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Fortify your practice (bold)
Which clients should you serve? What services will you provide? How will you best deliver those services?
A thorough evaluation of your professional approach, and keeping an eye out for legal risks, will greatly benefit you and your clients.
Join this panel of experts to learn:
– Professional liability exposures
– Conditions where professional liability exposures can surface
– How to identify liability threats
– How to ensure financial decisions reasonably outweigh professional liability risks
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.
*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), and unforeseen events that can surface during a tax or consulting engagement *Recognize strategies to balance risk and maintain alignment with the firm’s risk tolerance
•claim data of the AICPA professional Liability Insurance Program •practice management •Firm culture and going to market •Client and engagement letters and acceptance •Relationship continuance and termination
*CPAs and CGMA designation holders *tax Practitioners *Legal professionals *Accounting and finance professionals
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