MCLE Classes & Events

Friday, November 16, 2018: Fiduciary Income Tax Returns 101

Thursday, November 29, 2018: Introduction to Easement Law

Friday, November 30, 2018: Survivors as Advocates: Disaster Impacts on Legal Professionals

Monday, December 3, 2018: Legislative Updates in Labor & Employment for 2019

Wednesday, December 5, 2018: Real Property and Trusts & Estates Crossover Issues

Tuesday, December 11, 2018: 2018 Winter CEQA Update

Wednesday, December 12, 2018: Cannabis Licensing and Regulatory Compliance

MIXER - Thursday, December 13, 2018: SCBA's Annual Holiday Mixer to Honor Our Past Presidents!

Friday, January 4, 2019: Judicial Independence

Monday, January 7, 2019: IOLTA Accounts

Thursday, January 17, 2019: Elimination of Bias in the Workplace

Tuesday, January 22, 2019: Ethical Duties and Electronically Stored Information

Thursday, January 31, 2019: Recent Developments in Labor & Employment Law

NEW DATE: March 5, 2019 from 10-30-18: The Prudent Investor Rule: Investing for Continuing Trusts

Ethics

IOLTA Accounts

Client Trust Accounting

This Program will Cover the Following Topics:

~ The Importance of Client Accounting ~ The Rules: California Rule of Professional Conduct 4-100 ~ Key Concepts in Client Trust Accounting ~ Opening a Client Trust Bank Account ~ Depositing Money Into Client Trust Bank Accounts ~ Paying Money Out of Client Trust Bank Accounts ~ Record-keeping ~ Reconciliation


Schopp, Margaret
Margaret Schopp, CPA
Schopp & Co., An Accountancy Corporation

Ms. Schopp has been a CPA for over 20 years. While she started her career in public accounting, she quickly moved into the corporate world, holding positions at Deloitte, WildBrain (animation studio) and THX. This “real world” experience gives Ms. Schopp a unique perspective when working with her clients. She has also shared her experience with entrepreneurs via a 14-Week Business Class at the Renaissance Center.

Date: Monday, January 7, 2019

Time: Check-In: 3:45 pm; Presentation: 4:00—5:00 pm

Presenter(s): Margaret Schopp, CPA
Schopp & Co., An Accountancy Corporation

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
*** Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1.0 Unit Participatory MCLE Credit in Legal Ethics Credit

Registration Fee: $60–SCBA Members; $75–Public
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer

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