MCLE Accreditation
NE #280582, 1.0 CLE Hours, including 1.0 Prof Resp/Ethics Hours. (Distance Learning)
IA #pending; 1.0 CLE Hours, including 1.0 Prof Resp/Ethics Hours. (Live Webcast)
**Webcast Only
Webinars are conducted via the GoToWebinar platform. Click here for system requirements.
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. In this CLE, attendees will learn how small errors in timekeeping, invoicing, or payment handling can cascade into serious trust accounting violations, and how those risks compound when processes are not fully aligned.
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.
Chad Todd | Accounting General Manager, PracticePanther
Chad is the General Manager of Accounting at PracticePanther. Since 2014, he 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.
Sam Alkoubey | Director, PracticePanther
Sam is a Director at PracticePanther, where he is passionate about helping law firms operate more efficiently and position themselves for sustainable growth. With over a decade of experience working with legal professionals, Sam has a deep understanding of the challenges law firms face and the strategies that help them succeed. He has helped thousands of firms to modernize how they manage their clients, cases, documents, and financials.