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Jenna Nguyen

Jenna Nguyen

Audit Senior and CPA at Gursey | Schneider LLP specializing in CTAPP compliance audits for California law firms.

Jul 2, 2026

25:19
Jenna.
25:20
Uh, next we're gonna talk about the CTAPP pilot program.
25:23
So the summer of 2025, the state bar launched the CTAPP, um, pilot program and invited law firms to apply to voluntary pr- voluntarily participate in the compliance reviews of their client trust records.
25:36
And so with that, 300 firms ended up applying, and 21 firms across different sectors in, um, different, uh, firm sizes were selected.
25:46
And of those 21, 18 actually successfully completed the process.
25:50
And Greear Schneider was one of the four firms at the time that played a key role in, uh, developing those audit procedures for the program.
25:58
And from the pilot program, there were several common deficiencies and operational challenges that were identified.

10 MINS LATER

36:02
Sure.

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