Best Practices for Preventing Business Valuation, Forensic and Litigation Support Claims
OL1308 | On Demand Course | Update | Self-Study
Description
This presentation focuses on risk management best practices when conducting forensic accounting, business valuation and litigation support services. The session offers lessons gleaned from CAMICO's decades-long history defending CPAs from claims and provides important dos and don'ts to protect CPAs and their clients. Participants will learn risk management steps and testifying tips to reduce or avoid professional liability exposure when practicing in these arenas.
Learning Objectives:
- Identify risk management best practices when providing forensic accounting, business valuation, and litigation support services.
- Analyze important dos and don'ts to protect CPAs and their clients during forensic, business valuation, and litigation support engagements.
- Recognize risk-based lessons learned from CAMICO claims history.
This course is part of the 2024 Forensic and Valuation Services Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Accounting |
Prices
- Member (Early Bird)
- $65.00
- Non-Member (Early Bird)
- $95.00
- Member
- $65.00
- Non-Member
- $95.00
Instructors
Duncan Will, CPA/ABV/CFF, CFE
Mr. Will leverages his more than 30 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department's efforts to deliver policyholder service. Will's specialties are accounting and auditing and business valuation-related risk management. He advises policyholders through the CAMICO Loss Prevention Hotline, speaks to CPA groups, and writes articles on a wide range of topics. Topics of particular interest include complying with the AICPA's Statements on Standards for Accounting and Review Services, doubts about an entity's ability to continue as a going concern, cyber-security, and serving clients in the cannabis industry.
Will began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. He earned a Bachelor of Science in accounting from the University of Maryland and is Accredited in Business Valuation and Certified in Financial Forensics. A Certified Fraud Examiner, Will is an active member of the Association of Certified Fraud Examiners; has supplemented his education with college courses at the University of Baltimore, Golden Gate University, and Florida Atlantic University; and welcomes opportunities to expand his knowledge over a broad spectrum of accounting-related curricula.
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