Risk Management for Accountants—Part 1
August 5, 2025 1PM EST Presenter: Ralph G. Picardi, Esq. Delivery Method: Group Internet-Based Field of Study: Business Management
Course Description:
This is an updated 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).
Learning Objectives:
• Gain an overview of the landscape of risk and legal exposures that accountants operate in.
• Obtain knowledge of the steps to mitigate risk and exposure.
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