Prix Fixe: Protecting Your Practice - The Power of Documentation

Friday, March 11 12:00pm - 1:00pm PST

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Member Price $40.00

Non-Member Price $60.00


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!


Documentation may be one of the greatest not-so-secret weapons in the fight to keep your practice safe. Learn how best to use it in this session!



Designed For

All professionals.


Gain a better understanding of how to use documentation to best advantage.





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Randy Werner

Randy Werner responds to CAMICO loss prevention hotline inquiries and speaks to CPA groups on various topics. Werner has Big Four public accounting experience in federal and state tax as well as regional accounting firm experience. She has practiced as a sole practitioner in estate planning since 1984.

Ms. Werner has been a member of the California State Bar since 1983 and is a member of the Taxation section as well as the Taxation Section’s Procedure and Litigation Committee. She earned a Bachelor of Science in Commerce, majoring in finance with an emphasis in marketing, from the Santa Clara University School of Business. She also earned a Juris Doctor from the Santa Clara University School of Law in 1983, a Master of Laws in Taxation from Golden Gate University, and a Master of Science in Accounting from San Jose State University.

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Non-Member Price $60.00

Member Price $40.00