Manage customers effectively (IOLTA)
Trust funds to stay compliant
and increase cash flow
Date: February 25, 2021
Time: 2 p.m. ET / 11 a.m. PT
As a practicing attorney, you and your law firm must meet strict prosecution requirements when managing Client Trust Funds (IOLTA). The agreement between attorney and client must contain language that is clear and concise about how and when trust funds will be spent.
Take part 2 p.m. ET is Feb. 25 Learn Best Practices to Stay Compliant, as well as Tips and Tricks for Increasing Cash Flow! CLE credit available to attend this webinar.
In addition to best practices for managing the Client Trust Fund, the presentation provides tips and tricks on:
Monitor Ongoing Operations and Costs for Client Trust Funds Why Paying Charges Directly From Client Trust Funds Will Increase Cash Flow Tricks For Sending Refill Invoices For Client Trust Funds Mid-Month Why Accepting Electronic Payments With LawPay Will Increase Cash Flow Tips on “What Not ? to do with Client Trust Funds
Rosemary Kupfert Paul Padda, ESQ
Rosemary Kupfert is a product expert, Core Legal at BQE Software. She has over 30 years of experience as a chancellor and then as a consultant for over 1,000 law firms across the country. She helps improve their workflow and administrative efficiency through business and technology
Paul S. Padda, a first generation American, was born in Ithaca, New York. His parents immigrated to the United States from India in the 1960s. After Paul Padda’s father received a PhD in genetics from Cornell University, his family moved to St. Croix, part of the US Virgin Islands. His father accepted a position as professor and later became vice president of the University of the Virgin Islands. Paul’s mother, an educator with a masters degree in early childhood education, taught kindergarten and retired as an education specialist. At a young age, Paul Padda’s parents taught him the importance of working hard and treating people with respect.
After 16 years of significant legal experience related to high-stakes litigation, Mr. Padda decided to start a law firm dedicated to helping individuals and companies safeguard their legal rights. Given his own life experiences and after witnessing firsthand injustices, Paul decided to use his legal talents to help others. Paul and his law firm believe that everyone has an obligation to give back to society and make a difference in their community and dedicate considerable time and resources to various organizations and activities devoted to strengthening local communities. For example, Mr. Padda and his law firm, in collaboration with the Legal Aid Center in southern Nevada, founded the Community Justice Fellowship, which pays, among other things, the salary of a full-time lawyer. Growing up in a multicultural environment and having a multitude of friends fostered Paul’s appreciation that all people, regardless of their background, are fundamentally equal and share a common desire to be treated with dignity. Recognition of these important principles has guided Paul’s legal career both as a civil litigator and as a former federal prosecutor.
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