Office Hours: Understanding Member Trust Accounts

8/8/23 at 3:00 PM to 8/8/23 at 4:00 PM

“PERMA Office Hours” are designed with the members in mind! Office Hours consist of a 10-15-minute presentation designed to help members learn more about a risk management or insurance topic, or valuable resources, followed by 30 minutes of questions/discussion. Office Hours will close with a facilitated conversation to allow members to share concerns, emerging issues, and great ideas with one another. They are generally held on the second Tuesday of each month, from 3:00 – 4:00 pm (exceptions noted). Register for all sessions or only those in which you are interested, and learn how you can get more from your PERMA membership. We look forward to your participation!

This webinar will cover the following:

  • How the Trust Account Schedules are developed
  • How PERMA is preparing and determining the trust account deposit amounts invoiced
  • How members should be using the Trust Account Schedules to record transactions on their end

Register here.