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CORE Series: Getting Unstuck from Sticky Situations WEBINAR

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

CPA firms routinely encounter complex client situations that can create significant professional liability exposure. This session explores both longstanding and emerging malpractice risks and provides practical guidance for navigating difficult client dynamics while remaining compliant with professional standards. Drawing on real-world claims experience, attendees will examine considerations for disengagement, required communications, defensive documentation, and how claims are evaluated. Participants will leave better equipped to recognize warning signs, respond appropriately to challenging scenarios, and protect both their firms and their clients.

Highlights

Emerging malpractice risks. Navigating difficult client dynamics, Remain compliant with professional standards.

Prerequisites

None.

Designed For

CPAs.

Objectives

Examine considerations for disengagement and required communications. Review defensive documentation. Explore how claims are evaluated.

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