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Loss Control Session Two: Your Lines of Defense – Claims from Clients

In this second session of a series of three webinars on risk management for accounting practices, we’ll discuss:
•Engagement risk assessment: The process of building a good client base from a risk management perspective
•The importance and components of effective engagement letters
•The importance of management letters and comments about internal controls
•Your areas of exposure to your clients and what to do if a client brings a claim
•The prevalence of claims for failure to detect employee embezzlement

By participating in this session you’ll gain an understanding of:
•How to build and manage a good client base
•What to include in your engagement letters and management letters to protect your firm
•What your lawyer will need to build an effective defense to a future client claim

This series of three webinars will qualify as 4 hours of CPE for CPAs:

•Each session will include 3 polling questions which makes the CPE credits NASBA eligible when taken live.
•Firms may register as one participant and share the experience in a conference room. Please provide a list of participants and participation dates on firm letterhead to receive CPE.
•Firms that have the ability to handle their own CPE’s will get a certificate of attendance.

Firms may qualify for premium credits:
•Firms that complete all 3 sessions either live or recorded are eligible for premium LC Credit with CPA ProSecure. CPA ProSecure Premium credits apply only when all three sessions have been viewed.
•Firms that are issued NAPLIA certificates do not need to submit additional information to NAPLIA for premium Credit.
•Non CPA ProSecure clients are welcome to attend for CPE’s but premium credits are not cannot guaranteed
Recorded Dec 17 2015 72 mins
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Presented by
Ralph Picardi, Esq.
Presentation preview: Loss Control Session Two:  Your Lines of Defense – Claims from Clients
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McGowanPRO-Professional Liability Insurance
McGowanPRO 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: Loss Control Session Two: Your Lines of Defense – Claims from Clients
  • Live at: Dec 17 2015 6:00 pm
  • Presented by: Ralph Picardi, Esq.
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