New CTAPP Requirements: Not Just What and Why, But How



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Credit Details
Credit Hours:
Specialty Area:
Credit Type:
Legal Ethics
Original Air Date:
November 29, 2023
Accredited In:

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

About the Program

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.

Meet the Speakers
Derek Barto


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.

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Rachelle Cohen


Principal Valensi Rose PLC

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.

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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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