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Challenges Facing Accounting Professionals: The Past, The Present and the Future (4153054A)
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Today, the CPA profession is under more scrutiny than perhaps ever before. CPAs must be prepared to meet the challenges of that scrutiny, which means paying more attention to risk management practices. CAMICO understands the profession and has developed this presentation to help you gain a better understanding of the practice risks in today's volatile legal environment. Join our expert for a candid discussion on techniques to avoid getting into trouble by making your risk management a profitabl

6/10/2015
When: 06/10/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Duncan B. Will, CPA/ABV/CFF, CFE
Contact: April Deneault
801-834-6634


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Today, the CPA profession is under more scrutiny than perhaps ever before. CPAs must be prepared to meet the challenges of that scrutiny, which means paying more attention to risk management practices.
CAMICO understands the profession and has developed this presentation to help you gain a better understanding of the practice risks in today's volatile legal environment. Join our expert for a candid discussion on techniques to avoid getting into trouble by making your risk management a profitable part of your practice.

  

Objectives:

Identify ways to better equip yourself and your firm to deal with today practice risks in light of the current professional environment.
Identify important do and don'ts related to effective defensive documentation techniques.
Recognize juries' views regarding the duties and responsibilities of the CPA.
Choose the most effective risk management techniques to protect your firm and better serve clients.
Identify potential risk management problems and create plans to avoid them.
Outline practical ideas to avoid claims.

 

Major Subjects:

CAMICO claim statistics
Peer review concerns
War stories and common claim scenarios
Client screening
Risk management tools and techniques

 

Designed For:

Accountants in public practice.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Duncan B. Will, CPA/ABV/CFF, CFE

Vendor: CalCPA

Field of Study: Management

Level:  Basic

CPE Credit: 2 hours

Acronym: COCH

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Mr. Will leverages his more than 30 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, when working closely with the Loss Prevention Specialists to manage the department's efforts to deliver to policyholders the high-touch, high-quality CAMICO experience. Will's specialty is accounting and auditing-related risk management services. He advises policyholders through the CAMICO Loss Prevention Hotline and speaks to CPA groups on a wide range of topics.  Will began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Will is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.

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