The second session of Law Firm Accounting Series focuses on improving your knowledge in the areas of banking and investments. We'll discuss bank account types, transfers and trust accounts as well as outline the types of options available to your firm. Additionally, we'll identify reasons behind incorporating different types of bank accounts in your portfolio and discuss the importance of banking security features during the session.
Objectives:
- Examine the differences between bank account types.
- Identify bank security features that you can implement.
- Explain bank rules and regulations as to deposits.
- Identify the differences between wire and ACH transactions.
- Identify types of investment alternatives.
Audience: Basic
Other Information:
90 Minutes
CLM App Management Category -FS: Financial Management
CPE Field of Study: Finance
Andrea L. Myers, CLM
Andrea L. Myers, CLM, is the Director of Finance and Operations with Miller Johnson where she is responsible for managing the accounting and collections team for the firm. Those functions include accounts payable and receivable, cash management, financial reporting, tax preparation and filing, and overseeing the firm's billing systems. Myers also oversees the firm's Operations Departments and manages third-party relationships to which document services have been outsourced. An ALA member with 11 years of legal industry experience, she has served on the board of ALA West Michigan Chapter for 10 years in various roles, served as a Regional Representative for two years, and served on 2017 Annual Conference Planning Committee.
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