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Sageworks valuationclaims

HOW VALUATION SPECIALISTS AVOID PROFESSIONAL LIABILITY CLAIMS

This webinar is targeted toward business valuation professionals.
Register
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this webinar John Raspante will discuss the most common professional liability claims faced by valuation specialists. Additionally, John will provide best practices to mitigate these exposures.

This webinar is best suited for CPAs who provide business valuation services.

Learning Objectives

  • The statue of limitations.

  • Privity defense.

  • Claims frequency and severity.

  • Proper use of engagement letters.

  • Best practices to avoid claims.

Linkedin

John Raspante, CPA, CDFA

NAPLIA
Director Of Risk Management At Naplia
johnr@naplia.com

Naplia

John F. Raspante is the former Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, John worked nine years for CAMICO Mutal Insurance Company. His professional affiliations include memberships in the AICPA and six state accounting societies. He also serves on NYSSCPA's Compilation and Review Committee, NJSCPA's Editorial Board and the Accounting and Auditing interest group, and the National Conference of CPA's Ethics Committee. John is a frequent author and speaker within the accounting profession on issues relating to risk management. John's role at NAPLIA includes working directly with new clients and providing risk management services.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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

About Our Presenter

Naplia
Stephen Vono is a founding partner of NAPLIA and specializes in Accountants Professional Liability Insurance. Mr. Vono is active in several leading Accounting Associations and presents regularly at annual conferences for the Association of Accounting Administrators (AAA), MGI World, Enterprise Worldwide, and the Leading Edge Alliance. He currently serves as Vice President of the AAA North East Chapter, and is the recipient of their Distinguished Service Presidential Citation for outstanding support and contributions to members of AAA. (June 2010). Mr. Vono has written and published several articles on practice management for accounting firms.