responsibility and Ethics Committee. Rachelle speaks frequently and
has written about legal ethics issues and corporate and transactional issues, and has been a
lecturer at the USC Gould School of Law.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
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.
BHBA has been a leader in the legal profession, advocating for justice, and serving the community since 1931, including founding groundbreaking public interest programs and becoming a nationally recognized provider of quality CLE programs and innovative member benefits. Lead. Advocate. Serve.
