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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
June 7 — Session 1
DATA BREACH/CYBER – TRICKS, TIPS, and BEST PRACTICES
Presenter: Rob Ferrini
Delivery Method: Group Internet Based
Field of Study: Information Technology
June 29 — Session 2
Terminating the Client Relationship – How to say goodbye to your unwanted clients.
Presenters: Nancy Reimer Esq. and Patrick Cosgrove Esq.
Field of Study: Business Management & Organization
Delivery Method: Group Internet Based
July 12 — Session 3
New R&D Expense and R&D Tax Credit Filing Requirements
Presenter: Randy Crabtree
Field of Study: Business Management & Organization
Delivery Method: Group Internet Based
July 26 — Session 4
The Merger Process and Merger Negotiation Checklists
Presenter: Joe Tarasco
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
August 9 — Session 5
Risk Management for Accountants—Part 1 (1 CPE)
Presenter: Ralph G. Picardi, Esq.
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
August 23 — Session 6
Emerging Trends, Lowering CPA’s Legal Exposure In Areas That You May Not Have Thought Of
Presenter: John F. Raspante, CPA, CDFA, MST, McGowanPRO’s Director of Risk Management
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
September 6 — Session 7
Mitigating Fraud Claims
Presenters: John Raspante, CPA and Stephen Vono
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
September 20 — Session 8
Keys to Documentation and Record Retention for Accounting Professionals
Presenters: Joseph H. Jones, Jr., Esq. Director of Risk Management | Professional Liability – Travelers; and Julie Lindstrom, Esq. Claims Counsel | Travelers
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
October 5 — Session 9
Client Information and Cyber security.
Presenter: Konrad Martin
Delivery Method: Group Internet Based
Field of Study: Information Technology
October 25 — Session 10
Are You Covered For That Exposure? The Different Insurance Policies Every Professional Service Provider Should Be Aware Of.
Presenter: Rob Ferrini
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
November 2 — Session 11
Risk Management For Accountants—Part Two
Presenter: Ralph Picardi
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
November 15 — Session 12
Engagement Letters A to Z
Presenter: John Raspante
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
December 6 — Session 13
Claims Stories, The Not So Good, The Bad, and The Ugly.
Presenters: Jeremy Monosov, Esq and Rocco Malandrino
Delivery Method: Group Internet Based
Field of Study: Business Management & Organization
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.
![]() Claims Stories: The Not So Good, |
![]() Claims Stories: The Not So Good, |
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![]() Merger Discussions & Negotiations |
![]() Where Are You Exposed? Mitigating Your |
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![]() Engagement Letters A to Z – 2021 |
![]() Risk Management For Your |
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![]() EPL Insurance: Protecting Your Most |
![]() Accounting Malpractice Trends In |
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![]() Protecting Your Clients’ Data – 2021 |
![]() Risk Management For Your |
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![]() The Pandemic, a Deeper Look. |
![]() Risk Management In |
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![]() Data/Cyber Breach – Tips, Tricks, |
![]() Employee Retention Credit Under |
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![]() Accounting Malpractice Trends |
![]() Risk Management for Your |
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![]() Risk Management in Emerging |
![]() Engagement Letters A-Z |
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![]() Can Accountants Offer Clients Both |
![]() COVID-19: Where Are We Now? |
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![]() HIPAA: The Health Insurance |
![]() Managing Your Clients’ Information |
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![]() Risk Management and Loss Control, Emerging Trends |
![]() Staying Ahead of The Bad Actors, Part 2: |
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![]() Staying Ahead of Bad Actors Part I – |
![]() COVID-19 & Potential Liability for CPAs |
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![]() Top 10 Trouble Spots for Accountants |
![]() (Jan 18, 2017 – 63 mins) |
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![]() Five Cases to Change the Way You Practice |
![]() Engagement Letters From A-Z |
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![]() Taming the Demon Weed & |
![]() (Sept, 2019 – 45 mins) |
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![]() When to Report a Potential Claims or Incident |
![]() Ethical Challenges for Today’s Practitioner |
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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.