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CORE Series: Mitagating Liability and Ethical Risks Facing CPA Firms Today WEBINAR

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

Professional liability exposure continues to evolve as CPAs navigate expanding advisory roles, complex tax regulations, and heightened client expectations. This session explores the most pressing liability and ethical risks facing CPA firms today, drawing on real-world claims experience and lessons learned from decades of defending accounting professionals. Attendees will examine risk management strategies across tax, audit, financial reporting, and advisory services, gain insight into the gap between professional standards and jury expectations, and walk away with practical techniques to reduce exposure and protect both their firms and their clients in today’s challenging legal environment.

Highlights

Professional liability exposure.

Prerequisites

None.

Designed For

CPAs.

Objectives

Explore the most pressing liability and ethical risks facing CPA firms today.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Duncan Will, Loss Prevention Manager & Accounting, CAMICO Mutual Insurance Co

Duncan Will, CPA/ABV/CFF, CFE, leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder service. Will’s specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of accounting risk management and ethics topics. Topics of particular interest include complying with the AICPA’s Statements on Standards for Accounting and Review Services, doubts about an entity’s ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry. 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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Non-Member Price $60.00

Member Price $40.00