The program will provide an update on practical risk management advice, tips, and lessons learned using case files, with the goal of helping attendees recognize the risk you and your firm face on a daily basis. There are common threads and trends that run throughout our claim files and learning what these are may just save you time, money and your professional reputation. We will discuss current trends and the various exposures threatening CPAs and your ability to practice your profession. Sometimes professional standards just aren't enough to keep you out of court!
Learn common sense ways to reduce your liability and exposure.
Understand why professional standards may not protect CPAs from lawsuits.
Examine legal trends and what plaintiff attorneys look forduring a lawsuit and what to expect if you are sued.
William Thompson, CPA, RPLU, Bill graduated from University of Florida and earned his CPA certificate in 1982. He joined CPA Mutual in 1993 after gaining experience in both the public and private accounting arena. As President of CPA Mutual RRG, Bill is responsible for the daily operations, including but not limited to underwriting, policy issuance, risk management, accounting and reinsurance issues.