April 25 Lunch & Learn

April 25, 2019
11:30 AM - 1:00 PM
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The Headliners Club- 20th Floor
Chase Tower- 221 W. 6th Street
Austin, TX 78701
 Directions

Our speaker for this month's lunch & learn is Andrea Jenkinson-Saenz, CQBPA. Andrea is Client Trust Liability expert and consultant. She Co-Founded  A.M. Jenkinson & Associates, Inc. in Austin, Texas in 2003 and has trained hundreds of business owners in dozens of different industries over the last 15 years.  Specifically, she facilitates the implementation of a proprietary process of structure to their financials that allows them to obtain timely, accurate, and reliable numbers out of their QuickBooks® accounting software. Andrea was a featured speaker, state-wide, for the State Bar of Texas in 2005 and created a Continuing Legal Education course under Ethics that still serves the legal community in Texas to this day. She has also been recognized in the INTUIT community as an Elite-Level Certified QuickBooks Pro Advisor and has logged over 38 thousand hours in multiple QuickBooks accounting software products. Andrea also holds Masters of Education from Indiana University, Bloomington.

Please invite people from your firm that may benefit from this presentation. You can email me (ahelton@r-alaw.com) questions regarding this topic prior to our lunch & learn and I will forward your questions to Andrea.

 Presentation Description:

When does the Client Trust Liability process begin? When does the Client Trust Liability end? This process is more than just the Client Trust checking account. Andrea Jenkinson will provide legal administrators with guidance on where Client Trust Liability begins and where it ends and what happens in between. She uses a two person panel to discuss scenarios and then the best practices of how to manage the process for Client Trust Liability in a law practice. Attendees will have a clear understanding of how to stay in compliance throughout the Client Trust Liability lifecycle after this session.

Learning Objectives:

  1. What is Client Trust Liability: Why Client Trust extends beyond the checking account.
  2. Where does Client Trust Liability Begin? Identifying when the process begins and what to do.
  3. Active Client and Client Trust Liability. How to handle all aspects of Client Trust Liability while actively working with a client.
  4. Where does Client Trust Liability End? Identifying when the process ends and what to do.
  5. Q&A  

     

    Our business partner sponsors for this month's luncheon are:

            

    Important Reminders About Parking

    Option 1:  Park in the Chase Tower Building Garage at 221 W. 6th Street.  Be sure to either stamp your parking ticket or pick up a discount ticket at the meeting to receive the $5.00 discounted parking rate when you exit the garage.

    Option 2:  If the Garage is full, the Headliners Club offers a discounted parking rate of $5 at the parking lot at 600 Guadalupe Street (Lot P3010 which is connected to the Extended Stay America Hotel).

    Instructions for Using Discounted Rate

    Enter lot from either Guadalupe Street or San Antonio Street
  • Park in any unmarked space and immediately head over to the Pay Machine
  • Enter license plate into Pay Machine
  • Choose the rate named "Headliners 3Hr"
  • Enter passcode: HC1955
  • Pay $5.00 (Pay Machine accepts cash or credit cards)

Tickets

$30.00 Member Ticket

$40.00 Non-Member