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Self-Study CPE
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Self study cpe
Practical Guide to CPA Risk Management


CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateOct 17, 2018
Date OfferedMar 26, 2019
Course Description

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!

Learning Objectives

  • Identify current areas of risk for CPAs.

  • Identify ways for CPAs to reduce risk exposure.

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Handout Materials
Presentation Slides
Additional Materials
Glossary and Course Outline
Review Questions
Review Questions
QUESTION 1: 34:00 minutes
QUESTION 2: 56:00 minutes
QUESTION 3: 1:03 minutes
QUESTION 4: 1:19:15 minutes
QUESTION 5: 1:25:30 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

CPA Mutual was formed in 1986 to help alleviate a hard market for accountants' professional liability. Many of our members at that time could not find affordable malpractice insurance. Carriers dramatically increased premiums and reduced available limits. And some sent out nonrenewal notices, called it a day and left firms scrambling to find coverage. Since that time, CPA Mutual has worked hard to build lasting relationships and, as a result, we have maintained an average retention rate of over 93 percent. Many of our competitors in today’s market cannot match our near 26 years of consistent reliability, nor can they match our service exclusive to the CPA profession. More importantly for our members, CPA Mutual serviced 2,168 claim matters and paid or incurred $167,688,537 in claims cost!!! Not bad for a member-driven and member-owned company! Policy coverage has been broadened multiple times with coverage added for outside defense cost, aggregate limits and deductibles and electronic data coverage. CPA Mutual also has expanded coverage to include employment practices liability as well as a limited policy for small firms that do not provide attestation services. Our focus continues to be the CPA market. It’s been an exciting and fulfilling 25+ years. All of us here at CPA Mutual appreciate the confidence and continued opportunity to serve you, both our current and prospective members. We look forward to another 25 years of continued success and service.