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Education is your best defense in guarding against professional liability claims. Sign up for our Email Newsletter and receive Alerts, Articles, and White Papers on protecting and managing your practice. Contact us and you will speak directly with someone who is experienced in professional liability and will work with you to obtain the best options for your business.

McGowanPRO On Demand Channel

Thousands of accounting professionals have participated in our webinars which offer a variety of Accountants Risk Management topics hosted by industry leaders with insights on the latest developments in risk management issues.

Each webinar gives you risk management tools to mitigate legal action against you as well as 1 continuing education credit per 50 minute live webinar. Firms may receive a premium credit for participating in live or on-demand webinars. Contact your broker for details on how to qualify or contact Stephen Vono at 508-656-1330.

Upcoming LIVE WEBINARS


SESSION 8: OCTOBER 20 @ 1PM
REGISTER HERE

Risk Management For Accountants—Part Two (1 CPE)
Presenter: Ralph G. Picardi, Esq.

This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms and their insurers on professional liability matters. It picks up where Ralph’s Part One webinar left off. Topics include, among others, general principles of defending claims, exposure to clients, exposure to third parties, and reporting claims/incidents to insurers.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization


SESSION 9: NOVEMBER 3 @ 1 PM
REGISTER HERE

Engagement Letters A to Z (1 CPE)
Presenter: John F. Raspante, CPA, CDFA, MST, McGowanPRO’s Director of Risk Management

Engagement Letters are an essential tool in any CPA’s risk management toolbox! Many times well-written engagement letters have stopped a claim from happening. In this 50 minute presentation, presenter John Raspante will discuss the engagement letter in response to the changes in tax law and the challenges in the accounting profession. John will point out the different caveats and clauses that all CPA firms should consider in their engagement letter language. Items to be addressed include language for PPP Loans, Employee Retention Credit (ERC), Restaurant Revitalization Program, and much more!

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization


SESSION 10: NOVEMBER 16 @ 1 PM
REGISTER HERE

Are You Covered For That Exposure? The Different Insurance Policies Every Professional Service Provider Should Be Aware Of (1 CPE)
Presenter: Rob Ferrini

In this 50 minute presentation, Rob Ferrini walks the listener through the coverage of each policy that a service provider should have and how they fill in coverage gaps. Policies to be discussed are Professional Liability Insurance (aka E&O), Cyber Liability Insurance, Commercial Crime (aka Employee Dishonesty), Employment Practices Liability Insurance (aka EPLI), Directors & Officers Liability Insurance (aka D&O), and Fiduciary Liability Insurance.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization


SESSION 11: DECEMBER 8 @ 1 PM
REGISTER HERE

Claims Stories, The Not So Good, The Bad and The Ugly—Part 1 (1 CPE)
Presenter: Joseph H. Jones, Jr., Esq. & Erin Singmaster, RPLU+

Listen to what an insurance company attorney who defends claims against accounting firms has to share about the worst part of any CPA’s job, a claim against them. The presenters, Joseph Jones, Esq, and Erin Singmaster of Travelers Insurance, will share why claims happen, what kind of claims are most frequent and what the real cost of a claim is. The presenters will tell you the cost is not just dollars. Claim examples and what accountants can do to minimize those claims will be presented.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization


SESSION 12: DECEMBER 15 @ 1 PM
REGISTER HERE

Claims Stories, The Not So Good, The Bad and The Ugly—Part 2 (1 CPE)
Presenter: Jeremy Monosov, Esq. & Rocco Malandrino

In this 50 minute session, presenters Jeremy Monosov and Rocco Malandrino of Navigators Insurance, part of The Hartford, will continue with a slightly different perspective of Part One of the Claims Stories presentation. More claims stories and risk management tools to be shared.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization


Click here to learn more about each of our upcoming webinars!


ON-DEMAND WEBINARS

If you are unable to attend the webinar when it is hosted live, or if you simply want to review a past webinar, you can view our webinars listed below.
NASBA rules do not allow us to give CPE certificates for pre-recorded webinars. ONLY LIVE WEBINARS ARE ELIGIBLE FOR CPE CREDIT.  BOTH LIVE AND PRE-RECORDED WEBINARS ARE ELIGIBLE FOR PROFESSIONAL LIABILITY PREMIUM CREDIT ON SOME PROGRAMS. TALK TO YOUR BROKER FOR MORE INFORMATION.

 

Accounting Malpractice Trends In
The Era of COVID-19 – September 2021

(September 22, 2021 – 63 minutes)
Hope Everett

Protecting Your Clients’ Data – 2021
(September 15, 2021 – 1 hour)
Eric Hess of Heleo Consulting LLC

Risk Management For Your
Accounting Practice

(August 18, 2021 – 54 mins)
Ralph G. Picardi, ESQ.

The Pandemic, a Deeper Look.
(July 21, 2021 – 54 mins)
John F. Raspante, CPA, MST, CDFA

Risk Management In
Emerging Practice Areas

(July 6, 2021 – 52 mins)
John F. Raspante, CPA, MST, CDFA

Data/Cyber Breach – Tips, Tricks,
and Best Practices

(June 24, 2021 – 55 mins)
Rob Ferrini

Employee Retention Credit Under
CARES, CAA and ARP

(June 8, 2021 – 64 mins)
Randy Crabtree, CPA

Accounting Malpractice Trends
in the Era of COVID-19

(January 14, 2021 – 66 mins)
Hope Everett

Risk Management for Your
Accounting Practice

(December 9, 2020 – 59 mins)
Ralph G. Picardi, Esq.

Risk Management in Emerging
Practice Areas

(November 17, 2020 – 61 mins)
Stephen Vono, Principal

Engagement Letters A-Z
(November 4, 2020 – 61 mins)
John F. Raspante, CPA, CDFA, MST

Can Accountants Offer Clients Both
Security and Convenience Online?

(November 3, 2020 – 62 mins)
A fireside chat with
Rob Ferrini and Chris Farrell

COVID-19: Where Are We Now?
And Why Are We Here?

(October 7, 2020 – 85 mins)
Speaker: Mark O. Dietrich, CPA, ABV

HIPAA: The Health Insurance
Portability & Accountability
Act
in the Coronavirus Era

(September 24, 2020 – 59 mins)
Speaker: Mark O. Dietrich, CPA, ABV

Managing Your Clients’ Information
in a Post-COVID World

(September 17, 2020 – 60 mins)
Speaker: Eric Hess of Helical

Risk Management and Loss Control, Emerging Trends
(August 25, 2020 – 62 mins)
Speaker: Stephanie Sessions, Esq.

Staying Ahead of The Bad Actors, Part 2:
Has your firm done all it can to reduce your
DATA BREACH risk? Are you sure?

(July 28, 2020 – 58 mins)
Speaker: Rob Ferrini and Bill Minahan

Staying Ahead of Bad Actors Part I –
Data Breach/Cyber Security and Insurance

(July 28, 2020 – 57 mins)
Speaker: Rob Ferrini

COVID-19 & Potential Liability for CPAs
(April 8, 2020 – 50 mins)
Speaker: John F. Raspante, CPA, MST, CDFA

Top 10 Trouble Spots for Accountants
(October 27, 2016 – 59 mins)
Speaker: Wilhelm Dingler, Esq.

Avoiding Risk in CPA Mergers

(Jan 18, 2017 – 63 mins)
Speakers: Joseph Tarasco & John Raspante

Five Cases to Change the Way You Practice
(Nov 16, 2016 – 61 mins)
Speakers: Gary Kessler, Esq. & Phil McNicholas, Esq.

Engagement Letters From A-Z
(Nov 14,  2018 – 58 mins)
Speaker: John F. Raspante, CPA, MST, CDFA

Taming the Demon Weed &
Cannabis Risk Management

(Oct 17, 2018 – 60 mins)
Speaker: Adam D. Fine, Esq.

Minimizing Cyber Liability

(Sept, 2019 – 45 mins)
Speaker: Rob Ferrini

When to Report a Potential Claims or Incident
(Aug 15, 2018 – 73 mins)
Speaker: Ralph G. Picardi, Esq.

Ethical Challenges for Today’s Practitioner
(Oct 30, 2017 – 107 mins)
Speaker: John F. Raspante, CPA, MST, CDFA

Risk Management Loss Control –
Emerging Trends

(Sept 29, 2016 – 66 mins)
Speaker: Stephanie Sessions Perkins, Esq.

Loss Control Session 1: The Landscape of
Risk Management for Accounting Firms

(Nov 19, 2015 – 75 mins)
Speaker: Ralph G. Picardi, Esq.

Loss Control Session 2: Your Lines of Defense
Claims From Clients

(Dec 17, 2015 – 71 mins)
Speaker: Ralph G. Picardi, Esq.

Loss Control Session 3: Third-Party Exposures
– Claims From Non-Clients

(Jan 7, 2016 – 75 mins)
Speaker: Ralph G. Picardi, Esq.

NASBA rules do not allow us to give CPE certificates for pre-recorded webinars. ONLY LIVE WEBINARS ARE ELIGIBLE FOR CPE CREDIT.
BOTH LIVE AND PRE-RECORDED WEBINARS ARE ELIGIBLE FOR PROFESSIONAL LIABILITY PREMIUM CREDIT ON SOME PROGRAMS. TALK TO YOUR BROKER FOR MORE INFORMATION.

These webinars are intended solely for general educational purposes. They are not intended for the purpose of providing specific legal, accounting, or other professional advice to any particular recipient or with respect to any particular jurisdiction. The author, publisher, and distributor of this document (1) make no representations, warranties, or guarantees as to its technical accuracy or compliance with any law ( federal, state, or local) or professional standard; and, (2) assume no responsibility to any recipient of this document to correct or update its contents for any reason, including changes in any law or professional standard. Before using any webinar in your practice, you should formally retain the counsel of an attorney knowledgeable as to the accounting industry, your practice, and the laws of any jurisdiction(s) within which you conduct your practice to ensure the document’s maximum usefulness and compliance with applicable laws and professional standards.