CPAs have a responsibility to conform to the rules of professional conduct. However, it is important to understand in today’s environment how adhering to the profession’s ethical responsibilities might sometimes place you in the middle of a potential liability problem. This presentation will identify some of these situations and how to successfully steer through them.
Professional conduct. Best practices
Learn how to employ ‘active ethics’.
This event is part of the following bundles:
Prix Fixe CPE Series Bundle 2020–21
Multiple Events Between Friday, June 12 - Friday, May 21
Up to 30 Credits
Klein has been with CAMICO since its inception in 1986 and managed the claims department for 20 years. In his current role, he leverages his extensive knowledge and expertise of CPA professional liability issues to help CAMICO policyholders practice sound risk management, which can help them avoid or mitigate claims. He also serves as a resource to CAMICO staff. Klein is a frequent speaker, and his primary responsibilities include risk management-focused CPE (through both webcasts and speaking events), and developing loss prevention content and tools for policyholders. Educated as an accountant and attorney, Klein holds a BS in Business Administration from Washington University in St. Louis, and a Juris Doctor from Southwestern University in Los Angeles. Prior to joining CAMICO, he was a controller, a practicing attorney, and a vice president of finance in the real estate syndication industry. Klein is co-author of the book CPA’s Guide to Effective Engagement Letters.
Non-Member Price $60.00
Member Price $40.00