Curriculum
Courses for trust account stewards
Programs designed around how a financial auditing app for legal trust account oversight actually gets used on busy practice days — not how software demos look on stage.
Trust Ledger Custody
Six modules covering intake holds, three-way reconciliation, disbursement gates, and reviewer evidence packs.
Exception Desk Intensive
Three live sessions that walk aging deposits, uncleared wires, and partner escalation scripts.
Partner Sign-Off Briefing
A compact briefing for equity partners who authorize trust movements but rarely open the ledger.
Multi-Office Handoff Lab
Coordination patterns for Taipei and regional desks sharing one trust bank relationship.