Print Page   |   Contact Us   |   Sign In   |   Join
High-Duty Engagements: Rules, Risks and Tools for Business Management, Family Office (4153057B)
View Registrations Tell a Friend About This EventTell a Friend
 

Learn loss prevention skills and techniques that you and your firm should consider when performing high-duty services, such as business management, family office and closely-held businesses engagements in light of the current legal and professional environment. This course includes a discussion of jury standards (rules and expectations), as well as common liability issues surrounding high-duty services and ways to mitigate these risks. Provided by CAMICO Mutual Insurance Company, a highly spec

8/20/2015
When: 8/20/2015
2:00 PM - 4:00 PM
Where: Webcast/Webinar
Presenter: Ron Klein, J.D., CFE
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Learn loss prevention skills and techniques that you and your firm should consider when performing high-duty services, such as business management, family office and closely-held businesses engagements in light of the current legal and professional environment. This course includes a discussion of jury standards (rules and expectations), as well as common liability issues surrounding high-duty services and ways to mitigate these risks.
Provided by CAMICO Mutual Insurance Company, a highly specialized policyholder-owned company focused on serving the accounting profession. For over 28 years, CAMICO has been dedicated to the security and success of CPAs.

  

Objectives:

Recognize jury rules to learn how your actions will be judged by a jury, the ultimate arbiter of you and your actions, and how you can meet the jury expectations.
Define the concept of risk management and the important role it plays in the accounting firm.
Identify practical ideas to avoid claims.

 

Major Subjects:

Risks involved in high-duty engagements such as business management/family office, trustee engagements, and closely held businesses
Juries' expectations of CPAs
What to include and exclude from engagement letters to avoid risk

 

Designed For:

Accountants in public practice.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Ron Klein, J.D., CFE

Vendor: CalCPA

Field of Study: Management

Level:  Basic

CPE Credit: 2 hours

Acronym: COHD

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Klein has been with CAMICO since its inception in 1986 and managed the claims department for 20 years. In his current role, he leverages his extensive knowledge and expertise of CPA professional liability issues to help CAMICO policyholders practice sound risk management, which can help them avoid or mitigate claims. He also serves as a resource to CAMICO staff. Klein is a frequent speaker, and his primary responsibilities include risk management-focused CPE (through both webcasts and speaking events), and developing loss prevention content and tools for policyholders.  Educated as an accountant and attorney, Klein holds a BS in Business Administration from Washington University in St. Louis, and a Juris Doctor from Southwestern University in Los Angeles. Prior to joining CAMICO, he was a controller, a practicing attorney, and a vice president of finance in the real estate syndication industry. Klein is a Certified Fraud Examiner and co-author of the book CPA's Guide to Effective Engagement Letters.

Membership Management Software Powered by YourMembership.com®  ::  Legal