Malpractice: What Accountants Need to Know
May 28th, 2020 at 1:30 pm EDT/ 12:30 pm CDT/ 10:30 am PDT
- Cost Free
- CPE Credits 1.5 hours
- Subject Area (Fields of Study): Specialized Knowledge
- Course Level Basic
- Instructional Method Group Internet Based
- Prerequisites None
- Advanced Preparation None
- Who should attend? CPA – small firm; CPA- medium firm; CPA -large firm.
Presented by Ralph Picardi, Esq. of Picardi, LLC. Go here for a brief bio.
The CPAGold risk management course is presented by Ralph Picardi, Esq. of Picardi, LLC. The course is designed to give participants an appreciation of the practice environment and what services give rise to professional liability claims with specific focus upon failure to detect fraud. The course provides guidance on engagement risk assessment and basic client screening, the type of claims notified to insurers, theories of liability and the most common complaints and the most common complaints. Specific attention is paid to fraud claims and embezzlement and the management of these risks and the use of disclaimers in communications
Jorgensen & Company is registered with the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.