Accountant’s Professional Liability and Risk Management

James will speak about managing risk of professional liability exposure and complaints to CPA Ontario from the perspective of a civil litigator. He has been invited to return to discuss recent trends and issues since his last GTAAFN presentation in 2019.

• the importance of engagement letters in resolving claims and complaints
• big headaches from small clients – condos, estates, religious not-for-profits
• client fraud and professional skepticism
• conflicts of interest
• dealing with your insurer regarding a claim or possible claim

Instructor(s): James Lane