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that are important to your clients from our continually updated library. Read details and a sample blog |
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August 23, 2017: 1 - 1:50pm ET
Practical Guide to CPA Risk Management |
 This program will provide an update on practical risk management advice, tips, and lessons learned using case files, with the goal of helping attendees recognize the risk you and your firm face on a daily basis. There are common threads and trends that run throughout our claim files and learning what these are may just save you time, money and your professional reputation. We will discuss current trends and the various exposures threatening CPAs and your ability to practice your profession. 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. |
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Who Should Attend
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Learning Objectives
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| Any practicing CPA
Firm Administrators |
Learn common sense ways to reduce your liability and exposure
Understand why professional standards may not protect CPAs from lawsuits Examine legal trends and what plaintiff attorneys look for during a lawsuit and what to expect if you are sued |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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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: www.nasba.org. |