CPAs face the ever-present threat of malpractice claims regardless of the services they perform. That threat is heightened for CPAs offering audit services, as audit claims are typically more severe than other areas of practice. While it’s impossible to eliminate all risks, learn how to identify and implement practical techniques to help mitigate the risk of a claim at your firm. 

Speaker:
Sarah Ference, CPA, Risk Control Director | CNA Insurance

As firms move into implementation, discuss next steps in the first year of a firm's quality management. Documentation, including risk assessment, quality management decisions, and monitoring and remediation, has been a crucial part of the process. Plus, explore how a firm will proceed with monitoring and remediating as they move to the first evaluation of the system.

Speaker:
Sherry Chesser, CPA, Partner | Landmark, PLC

Today’s firms are integrating actuaries, technology consultants, and other specialists into everyday operations to tackle complex financial challenges and deliver deeper insights. This panel explores how interdisciplinary collaboration is reshaping the profession and why firms will rely on both accountants with unique skills and experts outside the profession as firm needs continue to evolve. 

Moderator:
Matt Mitzen, CPA, CFE | Bronswick Benjamin P.C.

Panelists:
Sam Huber, Senior Project Specialist | Bronswick Benjamin P.C.
Brian Jackson, CPA, Audit and Technology Partner | Crowe
Robert L. Rietz, Jr., FCA, EA, MSEA, MAA | Firethorn Actuarial Consulting