Episode

CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to Prepare

Podcast
CLEs You Actually Want to Hear
Published
Jul 2, 2026
Duration seconds
3385
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not_requested
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https://rss.com/podcasts/cle-you-actually-want-to-hear/2869245
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https://content.rss.com/episodes/294811/2869245/cle-you-actually-want-to-hear/2026_05_29_15_54_18_ef942ebf-5e45-42cf-99f6-61d6d8576adc.mp3
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Summary

As the State Bar rolls out the Client Trust Account Protection Program (CTAPP) audit requirements, this program will walk you through a sample engagement, present an in-depth review of the first round, explain common findings, and give you ways to better prepare for a CTAPP audit. The session is designed to be collaborative, with a focus on trust accounting and reporting requirements within the CTAPP compliance framework. Audio versions of Beverly Hills Bar Association programs are eligible for Self-Study CLE credit in California. Visit www.bhba.org/podcasts for more information.