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Concurrent Session Onsite and Online

PRA2318. 5 Practice Management Tips Small Firms Should Know

Are you taking steps to help insulate your firm from a professional liability claim? Are you at risk of being taken down by a lawsuit? While exposure to such claims is an ever-present danger for CPAs, developing firm risk management protocols often takes a backseat to client demands, deadlines, and time constraints. In this session, we'll explore how professional liability claims arise and share five key strategies along with lessons learned to help reduce your risk.

Learning Objectives:

  • Recognize how professional liability claims arise.
  • Recall practice management strategies to help mitigate the risk of a professional liability claim at your firm.
CPE Credits
NASBA Field of Study
Regulatory Ethics
0-2 years in the Profession
Advanced Preparation
Session Tags