Services : Seminars

The following services are available to policyholders/members:

Loss Prevention

Interactive Self-study

Go to www.cpagoldcpe.com for full details of this.

Successful completion of the loss control course secures for current policyholders a discount of up to 7.5% of the annual CPAGold™^¹ premium for up to three years. The premium discount is adjusted in proportion to the number of professional staff from an individual firm that successfully complete the course.

This course provides a basic level of understanding of the sources and causes of malpractice claims, their legal basis and relatively simple and effective loss mitigation techniques. No advance preparation or prerequisites are required by participants.

The course is divided into twelve separate modules.  The Modules are:

1.0     LIABILITY PROTECTION AND THE FORM OF YOUR FIRM
2.0     ENGAGEMENT LETTERS
3.0     THE NEW FTC PRIVACY RULE
4.0     DETECTING FRAUD, THEFT AND OTHER ILLEGAL ACTS
5.0     PROTECTING CLIENT CONFIDENTIALITY
6.0     REJECTING OR WITHDRAWING FROM CLIENT ENGAGEMENTS
7.0     FEE COLLECTION
8.0     FILE RETENTION FOR ACCOUNTANTS
9.0     LIABILITY TO THIRD PARTIES
10.0   ALTERNATIVE DISPUTE RESOLUTION
11.0   DEFENDING AGAINST THE CULPABLE CLAIMANT
12.0   CLAIM REPORTING

Class Room Seminars

CPAGold™ can provide an on-site seminar for larger groups.  Please contact Rick Jorgensen for details of how this can be arranged.  The course follows the format of the self-study program described above and is subject to the same premium discount and Continuing Professional Education credit (NASBA).

Accountability and Loss Control Bulletins

Members of CPAGold™ ^¹can obtain, either printed or electronically, a newsletter (Accountability) that provides advice and explanations of various issues concerning accountants' professional liability insurance and risk management and Specific loss control bulletins.

Follow the link for back-issues of Accountability.

Bulletins are issued to address specific areas of concern.