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Sagitta Accounting - Balancing Trust Accounts & Open Forum

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Thursday, August 19, 2021 | 12:00 p.m. - 1:00 p.m. Central | Virtual
Sponsored by: Sagitta Accounting NetVU Chapter

Audience/Role: Accounting/Finance
Skill Level: Intermediate-Advanced

How do you balance your trust accounts? We invite Sagitta users who use trust accounts or who want to lean more about trust accounting to join our conversation. If your firm does trust accounting, please come prepared to share how you balance these accounts in your firm.

As part of our call we've also left space for an open forum. Bring any Sagitta accounting questions you have or even tips and tricks to share! This meeting will be interactive with the ability to speak freely with your peers, participate in group chat, and share your webcam.

Content Leaders:
Eric Wistrand | CIO | Couch Braunsdorf Insurance Group
Bruce Westman | Director of Product Management | Vertafore