Basics of Trust Accounting (IOLTA)

When:  Jun 19, 2019 from 1:00 PM to 2:00 PM (CT)

Deadline to Register: Monday, June 17, 2019


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.


Erica Birstler is the Director of Strategic Communications at CosmoLex -- developers of an all-in-one cloud-based legal practice management, billing & trust accounting system specifically designed for solo and small law firms. Erica's degree is in Business Administration and she has over 6 years of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across the country on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

CLE Credits:

1.0 CLE credit will be applied for | Event Code: 274596


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

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

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email