McGowanPRO On Demand Channel

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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

Download the full descriptions for 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.

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 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.