“Which clients should I engage with?” “What services will I provide?” “How will I deliver those services?” Every decision a CPA makes, and every action a CPA takes, has risk implications. The benefits of each decision made must be balanced with its professional liability risk. In this course, you’ll learn how to identify and evaluate the risk implications of your decisions and learn strategies to respond based on your firm’s level of risk tolerance.
- Understand how to assess the professional liability risks of new and existing clients and services in relation to the firm's risk appetite
- Be aware of claim data by area of practice and understand implications for the firm
- Assess how risk changes as a result of new information, client action (or inaction,) or other events that arise during an attest, tax or consulting engagement.
- Learn strategies to respond to those changes in risk to help maintain alignment with the firm's risk appetite. The types of clients and engagements that present heightened professional
CPAs, accountants and consultants engaged in the practice of public accountancy, and CPA firm administrators.
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Steve Platau is a member and Chair of the University of Tampa's Academic Faculty of Accounting. Steve is a frequent speaker before professional groups and his works have been published in numerous journals including the Journal of Accountancy, Practical Accountant, CPA Journal, The Practicing CPA, the Florida CPA Today, among others. Previously Steve practiced law and was associted with two "Big 5" accounting firms.
Steve is a consultant to Continental Casualty Company, one of the CAN insurance companies and the underwriter of the AICPA Professional Liability Insurance Program on accountants malpractice issues and regularyly moderates risk management seminars presented to CPAs insured in the AICPA Program.
Steve serves as an arbitrator on the American Arbitration Association's National Panel of Arbitrators. His mediation experience includes certification by the Florida Supreme Court as a Circuit Court Mediator. Steve is a member of various organizations including the AICPA, the American Accounting Association, the Florida Institute of CPAs, the District of Columbia Bar Association-Tax Section among others. He has been a member of various FICPA and AICPA committees. Steve has been named Outstanding Committee Chairman for his ervice in chairing the FICPA's Professional Liability Committee.
Steve holds a Bachelor of Arts and Master of Accounting degrees from The Ohio State University and a Juris Doctor from the University of Cincinnatti.
Non-Member Price $225.00
Member Price $160.00