Defensive Billing: Managing Professional Liability Risk

Date: Thursday, July 14, 2016
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Deborah K. Rood, CPA, MST and Daniel J. Gartland, CPA
Objective(s):
Learn the who, what, when and how of billing and avoiding the time and expense (and additional risk) of collection activities.
Field of Study: Regulatory Ethics
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

Good billing habits can assist in the defense of a professional liability claim and better cash management! Learn the who, what, when and how of billing and avoiding the time and expense (and additional risk) of collection activities.

Presenter and Moderator Bios
Deb Roodis a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program. She previously practiced public accounting for 16 years with a regional public accounting firm.

As a state and local tax (SALT) practice leader with a regional public accounting firm, Deb provided consulting and compliance services to clients in a variety of industries including but not limited to manufacturing, distribution, professional services and transportation. She has conducted presentations at various AICPA and state CPA society conferences and has authored numerous articles.

Deb provides risk control consulting services for CPA firms in the AICPA program. She participates in the development and delivery of risk management training and education products including the live risk management seminar and self-study programs.

Dan Gartland is a Risk Control Consultant for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program. He previously practiced public accounting for eight years with a national public accounting firm.

In his role at a national public accounting firm, Dan provided external audit services to clients in real estate industry and a variety of other clients, including financial institutions and governmental agencies. Dan was also responsible for training and developing staff and assisted in the development and testing of firm audit procedures. Dan currently provides risk control consulting services for CPA firms in the AICPA program, which include policyholder consultations on ways to help mitigate professional liability risk, development and delivery of risk management training and education products, authoring monthly risk management articles for the Journal of Accountancy, and creating other tools to assist CPA firms in managing their professional liability risk.

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

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
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Note that high-speed Internet access is not mandatory.

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CPE Credits
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Why CPAFMA MAPCasts?

Fast.
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Convenient.
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Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.