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Risk Management For Accountants—Part One
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 matters of professional liability. Topics include, among others, the risk environment; client acceptance and continuance; engagement letters; disengagement; billing and collection; file retention; and confidentiality issues (e.g., subpoenas; IRC §7216).

Oct 20, 2020 01:00 PM in Eastern Time (US and Canada)

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Speakers

Ralph G. Picardi, Esq.,
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 in the areas of 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. 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. He is also a past member of the Professional Liability Underwriting Society.