Trust accounting and compliance are critical—but they don’t have to be complex or risky. In this session, we’ll walk through best practices for managing trust accounts in Finance Enterprise while maintaining accuracy, transparency, and audit readiness. Learn how to streamline processes around deposits, disbursements, and reconciliations while reducing manual effort and minimizing compliance risk. We’ll also cover common pitfalls firms face and how to avoid them with the right workflows, controls, and reporting. You’ll leave with practical guidance to strengthen compliance and build confidence in your firm’s financial operations.
Join product expert Colin Farrell to learn how to generate and analyze aging, realization, collection, and rate metrics, and translate watchlist signals into decisive action. Plus, are you overlooking the impact of digital payments? A must-attend session for firm administrators and finance leadership looking to make your firm's data work harder, smarter, and faster.
