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2024 Iolta Accounts Update
August 27, 2024
The Massachusetts Bankers Association is proud to partner with the Massachusetts IOLTA Committee to present an update on the new process for dormant IOLTA accounts that goes into effect on September 1, 2024. Sign up to hear directly from the executive team of the Massachusetts IOLTA Committee about the changes, the new requirements, and how you can be prepared.
Covered Topics include:
- Refresher – IOLTA Basics
- Overview of the new process
- Key operational issues
- Agreement to Provide Dishonored Check and Inactivity Reports
- Defining inactivity
- 2.5 year and 3 year inactivity notifications
- Curing inactivity
- Remittance to IOLTA Committee
Date & Time
August 27, 2024
9:50AM Zoom Sign In | 10:00AM Program Start | 11:30AM Program Concludes
Who Should Attend?
Deposit Services Staff and Compliance Staff
Early
Standard
Late
$490.00
Agenda
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Jenna Miara | IOLTA Committee of Massachusetts | - |
| Stephen Casey | IOLTA Committee of Massachusetts | - |