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Event Profile

OKC In Person - Trust Accounting Essentials (3 total credit hours/includes one ethics credit)

April 17, 2018

Location: Oklahoma Bar Association - 1901 N. Lincoln Blvd. Oklahoma City, OK 73105

This event has a fee

 On-Line Registration is now closed.
Walk-ins will be accepted at the door.

OBA/CLE Presents:

Trust Accounting Essentials


Oklahoma Bar Center

1901 North Lincoln Blvd., Oklahoma City, Oklahoma - Click here for location map and driving directions

CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 3 hours of mandatory CLE credit, including 1 hour of ethics.


$75.00 for early-bird registrations with payment received at least four full business days prior to the seminar date; $100.00 for registrations with payment received within four full business days of the seminar date.

CANCELLATIONS: Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. No requests for refunds or cancellations will be accepted on or after the seminar date.

SEMINAR MATERIALS: The Oklahoma Bar Association is embracing a healthier and greener business environment. Therefore, seminar materials will be provided in electronic format in a separate email prior to the program.

Program Planner

Joe Balkenbush, OBA Ethics Counsel

Darla Jackson, OBA Practice Management Advisor

The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, cases continue to arise where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts.

1:15 pm - Registration and Check-in

1:30 pm - Rules for Handling Trust Funds and Property

Joe Balkenbush, OBA Ethics Counsel

2:20 pm - Essential Features of Electronic Tools for Trust Fund Accounting

Darla Jackson, OBA Practice Management Advisor

3:10 pm - Break

3:25 pm - Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion)

Joe Balkenbush, OBA Ethics Counsel -- Print
Darla Jackson, OBA Practice Management Advisor -- Electronic

4:10 pm - Adjourn

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