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

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

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

New CTAPP Requirements: Not Just What and Why But How

 

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.

Speaker(s)
Derek Barto
Derek Barto

|

Barto Consulting LLP

Derek is a CPA and principal consultant at Barto Consulting LLP, advising law firms on improving financial performance and strategy. With expertise in finance and accounting, he helps firms manage key areas like partner compensation, risk reduction, and compliance. Derek also assists in improving finance functions, systems, and processes. Before founding Barto Consulting, he was a partner at Armanino, LLP, where he led outsourced finance services for law firms. He has a bachelor’s and master’s in accountancy from Wake Forest University and a master’s in law firm management from George Washington University.

... Read more
Rachelle Cohen
Rachelle Cohen

|

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.

... Read more
Accreditation
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
Legal Ethics
Original Air Date:
November 29, 2023
Accredited in:
California

You may be able to self apply for credits in states not listed. Email for accreditation information in your state.

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