0
0
Sponsored by
As a CPA in today's rapidly changing business environment, you face new and complex challenges — and changing exposures — every day.
While the traditional services of tax, accounting, and auditing continue to dominate most CPA practices, technical complexity is accelerating. In addition, many CPA firms are experiencing staffing pressures as senior managers and owners approach retirement. The related risks to your practice aren't always easy to identify. Now more than ever, it's important to be well-informed on current practice management approaches to malpractice risks, and to ensure that your professional staff has the tools needed to safely navigate through day-to-day client service challenges.
That said, you manage an extremely busy schedule and finding a convenient time to complete this training and fulfill your annual CPE requirements is a challenge. With your needs in mind, the AICPA Professional Liability Insurance Program developed this live, interactive 3-hour webcast to provide valuable risk management strategies that you and members of your firm can use in everyday practice.
How will you learn?
Malpractice Risks: Navigating the New Frontier was created by CPAs, defense attorneys, and risk management specialists — especially for busy CPAs like you who engage in both rendering client services and managing your practice. The webcast, which incorporates videos and a slide presentation, is presented in a discussion format by a panel consisting of practicing CPAs, accounting industry experts, and risk management specialists. It provides you the opportunity to interact with presenters by submitting questions for discussion via email.
What will you learn?
CPAs can obtain a better understanding of today's complex and rapidly changing business environment and take away practical strategies to help minimize enterprise level malpractice risks in day-to-day practice. Malpractice Risks: Navigating the New Frontier addresses critical issues associated with both traditional and non-traditional accounting services, including
Claim Statistics
Legal Basis of Liability
Practice Management
Audit Services
Risk Assessment
Tax Services
Consulting Services
Join our team of experts from the comfort of your home or office as they share their collective knowledge and experience. Ask them questions... respond to their questions. Remember... just pick up one good idea from the program and it could be worth thousands of dollars to your practice. Register today!
| Earn up to 7.5% Premium Credit Current participants in the AICPA Professional Liability Insurance Program can earn up to 7.5% premium credit on their policy. For more information on receiving this premium credit, please call 1-800-221-3023. To receive credit for attending this Webcast, please be sure to include your firm name within your contact information at time of registration. Thank you. |
Field of Study: Regulatory Ethics* (Advisory Services in NY)
Level: Intermediate
Prerequisites: None
Important Information on Your CPE Credit
*The subject matter of these course materials is classified by NASBA as Regulatory Ethics under the CPE Fields of Study. The course materials typically do not meet the ethics training requirements of individual state boards of accountancy. For more information on the Field of Study classification, see here.
Team Training Opportunity
Five members of your team can participate in this live webcast and each can earn CPE credit – all for $549 (AICPA Member) [$109.80 each participant!]. Choose product #WBC10039C.
Dom Cingoranelli, CPA, CMC, Co-Founder & EVP, Consulting Services, Succession Institute, LLC
Stanley D. Sterna, Director of Claims, Accountants Professional Liability — CNA Global Specialty Lines, Continental Casualty Company
David W. Hinshaw, CPA
Dom Cingoranelli is a co-founder of and the Executive Vice President, Consulting Services, for Succession Institute, LLC, a management consulting firm with offices in Texas and Colorado. He assists CPAs and other executives in making their organizations better, faster and stronger, through his focus on growth, strategy and performance issues. His work includes helping CPA firms move from an Eat What You Kill business model to a One Firm business model.
He has performed strategy consulting and planning, process improvement studies, management consulting, training and development, team building, coaching and group process facilitation for a variety of groups. His clients include CPA firms, professional and trade associations, project managers and executives on large, complex projects for major manufacturers, midsize to very large businesses, and other organizations dealing with change, performance and leadership issues. In addition to this, Dom has over 30 years of experience in owning his own CPA practice which he recently sold.
Mr. Cingoranelli co-authored the material for the PCPS Succession Management Resource Center for CPAs and the Trusted Business Advisor Resource Center, as well as updates to the Trusted Business Advisor workshop. He consults with CPAs on growth, strategy, performance, governance, compensation and succession management issues. He also conducts other management consulting, training and development for CPAs, general managers, and other professionals and technical specialists through his work in organization development. Dom earned his MBA with honors from Regis University. He is a Certified Management Consultant and a member of the Institute of Management Consultants, the AICPA and the Colorado Society of CPAs.
A representative sampling of types of consulting engagements includes:
Professional Leadership Involvement includes:
Stan Sterna is the Director of Claims for the accountants’ professional liability insurance program of Continental Casualty Company, one of the CNA insurance companies and the underwriter for the AICPA Professional Liability Insurance Program. He is responsible for the operation of the claims department and directly manages a staff of claim professionals who exclusively handle accountants’ malpractice claims throughout the United States.
Stan is a licensed attorney and has been a member of the Illinois State and Federal Bar since 1990. He has worked exclusively in the area of professional liability defense and in that capacity, has provided claims and risk control advice to professionals throughout the United States. Since 1998, he has worked exclusively with Certified Public Accountants. He has investigated thousands of accountants’ professional liability claims, ranging from tax matters to failed financial institution and fraudulent “ponzi” scheme claims arising from audit engagements.
Stan regularly addresses CPAs and accountants’ professional liability defense attorneys regarding trends and issues currently affecting the accounting profession.
Prior to joining to CNA in 1998, Stan practiced as a litigation defense attorney in the Chicago area. His practice focused primarily on the defense of professional liability claims.
David W. Hinshaw is a Member in Dixon Hughes PLLC and has 28 years of experience in public accounting and industry. Dave joined the Professional Standards Group of Dixon Hughes in June 2007. Prior to joining Dixon Hughes, Dave was the Chief Financial Officer of a publicly-held, community bank that is an accelerated filer. Prior to serving as a publicly-held bank CFO, Dave was the Director of Accounting and Auditing for a regional CPA firm, and a senior manager in a national CPA firm. In addition to his CFO experience, Dave’s public accounting experience includes clients ranging from small privately-held companies to international publicly-held corporations, with concentrations in the financial institution, transportation, and real estate industries. Dave has extensive experience with mergers and acquisitions and SEC registration and reporting, having assisted clients in numerous transactions and debt and equity offerings.
As a member of the AICPA’s Accounting Standards Executive Committee (AcSEC) from 1999 through 2002, Dave has been involved national accounting standards-setting initiatives. Dave is currently a member of the AICPA’s Depository Institutions Expert Panel, and was a member of the AICPA’s SEC Regulations Committee from 2003 through 2006, the primary liaison between the accounting profession and the SEC on technical matters relating to SEC rules and regulations. Dave was also a member of the task force that developed the AICPA Audit Guide, Assessing and Responding to Audit Risk in a Financial Statement Audit, and is a member of theAICPA Airlines Task Force.
Dave is a graduate of North Carolina State University, and is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and a Fellow, Life Management Institute.
Webcast System Requirements
TEST YOUR SYSTEM now!
Operating System
Older Windows operating systems, including Windows NT / 98 / ME, will most likely work but are not officially supported. Please consult http://support.microsoft.com/default.aspx?pr=lifesupsps to determine if your operating system is still supported by Microsoft.
Macintosh and Unix/Linux-Based operating systems
This presentation incorporates advanced multimedia features that allow elements such as slides, polling questions, surveys, and application demonstrations to be dynamically sent out and synchronized with the presentation. Certain standard browser plug-ins do not fully support these features in combination with Macintosh and Unix/Linux operating systems. Supported browsers with a properly installed Adobe Flash player plug-in (version 8+) will be able to view live and on-demand presentations streaming in Adobe Flash format. Not all presentations will feature this option, so alternatives include using the Firefox Web browser in combination with a properly installed RealPlayer plug-in. Please note: Presenters may not offer either option with the live Webcast.
Pentium III 733mhz+ or equivalent
256MB
1 - Internet Explorer is the preferred browser for presenters.
2 - The presentation is built on pop-up-less technology; however, the presenter may choose to use pop-up windows. In these cases, pop-up blocking software must be disabled for the presentation to work correctly. In many cases, holding down the "CTRL" key while opening the Webcast URL will temporarily disable your pop-up blocking software. Please consult the documentation for your pop-up blocking software to determine the correct way to temporarily disable it.
Hardware
Media Players
3 - If you receive a message that the system did not find RealPlayer installed within your Firefox browser, it's possible the plugin needs to be reinstalled (this can happen if the browser was installed after the player). Simply reinstall RealPlayer to fix this condition. (NOTE: If you have Windows Media Player or Adobe Flash Player installed, you do NOT need to install RealPlayer.)
Internet Connection4 - 56k Dial-up Modem. The presentation must have a low bandwidth video of 56kbps or audio-only 28kbps option listed.
5 - Cable Modem/DSL. The presentation must have a broadband video 100kbps or higher option listed. Typical Cable Modem/DSL speeds will average between 500kbps - 2mbps. Check with your local ISP for bandwidth allotment.
6 - Corporate LAN. The presentation must have a broadband video 100kbps or higher option listed. Bandwidth on corporate LANs can vary based on network traffic. Check with your local IT administrator for bandwidth allotment.
You can TEST YOUR SYSTEM now.
Customer Service
Customer Service
Customer Service
Download the prospectus and view the available sponsorship opportunities for this web event.
Back to Browsing Products