IOTA Management for Lawyers
COURSE NUMBER
8429
CLE
Approved by The Florida Bar for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit.
DESCRIPTION
This presentation covers the nuts and bolts of handling IOTA trust accounting including an overview of trust accounting, the rules applicable to trust accounting, awareness of the top mistakes attorneys make, and best practices.
PRESENTER:
Tim Jakubowski, Attorney Banking Consultant/Assistant Vice President, Nota by M&T Bank
Tim has worked with M&T Bank and small business clients for nearly 10 years. He prides himself on passion and partnership – understanding how his clients operate their businesses and providing the best-suited banking solutions to help achieve their goals. In 2022, Tim joined the Nota Division of M&T to help solo and small law firms become more efficient with Nota’s platform and the benefits it offers.
RESOURCES
Slides – IOTA Management for Lawyers #8429
Nota by M&T Bank is an approved member benefit of The Florida Bar that offers a comprehensive trust accounting solution to members of The Florida Bar at NO COST to the Florida Bar member. The Nota trust accounting solution works with a bar member’s existing IOTA financial institution.
LEGALFUEL CLE PRESENTATIONS ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY AND DO NOT REPLACE PROFESSIONAL JUDGMENT. STATEMENTS OF FACT AND OPINIONS EXPRESSED ARE THOSE OF THE PRESENTERS INDIVIDUALLY AND, UNLESS EXPRESSLY STATED TO THE CONTRARY, ARE NOT THE OPINION OF THE FLORIDA BAR OR ITS COMMITTEES. THE FLORIDA BAR DOES NOT ENDORSE OR APPROVE, AND ASSUMES NO RESPONSIBILITY FOR, THE CONTENT, ACCURACY OR COMPLETENESS OF THE INFORMATION PRESENTED. ANY FEEDBACK SHOULD BE PROVIDED TO THE EVENT ORGANIZER.
