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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2017 UPDATE

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

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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.

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
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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.

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About Our Sponsor

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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 CPAacademy.org comes from our community of presenters and sponsors.