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!
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Identify current areas of risk for CPAs.
Identify ways for CPAs to reduce risk exposure.
CPA Mutual Insurance Company
President
wthompson@cpamutual.com
(352) 240-7800
William Thompson, CPA, RPLU, Bill graduated from University of Florida and earned his CPA certificate in 1982. He joined CPA Mutual in 1993 after gaining experience in both the public and private accounting arena. As President of CPA Mutual RRG, Bill is responsible for the daily operations, including but not limited to underwriting, policy issuance, risk management, accounting and reinsurance issues.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222