Law Firm Trust Accounting
May 2018
Law Firm Trust Accounting
Learnings Objectives:
- Law Firm Accounting and Trust Accounts Demystified
- Let’s Dive into Trust Accounting
- Bookkeeping Processes and Tying It All Together
Program Description:
Do accounting issues in your law practice keep you up at night? Fear not! Attend this half-day course with law firm accounting veteran Steve Libhart and sleep soundly knowing you have the proper tools to keep every account balanced.
AGENDA:
8:30 – 9:00am
Registration and Continental Breakfast
9:00 – 9:10am
Welcome and Introduction
9:10 – 10:00am
Law Firm Accounting and Trust Accounts Demystified
- Accounting is Not About Math
- Software and Other Tools (Put the Seatbelt On!!)
- COLTAF and Trust Account Requirements – Nothing to Fear and a Lot to Gain
10:00 – 10:10am
Networking Break
10:10 – 11:00am
Let’s Dive into Trust Accounting
- COLTAF
- Banks
- Tracking Transactions and Staying in Balance
11:00 – 11:50am
Bookkeeping Processes and Tying It All Together
- The Chart of Accounts, Including Trust Account Examples
- How to Embrace Your Financial Reports
- Key Performance Indicators-What Gets Measured, Get’s Done
11:50am – 12:00pm
Questions and Answers
12:00pm
Adjourn
MEET YOUR PRESENTER
Steve Libhart is the Managing Member of Numbers Matter LLC, a Law Firm focused bookkeeping business. He has supported law firms, big and small, since 2004, and is a past presenter at the Colorado Bar Association CLE's Hanging Your Shingle program for new and solo attorneys.
Steve began his career in the hotel industry and was transferred to many properties around the country working on the pre-opening teams in their accounting departments. Upon moving home to the Denver area, he began his law firm accounting career. He worked in start-up and existing firms before he had the idea to create Numbers Matter LLC. He is an avid water gardener and also loves to get out in the mountains with his dog in his Airstream travel trailer.
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $269.00 |
| CBA Member | $239.00 |
| CBA Solo/Small Firm Section Member | $199.00 |
| Paralegal/Legal Support Staff | $149.00 |
| New Lawyer Edge Partner | $119.50 |
| BASIC Pass Holder | $69.00 |
| ELITE Pass Holder | $0.00 |
- General Credits: 3.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click