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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
Tort claims
Common law fraud
Federal and state securities statutes
Practice Management
Succession planning
Mergers and acquisitions
Alliances, associations, and networks
Audit Services
Risk Assessment
Discovery of fraud or illegal acts
ERISA, Yellow Book, and single audits
Tax Services
Keeping up with legislative changes
Multi-state, local, and foreign tax issues
Confidentiality and request for records
Consulting Services
Business valuation services
Litigation support services
Consulting vs. attest 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 $549.00 ($109.80 each!). Choose product #WBC08035C.
Note: Supplemental materials and access instructions to view this live webcast may be provided via e-mail. Be sure to supply a valid e-mail address during registration. Access instructions and materials will be delivered on or about June 2nd. Be sure to add service@aicpa.org to your safe sender e-mail list.
Barry C. Picker, CPA/PFS, CFP
Picker, Weinberg & Auerbach, CPAs, PC.
Charles E. Landes, CPA
Vice President, Professional Standards and Services
American Institute of CPAs
Richard G. Duplantier, Jr
Director
Galloway, Johnson, Tompkins, Burr and Smith
Attorneys at Law
Stephen Winters, CPA
Director, Specialized Communities & Practice Management
American Institute of Certified Public Accountants
Barry C Picker, CPA/PFS, CFP is a Certified Public Accountant with the Personal Financial Specialist designation from the AICPA, is a Certified Financial Planner™ licensee, and has a Masters of Science in Taxation from Pace University. Besides being a shareholder in Picker & Weinberg, CPAs, P.C., an accounting and financial planning firm located in Brooklyn, NY, he regularly consults with other professionals on retirement planning issues.
Barry has appeared on radio and television, and has been quoted in numerous publications, including Worth, Fortune, The New York Times, The Wall Street Journal, Investors Business Daily, Newsweek, Kiplingers, and Business Week. He regularly speaks to other accounting and financial planning professionals on estate planning and financial planning topics.
Barry is the author of "Barry Picker's Guide to Retirement Distribution Planning" (June, 2002), is a member of the NYS Society of CPAs Estate Planning Committee, currently is the chairperson of the NYS Society of CPAs' Employee Benefits Committee, and is a member of the Estate Planning Council of New York City.
Charles E. Landes (Chuck) is Vice President - Professional Standards and Services for the AICPA. In this capacity, Chuck oversees the technical activities of the Auditing Standards Board (ASB), Accounting and Review Services Committee (ARSC), Accounting Standards Executive Committee (AcSEC) and the PCPS Technical Issues Committee (TIC).
Team members help committees draft and deliberate authoritative professional standards and interpretations. Team members also develop non-authoritative professional guidance such as Auditing Practice Releases, Statements of Position (SOPs), Professional Issue Task Force Alerts, Technical Practice Aid Q&As and other forms of guidance on emerging issues. Chuck also serves as the AICPA's representative to the Committee of Sponsoring Organizations of the Treadway Commission (COSO).
Chuck is a former member of the Auditing Standards Board of the AICPA and was a member of the Audit Issues Task Force. He is a former chair of the AICPA's Peer Review Committee of the Private Companies Practice Section of the AICPA. He also served on the SEC Practice Section peer review committee as well as the AICPA Peer Review Board. Additionally, he is a past member of the board of directors of the Ohio Society of CPAs.
Prior to joining the AICPA in October 2000, Chuck served as partner in charge of the accounting and auditing practice of Barnes, Dennig & Co. a large local firm located in Cincinnati, Ohio. He began his public accounting experience with Ernst & Whinney (now known as Ernst & Young) and was also a member of KMG Main Hurdman.
Chuck is a graduate of Miami University with a B.S. in accounting. He received his M.B.A. from Bowling Green State University.
Richard G. Duplantier, Jr. is engaged in a general litigation practice. He specializes in all facets of professional liability, including medical, accounting and legal malpractice defense. Rick is admitted to practice in all Louisiana state and federal courts, the U.S. Court of Appeals for the Fifth Circuit and the U.S. Court of Federal Claims in Washington, D.C. Rick’s professional memberships include the New Orleans, Louisiana State, American and Federal Bar Associations and the Louisiana Association of Defense Counsel. He also is on the Board of Editors for the Federal Bar and News Journal. Rick received undergraduate degrees in communications and political science from Marquette University and his law degree from Loyola University.
Stephen Winters has spent 25 years in the public accounting arena. He began his career with a large local firm, moved on to become the managing shareholder of his own accounting and consulting firm and then helped start Arthur Anderson's Austin, Texas office. In 2001, Steve joined the founding management team of CPA2Biz, a for profit subsidiary of the AICPA. At CPA2Biz, he was responsible for developing and marketing programs designed to help CPAs in the practice of public accounting.
In 2006, Steve joined the AICPA as Director of the Institute's Specialized Communities and Firm Practice Management areas. In this role, Steve is responsible for operations, service development and service delivery to CPAs working in the specialty areas of Information Technology, Personal Financial Planning, Business Valuation, Forensic and Litigation Support. He is also responsible for the Private Companies Practice Section which focuses on CPA firm practice management issues.
Throughout his career, Steve has served as a consultant to businesses as well as to public accounting and consulting firms. Additionally, he has experience as a licensed investment adviser and was the chief operations officer of a software development company. Steve has served as an officer, board member and committee volunteer for a variety of organizations including the Untied Ways of Texas, the Texas Society of CPAs and the AICPA.
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