Free CPE for Accountants – The Client Selection Process, Stopping a Claim Before It Happens (1 CPE)
October 3, 2025 1PM EST Presenter: Peter Larkin, Esq. Delivery Method: Group Internet-Based Field of Study: Business Management & Organization
Course Description:
In this webinar presentation, accounting firm defense attorney Peter Larkin of the Law firm Wilson Elsner, shares why the client selection and onboarding process is so important in mitigating legal exposures before they even happen. Best Practices in the selection process will be discussed.
Learning Objectives:
• Gain an understanding of the processes of selecting clients that fit your accounting firm.
• Obtain knowledge of the steps to mitigate risk and exposure.
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