Basics of Trust Accounting (IOLTA)

When:  Aug 14, 2018 from 1:00 PM to 2:00 PM (CT)

Deadline to Register: Friday, August 10, 2018


Improper trust accounting is one of the leading causes of disbarment. With zero margin for error, you need a systematic, bulletproof protocol to keep your accounts audit-ready -- all the time.  We’ll teach you about trust accounting basics, the most common errors committed by attorneys, and ways to keep your trust accounts compliant in this in-depth presentation.


Rick Kabra, Ph.D., is the CEO of CosmoLex Cloud, a web-based law practice management system designed for small law firms. He has a Ph.D. in Electrical Engineering and has over 12 years of experience in the legal software industry catering to the specialized technology needs of small law firms. Rick is the co-author of the book Law Firm Accounting Demystified, has given hundreds of seminars, and has published numerous articles on legal technologies related to law office management, cloud computing, and legal billing, business & trust accounting compliance issues.

Rick’s passion is helping attorneys use technology to simplify their law firm operations. Under his watch, the CosmoLex platform has grown to include all aspects of law practice management and is being used by thousands of legal professionals in US and Canada.

CLE Credits:

1.0 CLE credit will be applied for | Event Code:


MSBA Member:  FREE
Non-Member:  $35.00 
Law Student: FREE

Remote Participation: Instructions will be sent the day before the CLE.