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REDUCING RISK WITH EFFECTIVE ENGAGEMENT LETTERS
A Live Two-Hour Audio Seminar from CCH
Tuesday, July 21, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn How to Effectively Use Client Engagement Letters to Reduce Professional Liability Risks
In today’s competitive and litigious environment, an effective engagement letter is an absolute necessity. This insightful two-hour audio seminar provides a helpful review and seasoned guidance on what you need to know to compose and use effective engagement letters. You will learn why and how thorough, clear and well-constructed engagement letters can help you enhance practice management and professional image, improve your bottom line, resolve fee disputes, avoid potential misunderstandings, and reduce unnecessary risks, liabilities and litigation.
Presented by CPA firm risk management expert and highly-regarded speaker, Ric Rosario, CPA, CFE, this practical session includes case study examples illustrating important dos and don’ts of engagement letter use. This course is essential for all CPAs and accounting firm leaders who handle client engagements. Time will be provided to ask questions directly to Mr. Rosaria via phone or e-mail during the program.
Program Topics
Topics to be addressed include:
- Top Reasons CPAs Say They Won’t Be Sued
- What Claims and Juries Tell Us
- Frequency vs. severity
- What causes the big claims?
- Significant Claims (Over $150,000) by Error
- Engagement Letters Fundamentals
- Purpose and use
- Essential clauses
- Proper language and words
- What to avoid in engagement letters
- Evaluating your current letters and practices
- Sample Clauses to Consider
- Record Retention Policies
- Handling Changes in Circumstances
- Bank Reconciliation Services
- Conflict of Interest Consents
- Agreed-Upon Procedures
- Disengaging
- Disengagement hot areas
- When/why to disengage?
- Items to address when disengaging
Learning Objectives
- Develop a strong knowledge of client engagement letter fundamentals, do’s and don’ts
- Recognize greatest areas of risk for CPAs and CPA firms and how effective engagement letters can reduce such risks
- Understand best practices for engagement letter drafting and usage
SPECIAL BONUS
Register today for this insightful program on Tuesday, July 21 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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RIC ROSARIO, CPA, CFE
Ric Rosario is CEO and Director of CAMICO, a mutual insurance company, directed by CPAs for CPAs.
A CPA and Certified Fraud Examiner with experience in public accounting and private industry, Rosario most recently was executive vice president of risk management with CAMICO, where his duties included executive oversight of underwriting, program development, and marketing and communication operations for the company.
Rosario’s public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start up real estate venture as controller and completed his tenure there as chief financial officer. A part-time lecturer on accounting at Notre Dame de Namur University in Belmont, California, he earned a bachelor’s degree in accounting at Saint Mary’s College in Moraga, California.
Several of his articles have appeared in national publications, and he co-authored the CCH-published books CPA’s Guide to Loss Prevention Practices and CPA’s Guide to Effective Engagement Letters. Rosario is also active with many state society and AICPA committees. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Basic
- NASBA Field of Study: Business Management and Organization
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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