CA Trust Accounting and CTAPP Compliance: Best Practices for Accurate, Audit-Ready Trust Accounting
$74.99
Credits in
1.00 General
Practice Areas:
Trust, Wills and Estates, Wills, Trusts, & Estates
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About
This Course
This webinar offers a clear, practical overview of California trust accounting requirements, helping attorneys spot common errors, ensure compliance, and avoid costly disputes.
Topics
- Volunteer Audit Results
- Bookkeeping Best Practices
- CTAAP Compliance
- Compliance Tracker
- Compliance Dashboard
About the Presenters
Joanna Storey Mishler, Esq.
Rosing Pott & Strohbehn
Practice Area: Ethics (+ 2 other areas)
Joanna is a judge’s lawyer and a lawyer’s lawyer. She works with clients to proactively mitigate the risk of potential loss and find creative solutions when thorny problems arise. Joanna is the Chair of the Legal Ethics Committee of the Bar Association of San Francisco.She focuses her practice on professional liability, risk management, and legal ethics for lawyers and law firms. Joanna also represents judicial officers appearing before the California Commission on Judicial Performance.Joanna is a Certified Information Privacy Professional (CIPP/US) and counsels law firm clients on identifying, evaluating, and managing risks associated with privacy and information security practices.As a ...
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Diane Camacho, CLM
DLC Consulting Services
Practice Area: Law Office Management (+ 5 other areas)
Diane L. Camacho is the founder of DLC Consulting Services, LLC. She has spent more than 25 years as a legal manager in San Francisco for firms of various sizes. She started DLCCS in 2013 and has consulted to small firms around the country on a multitude of management and operational issues. She speaks in the legal community on issues such as operations, IOLTA accounting and legal practice management software. In addition, she teaches law office management at the San Francisco State University. Diane is a Certified Legal Manager and holds a degree in Organizational Behavior and Leadership from the University ...
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Steven Moawad, Esq.
The State Bar of California
Practice Area: Trial (+ 1 other areas)
Steve Moawad joined the State Bar of California in 2017. Steve initially served in the Office of Chief Trial Counsel, including as Chief Trial Counsel, and now heads the Division of Regulation at the State Bar. Prior to joining the Bar, Steve was a deputy district attorney in Contra Costa County, California, for nearly twenty years, spending the last five as the Senior Deputy District Attorney in charge of the Special Operations Division, including the consumer and environmental protection units, auto and workers’ compensation insurance fraud units, real estate fraud, and public corruption. Steve received his law degree from the ...
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