Raising The Bar In Legal Education

Law Office Accounting 101 (LOA 101)

  • 28 May 2019
  • 9:00 AM - 5:00 PM
  • Justice Education Society 260 800 Hornby St Vancouver,BC V6Z 2C5
  • 6


Registration is closed
Professional Development Course:

Law Office Accounting 101  (LOA 101)

Instructors: Aida Holmes, Office Administrator, Victory Square Law Offices and Dom Bautista, Executive Director with Law Courts Center

Due to the increasing concerns about money laundering and the role of lawyers, staff and firms, I am returning to deliver this course with senior firm administrator Aida Holmes. This is a survey of the law office accounting landscape set within the milieu of firm regulations, AML, CIV. How do these intersect with trust accounting? (#Dom'sBack!)

Click here for course materials. This is not the 7 hour trust accounting course.

Learning outcomes:

At the end of this course, you will be able to:

  1. explain the professional duty that lawyers, staff and the firm have to the client with respect to managing their accounts;
  2. understand the difference between accounting and law firm accounting;
  3. understand the life cycle of a file;
  4. understand how GST and PST are generally applied to legal services;
  5. understand the general concepts of trust accounting;
  6. explain what the accounting records retention and storage requirements are; and
  7. develop best practices to help lawyers comply with LSBC rules.

This 7 hour course focuses on professional responsibility, ethics, client care and relations.

CPD hours: 7.0
Ethics, professional responsibility, client care relations hours: 7.0

This full day course offers:

  • an interactive class providing hands-on practice in preparing documents;
  • a digital copy of the handouts
  • a limit of 20 participants, to ensure optimum learning.

Single Seat Rate: $675

(View cancellation policy)

For more information contact:
Call us: 604.551.2727
Write us:

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