MCLE Classes & Events

Compliance Group 1 (A-G) DEADLINE: 2-1-19

The January Blitz!!: MCLE Live Programs Blitz

Thursday, January 17, 2019: Elimination of Bias in the Workplace - 2.0 Units Elimination of Bias

Tuesday, January 22, 2019: Ethical Duties and Electronically Stored Information - 1.0 Unit Legal Ethics

EVENT - Monday, January 28, 2019: 13th Annual Presiding Judge's Luncheon

Tuesday, January 29, 2019: Under Pressure: Attorneys Dealing with Stress - 1.5 Units Competence

Thursday, January 31, 2019: Recent Developments in Labor & Employment Law - 1.0 Unit Elimination of Bias

Tuesday, February 5, 2019: What to Know About the New Tax Law, A Year Later

Wednesday, February 6, 2019: Representing an Undocumented Person

Friday, February 15, 2019: Do’s and Don’ts of Civil Motion Practice

Thursday, February 21, 2019: Basic Fee Arbitration Training

Friday, February 22, 2019: SCWiL & SCBA's Barristers - Building Your Law Practice

Monday, February 25, 2019: New Laws and Forms in the Civil Department for 2019

Tuesday, February 26, 2019: A Matter of Trust: The Challenges of Mediating Inheritance Disputes

Friday, March 1, 2019: 2019 Family Law Judicial Officers’ Luncheon

Monday, March 4, 2019: Advanced DissoMaster Training

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

Monday, March 11, 2019: Legal Developments in LGBTQ Employment Discrimination Law

Friday, March 15, 2019: Mandatory Arbitration Clauses After Epic Systems v. Lewis

Friday, March 22, 2019: 2019 Civil Trial Workshop

Friday, March 29, 2019: Real Property Update 2019

Tuesday, April 2, 2019: The ABCs of Independent Contractors

Wednesday, April 3, 2019: Recent Changes to the Rules of Professional Conduct

EVENT - NEW DATE: Friday, April 5, 2019: The 20th Annual Rex Sater Award Dinner

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
Legal Thrive; Schopp & Co., An Accountancy Corporation

Ms. Schopp has been a CPA for over 20 years beginning her career as an auditor with Deloitte. She began working with attorneys about seven years ago and in response to that specialty, she and her partner Marina launched Legal Thrive so they can focus on lawyers and law firms.

Date: Monday, January 7, 2019

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

Presenter(s): Margaret Schopp, CPA
Legal Thrive; 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

* Compliance Group 1 (A-G): Complete Your Units Before the February 1st Deadline!

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

Comments are closed.