JUNE 29 @ 1 PM
SESSION 2: Terminating the Client Relationship - How To Say Goodbye To Your Unwanted Clients (1 CPE)
Presenter: Nancy Reimer Esq. and Patrick Cosgive, Esq.
Delivery Method: Group Internet Based | Field of Study: Business Management & Organization
When it comes to risk management and avoiding claims, sometimes the best client is an ex-client! In this 50-minute webinar, Nancy Reimer and Patrick Cosgrove, both of the law firm Freeman Mathis & Gary, will address how to determine whether a CPA should keep a particular client, the warning signs, and when appropriate, how to terminate a client correctly.
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.