Wednesday, June 23, 2021 SESSION 3: Emerging Trends, Lowering a CPA’s Legal Exposure in Areas That You May Not Have Thought Of (1 CPE) Presenter: John F. Raspante, CPA, CDFA, MST In this presentation, we will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business in today’s business climate. READ MORE >>
Wednesday, June 16, 2021
It’s Not Your Money: Tips for Ethical Handling of Client Trust Accounts
Tip from Hinshaw & Culbertson
Lawyers don’t go to law school to learn principles of accounting and banking. However, once armed with a law license, lawyers - - especially solo practitioners and those ... READ MORE >>
Wednesday, June 16, 2021 Mitigate the Risk of Malpractice Through Effective Calendaring and Docketing Practices Hint from Hinshaw & Culbertson LLP Calendaring errors are a leading cause of malpractice claims. These errors include failure to know or ascertain a deadline, errors in data entry regarding deadlines, failure to use file review dates, and the absence of a back up calendar. READ MORE >>
Monday, June 14, 2021 FREE CLE WEBINAR WEDNESDAY JULY 7TH 12PM CDT "Ethics in 3-D" Difficult Clients, Dabbling, and Documentation Dealing with Difficult Clients can be a Nightmare! If you want to sleep better at night, you need to join the Alta Pro Risk Purchasing Group for our upcoming webinar entitled:Ethics in 3D:Difficult Clients, Dabbling, and Documentation READ MORE >>
Friday, June 11, 2021 Management for Your Accounting Practice - course description The course is presented by Ralph Picardi, Esq. of Picardi, LLC. The objective of the course is to give participants an appreciation of the practice environment and what services give rise to professional liability claims. READ MORE >>
Friday, June 11, 2021 SESSION 2: DATA BREACH/CYBER - TRICKS, TIPS, and BEST PRACTICES (1 CPE) Presenter: Rob Ferrini In this updated presentation, Rob Ferrini will bring his experience counseling clients to discuss how to best protect your organization's brand, value, and assets in the face of growing data breaches and ransomware attacks. READ MORE >>
Tuesday, June 1, 2021When you buy a liability insurance policy for your business, you are protecting yourself in case you make mistakes that harm others. Because these mistakes might be your fault, you could have a legal responsibility to repay those affected by the problem. Liability insurance is the coverage that helps you do so. READ MORE >>
Friday, May 28, 2021This is a frustration shared by firms that have changed their practice to lower risk AOPs (Areas of Practice). At renewal, the premium did not go down. The firm with prior higher risk AOPs will not see a rate reduction for another year. Legal malpractice insurance applications capture firm history. READ MORE >>
Wednesday, May 19, 2021 Webinar Series Loss Control & Risk Management McGowanPRO and the CPAOnePro Accountants Professional Liability Program are pleased to offer the following Live Risk Management Webinar Series for all McGowanPRO clients and friends. These exclusive webinars offer CPAs valuable risk management tools that experts in the accounting profession are presenting. READ MORE >>
Wednesday, May 19, 2021Many people believe that large companies face the greatest cyber liability risks—a belief that’s reaffirmed each time a major corporation’s data breach makes headlines. But, it’s actually startups and small businesses that are the most vulnerable. Why? READ MORE >>
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