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uLaw EDU Webinar Scheduling

Marketing at uLawPractice.com en uLawPractice.com
30 de Mar de 2023
uLaw EDU Webinar Scheduling
uLaw EDU Webinar Scheduling
uLaw EDU Webinar Scheduling
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JWI 530 Financial Management I Course Guide  ©201.docxJWI 530 Financial Management I Course Guide ©201.docx
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uLaw EDU Webinar Scheduling

  1. uLaw EDU: Guest Lectures www.uLaw.io In collaboration with Canadian post second- ary institutions, uLaw EDU is committed to sup- porting the next generation of legal practitioner *dates are subject to change based on instructor availability
  2. Page 2 | uLaw EDU Program Schedule uLaw Lecture Scheduling Guest lectures are currently being scheduled for schools participating in uL- aw’s EDU program. Take a look Students will learn about: disbursements and how to man- age them; the virues of handling disbursements in a trust account; the different types of general disbursements. Billa- bles/actuals, unit rate expenses, milleage, travel time, re- covery of expenses, will be introduced. Also discussed is the expectations of the Law Society when it comes to disburse- ments In this 1.5 hour guest lecture, a wide range of topics will be covered. Divided into seven subsections, this lecture will ex- haustively cover all the major areas of practice management for Canadian law offices. What is the reconciliation process? How do you do trust reconciliation, and why? These areas will be explored. This course will show students the core aspects of an audit-ready financial management process, with a live demo. Students learn the differences between disbursements and business/office expenses. Class will learn about types of ex- penses, how to manage them. Intro to disbursements, what they are, how to handle them out of trust & why. Topics also explored: expense book and analytics for expenses. Topics covered: intro to trust and general ledgers, what it takes to maintain them; receivable and disbursement jour- nals, reconciliation and methods to manage it; fee book and how it works, Form 9a and deposit slips. Students will learn how to streamline performance to save time 01. DISBURSEMENTS DEMYSTIFIED (1-HOUR) 02. EVERYTHING PRACTICE MANAGEMENT (1.5HR) 03. TRUST & GENERAL RECONCILIATION DEMYSTIFIED (1-HOUR) 04. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR) 05. COMPLIANCE DOCS: 10 MINUTES OR 3 HOURS? 01 02 03 04 05
  3. uLaw EDU Program Schedule| Page 3 To get started.... Please select one of the above courses and in- clude 2-3 dates/times that work for you. What is the reconciliation process? How do you do trust recon- ciliation, and why? These areas will be explored. This course will show students the core aspects of an audit-ready financial man- agement process, with a live demo. Students learn the differences between disbursements and business/office expenses. Class will learn about types of expens- es, how to manage them. Intro to disbursements, what they are, how to handle them out of trust & why. Topics also explored: expense book and analytics for expenses. 06. GET READY FOR LAW SOCIETY AUDITS (1-HOUR) 07. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR) 06 07 *Email your selection to info@superfluidsoftware.com We’ll be in touch!
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