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Trust Accounting 101: Protecting Client Funds - NEW PMAssist Webinar

Trust Accounting 101: Protecting Client Funds - NEW PMAssist Webinar
By Abi Ortscheid Tuesday, June 10, 2025

How to Strengthen Compliance and Reduce Risk in Property Management

When it comes to handling other people’s money, there’s no room for error. Trust accounting isn’t just a financial formality—it’s a legal obligation and a major cornerstone of professional property management. Failure to manage client funds properly can lead to severe penalties, legal consequences, and loss of trust with your owners.

That’s why we’re bringing you a critical educational opportunity: "Trust Accounting 101: Protecting Client Funds" — a free, live webinar happening on July 25, 2025 at 2 PM ET | 1 PM CT | 11 AM PT.

Hosted by PMAssist Partner Todd Ortscheid and Allison DiSarro, SVP of Property Management Banking at Enterprise Bank & Trust, this session will guide property managers through the essential practices, tools, and workflows for compliant, efficient, and fraud-resistant trust account management.

Why This Webinar Matters

Trust account compliance is one of the most scrutinized areas of property management—and for good reason. These accounts are designed to protect client money, but missteps in reconciliation, record-keeping, or reporting can spell disaster.

In this webinar, you’ll learn:

  • What makes a trust account compliant (and what doesn’t)

  • How to avoid common accounting errors

  • How Enterprise Bank & Trust supports trust accounting for property managers

  • How to set up financial workflows that are secure, scalable, and audit-ready

  • The latest fraud prevention strategies that every PM should know

Meet the Experts

Todd Ortscheid – As a Partner at PMAssist, Todd brings decades of industry expertise helping property managers refine their systems and increase operational efficiency. His insights into trust accounting and regulatory compliance are grounded in real-world experience.

Allison DiSarro – As the Senior Vice President of Property Management Banking at Enterprise Bank & Trust, Allison is a trusted authority in trust account compliance. She is nationally recognized for her deep understanding of financial regulations, banking workflows, and fraud prevention in the property management space.

Don’t Miss Out

Whether you’re looking to tighten up your internal controls or ensure you’re staying compliant with trust accounting laws, this webinar offers real-world insights and actionable guidance you can use immediately.

📅 Date: July 25, 2025
🕑 Time: 2 PM ET | 1 PM CT | 11 AM PT
🔗 Register Now: bit.ly/entpmaweb

Protect your business. Protect your clients. Reserve your seat today.

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Author

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Abi Ortscheid
Partner
With experience spanning over a decade in the property management industry, Abi stands out not just as an industry expert but also as a trailblazing woman entrepreneur. Her dedication transcends traditional business roles, as she's fervently committed to elevating her peers in the property management realm. Abi's vision isn't limited to streamlining the property management process; it's about fostering an environment where every stakeholder, from property owners to tenants, has an enhanced exper...
With experience spanning over a decade in the property management industry, Abi stands out not just as an industry expert but also as a trailblazing woman entrepreneur. Her dedication transcends traditional business roles, as she's fervently committed to elevating her peers in the property management realm. Abi's vision isn't limited to streamlining the property management process; it's about fostering an environment where every stakeholder, from property owners to tenants, has an enhanced experience. Furthermore, Abi's advocacy goes beyond professional guidance. She consistently champions the cause of female professionals, ensuring their voices are heard, their roles are acknowledged, and their potential is realized. In every endeavor, Abi's passion for improvement and inclusivity shines through, making her an invaluable asset and leader in the property management community.
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