Content Provider

Self-Study CPE
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View Details/Register
View Details/Register
Practicalguide cpamutual


Available Date(s) Tuesday, October 31, 2017

Start Time
12:00PM EDT

Cost Free   CPE Credits 1.0 hour   Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Course Description

The program will provide an update on practical risk management advice, tips, and lessons learned using case files, with the goal of helping attendees recognize the risk you and your firm face on a daily basis. There are common threads and trends that run throughout our claim files and learning what these are may just save you time, money and your professional reputation. We will discuss current trends and the various exposures threatening CPAs and your ability to practice your profession. Sometimes professional standards just aren't enough to keep you out of court!

Learning Objectives

  • Learn common sense ways to reduce your liability and exposure.

  • Understand why professional standards may not protect CPAs from lawsuits.

  • Examine legal trends and what plaintiff attorneys look forduring a lawsuit and what to expect if you are sued.


"Great webinar to reinforce knowledge of risks associated with public practice for CPA's."

"This was a great seminar...very informative."

"Presentation well done!!"

"This webinar was very helpful and informative."

"The instructor was very engaging and interesting."

"Very knowledgeable presenter who uses real life examples to illustrate the learning objectives."

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William Thompson, CPA, RPLU, Bill graduated from University of Florida and earned 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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor


At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of comes from our community of presenters and sponsors.