Thursday, December 9, 2021
SESSION 12: Claims Stories, The Not So Good, The Bad And The Ugly-- Part 2 (1 CPE)
Presenter: Jeremy Monosov, Esq. & Rocco Malandrino
DECEMBER 15 @ 1 PM
REGISTER HERE
In this 50 minute session, presenters Jeremy Monosov and Rocco Malandrino of Navigators Insurance, part of The Hartfor... READ MORE >>
Tuesday, November 23, 2021 SESSION 11: Claims Stories, The Not So Good, The Bad And The Ugly-- Part (1 CPE) Presenter: Joseph H. Jones, Jr., Esq. & Erin Singmaster RPLU+ DECEMBER 8 @ 1 PM REGISTER HERE Listen to what an insurance company attorney who defends claims against accounting firms has to share about the worst part of any CPA’s job, a claim against them. READ MORE >>
Friday, November 19, 2021
UPCOMING WEBINAR (1CPE) - DECEMBER 7th, 1 PM
The Merger Process and Merger Negotiation Checklists (1CPE)
Presenter: Joe Tarasco & John Raspante
Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial... READ MORE >>
Tuesday, November 9, 2021 SESSION 10: Are You Covered For That Exposure? The Different Insurance Policies Every Professional Service Provider Should Be Aware Of (1 CPE) Presenter: Rob Ferrini In this 50 minute presentation, Rob Ferrini walks the listener through the coverage of each policy that a service provider should have and how they fill in coverage gaps. READ MORE >>
Thursday, October 21, 2021 SESSION 9: Engagement Letters A to Z (1 CPE) Presenter: John F. Raspante, CPA, CDFA, MST Engagement Letters are an essential tool in any CPA’s risk management toolbox! Many times well-written engagement letters have stopped a claim from happening. READ MORE >>
Wednesday, October 6, 2021 SESSION 8: Risk Management For Accountants-- Part 2 (1 CPE) Presenter: Ralph G. Picardi, Esq. 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. READ MORE >>
Wednesday, September 8, 2021 Session 7:Accounting Malpractice Trends in The Era of COVID-19 (1 CPE) Presenter: Hope Everett Take a trip down to the courthouse in this 1-hour presentation by Hope Everett of RMWBH Law. Hope will address the trends seen throughout the COVID-19 pandemic in accounting liability. READ MORE >>
Tuesday, August 31, 2021 SESSION 6: Managing Your Client's Personal Information (1 CPE) Presenter: Eric Hess, Esq. of Helical LLC This webinar is an engaging source of critical information that will help your firm take control of its security in the face of an ever-changing landscape. READ MORE >>
Wednesday, August 4, 2021 SESSION 5: Risk Management For Accountants-- Part 1 (1 CPE) Presenter: Ralph G. Picardi, Esq. 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. READ MORE >>
Wednesday, June 23, 2021 SESSION 3: Emerging Trends, Lowering a CPA’s Legal Exposure in Areas That You May Not Have Thought Of (1 CPE) Presenter: John F. Raspante, CPA, CDFA, MST In this presentation, we will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business in today’s business climate. READ MORE >>
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