Accountants Liability: Balancing Risk & Reward
Risk Management Training for CPAs
“Which clients should I engage with?” “What services will I provide?” “How will I deliver those services?” Every decision a CPA makes, and every action a CPA takes, has risk implications. The benefits of each decision made must be balanced with its professional liability risk. In this course, you’ll learn how to identify and evaluate the risk implications of your decisions and learn strategies to respond based on your firm’s level of risk tolerance.
- Understand how to assess the professional liability risks of new and existing clients and services in relation to the firm’s risk appetite.
- Be aware of claim data by area of practice and understand implications for the firm
- Assess how risk changes as a result of new information, client action (or inaction), or other events that arise during an attest, tax or consulting engagement
- Learn strategies to respond to those changes in risk to help maintain alignment with the firm’s risk appetite
Select a course format that best suits your schedule and personal learning preference.
Regardless of the format selected, you'll learn valuable risk management strategies to implement immediately:
Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.
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