Legal Liability: Duty, Damages and Defenses (1 CPE)
September 9, 2025 1PM EST Presenters: Joe Jones and Kristin Montalvo Delivery Method: Group Internet-Based Field of Study: Business Management & Organization
Course Description:
Legal Liability for accounting professionals can take many forms. Join us as presenters Joe Jones and Kristin Montalvo of Travelers Insurance, a major insurer of accountant’s professional liability insurance, guide us through how duty is established for legal liability, what damages accounting professionals could be liable for and what possible defenses may be available. The team of Joe the attorney and Kristen the underwriter both bring their perspectives for this ever popular and useful presentation!
Learning Objectives:
• Gain an understanding of how duty is established for legal Liability.
• Gain an understanding of what damages accounting professionals could be liable for.
• Gain insights into using metrics and analytics to evaluate and improve your recruiting strategies.
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