When Close Isn't Good Enough: How to Automate Your IOLTA Reconciliation

Legal Area:        Law Office Management Practice Skills Ethics Professional Responsibility Malpractice Liability
Session END DATE:        12/31/2024
Total CLE Hours:        1.00
Ethics Hrs Included:        1.00
Registration Fee:        $20.00
Information:        LAST CHANCE $10

** Available on-demand any time of day and in time increments convenient to you through Session End Date above **

Close doesn’t count when it comes to your IOLTA reconciliation. It’s either accurate or you are potentially in hot water with the State Bar. This course will provide you with better understanding about today's practice management technology as well as recommendations for best practices, so you can learn to automate the reconciliation process and always be in compliance. This CLE program features streaming video and downloadable audio presentations from a seminar by the Houston Bar Association (HBA) on August 25, 2023. Some of the subjects include:

  • Understanding the Tools to Use

  • Recommendations for Best Practices

  • Specific Steps to Streamline (and De-stress) Your IOLTA Reconciliation

  • Speaker:  John R. Strohmeyer, Strohmeyer Law PLLC.  More information may be found on his firm's website.


    This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238).  Please check with your State Bar regarding specific accreditation requirements.

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