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CPA ProSecure presents Ask Ralph - The Importance of Client Screening

Agenda:
1.) Why, how, and when to screen clients
2.) War Story
3.) Conclusion: Why client screening may have helped mitigate the claim
4.) Questions

About the Speaker: Attorney Ralph Picardi serves as a risk-management consultant to NAPLIA. His legal practice concentrates primarily in the area of defending accountants, lawyers, insurance agents and other professionals in matters of professional liability. In addition to litigation, Mr. Picardi specializes in advising accountants, lawyers, and their insurers in matters of coverage, and in matters of loss control through hotlines, seminars, risk management audits and publications.

There will be a 10 page whitepaper sent out to registrants (in advance)
Recorded Sep 16 2015 66 mins
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Presented by
Ralph G. Picardi, Esq.
Presentation preview: CPA ProSecure presents Ask Ralph - The Importance of Client Screening
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NAPLIA - Professional Liability Insurance
NAPLIA has created this channel of live and recorded webinars which cover a variety of topics hosted by industry leaders with insights on the latest developments in law and risk management issues.

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  • Title: CPA ProSecure presents Ask Ralph - The Importance of Client Screening
  • Live at: Sep 16 2015 5:00 pm
  • Presented by: Ralph G. Picardi, Esq.
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