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uLaw EDU: Guest Lectures
www.uLaw.io
In collaboration with Canadian post second-
ary institutions, uLaw EDU is committed to sup-
porting the next generation of legal practitioner
*dates are subject to change
based on instructor availability
Page 2 | uLaw EDU Program Schedule
uLaw Lecture Scheduling
Guest lectures are currently being scheduled for schools participating in uL-
aw’s EDU program. Take a look
Students will learn about: disbursements and how to man-
age them; the virues of handling disbursements in a trust
account; the different types of general disbursements. Billa-
bles/actuals, unit rate expenses, milleage, travel time, re-
covery of expenses, will be introduced. Also discussed is the
expectations of the Law Society when it comes to disburse-
ments
In this 1.5 hour guest lecture, a wide range of topics will be
covered. Divided into seven subsections, this lecture will ex-
haustively cover all the major areas of practice management
for Canadian law offices.
What is the reconciliation process? How do you do trust
reconciliation, and why? These areas will be explored. This
course will show students the core aspects of an audit-ready
financial management process, with a live demo.
Students learn the differences between disbursements and
business/office expenses. Class will learn about types of ex-
penses, how to manage them. Intro to disbursements, what
they are, how to handle them out of trust & why. Topics also
explored: expense book and analytics for expenses.
Topics covered: intro to trust and general ledgers, what it
takes to maintain them; receivable and disbursement jour-
nals, reconciliation and methods to manage it; fee book and
how it works, Form 9a and deposit slips.
Students will learn how to streamline performance to save
time
01. DISBURSEMENTS DEMYSTIFIED (1-HOUR)
02. EVERYTHING PRACTICE MANAGEMENT (1.5HR)
03. TRUST & GENERAL RECONCILIATION
DEMYSTIFIED (1-HOUR)
04. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR)
05. COMPLIANCE DOCS: 10 MINUTES OR 3
HOURS?
01
02
03
04
05
uLaw EDU Program Schedule| Page 3
To get started....
Please select one of the above courses and in-
clude 2-3 dates/times that work for you.
What is the reconciliation process? How do you do trust recon-
ciliation, and why? These areas will be explored. This course will
show students the core aspects of an audit-ready financial man-
agement process, with a live demo.
Students learn the differences between disbursements and
business/office expenses. Class will learn about types of expens-
es, how to manage them. Intro to disbursements, what they are,
how to handle them out of trust & why. Topics also explored:
expense book and analytics for expenses.
06. GET READY FOR LAW SOCIETY AUDITS
(1-HOUR)
07. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR)
06
07
*Email your selection
to info@superfluidsoftware.com
We’ll be in touch!

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uLaw EDU Webinar Scheduling

  • 1. uLaw EDU: Guest Lectures www.uLaw.io In collaboration with Canadian post second- ary institutions, uLaw EDU is committed to sup- porting the next generation of legal practitioner *dates are subject to change based on instructor availability
  • 2. Page 2 | uLaw EDU Program Schedule uLaw Lecture Scheduling Guest lectures are currently being scheduled for schools participating in uL- aw’s EDU program. Take a look Students will learn about: disbursements and how to man- age them; the virues of handling disbursements in a trust account; the different types of general disbursements. Billa- bles/actuals, unit rate expenses, milleage, travel time, re- covery of expenses, will be introduced. Also discussed is the expectations of the Law Society when it comes to disburse- ments In this 1.5 hour guest lecture, a wide range of topics will be covered. Divided into seven subsections, this lecture will ex- haustively cover all the major areas of practice management for Canadian law offices. What is the reconciliation process? How do you do trust reconciliation, and why? These areas will be explored. This course will show students the core aspects of an audit-ready financial management process, with a live demo. Students learn the differences between disbursements and business/office expenses. Class will learn about types of ex- penses, how to manage them. Intro to disbursements, what they are, how to handle them out of trust & why. Topics also explored: expense book and analytics for expenses. Topics covered: intro to trust and general ledgers, what it takes to maintain them; receivable and disbursement jour- nals, reconciliation and methods to manage it; fee book and how it works, Form 9a and deposit slips. Students will learn how to streamline performance to save time 01. DISBURSEMENTS DEMYSTIFIED (1-HOUR) 02. EVERYTHING PRACTICE MANAGEMENT (1.5HR) 03. TRUST & GENERAL RECONCILIATION DEMYSTIFIED (1-HOUR) 04. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR) 05. COMPLIANCE DOCS: 10 MINUTES OR 3 HOURS? 01 02 03 04 05
  • 3. uLaw EDU Program Schedule| Page 3 To get started.... Please select one of the above courses and in- clude 2-3 dates/times that work for you. What is the reconciliation process? How do you do trust recon- ciliation, and why? These areas will be explored. This course will show students the core aspects of an audit-ready financial man- agement process, with a live demo. Students learn the differences between disbursements and business/office expenses. Class will learn about types of expens- es, how to manage them. Intro to disbursements, what they are, how to handle them out of trust & why. Topics also explored: expense book and analytics for expenses. 06. GET READY FOR LAW SOCIETY AUDITS (1-HOUR) 07. LAW OFFICE EXPENSE MANAGEMENT (1 HOUR) 06 07 *Email your selection to info@superfluidsoftware.com We’ll be in touch!