Claims Stories: the Not-So-Good, the Bad, and the Ugly
(November 9, 2023 – 60 minutes)
Jeremy Monosov, Esq. The Hartford Insurance and Rocco Maladrino, Director, The Hartford Insurance

Client Information and Cyber security
(November 2, 2023 – 58 minutes)
Konrad Martin, CPA, CEO TechAdvisors Inc.

Are You Covered For That Exposure? The Different Insurance Policies Every Professional Service Provider Should Be Aware Of
(October 26, 2023 – 51 minutes)
Rob Ferrini, Program Manager, McGowanPRO

Risk Management For Accountants—Part Two
(October 17, 2023 – 60 minutes)
Ralph G. Picardi, Esq., Picardi, LLC and McGowan Claims Hot-line

Tips on How to Manage Professional Liability Risk Beyond the Engagement Letter
(September 28, 2023 – 60 minutes)
Joe Jones, Esq., AIA | Director of Risk Management Travelers Insurance and Neil Bermingham | Managing Director, Travelers Insurance

Engagement letters A to Z
(September 19, 2023 – 55 minutes)
John Raspante, CPA, CDFA, MST, McGowanPRO’s Director of Risk Management

Laws and Trends Affecting the Workplace
(August 24, 2023 – 53 minutes)
Chris Lavelle, V.P. USLI Insurance

Risk Management for Accountants—Pt 1
(August 9, 2023 – 59 minutes)
Ralph G. Picardi, Esq., Picardi, LLC and McGowan Claims Hot-line

Independence
(July 25, 2023 – 60 minutes)
Nancy Reimer Esq. and Patrick Cosgrove Esq. Freeman Mathis & Gary , LLP

Burnout is Not a Badge of Honor
(July 19, 2023 – 62 minutes)
Randy Crabtree, CPA, Tri-Merit, LLC

Emerging Trends, Lowering CPA’s Legal Exposure In Areas That You May Not Have Thought Of
(June 22, 2023 – 52 minutes)
John F. Raspante, CPA, CDFA, MST, McGowanPRO’s Director of Risk Management

Sales Tax Best Practices – How to Stay Out of Trouble (with Nexus)
(June 15, 2023 – 62 minutes)
Mark Stone, CPA, MST. Sales Tax Defense, LLC

Data Breach/Cyber – Tips, Tricks, and Practices
(May 23, 2023 – 59 minutes)
Rob Ferrini, Cyber Liability Program Manager, McGowanPRO

The Merger Process and Merger Negotiation Checklists
(May 3, 2023 – 60 minutes)
Joe Tarasco, CEO Accountants Advisory Group

Special Risk Management Report
– Tax Season Challenges
(February 16, 2023 – 60 minutes)
Randy Crabtree

Claims Stories – The Not So Good,
The Bad, and The Ugly (2022)
(December 6, 2022 – 58 minutes)
Jeremy Monosov, Esq. & Rocco Malandrino

Engagement Letters A to Z (2022)
(November 15, 2022 – 50 minutes)
John F. Raspante, CPA, MST, CDFA

Risk Management For Accountants
– Part 2 (2022)
(November 2, 2022 – 52 minutes)
Ralph G. Picardi, Esq.

Are You Covered For That Exposure? The Different
Insurance Policies Every Professional Service
Provider Should Be Aware Of
(October 25, 2022 – 55 minutes)
Rob Ferrini

Client Information and Cyber Security
(October 5, 2022 – 61 minutes)
Konrad Martin

Keys to Documentation and Record
Retention for Accounting Professionals
(September 20, 2022 – 61 minutes)
Joseph H. Jones, Jr., Esq,
and Julie Lindstrom, Esq.

Mitigating Fraud Exposure
(September 6, 2022 – 53 minutes)
John F. Raspante, CPA, MST, CDFA
and Stephen Vono

Risk Management in Emerging
Practice Areas (2022)
(August 23, 2022 – 56 minutes)
John F. Raspante, CPA, MST, CDFA

Risk Management For Your
Accounting Practice – Part 1 (2022)
(August 9, 2022 – 55 minutes)
Ralph G. Picardi, Esq.

The Merger Process and
Merger Negotiation Checklists
(July 26, 2022 – 54 minutes)
Joe Tarasco

New R&D Expense and R&D Tax
Credit Filing Requirements
(July 12, 2022 – 57 minutes)
Randy Crabtree, CPA

Terminating the Client Relationship –
How To Say Goodbye to Your Unwanted Clients
(June 29, 2022 – 56 minutes)
Nancy Reimer, Esq. & Patrick Cosgrove, Esq.

Data Breach/Cyber – Tricks, Tips,
and Best Practices (2022)
(June 7, 2022 – 55 minutes)
Rob Ferrini

Claims Stories: The Not So Good,
The Bad, and The Ugly – Part 2
(December 15, 2021 – 61 minutes)
Jeremy Monosov, Esq. & Rocco Malandrino

Claims Stories: The Not So Good,
The Bad, and The Ugly – Part 1
(December 8, 2021 – 61 minutes)
Joseph H. Jones, Jr., Esq. & Erin Singmaster, RPLU+

Merger Discussions & Negotiations
(December 7, 2021 – 63 minutes)
Joe Tarasco

Where Are You Exposed? Mitigating Your
Firm’s Risk of Litigation
(November 16, 2021 – 56 minutes)
Rob Ferrini

Engagement Letters A to Z – 2021
(November 3, 2021 – 60 minutes)
John F. Raspante, CPA, MST, CDFA

Risk Management For Your
Accounting Practice – Session 2
(October 20, 2021 – 65 minutes)
Ralph G. Picardi, ESQ.

EPL Insurance: Protecting Your Most
Important Relationship – Employer/Eployee
(October 14, 2021 – 49 minutes)
Chris Lavelle

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 in Emerging
Practice Areas
(November 17, 2020 – 61 mins)
Stephen Vono, Principal

Can Accountants Offer Clients Both
Security and Convenience Online?
(November 3, 2020 – 62 mins)
A fireside chat with
Rob Ferrini and Chris Farrell

HIPAA: The Health Insurance
Portability & Accountability
Act in the Coronavirus Era
(September 24, 2020 – 59 mins)
Speaker: Mark O. Dietrich, CPA, ABV

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

Staying Ahead of Bad Actors Part I –
Data Breach/Cyber Security and Insurance
(July 28, 2020 – 57 mins)
Speaker: Rob Ferrini