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This 4-hour seminar with in-person speaker, John F. Raspante, Director of Risk Management for McGowan Pro, will delve into the historical landscape of professional liability claims faced by CPAs, tracing notable cases and trends over time, exploring emerging and potential challenges in the field, such as evolving regulatory guidelines, technological advancements, and shifting client expectations.
This seminar will highlight best practices for claim mitigation, drawing expertise from past experiences and current strategies with thorough documentation practices, effective client communication, risk management techniques, and stay abreast of industry developments. Furthermore, recent victories in CPA litigation can be examined to glean insights into successful defense strategies and legal precedents that may inform future cases.
By covering both historical and emerging aspects of professional liability insurance, along with practical advices and real-world examples, this seminar will provide attendees with a comprehensive understanding of the landscape and equip them with the tools needed to navigate it effectively.
Other topics include:
- What to look for in your professional liability insurance
- When and Why Engagement Letters are needed – do we need them and how not having one can jeopardize your business
- The pitfalls of email correspondence – convenience or time-suck?
- What has more risk? Tax returns or financial statements?
- Improve your business best practices and procedures to mitigate risk and add more value to your time
- NEXUS issues and potential liability risks
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