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News & Events | Events

Law Society of Alberta’s
Trust Accounting Seminars 2009

The Law Society of Alberta, Audit and Investigations Department presented their 15th Annual Trust Accounting Seminars on May 27th in Edmonton and May 28th in Calgary. These free seminars educate lawyers, especially sole practitioners, small firms, new lawyers and staff on the Rules of The Law Society of Alberta (Part 5) relating to financial records, accounts and trust money.

Presentations and Handouts:

Presenation (PDF 1.57MB)

Handouts (PDF 2.28MB)

Frequently Asked Questions (PDF 55k)

Topics included:

Books and records required and tips for maintaining them

Trust reconciliations and how to recognize problems

Rules on handling trust funds

Common audit exceptions and how to avoid them

Credit card accounts – how do I set them up?

Current trends (electronic banking, cheque imaging, etc)

For any questions, you may contact Donna Kanomata, Administrative Assistant at (403) 229-4784, Fax (403) 541-4817 or by sending her email.