The Bar Association of San Francisco presents
CTAPP Compliance Reviews
What to Expect, Common Findings, and How You Need to Prepare
| Date |
Tuesday, September 15, 2026 |
| MCLE Registration |
3:00 - 3:30 p.m. |
| In-Person Program |
3:30 - 4:30 p.m. |
| MCLE |
1 Hour |
| Location |
BASF Offices
50 Fremont Street, Suite 1700
San Francisco, CA |
As the State Bar rolls out the Client Trust Account Protection Program (CTAPP) audit requirements, Gursey Schneider LLP, one of the few approved audit firms, will walk you through a sample engagement, present an in-depth review of the first round, explain common findings, and provide you with ways to better prepare for a potential CTAPP audit. The goal is to have a collaborative session on trust accounting and reporting requirements in the context of the CTAPP compliance framework.
Speakers
   |
 |
Gary Krausz
CTAPP Engagement Partner
Gursey Schneider |
Jennifer Stalvey
Principal Program Analyst
CTAPP Director Division of Regulation
State Bar of California |
Topics
- Understanding CTAPP’s compliance structure and reporting obligations
- Identify attorney responsibilities for safeguarding client trust funds
- Recognize common trust accounting failures identified by the State Bar
- Apply best practices to prepare for CTAPP compliance reviews
- Identify key California Rules of Professional Conduct and how they apply
- Spot emerging ethical risks and apply best practices
Interested in sponsorship opportunities? Email events@sfbar.org
Event Code: G261631
For a printable flyer, click here.
For related events, click here.
Cost
To Register
- Sign in to your account, then select Register Myself at the bottom of the page.
- Don't know your account information? Click Forgot username? or Forgot password? at the top right-hand corner.
- Don't have an account? Select Create Account at the top right-hand corner.
- Simply want to register for an event? Select Register for an Event at the top right-hand corner.
- Select Proceed to Checkout to enter payment information, then Submit Order to complete the registration process.
Program Access
This is an in-Person program only. Virtual access will not be available. Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording.
Attending Programs
This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the BASF/JDC’s archival purposes and promotional materials. If you do not want to be photographed, please inform a BASF/STAFF person or the photographer.
Substitution, Cancellation, and Refund Requests
For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will be deducted from your refund. Please complete the Event Cancellation Form.
If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.
MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103
Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.