A trusted authority on educational materials for the CPA community, NAPLIA, through its CPA ProSecure program, have arranged a three-part NASBA approved webinar series on risk management with three sessions featuring speakers Stephanie Perkins, Esq. Wilhelm Dingler, Esq. and Gary Kessler, Esq.
Stephanie Perkins, Esq. managing shareholder at Perkins Law Group addressed emerging trends in risk management. Through analysis of the risks associated with data protection, engagement documentation, wealth transfer, and business engagements Perkins presented the benefits of recognizing trends in risk management. Nearly 200 people attended this presentation live in September and hundreds more have watched the recorded version to date. View the webinar any time for free at http://www.brighttalk.com/channel/13113
October 27, 2016 2 pm – 3:15 pm EST - Wilhelm Dingler, Esq. Shareholder at Marshall Dennehey Warner Coleman & Goggin, P.C will discuss bookkeeping, personal contact with audit clients, areas of expertise, fiduciaries, lack of disclaimers and many more of the top ten trouble spots.
November 16, 2016 2 pm – 3:15 pm EST – Gary Kessler, Esq. is the president and shareholder of Kessler Collins, P.C. In the final session of this webinar series Kessler will look at five cases that will change the way you practice. These cases will make you think twice about some of the practices that are in place in your firm. Kessler assures the viewers that they will “leave this webinar with an understanding of the types of claims that happen in firms like yours”.
To reach a broader audience, NAPLIA offers programs via live and recorded webinars on BrightTALK, a free platform for webinars and videos. Accounting professionals who would like to participate in the NAPLIA Loss Prevention webinar series can register on the NAPLIA Channel of BrightTALK. NASBA approved CPE credit and CPA ProSecure policy credits are available for those who attend all three parts and follow the participation guidelines, which can be found on the webinar registration page. (http://www.brighttalk.com/channel/13113)
ABOUT NAPLIA
NAPLIA has specialized in providing Fiduciary Liability to Plan Sponsors since 1998, in concert with Professional Liability, (errors & omissions) and related insurance products for Accountants, Investment Advisors, Attorneys, and other professionals. No other national agency can match our personal service and expertise in the risks associated with operating under ERISA; and no other independent agency can match our national recognition for excellence in the Qualified Plan and Investment Advisory insurance and bonding space.
ABOUT CPA PROSECURE
North American Professional Liability Insurance Agency, LLC (NAPLIA) created an Errors and Omissions insurance program designed specifically for accounting and consulting firms called CPA ProSecure. Working with CPA ProSecure you can expect more than just a policy. We are dedicated to providing clients with continuous risk management and practical learning opportunities to keep firms protected, the highest quality customer service so partners can feel comfortable calling us with any issue, and a team of risk and legal experts who are ready and able to work to solve or mitigate any problem that arises.
