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Prix Fixe: Engagement Letter Dos and Don'ts WEBINAR

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

Engagement and disengagement letters are two of the fundamental building blocks of effective CPA risk management. Along with client screening and ongoing documentation practices, engagement and disengagement letters are crucial for addressing the high expectations that clients and the public have for CPAs. Learn the key “do’s and don’ts” of defensive documentation, including engagement and disengagement letters, to minimize risk exposure. Stay updated on the latest loss prevention strategies and professional standards for effective risk management.

Highlights

Engagement and disengagement letters.

Prerequisites

None.

Designed For

CPAs and auditing professionals.

Objectives

Learn the key “do’s and don’ts” of defensive documentation, including engagement and disengagement letters. Stay updated on the latest loss prevention strategies and professional standards for effective risk management.

Preparation

None.

Notice

None.

This event is part of the following bundles:

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