Month: April 2025

Due to the Good Friday holiday, this session will be cancelled. We will reschedule the cost docket for another time.

This session will show a variety of approaches for managing unpaid fees including use of the cost docket. We will also review unpaid restitution options. Link to Zoom Training

Due to a scheduling conflict, the Lunch and Learn session on Tuesday, April 15, 2025, has been canceled.

This session will guide you through the Trust investment process, including receiving funds, detailing the investments, receipting interest, generating the investment report, and disbursing funds to the child. Link to Training Session

In this session, I will guide you through the end-of-month process, including balancing, writing checks, the Department of Revenue interface, reconciling the bank statement, closing the month, and running reports. Link to Training Session

I apologize, I’m at a client location this week. I thought I could still do the Lunch & Learn but I just can’t. We will resume next week with End of Month.