1. Separation of Duties in a Trustee’s Office: Internal controls are strengthened when certain duties are divided among the trustee and employees. What do you do when small staff size precludes segregating duties? 2. Remote Assistant Best Practices: Working remotely began with the advent of the internet, ECF and cloud-based software. Trustees and their assistants could work virtually from anywhere. Then came the Covid-19 pandemic and reduced case filings – further warranting the need to work remotely. More and more trustee practices are heading to the “virtual reality” of the use of remote assistants/administrators. This session will help guide assistants that are transitioning to a remote setup or those currently working as a remote assistant. Join us as we cover the best practices of a remote/vitual assistant.
