The CLE Program, sponsored by ATTY Financial, will be on Tuesday, October 21, 2025 at Husch Blackwell.

Free registration.

1.2 Ethics Hours.

Drinks & hors d’oeuvres to follow.

IOLTA Under the Microscope: Accounting, Ethics & Banking Solutions

What CPAs, Attorneys & Bankers Want You to Know

Legal accounting can be a complex and challenging area, particularly when it comes to managing
Lawyer Trust Accounts (IOLTA). Strict ethical guidelines and legal limitations govern these accounts and
mismanagement can have severe consequences, ranging from a reprimand to disbarment.  However,
by understanding the regulations that define and govern IOLTA accounting, you can minimize the risk of
compliance issues and avoid common pitfalls.

Our three speakers share their insights garnered in each of their professional areas.  John Scott of Anders
will address accounting and management considerations.  Kip Bilderback, an attorney and owner of
Bilderback Business Advisors, will look towards the ethical implications.  Travis Liebig, a banker and principal
at ATTY Financial, will discuss the advantages a full-service banking partner can bring to the table.

FEATURING PANELISTS 

John C. Scott, CPA, AEP
Partner
Anders

Kip J. Bilderback

Owner
Bilderback Business Advisors

Travis Liebig

Founder & CEO
ATTY Financial

Parking Information

Husch Blackwell is located at 8001 Forsyth Blvd, Suite 1500, St. Louis, MO, 63105. Upon entering the parking garage at Forsyth Pointe, please pull a ticket and park on an upper level (levels 2-5). Once parked, enter the elevator bank marked “8001 Forsyth” and proceed to the building lobby to check in with Security. Once Security grants you access, please proceed to the 15th floor where you will be greeted at Husch Blackwell reception.

Register with the form below: