Wed, May 04 | The Office of Disciplinary Counsel

Trust Accounting 101: Basic Management Skills and Best Practices

Time & Location

May 04, 1:00 PM – 5:00 PM
The Office of Disciplinary Counsel, 65 E State Street, 2nd Floor - Room C, Columbus, OH 43215, USA

About the event

This class will focus on basic trust accounting procedures, such as terminology, types of fees that Ohio lawyers may accept, and how to account for different types of fees. During the class, participants will learn about and create required trust account records and perform a reconciliation required by the Ohio Rules of Professional Conduct. Finally, the class will address best practices for trust account management and how to recognize (and avoid) trust account scams.

Doors open at 12:30pm.

This course is approved for 3.5 hour of professional conduct CLE.

Registration is complete once a payment of $75 is received. Payment by check only. 

Please send payment to: 

Office of Disciplinary Counsel, Attn: CLE Payment

65 E State St. Suite 1510

Columbus, OH 43215.

Terms and Conditions re: Refunds and Covid-19.

  • Trust Accounting 101