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Learn how to write engagement letters for both attest and non-attest engagements and enhance client relationships and communications with clients as well as other known and unknown users.
For a detailed description of the Webinar, please click here.
Who Should Attend
- Accountants concerned with risk management
- Accountants with difficult clients
- Accountants interested in improving communication skills
- Accountants who want to control relationships with non- client users of their work product
What You Learn
- How to get rid of jargon and boilerplate in client communications
- How to make your clients appreciate your work
- How to protect yourself from lawsuit-happy clients and other users of your work
Level of expertise needed - experience in dealing with clients
Prerequisite - none
This is a group Internet-based offering. The instructional method will be lecture with active group participation and will use visual aids.
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Gary Barnes graduated from Boston College Law School in 1974, where he was an editor of the law review. He represents accounting firms and their insurers in the defense of malpractice claims and in providing risk management advice. Gary also represents professional liability and products liability insurers. Gary now enjoys serving as a commercial arbitrator and a mediator, on panels of the American Arbitration Association, and as a court-appointed mediator for the U.S. District Court.
CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: