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Learning Center

Raising the standard in the professional liability industry by providing unsurpassed topical information to help you grow your practice.

Industry Articles

all articles
March 10, 2026

CPAs and Fiduciary Liability: Understanding the Risks

Generally, accountants do not serve as fiduciaries. There are specific circumstances in which a CPA may assume fiduciary responsibilities, but

March 4, 2026

Controlling Risk with Critical Infrastructure Assessments

Digital transformation continues its expansion into new sectors, delivering unprecedented transparency, control, and insight for the owners and operators of

February 25, 2026

Employee Retirement Income Security Act (ERISA): What CPAs and Accountants Must Know About Fiduciary Risk

For CPAs and accounting professionals, employee benefit plans often sit at the intersection of tax compliance, audits, payroll, and advisory

February 16, 2026

Data Governance Basics for CPAs: Understanding the Changing Role of Data Governance in an AI World

For better or for worse, the rise of generative AI means that every company is now in the data business.

Podcasts

all podcasts

Exploring risk management for accounting firms plus a nostalgic spin through vinyl records with host Stephen Vono.

Episode 23

How M&A and Private Equity is Transforming the Accounting Profession

Episode 22

Balancing Convenience and Privacy in Risk Management

Episode 21

Navigating Changes in the CPA Profession

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Webinars

all webinars
Session: 18
•
53 min.

Tax Update

53 min.
Recorded Dec 16 2025
Session: 17
•
47 min.

Risk Management Lessons learned from the Top 100 accounting firms

47 min.
Recorded Dec 09 2025
Session: 16
•
53 min.

One Big Beautiful Bill, What Accountants Need To Know

53 min.
Recorded Nov 14 2025
Session: 15
•
50 min.

Are You fully insured For That Exposure?

50 min.
Recorded Nov 12 2025

eBooks

all eBooks
What Is Workplace Retaliation? Understanding Employee Protections and Employer Risks
Common Misconceptions About ERISA
Protecting Your Business: Why a Commercial Crime Policy Is More Crucial Than Ever
What Is EPLI? Understanding Employment Practices Liability Insurance
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