COLTAF Training

Please join Flatirons Bank, a Prime Partners Plus bank, and the Longmont Area Chamber of Commerce for an overview of the requirements for attorney trust accounts in Colorado and best practices for maintaining and administering a trust account. Course presented by Jessica Wagner, Flatirons Bank Legal Counsel.

 Attorney Trust Account Refresher Course
• Separation of Funds 
• Delegation of Duties
• Interest Earned 
• Commingling
• Advanced Fees & Costs
• Handling Disputes
• Credit Card Payments for Advanced Retainers
• Accounting Records

Breakfast and Coffee will be available beginning at 8:15. Parking is free in the lot behind the Chamber Offices. Please RSVP to Dietra Porter of Flatirons Bank dporter@flatirons.bank  (720) 473-5136, or by calling Jessica Carson at the Chamber Office (303) 776-5295.