Prix Fixe: Loss Prevention Tips from an A&A Perspective -The Playbook WEBINAR

Friday, December 10 12:00pm - 1:00pm PST

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

This event is part of the Prix Fixe Bundle. Register for the webinars a la carte, or buy all of them and save with the Prix Fixe CPE Series Bundle!

Highlights

Gain a strong understanding of the differences between your role as a financial professional and your client’s responsibilities for your client’s financial statements. We’ll take a look at recent pronouncements with a focus on risks highlighted by the economic climate, risk management issues regarding accounting and auditing professional standards, and practical loss prevention tips.

Prerequisites

None.

Designed For

All professionals.

Objectives

Identify the CPA’s and client’s responsibilities regarding financial statements. Recall recent A&A pronouncements and standards. Determine the heightened risks posed by the economic climate. Identify practical loss prevention techniques to help A&A professionals reduce risk.

Preparation

None.

Notice

None.

This event is part of the following bundles:

Leader(s):

Leaders

Duncan Will

Mr. Will leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder service. Will’s specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of accounting risk management and ethics topics. Topics of particular interest include complying with the AICPA’s Statements on Standards for Accounting and Review Services, doubts about an entity’s ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry.

Will began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Will is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.

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Non-Member Price $60.00

Member Price $40.00