RECORDING: Practical Guide to CPA Risk Management

The program will provide practical risk management advice, tips, and lessons using authentic case files, with the goal of reducing you and your firm's vulnerability to lawsuits. There are common threads that run throughout our claim files and learning what these are may just save you time, money and your professional reputation. We will spend time discussing what to look for when trying to decide if it's worth accepting that new client or retaining a current client. Sometimes professional standards just aren't enough to keep you out of court!

Presenter, William Thompson, CPA, RPLU, joined CPA Mutual in 1993 after gaining experience in both the public and private accounting arena. As president, he is responsible for the daily operations of CPA Mutual RRG, including but not limited to underwriting, policy issuance, marketing, accounting and reinsurance issues.