First, learn about new and emerging exposures facing CPA Firms and best practices to manage liability. Then hear the lastest updates surrounding agreed-upon procedures, financial forecasts and projections.
BENEFITS
Earn 4 CPE credits in AA.
HIGHLIGHTS
Professional Liability
The course is intended to describe the common claims faced by CPA practices of all sizes and best practices to avoid such exposures. The following will be discussed:
- The privity defense
- Frequency and severity of claims
- Statute-of-limitations
- Best practices to mitigate exposures
- Insurance coverage
- New and emerging exposures
Agreed Upon Procedure Engagements (AUP's)
Hear a discussion of important components of AUP's. Hear examples and learn when/why you should involve a specialist. Topics include:
- Independence
- Procedures
- Preconditions
- Other conditions to consider
- Nature, timing and extent of procedures
There will be time for questions at the end of the presentation.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 9/6. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.