The Legal Toolkit

In part one of this two-part series on IOLTA Accounting on the Legal ToolKit, , brought to you by Catuogno Court Reporting, host Jared Correia, Law Practice Management Advisor with Mass. LOMAP, explored IOLTA accounting and its purposes. In part two, Jared welcomes Beverly Michaelis, Practice Management Advisor with the Professional Liability Fund of the Oregon State Bar and Lindsay Vosburgh, Financial Investigator at the Massachusetts Office of Bar Counsel, to talk about the latest in trust accounting software and to offer tips on trust accounting software for lawyers and firms.

In this edition of the Legal ToolKit, host Jared Correia, Law Practice Management Advisor with Mass. LOMAP, welcomes Terrence D. Pricher, an assistant bar counsel in the Office of Bar Counsel and Attorney James S. Bolan, a partner with the firm of Brecher, Wyner, Simons, Fox & Bolan, LLP, to take an in-depth look at IOLTA Accounting. Jim and Terry bring very different perspectives to this discussion and will explore IOLTA accounting and its purpose, three-way reconciliation, the biggest IOLTA pitfalls and how to handle large sums of client funds.

In this special edition of the Legal ToolKit , we explore security compliance issues from The Massachusetts Information Security Summit (MassISS) with co-hosts, Jared Correia, Law Practice Management Advisor with Mass. LOMAP and Ray Catuogno, Founder & CEO of Catuogno Court Reporting and Sten-Tel Transcription . Special guests are Diane Lawton, General Counsel of the Commonwealth’s Office of Consumer Affairs and Business Regulation (OCABR) and Chris Squier, renowned speaker on national security issues from New Technology Systems, to discuss security compliance issues, including the hacker mindset and the best methods for protecting information on PDAs and smartphones.

In this edition of the Legal ToolKit host Dean Whalen, General Counsel for Catuogno Court Reporting and Sten-Tel Transcription Services will call on the experts to talk more about the Massachusetts Data Breach Notification Law: 201CMR 17.00 and complying by March 1, 2010. In the first segment, Dean welcomes Charlie Christianson, President of Peritus Security Partners, LLC, to discuss the key elements of the compliance process and how to secure your business. Attorney Jared Corriea, advisor at The Law Office Management Assistance Program , will discuss the red flag rule, compliance and the upcoming Massachusetts Information Security Summit.

With several high profile security breaches in Massachusetts, securing customer information is a necessity to business legally. In this debut podcast of the Legal ToolKit, host Dean Whalen, General Counsel for Catuogno Court Reporting and Sten-Tel Transcription Services welcomes Attorney Rodney Dowell, Director of MassLOMAP and David M. Felper, senior partner with Bowditch & Dewey, LLP, to explore the details of Massachusetts' Data Breach Notification Law: Chapter 93H. They will discuss the protection of personal data, encryption, compliance and how new regulations will impact every Massachusetts businesses.