Trust Accounting 101: The Support Staff Version

 

August 21, 2024
12:00 PM CDT - 1:00 PM CDT
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Virtual Meeting

Trust Accounting 101: The Support Staff Version

Kelly Dillon, Office of Chief Disciplinary Counsel

Wednesday, August 21, 2024
12:00PM – 1:00PM (60 Minutes)
Virtual via Zoom

 

DESCRIPTION
Join us for a special presentation on Trust Accounting 101: The Support Staff Version. In this session, you will learn best practices for managing trust accounts; common pitfalls and how to avoid them; ethical considerations and compliance requirements; real-world case studies, lessons learned and innovative tools and technologies for trust account management.  

ABOUT THE SPEAKER

Kelly Dillon  
Office of Chief Disciplinary Counsel

 

Kelly Dillon is an investigative examiner-paralegal for the Missouri Office of Chief Disciplinary Counsel where her duties include oversight of the Trust Account Overdraft Notification Program, conducting financial examinations and other investigations. Kelly is a Certified Fraud Examiner and has been with the Office of Chief Disciplinary Counsel since 2001.

COST
Complimentary for ALA members and Business Partners, other Law Firm Guests are $25.

 

CERTIFICATION APPROVALS
CLM
® and HRIC credit pending.

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