Susan Brooksbank, MBA, MSEE, BSME
Susan Brooksbank, MBA, MSEE, BSME

Susan Brooksbank is a fiduciary who provides accounting support for attorneys and fiduciaries. She is a retired mechanical/electrical engineer who worked in the vibration test industry for 30 years, with a BS in mechanical engineering, MS in electrical engineering, and an MBA. After retiring from the corporate world, a CLPF acquaintance suggested that Susan help with her accounting, since Susan has a knack for numbers and is a happy camper with spreadsheets. The fiduciary taught Susan the basics of probate accounting and handed her one of the fiduciary’s most complicated cases. That was about 3 ½ years ago and Susan has been doing accountings since.

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
Presented Date: August 27, 2021
What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property.
Member Price: $75
Non-Member Price: $105
CE Awarded:
Presented Date: October 28, 2020