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Managing Risk: Practical Tools & Tips To Help CPAs (Audit & Attest Services Focus)
Ethics
Webcast

Managing Risk: Practical Tools & Tips To Help CPAs (Audit & Attest Services Focus)

Learn professional liability exposures that arise from A&A services. 这个交互式网络广播将为您提供识别信息, 评估和减轻决策可能产生的风险.

$159 - $199
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Jun 18, 2024

NASBA Field of Study

Regulatory Ethics

Level

Basic

CPE Credits

4

Instructor

David Adams, Sarah B. Ference, Jennifer H. Elder

Availability

Product Number

WC4537677

 View  
 Business & partner 
Product Details

无论提供何种服务,188bet亚洲真人体育下载网址都面临着医疗事故索赔的威胁. While impossible to eliminate all risks, accountants can, with forethought, 识别和实施实用技术,以帮助减轻职业责任索赔的风险. 本课程将讨论与公司实践管理和服务交付相关的日常风险管理协议. 还将为188bet亚洲真人体育下载网址事务所提供与客户接受相关的工具, engagement letters, client communications and more.

In addition to earning CPE credits, CNA保单持有人可以在其AICPA职业责任保险政策上连续三年获得高达10%的保费抵免. 有关资格的更多细节,请咨询您的代理.

Key Topics

  • 美国注册188bet亚洲真人体育下载职业责任保险计划的索赔数据
  • Client and engagement acceptance
  • Engagement letters
  • Fee management
  • Client continuance and termination
  • Team management
  • Firmwide quality control
  • 审计和证明服务-损失的原因和风险管理提示,以协助索赔辩护
  • 客户会计服务-损失原因和风险管理提示,以协助索赔辩护
  • Data security

Learning Outcomes

  • 确定与188bet亚洲真人体育下载网址事务所提供服务有关的职业责任索赔是如何产生的.
  • 认识与公司业务管理相关的风险管理工具和技术,以帮助减少客户纠纷的可能性.
  • 确定在纳税过程中要纳入的做法, 会计和其他服务,以帮助减轻医疗事故索赔的风险.
  • 根据贵公司的具体情况选择实用的风险管理工具和技术来实施.

Who Will Benefit

  • CPAs and CGMA designation holders
  • Auditors and attestation service providers
  • Accounting and finance professionals
  • Legal personnel
Credit Info
CPE Credits
4
NASBA Field of Study
Regulatory Ethics
Level
Basic
Prerequisites
None
Access
This is a digital product. 与完全付费访问的内容将提供给您购买日期后3个月.
Duration
4 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$199.00
AICPA Members
$159.00
CIMA Members
$159.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. 我们会寄一份综合发票给你,让你的学习费用井然有序.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
David Adams
戴夫·亚当斯回忆起他父亲在他还是个孩子的时候经营一家小公司的情景, from the sacrifices he made to support their family, to the flexibility that came as a small business owner. “不管我爸爸工作多么努力,他总是确保有时间去露营. 当我和这类客户一起工作时,这是我牢记在心的. 他们经商是为了成功,但也因为他们想过一种特定的生活. I’m honored to help them do it.” In helping others achieve the flexibility they want, Dave也很享受在Geffen Mesher工作的灵活性, 从了解客户的税务需求开始,同时管理审计部门. “公司的建立方式给了人们很多尝试新事物的机会. You don’t get bored here.该公司还为戴夫提供了一个机会,让他能够履行自己从小就遵循的“家庭第一”的理念. “I may have been the world’s worst girls’ soccer coach, 但我很享受陪伴女儿和她的队友们的每一分钟. 在我儿子的幼童军担任童子军团长也是如此. Those are the most important decisions a father can make.他和他的家人喜欢去俄勒冈海岸远足,沿着海滩散步.
Sarah B. Ference
CPA
Sarah是Continental Casualty Company会计专业责任保险项目的风险控制总监, 是一家CNA公司,也是美国注册188bet亚洲真人体育下载职业责任保险计划的承保人. 她曾在一家全国性的会计师事务所从事公共会计工作15年.
Jennifer H. Elder
CPA, CMA, CIA, CFF, CGMA, MS
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, 她一直在帮助企业剥离层层的“行政管理”,找到隐藏的优势和核心价值,让你和你的公司变得出色. Ms. 埃尔德与企业合作,制定一个引人注目的商业战略,快速实施,将你的公司从现在的样子转变成你一直想成为的样子. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, 定制培训,使复杂的188bet亚洲真人体育下载容易理解, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. 她的课程互动性很强,充满了讨论,甚至很有趣. Ms. 她在马萨诸塞大学获得学士学位,在新英格兰安提俄克大学获得组织管理硕士学位. She lives on her boat near Annapolis, Maryland.
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该协会致力于消除会计行业的障碍,并确保所有会计专业人员和其他对该行业感兴趣或加入该行业的公众成员, including those with disabilities, 可以访问该行业和协会的网站吗, educational materials, products, and services.协会致力于为所有产品用户提供专业学习机会. 本承诺根据适用法律予以履行. For additional information, please refer to the Association's Website Accessibility Policy. 作为这个承诺的一部分,这个产品是封闭的. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com 并注明你感兴趣的产品(标题等).)和要求的住宿:音频/视觉/其他. 我们团队的一名成员将及时与您联系,以确保我们适当地满足您的需求.

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