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On Demand CLE

Trust Accounting Essentials

How to Stay Compliant and Confident

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Price

$29.95 for Member
$64.95 for Non-Member
$0 for Unlimited On Demand CLE Pass

60 minutes
Bundles
Program is also part of this bundle:

Equipped for Success: Building Blocks for a Modern Practice

Date Published

October 21, 2025

Publisher

Minnesota State Bar Association

Subjects

Practice Management, Legal Technology, and Marketing

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 612-333-1183 (M-F, 8:40 am - 4:30pm CT) or e-mail customer service.

Summary

Trust accounting is one of the most regulated and misunderstood aspects of legal practice management. Even simple mistakes can lead to serious consequences, from audits to disciplinary action. In this practical, back-to-basics session, we’ll demystify trust accounting and walk you through the essential steps for maintaining compliance with confidence. Whether you're new to trust accounting or looking for a refresher, this webinar offers clear guidance, real-world examples, and tools to help your firm avoid costly errors.  

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Presenters

Erica Birstler
Senior Director of Product Communications - ProfitSolv


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Trust Accounting Essentials - Video
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.