Risk Management Training for Premium Credit

Risk Management Road Rules: Mapping a Safer Route for Your Firm

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

Take a trip through strategies to help your firm manage professional liability risk. Drawing on real-world roadblocks faced by CPAs, this course discusses how disputes commonly arise and how to help avoid professional liability potholes.

Along the way, you'll explore practical “road rules” to help protect everyone on the firm's journey and mitigate the risk of a claim.
  

Testimonials

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
 

Pricing

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 CNA2026 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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