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Loss Prevention Tips from an A&A Perspective: The Playbook (4153058A)
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This course will shine the light on good, bad and ugly leadership traits to help equip you to distinguish and manage your own leadership persona and see how the tone at the top impacts organizational performance. We will examine: The Good: Elements of good leadership behavior. The Bad: The difference between a tough boss and a toxic one, potential pitfalls and how to avoid being a bad leader. The Ugly: Identifying toxic leadership, ways to combat it and how it impacts organizational effective

When: 8/25/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Duncan B. Will, CPA/ABV/CFF, CFE
Contact: April Deneault

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Participants in this CAMICO-led course will obtain a strong understanding of the differences between their role and their client's responsibilities for their client's financial statements. A&A professionals will receive a refresher on recent pronouncements with a focus on risks highlighted by the economic climate. This presentation will focus on risk management issues regarding A&A professional standards and will offer practical loss prevention tips.



Identify the CPA responsibilities, and their clients' responsibilities regarding financial statements.
Recall recent  pronouncements and standards.
Determine the heightened risks posed by the economic climate.
Identify practical loss prevention techniques to help  professionals reduce risk.

Major Subjects:

CAMICO claim statistics
Juries' rules and expectations of CPAs
The CPA role vs. management responsibilities
What CPAs should and should not document
Recent  pronouncements and standards

Designed For:

Accountants in public practice.

Prerequisite: None


Advanced Prep: None


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

Vendor: CalCPA

Field of Study: Accounting & Auditing

Level:  Basic

CPE Credit: 2 hours

Acronym: COLP


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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