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ATTEND ALL WEBINARS FREE WITH A
BLOG PACKAGE or PROFESSIONAL MEMBERSHIP BLOG CONTENT GHOST WRITTEN BY US. CALL 888-406-0088 |
Choose the blog topics
that are important to your clients from our continually updated library. Read details and a sample blog |
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May 24, 2016 and October 25, 2016: 1 - 2:40pm ET
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. |
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Who Should Attend
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Learning Objectives
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| Any practicing CPA
Firm Administrators |
Learn the importance of documentation
Define client selection and retention Explore the details of engagement acceptance Recognize new exposure on the horizon Learn how to manage the risk of losing: firm reputation, money, insurability, and time |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 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. |