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IOTA Management (1​.​0 CLE)

by Escambia-Santa Rosa Bar Association

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This informative session will include an overview of IOTA Accounts and the best practices for managing your trust accounts and clients' funds. The presenter will also discuss common concerns for attorneys with their IOTA and provide attendees with ways and tools to help avoid them.

Presented by: Tim Jakubowski, Attorney Banking Consultant & Assistant Vice President, Nota by M&T Bank

1.0 CLE Credit Hour (general)
Expires: 06/30/2025

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released December 12, 2023

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