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Accountants Liability: Balancing Risk and Reward (A&A Focus)


Service and delivery (bold)

Learn how to balance risk and reward when you deliver services to your clients.

Every decision has risk implications, and the benefits of each decision must be balanced with its professional liability risk.

During this interactive webcast, a panel of experts will discuss professional liability exposures that can arise when providing audit and attest and consulting services.

Learn how to identify, assess and respond to professional liability risks stemming from the decisions you make in your practice every day.

Professional credit (bold)

In addition to earning CPE credits, CNA policyholders may earn up to a 10% premium credit for three consecutive years on their AICPA Professional Liability Insurance policy. Please consult your agent for further details regarding eligibility.

Learning Objectives

*Recognize how to assess the professional liability risks of new and existing clients and services in relation to the firm’s risk tolerance *Identify claim data by area of practice and understand implications for the firm *Identify how risk changes as a result of new information, client action (or inaction,) or other events that arise during an attest or consulting engagement *Gain strategies to respond to changes in risk to help maintain alignment with the firm’s risk appetite

Major Topics

•claim data of The AICPA professional Liability Insurance Program •practice management •firm culture and going to market •Client and engagement acceptance •engagement letters •Client and engagement continuance and termination •Billing •data security •Audit and attest services •Risk management issues that arise during planning and fieldwork •Addressing “hiccups”

Course Level
Professional Area of Focus
CPE Field of Study
Regulatory Ethics
Who Should Attend

*CPAs and CGMA designation holders *Auditors and attestation service providers *Accounting and finance professionals *Legal personnel



Advanced Preparation


Online – AICPA Platform
Event Information
May 18, 2023
1:00 pm - 5:00 pm EDT
Online – AICPA Platform
Total CPE Credits
Live Webcast


$ (% off)


$ (% off)
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Accountants Liability: Balancing Risk and Reward (A&A Focus)

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