The East Bay Chapter invites members of all chapters to attend our event on September 30, 2025 (Noon Pacific Time):

Trust Accounting with Diane Camacho, CLM, SPHR

Please join us! Register here: https://ebala.starchapter.com/meetinginfo.php?id=468&ts=1756152926

This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.

• Client Trust Account Protection Program [CTAPP]
• What reports should you have for your trust account?
• How should your trust account be reconciled?
• Common mistakes

Who should attend?

• Any firm member involved in client billing or bank account reconciliation.
• Managers of law firms and/or accounting departments.
• Any California attorney who has not been trained in trust accounting compliance. Please consider inviting co-workers and other managers in your office interested in learning about this valuable topic! Attorneys may receive 1.00 hour of MCLE credit for this session - DLCCS is an approved provider for this session.

LEARNING OBJECTIVES:

After this session, attendees will:

• Understand the requirements of the State Bar of California's Client Trust Account Protection Program (CTAPP).
• Identify the reports to run and review and records to maintain to ensure compliant and accurate trust account management.
• Understand how to reconcile a trust account.
• Recognize common trust accounting mistakes and how to avoid them.

SPEAKER:

Diane Camacho, CLM is the founder and president of DLC Consulting Services, LLC.

Diane has spent more than 25 years as a legal manager in San Francisco for firms of various sizes. She started DLCCS in 2013 and has consulted with small firms around the country on a multitude of management and operational issues. She speaks in the legal community on issues such as operations, IOLTA accounting and legal practice management software. In addition, she teaches law office management at the San Francisco State University. Diane is a Certified Legal Manager and holds a degree in Organizational Behavior and Leadership from the University of San Francisco.

She has a passion to help attorneys and their staff become more efficient. She believes attorneys should practice law, not spend their time in the weeds of running their businesses. Her experience ranges from office build-outs and moves to new technology implementations and law firm start-ups.

CLM® Application Credit for Functional Specialists: 1.00 hour(s) in the subject area of Financial Management towards the additional hours required of some Functional Specialists to fulfill the CLM application requirements.

CLM® Recertification Credit: 1.0 hour(s) in the subject area of Financial Management.