Please join us for an information-packed session on the topic of Trust Accounting Rules. Our speakers, Cheryl M. Heuett and Mary Wells, from the Washington State Bar Association (WSBA) will address how to manage client funds and IOLTA trust accounts, focusing on the rules and basics of trust-account record-keeping

Tuesday, August 6, 2019

12:00 – 1:00 PM

CLMSM App Credit for Functional Specialists: 1 hour in the subject area of Financial Management  (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLMSM Recertification Credit: 1 hour in the subject area of Financial Management  (OM)

Lunch to be provided by The Catering Company



Cheryl M. Heuett is an Audit Manager with the Washington State Bar Association, where she has worked since 2005. Her duties there include conducting for-cause audits and monitoring lawyers who are on probation or in diversion. She educates lawyers about trust account rules by responding to phone call and e-mail questions and speaks at several CLE classes throughout the year. Including her work at the Bar, she has over twenty-five years of experience in both public and private accounting. She received her B.A. from Boise State University and her J.D. from the University Of Idaho College Of Law.


Mary Wells rejoined the Washington State Bar Association in March 2019 as an Auditor in the Office of Disciplinary Counsel. She was previously a Practice Manager Advisor with the WSBA’s Law Office Management program. She has ten years’ experience as a Law Firm Administrator as well as extensive experience in Human Resources and Finance in both for-profit and non-profit settings. As an auditor, she works on random examinations as well as for-cause audits. She received her B.B.A. from Western Michigan University and her M.B.A. from Western Washington University.


Cozen O’Connor

999 Third Avenue, Suite 1900

Seattle, WA 98104

Non-validated parking available in building


Dial-In Details:

Toll-Free: 833-471-2717

Conference ID: 8447236


If you need any special accommodations, please contact: