Please join the Mile High Chapter of ALA Education Committee at our first in-person monthly luncheon on Thursday, September 16, 2021, at the Wells Fargo Building, Assembly Conference Room, Lower Level 2, 1700 Lincoln Street.  Margaret Brown Funk is Chief Deputy Regulation Counsel, of the Office of Attorney Regulation Counsel and she will present on "Trust Account Basics."  This will be a 90-minute presentation and please note below in-person registration is limited to 30 people.

Registration will open at 11:00 a.m., announcements will begin at 11:15 a.m. and the presentation will start at 11:30 a.m.   

Session Objectives:

• Understanding day-to-day trust accounting scenarios, including billing, retainers, contingency fee funds, etc.
• Update on new Flat Fee Rule of Professional Conduct and the interplay with trust account management
• Lawyer’s ethical responsibilities managing trust accounts and delegating trust account duties

Margaret Brown Funk is Chief Deputy Regulation Counsel of the Office of Attorney Regulation Counsel. Her responsibilities include operations oversight for the Office of Attorney Regulation Counsel, which includes the Office of Attorney Admissions, Office of Attorney Registration, Office of Continuing Legal and Judicial Education, and the intake and trial divisions in the Office of Attorney Regulation Counsel. Ms. Funk graduated from the University of Denver College of Law in 1994 and was in private practice for 12 years before joining the Office of Attorney Regulation Counsel in 2006 as a trial attorney.  In private practice, Ms. Funk represented individuals in civil rights matters, primarily in the area of employment law. Between 1995 and 1998, she served as President and Vice President of the Colorado Plaintiffs Employment Lawyers Association (PELA). Between 1998 and 2005, she served as a member of the PELA board of directors and was assigned the duties of chair of the legislative committee and liaison to the Colorado Bar Association. She has published several articles in the Colorado Trial Lawyers Association’s monthly magazine, Trial Talk, and has lectured extensively on civil rights, litigation, and legal ethics. She administers the Office of Attorney Regulation Counsel Trust Account School. She is a faculty member for the Colorado Supreme Court Office of Attorney Regulation Counsel Ethics School program and Professionalism School program, and has been a panelist and presenter at ABA conferences, NOBC conferences and numerous CLE programs in Colorado. Recent committee work includes the National Organization of Bar Counsel (NOBC) Program Committee; the Colorado Supreme Court Advisory subcommittee on Proactive, Management-Based Regulation; the Colorado Supreme Court Advisory subcommittee on C.R.C.P. 251 rule revision; the Colorado Supreme Court Committee on the Colorado Rules of  Professional Conduct; the Colorado Board of Continuing Legal and Judicial Education rule revision subcommittee; the Colorado Chief Justice Commission on Professionalism Development, New Lawyer Working Group and Leadership Working Group; and the Colorado Bar Association’s Peer Professionalism Assistance Group.

Please note at the present time there is a capacity limit of 30 people attending the luncheon in-person at the Wells Fargo Assemble Conference Room.  In-person registration will be closed when we have 30 registrations; a virtual/Zoom luncheon option is available as well.  For those attending in-person boxed lunches will be prepared by Y.Lo Epicure Catering.  Parking is available for those members outside of downtown Denver in the parking garage located at 17th and Sherman.  Please indicate in your registration if you will be parking in the garage.

This program has been submitted to HR Certification Institute for review.

This program has been approved for 2.0 General CLE credits, 1.8 Ethics Credits from the Colorado Supreme Court, Board of Continuing Legal & Judicial Education.

CLM Application Credit for Functional Specialists:  1.5 hour in the subject area of Financial Management toward the additional hours required of some Functional Specialists to fulfill the CLM application requirements.
CLM Recertification Credit:  1.5 hour in the subject area of Financial Management.
 

This program is valid for 1.5 PDCs toward SHRM-CP and SHRM-SCP recertification.

The Mile High Chapter Educational Lunches would not be possible without the generous support of our Business Partners:

Official Luncheon Sponsor:

Mt. Elbert Sponsors:

Mile High Sponsors:

Tickets

$25.00 MHC ALA Regular Member

$25.00 Member Guest

$10.00 MHC ALA Member - Virtual Luncheon

$10.00 MHC ALA Member Guest Virtual Luncheon