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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

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.

 

 

Commercial Crime – Protecting Your Firm from Fraud and Theft.
(September 25, 2024 – 58 minutes)
Rob Ferrini and Sean Kennedy

I Did Not Think of That! Emerging Claims Trends
(September 18, 2024 – 51 minutes)
Rob Ferrini

Are You Fully Insured for That Exposure?
(August 20, 2024 – 58 minutes)
Rob Ferrini

Risk Management for Accountants—Part 1
(August 6, 2024 – 61 minutes)
Ralph G. Picardi, Esq.

Data Breach/Cyber – Tips, Tricks, and Practices
(July 25, 2024 – 44 minutes)
Rob Ferrini

Engagement Letters A to Z
(July 16, 2024 – 60 minutes)
John Raspante

Sales Tax Refunds – Free Money
(June 25, 2024 – 52 minutes)
Mark Stone

UPDATE – CTA/BOI reporting – What’s the latest.
(June 13, 2024 – 60 minutes)
Rob Ferrini and Frank Tumminello

The Anatomy of Defending a Claim Involving the IRS and Department of Justice
(June 5, 2024 – 55 minutes)
Nancy Reimer, Esq., Patrick Cosgrove, Esq., Dana Maine, Esq. all of Freeman Mathis & Gary, LLP

Cultivating Culture for Optimum Firm Growth
(May 28, 2024 – 60 minutes)
Randy Crabtree

Master the Merger Process
(May 1, 2024 – 51 minutes)
Joe Tarasco –

Demonstration of FileForms – Your FinCEN/BOIR Reporting Partner
(January 9, 2024 – 68 minutes)
Frank Tumminello and Ian Quinlan

The Corporate Transparency Act (CTA): You can safely assist your clients with filing, but should you?
(December 14, 2023 – 58 minutes)
Rob Ferrini – McGowanPRO, John Raspante – McGowanPRO, and Frank Tumminello –

Commercial Crime – Protecting your firm from fraud and theft – Fake Emails, Employee theft, Fraudulent transfer, Is you firm prepared?
(December 6, 2023 – 62 minutes)
Rob Ferrini of McGowanPRO and Sean Kennedy of Hanover Insurance

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 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.