Trust Accounting for Solo and Small Firms: How TrustBooks Can Help Streamline the Process
Jul 27 @ 12:00 PM – 1:00 PM

Free Wednesday Wisdom Zoom CLE that is open to all members of The Florida Bar. Presented by Tom Boyle, CPA and Co-founder TrustBooks, Raleigh. Course number and 1.0 General CLE credit pending approval. Moderator: Renee E. Thompson, Upchurch, Watson, White & Max Mediation Group, Ocala. REGISTER

Join us to learn about the trust accounting needs of solo and small firms. Tom Boyle will explain how TrustBooks trust accounting software program, a Florida Bar member benefit, can help streamline the record-keeping process to help attorneys better maintain compliance.

CPA Tom Boyle, TrustBooks

Tom Boyle, CPA and Co-Founder of TrustBooks (now part of Paradigm):

  • CPA in NC – past experience with Deloitte & Touche and McGladrey & Pullen
  • Founded Boyle CPA, PLLC in April 2010 (sold CPA practice in June 2014).  Boyle CPA provided outsourced accounting services for small law firms.
  • Presented over 100 webinars and CLE presentations on trust accounting and legal accounting to over 10,000 attorneys and legal staff over the past 5 years.
  • Co-founder of TrustBooks – software created specifically to help attorneys manage, record, and reconcile their trust accounts. TrustBooks was acquired by Paradigm in January 2022 and now helps lead the TrustBooks team at Paradigm.
FREE CLE: Professionalism Tips From the Bench
Aug 10 @ 12:00 PM – 1:00 PM

August 10, 12 – 1 PM, free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members.* Presented by Jennifer Kuyrkendall Griffin; other panelists to be announced. Course number and 1.0 General; 1.0 Professionalism credit pending.
*Registration will be approved when section membership is confirmed. REGISTER

Free CLE: Automation and CLIO Practice Management Software (Working Title)
Sep 28 @ 12:01 PM – 1:01 PM

Sept. 28, 12 – 1 PM, free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members.* Presented Nefra-Ann MacDonald, Clio Cloud-Based Legal Technology, Senior Manager, Strategic Engagement. Joshua Hertz will serve as moderator.

Course number and CLE credit pending approval.

*Registration will be approved when section membership is confirmed.

Nephra-Ann McDonald, ClioNefra-Ann MacDonald is a skilled professional in business consulting and technology training, strategic partnership development and relationship building, account management, event management, and public speaking on a variety of topics. Strong legal services professional, with experience in non-profits, startups, law firms, and large companies, and a graduate of the University of Miami.

Free CLE for Section Members (Details Coming Soon)
Oct 26 @ 12:00 PM – 1:00 PM

Free CLE on Zoom for Solo & Small Firm Section members. Details and registration coming soon.