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Wed, Jun 19


Webinar (1 CPD Hours)

Accountant’s Professional Liability and Risk Management

In affiliation with GTA Accountants & Finance Network.

Time & Location

Jun 19, 2024, 11:00 a.m. EDT

Webinar (1 CPD Hours)

About the Event

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.

This course will cover the following:
  • 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


  • 1 CPD Hours

    Tax: HST included



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