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2019 Webinar Series for Accounting Professionals

A Risk Management Resource for Accounting Professionals

This program is offered as a benefit for current Travelers insureds. Participants will earn 1 Continuing Professional Education credits in the Specialized Knowledge Field of Study. Additional information on how to obtain the CPE credit and get a certificate will be provided in the presentation handout.


What to Expect and How to Manage a Claim of Professional Negligence

September 18, 2019 1-2pm Eastern

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Moderator: Joseph H. Jones, Jr., Esq., Director of Risk Management, Travelers

Speakers: Julie Lindstrom, Claim Counsel, Travelers

The possibility of disputes between you and your client and other parties is a part of any business including accountants and bookkeepers. There is also the risk that disputes can escalate to a claim of professional negligence. What should accountants and bookkeepers do if there is a possibility or the reality of a claim of professional negligence and what should they expect during the process? What can make a claim worse and what can be done to assist in achieving the goal of a favorable outcome? Finally, what are the advantages and disadvantages of various dispute resolution processes such as mediation, arbitration, and litigation? These are common questions and issues that accompany most professional liability claims and how they are addressed, or not, may contribute to the claim’s outcome.


Travelers provides webinars that are open to all insureds and brokers. These webinars utilize defense attorneys and industry leaders to discuss a wide range of topics, including those that are historical sources of professional liability risk, as well as emerging trends and issues.

Questions? Email Joe Jones at

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