Day 1: Agenda
All times refer to the Eastern Time Zone.
Morning Classes
Afternoon Classes
Details
Ch. 8 – Trust Account Management
Description
This section, taught by a senior Fund auditor, covers proper procedures for maintaining real estate trust accounts and preparing for audit, including FL Bar and Old Republic requirements, working with accounting software, and how to conduct a “three-way reconciliation.
Adria Perry, Senior Auditor, The Fund
Adria Perry is a Senior Auditor at The Fund. Ms. Perry received her Bachelor of Science degree in Business from St Leo University. In 2007, Ms. Perry received her Title Agent’s license from the Florida Department of Financial Services. Ms. Perry joined The Fund in 1999 and held several positions in Branch Operation and Financial Services prior to her current position.
Phone: (800) 336-3863
Email: aperry@thefund.com
Links
Questions
Education Registrar - educationregistrar@thefund.com
Need Support
Having issues connecting?
Education Registrar - educationregistrar@thefund.com
Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.