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Milwaukee Monthly Meeting
Date: Feb. 14, 2013
Time: 12:00 pm - 1:30 pm
Contact Name: Carrie Fox
Contact Phone Number: (414) 273-8550
Admission Fee: 20.00
Location: Mason Street Grill
425 E. Mason St.
Milwaukee 53202

Roundtable Session - Trust Accounting Rules and More!

As a legal administrator, Matthew Katz has been asked to participate in an Office of Lawyer Regulation (OLR) lead panel to discuss changes to the rules governing your trust accounts. At this roundtable discussion, Matt will provide an update as to what the OLR is proposing to do. This is your chance to suggest what you would like to see done and to provide feedback Matt can take back to the OLR on preferred changes. Let’s do our part to help shape the rules that we will have to live by.

Time permitting, our roundtable session will also include other topics you wish to discuss. We now have a “rolling list” of topics assembled which can be used at roundtables throughout the year, and we welcome your topics any time. Carry-over topics currently include:
  • Healthcare Reform
  • Wellness Programs
  • Firm Handling of Diversity Issues
  • Tech Support – What do you use?
Do you have anything else to add to our list for the upcoming meeting? Please submit your ideas to Carrie Fox by Wednesday, February 13.

Now is your chance to have your questions answered and to learn from each other. Please join us to participate in the trust accounting discussion and to gain valuable insights into a variety of everyday topics.

Log in to see a list of others attending

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