AUGUST 9 @ 1 PM
SESSION 5: Risk Management For Accountants- Part 1 (1 CPE)
Presenter: Ralph G. Picardi, Esq.
Delivery Method: Group Internet Based | Field of Study: Business Management & Organization
This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms and their insurers on professional liability matters. Topics include, among others, the risk environment, client acceptance and continuance, engagement letters, disengagement, billing and collection, file retention, and confidentiality issues (e.g., subpoenas; IRC §7216).
McGowan Program Administrators and the CPAOnePro Accountants Professional Liability Program are pleased
to offer the following Live Risk Management Webinar Series for all McGowanPRO clients and friends. These exclusive webinars offer CPAs valuable risk management tools that experts in the accounting profession are presenting. Each live webinar is 50 minutes long and gives the attendee, if a CPA, 1 hour of free CPE credit.
The series may also provide a premium credit towards the firm’s professional liability insurance. Please ask
your agent for more details and register today.
Please be aware that all webinars are intended to be informational and should not be construed as legal advice.
