Documentation remains one of the firm’s most powerful forms of risk management. Learn some important “do’s and don’ts” related to effective defensive documentation in light of some of the recent professional standards, as well as the jury’s standards. You will receive the latest loss prevention guidance regarding engagement letters, disengagement letters, and an assortment of other client communications to reduce risk exposure.
Risk management. Effective defensive documentation. Engagement letters. Disengagement letters.
CPAs, auditors, and peer review professionals.
Receive the latest loss prevention guidance regarding engagement letters, disengagement letters, and an assortment of other client communications to reduce risk exposure.
This event is part of the following bundles:
Prix Fixe CPE Series Bundle 2022-23
Multiple Events Between Friday, October 7 - Friday, May 19
Up to 12.0 Credits
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.
Non-Member Price $60.00
Member Price $40.00