Risk Management Training for Premium Credit

Practical Tools & Tips to Help CPAs Manage Risk

Why should CPAs participate in risk management training?

  • Learn practical risk management strategies to help you mitigate the risk of a dispute

  • Earn a premium credit of up to 10% for three consecutive policy periods*

  • Earn 4 CPE credits upon successful completion

*Participation requirements to earn the premium discount can vary by firm. Consult your Risk Advisor at 800-221-3023 to learn more.


Course Overview

CPAs face an ever-present threat of client disputes and malpractice claims regardless of the service performed. While impossible to eliminate all risk, accountants can, with forethought, identify and implement practical techniques to help mitigate the risk of a professional liability claim.
This course shares day-to-day risk management insights related to firm practice management and the delivery of services. Tools and how-to steps related to client acceptance, engagement letters, client communications and more will also be provided which CPA firms may leverage for immediate implementation.


We know 4 hours is a substantial investment of time for a CPA. However, the time is well spent! 70% of participants rated the course Exceptional or Better than Expectations. Don’t believe us?

Here are some comments from recent attendees:

  • “Videos were informative and also entertaining so it made four hours go quickly.”

  • “Very well done. You made dry material interesting.”

  • “I could relate to all aspects of the webinar.”

  • “Tons of good info for me to apply to my practice!”


Choose the delivery method that is right for you

Multiple delivery options are available to best meet your firm’s needs, schedule and learning style.

Video Webcast

Experience the benefits of a live presentation without leaving your desk. This delivery method is a live-streamed panel discussion format that features practicing CPAs and risk management professionals. Two course options are available depending on your area of practice, and several dates are available for each course.

  • For tax, accounting and other services professionals – register here

  • For audit, attest, accounting and other services professionals – register here


Online Self-Study Course

Can’t make a live video webcast? Participate in a fully interactive, online course at a time and place most convenient for you. Two course options are available depending on your area of practice

  • For tax, accounting and other services professionals – register here
  • For audit, attest, accounting and other services professionals – register here

AICPA Professional Liability Insurance Program policyholders receive a discounted price greater than the AICPA member discount! For the online self-study course, use discount code CNA2023 at checkout. For the video webcast, use discount code CNA2024 at checkout

Customized In-House Seminar

Do you have 20 or more professionals at your firm? Consider a live seminar customized to the unique risks facing you and your firm. You’ll learn from moderators experienced in professional liability risk management or claim defense. Train your entire firm at the same time in an environment that encourages open discussion and collaboration. Contact your Aon Risk Advisor for pricing and scheduling.

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