Most attorneys understand the rules governing trust accounting, billing, and payments, yet maintaining compliance often remains a challenge. This CLE introduces the concept of the compliance infrastructure and explains why risk often stems not from a lack of knowledge, but from disconnected systems and everyday workflow breakdowns. 

This session will provide a practical framework for building a more resilient compliance structure across your firm, from intake through reporting. You’ll learn how to connect billing, payments, and trust workflows, implement controls that reduce human error, and apply a clear compliance calendar to maintain oversight throughout the year.

The hidden workflow gaps that can trigger trust accounting violations in otherwise compliant firms.

The simple framework leading firms use to keep billing, payments, & trust workflows in sync and in compliance. 

Why firms are moving away from disparate, generic tools to fully native, compliance systems.

Chad Todd

Accounting General Manager @ PracticePanther

Since 2014, Chad has dedicated his work exclusively to accounting for law firms. He has helped thousands of firms maintain Bar compliance while easing the burden of day-to-day accounting. With deep industry expertise, Chad understands the unique financial pressures law firms face. His goal is to bring clarity, confidence, and peace of mind to legal accounting.

Matthew Orlinsky

Senior Practice Management Specialist @ PracticePanther

Since 2016, Matthew has helped thousands of firms shift the management of their clients, cases, documents, and financials from server programs into the cloud. He has a passion for helping businesses implement technology to be as efficient as possible.

At the conclusion of the CLE, the Florida course number will be provided for attorneys who need it to report credit, including members of The Florida Bar and attorneys in other jurisdictions that accept Florida CLE reciprocity. This program is also approved by the Wyoming State Bar Association. It is pending approval by the Idaho State Bar.*

After the session, a recording of the presentation and a copy of the materials will be emailed to the registration address.

*This CLE program is approved for credit in the State of Florida. Florida attorneys will receive 3 CLE credits: 1 general, 1 ethics, and 1 technology credit. It is also approved in the State of Wyoming. Wyoming attorneys will receive 1.75 CLE credits: 1 general credit and 0.75 ethics credit. Attorneys licensed in jurisdictions that have CLE reciprocity agreements with Florida may also be eligible for credit. Credit eligibility and approval are determined by each individual jurisdiction. Participants are responsible for confirming reciprocity requirements and submitting any required documentation to their state bar. Florida reciprocity jurisdictions include: Alaska, Arkansas, Connecticut, Maine, Montana, New Jersey, New York, North Dakota, and Wisconsin.