COLTAF Training
Please join Flatirons Bank, a Prime Partners Plus bank, and the Longmont Area Chamber of Commerce for an overview of the requirements for attorney trust accounts in Colorado and best practices for maintaining and administering a trust account. Course presented by Jessica Wagner, Flatirons Bank Legal Counsel.
Attorney Trust Account Refresher Course
• Separation of Funds
• Delegation of Duties
• Interest Earned
• Commingling
• Advanced Fees & Costs
• Handling Disputes
• Credit Card Payments for Advanced Retainers
• Accounting Records
Breakfast and Coffee will be available beginning at 8:15. Parking is free in the lot behind the Chamber Offices. Please RSVP to Dietra Porter of Flatirons Bank dporter@flatirons.bank (720) 473-5136, or by calling Jessica Carson at the Chamber Office (303) 776-5295.
Date and Time
Friday Feb 28, 2020
8:30 AM - 9:30 AM MST
February 28, 2020
8:30am-9:30am
Location
Longmont Area Chamber of Commerce
528 Main St.
Longmont, CO 80501
Fees/Admission
Free
Contact Information
Dietra Porter
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