Summer 2021 IOLTA Workshop Sessions

The ABA Commission on IOLTA and the National Association of IOLTA Programs will be holding this summer’s IOLTA Workshops through a virtual format August 5th and August 12th. See below for times and session descriptions. All session times are Eastern Time Zone.

Please Note: All sessions (except for the breakout rooms and networking) will be recorded for future viewing.

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August 5th Sessions from 2:00 – 4:00pm

2:00pm: Civil Legal Aid Funding in the Time of COVID-19

The civil justice community knows that civil legal aid providers are essential front-line responders during the COVID-19 pandemic. That’s because, in addition to health care needs, there is a surge of COVID-19 related civil legal problems flowing from lost jobs and housing, food insecurity, debt collectors, unemployment and other public benefits, bankruptcy, increased risk of domestic violence, and more. And over the course of the pandemic response and recovery, an increasing number of state and local government policymakers also know that legal aid providers must be there to mitigate the economic and related challenges that COVID-19 affected individuals and families experience as a consequence of unemployment, housing, and food insecurity, and employment-related health/safety risks. When Congress passed the CARES Act, Consolidated Appropriations Act, and American Rescue Plan Act, and appropriated funds to help state and local governments address the fallout, they gave those government decision-makers a lot of discretion about how to spend billions of dollars.

Join us to hear how some legal aid leaders persuaded those government decision-makers to fund help for the tsunami of legal issues that continue to flow from the crisis.

Panelists: Radhika Singh, Betty Ballli Torres, Lynn Parker


3:15pm: Let’s Talk Session

We will move into breakout rooms to share information about what is going on across with country.  Each room will have fellow IOLTA program colleagues for you to network and interact with and are designed to encourage idea and information sharing across the IOLTA community.


**Based on feedback from past workshop evaluations, on August 12th are trying to have two tracks for the banking topics: one for newer staff and one for more experienced staff.  These sessions will be happening at the same time.  If you are interested in both, do not worry because everything will be recorded and posted in the NAIP Resource Library.


August 12th Sessions from 1:00 – 3:00pm

1:00pm: Banking 101

The motto for our Banking 101 track is “There are no stupid questions”.  We will spend our time covering banking terminology and explaining comparability, along with tips on setting up a bank compliance program.  Our panelists are also excited to share an overview of how prime partner programs could work for you and how you can create a successful program at your organization.  There will be a Q & A with the panelists, so make sure to bring your questions.

Panelists: Lushawn Phillips, Christine Fecko, Claire Mills


1:00pm: Banking 201

Banking 201 is here for the intermediate level of banking knowledge. During this track, our panelists will discuss monitoring of third-party reports to verify interest rates, planning for low rate environments, and the FFTR interest rate, and when IOLTA rates will move. The discussion will also include examples of successful engagement with banks and attorneys and the status of upcoming CRA regulation changes. There will be a Q & A with the panelists directly after; come prepared with all of your banking questions.

Panelists: Terri Smith Ashford, James Blythe, Bill Penn


2:15pm: Rapid Fire Topics

Get a quick introduction to a variety of topics with resources to learn more if your interest is peaked.  Speakers will be asked to talk fast and we will cover a lot of ground in a short time.

  • Evaluation of the Bank of America projects and how to measure the impact of civil legal aid on the community (Bridget Gernander)
  • Update from the NAIP Racial Justice Committee with national survey results (Claire Mills, Amaris Torres-Rivera)
  • Lessons learned from North Carolina legal needs assessment (Mary Irvine)
  • New Process Improvement Resource for Grantees (Melissa Moss)
  • Update from LSC (Ron Flagg)