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On Demand CLE

Trust Me, You Need This:

Billing and Trust Accounting Without the Headaches

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Price

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

60 minutes
Date Published

November 18, 2025

Publisher

Minnesota State Bar Association

Subjects

Association | MSBA

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

When it comes to the practice of law, always remember, hope is not a strategy, and your license shouldn’t depend on a spreadsheet. Let’s face it—law school didn’t teach you how to send an invoice or manage a trust account. But in practice, nothing puts your license (or your livelihood) at risk faster than poor billing habits or trust accounting missteps. Whether you're a solo, run a small firm, or just want to tighten up your financial processes, this session is your roadmap to billing smarter, collecting faster, and staying on the right side of your ethical obligations. 

Technology now exists to make life easier, from streamlining prebills to sending out payment reminders. This CLE webinar with attorney Jordan Turk will guide you through the most effective billing strategies, including tips for tracking hours and what to do when you have way too much aged receivables on your books, as well as tips and tricks for easy trust account reconciliation. 

In this CLE webinar, you’ll learn:  

•    How to automate and streamline your billing processes to make your billing run like clockwork 
•    The most common ethical issues with billing and trust practices, and how to avoid them 
•    Strategies for obtaining payment from nonpaying clients, including templates to help you along the way

532219

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Presenters

Laurence Colletti
Attorney - Freelance Producer & Licensed Attorney


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Trust Me, You Need This - Video
Downloadable Files
Trust Me, You Need This - Slides
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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.

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