CTAPP Compliance – How Does It Really Work?

Dispelling Myths and What Do You Do If You Are Audited
(Rebroadcast)

As we come upon the deadline for the CTAPP requirement, this session will give attorneys a clear understanding of CTAPP and why it is important.  You will leave this session with practical guidance for managing your trust account and how to keep the common mistakes from happening at your firm.  Understand the requirements and purpose of the Client Trust Account.

Speakers

Diane Camacho, CLM DLC Consulting Services	Thomas D'Amato D'Amato Law Corporation

Topics

• Protection Program (CTAPP) and how it impacts your firm’s compliance responsibilities
• Practical internal control strategies to safeguard client funds
• What do you need in an Audit
• Recognize common trust accounting mistakes and discover practical steps to prevent errors that could lead to compliance issues or disciplinary action 

Interested in sponsorship opportunities? Email events@sfbar.org
For a printable sponsorship form, click here.

Event Code: G262803A
For a printable flyer, click here.

Cost

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Program Access
A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.

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. Thank you for your support.

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.