Current Trends in Professional Liability Claims, Tips on How to Avoid Them, and Assessing Your Professional Insurance Program (ACLC)


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Discussion Leader
John Torvi

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Current Trends in Professional Liability Claims, Tips on How to Avoid Them, and Assessing Your Professional Insurance Program (ACLC)

Customer Rating

Field of Study

Business Management and Organization

Level

Basic

Credits

1

Qualifies For

CPE

Overview

A wise person once said, “99% of mistakes happen between the chair and the desk.” None of us are infallible, but we can still get closer to that ideal. Accounting, tax, and bookkeeping professionals get sued. This webinar will look at some of the most common reasons why and how they might be avoided. It will also assess the important features of a professional insurance program (professional liability, crime bonds, cybercrime insurance, general liability) to review what is important for your business, so your hard-spent insurance dollars are used most effectively.

Major Topics

  • Explore the important pieces of a professional insurance program
  • Determine the best plan features for one’s particular business
  • Review the most common malpractice claims against accounting professionals
  • Review what happens if a lawsuit is filed
  • Review risk management tips to reduce the likelihood of a malpractice claim

Learning Objectives

  • Understand important components of a professional insurance policies for accounting professionals
  • Recognize common errors accounting, bookkeeping & tax professionals make resulting in insurance claims
  • Pinpoint ways to reduce the likelihood of a malpractice claim

Designed For

Accounting, bookkeeping, and tax professionals

Prerequisite

Knowledge of basic insurance concepts

Advanced Preparation

None


'
Discussion Leader
John Torvi

No Future Events exist.
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