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Risk Management for Accountants - Part 2 (1 CPE)
Presenter: Ralph G. Picardi, Esq.

This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms and their insurers on professional liability matters. It picks up where Ralph’s Part One webinar left off. Topics include, among others, general principles of defending claims, exposure to clients; exposure to third parties; and reporting claims/incidents to insurers.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization

Nov 2, 2022 01:00 PM in Eastern Time (US and Canada)

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Speakers

Ralph G. Picardi, Esq.
Managing Member @PICARDI LLC
Ralph Picardi is the managing member of PICARDI LLC, a legal and consulting services firm located in Arlington, Massachusetts. For more than thirty years, Mr. Picardi's professional practice has concentrated almost exclusively on defending accounting professionals in malpractice actions and advising accountants and their professional liability insurers in matters of claim/incident analysis and risk management through national hotlines, seminars, publications, and direct consultations. He is a member of the Massachusetts and District of Columbia bars. PICARDI LLC is the third-party firm that services the McGowanPRO legal hotline for CPAs and Accountants. Before practicing law, Mr. Picardi was a Certified Public Accountant and practiced as an auditor in the Boston office of the firm, then known as Ernst & Whinney. He is currently a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.