Engagement Letters A to Z

Date: Wednesday, September 26, 2018
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): John Raspante, CPA Risk Manager, McGowanPRO Insurance Services
Objective: Presenter will illustrate how engagement letters are used as a defense tool and best practice in minimizing legal liabilities for CPA's.
Field of Study: Business Law
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.
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Course Description
In this webinar, John Raspante, CPA will discuss the advantages of comprehensive letters for all services.
Presenter will illustrate how engagement letters are used as a defense tool and best practice in minimizing legal liabilities for CPA's. In addition, specific clauses such as limitation of liability, venue, digital currencies, record retention among others will be presented.

Presenter Bio(s)
John Raspante is McGowanPRO’s Director of Risk Management. He oversees the industry specific expertise and risk management for McGowanPRO’s accounting and financial clients. Mr. Raspante is the former Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, Mr. Raspante worked nine years for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance. Mr. Raspante’s primary responsibility at CAMICO was providing loss prevention services to the organization’s largest insured’s. Mr. Raspante is a frequent speaker within the accounting profession on issues relating to risk management and professional ethics. He presents regularly at different conferences for accounting firm associations and CPA State Societies. He is a published author and contributor for accounting firm periodicals such as Journal of Accountancy and Accounting Today.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.