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!
Learn common sense ways to reduce your liability and exposure
Discuss why professional standards may not protect CPAs from lawsuits
Examine what plaintiff attorneys look for during a lawsuit and what to expect if you are sued
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.
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