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  • Products
    • Commercial Crime Insurance
    • Cyber Insurance
    • Directors and Officers (D&O) Insurance
    • Employment Practices Liability
    • Fiduciary Insurance
    • Professional Liability
    • Property Insurance
  • Solutions
    • Accountants & CPAs
    • Bookkeepers
    • Investment Advisors
    • Lawyers
  • Learning Center
    • Industry Articles
    • Podcast
    • Webinars
    • Engagement Letters
    • eBooks
  • About Us
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    • Our Team
    • Executives
  • Contact
    • Get in Touch
    • Claims
  • 1 (866) 262-7542

Episodes

Episode 19

OH NO! A claim!

Episode 18

Connection and Community can lead to Collaboration!

Episode 17

What So Funny About Cyber Liability Exposure? NOTHING!

Episode 16

Your Client is Suing You! Now What??

Episode 15

Mitigating Risk and Compliance Around State Information Security Laws

Episode 14

What Tools are in Your CPA Risk Management Toolbox?

Episode 13

Be a Hero To Your Clients!

Episode 12

Engagement Letter Creep and Managing Expectations

Episode 11

Accounting Firm Partnerships with Investment Advisors Create Revenue and Value While Mitigating Risk.

Episode 10

Don’t Let Your Email Be the Smoking Gun!

Episode 9

A Conversation with Accounting Today’s Editor-in-Chief, Dan Hood

Episode 8

Corporate Transparency Act Services Performed by Accounting firms; Boon or Bust?

Episode 7

The Intersection of Marketing and Risk for Accounting Firms

Episode 6

The Risk Environment for Accountants When Performing Sales Tax Services 

Episode 5

The Claims Process From Notification to Closure

Episode 4

A Well Written Engagement Letter Can Be Your Friend

Episode 3

The Risk Environment for Accountants When Performing Client Advisory Services

Episode 2

Risk Management Tips Concerning the 174 Tax Code and Employee Retention Credits

Episode 1

Benefits of Early Reporting with Anthony Carolei

Episode: 16

  • April 24, 2025

Your Client is Suing You! Now What??

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In this episode, RiskyRecords guests Natalia Greene of Lemme Insurance Services and Steve Tully of the law firm Garrett & Tully, both defense attorneys with years of experience defending accounting firms explain what an accounting firm can expect the defense process to look like when defending a claim. Natalia and Steve use claim stories to explain benefits of early reporting, creating a defense strategy, the role of the defense team and the settlement of the claim.

Natalia picks Prince’s album Sign ‘o the Times for discussion and Steve plays movie soundtrack trivia featuring movies with Prince’s music in the soundtrack.

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