Who should attend | Materials | Format | Fee | Itinerary | Presenters | Registration details
One of the important but sometimes onerous duties of a solicitor practising on own account is to maintain clear and reliable trust account records, up-to-date and in compliance with the trust accounting rules and regulations. Most often the day to day duties associated with operating the trust account fall to a staff member who receives little or no training in the office but on whose skills and diligence the trust account depends.
This half day course is for trust account administrators and is intended to provide them with the knowledge, skills and confidence necessary to keep the trust account in good order.
Practice managers have reviewed the course and its materials and believe that it also offers new graduates in firms and recently admitted lawyers the opportunity to familiarise themselves with the day to day running of trust accounts, to see what happens after they authorise something and how it is dealt with.
The course has two elements:
A distance learning programme
This will require about 20 hours to complete. Before the seminar you will study the course manual and work through a number of exercises relating to:
- legal obligations
- recording transactions
- processing transactions
- reconciling the trust account
A half-day seminar
This will start with a brief recapitulation of the distance learning content, then you will learn about:
- key internal controls
- reporting procedures
- New trust accounting staff in need of tuition
- Legal executives or legal secretaries in small practices for whom the trust account has been added to their duties
- Trust accounting staff who wish to bring themselves up-to-date.
- New law graduates or recently admitted lawyers wishing to familiarise themselves with the day to day running of trust accounts.
Materials
Once you enrol you will be sent the course manual. The manual is the course text and contains information and guidelines which refer to the relevant rules and regulations. It also contains practical exercises (with solutions at the back) for you to work through prior to the seminar. You should bring a calculator to the seminar.
Fee (incl GST)
The course fee of $255 includes morning tea, the course materials and a completion certificate.
| Centre | Date | Venue |
| Wellington FULL | 11 March | Terrace Conference Centre |
| Christchurch FULL | 13 March | Cheateau on the Park |
| Auckland 1 FULL | 18 March | Crowne Plaza |
| Auckland 2 | 19 March | Crowne Plaza |
| Napier | 28 March | Napier War Memorial Centre |
| Hamilton | 8 April | Novotel Tainui |
| Tauranga | 9 April | Hotel on Devonport |
Presentation time: All presentations begin at 8.45am and finish at 1pm.
Presenters
The course will be presented by John Hicks or Steve Lewis of the New Zealand Law Society Inspectorate.
Registration
Please complete the registration form on the back of this brochure and send it with your payment.
Note:
- To enable all participants to be fully involved, each session will be limited to a maximum of 20 participants. Registrations will be processed on a “first come” basis.
- You are reminded that the distance learning component, to be completed before the seminar, will require some 20 hours work. You should register at least four weeks before the seminar so that you receive the materials in enough time to do the preparation.
CANCELLATION AND REFUND POLICY
If fewer than 8 registrations are received for any session, that session may be cancelled and course fees refunded in full. This decision will be made 10 working days before each session. Where registrants cancel before the 10 day closing date a full refund, less 15% administration fee, will be given providing that the materials are returned in new condition. After the 10 day closing date no refund will be made unless the session is cancelled.
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