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Saturday, October 25, 2025 Live Webcast

Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (X4-7275120)

9:00 AM - 1:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in AA
4 CPE Credits in MT

OVERVIEW

Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.

DESIGNED FOR

Anyone who performs audit or other attest services

BENEFITS

  • Recall the nature of risks faced when performing a variety of professional services for clients
  • Explain how to mitigate risks faced by all CPAs in performing professional services
  • List best practices for maintaining quality control for all professional engagements

HIGHLIGHTS

  • Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar
  • Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims
  • Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements
  • Explain situations when independence should be appropriately safeguarded when performing nonattest services

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys

PRICING

$129.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 25 at 8:30 AM.

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