1. Seminar

    2. Q&A

About this course

  • $49.00
  • 1 CPD hour
  • June 19, 2024

This course will cover the following:

  • the importance of engagement letters in resolving claims and complaints
  • big headaches from small clients – condos, estates, religious not-for-profits
  • client fraud and professional skepticism
  • conflicts of interest
  • dealing with your insurer regarding a claim or possible claim

    • Instructor(s)

    James Lane

    James Lane is a founding partner of TBLL Advocates, a boutique litigation firm in Toronto. His practice includes advising and representing CPAs at firms of all sizes in defending liability claims and discipline hearings, responding to professional standards and conduct investigations, and providing practice and professional conduct advisory services to CPA firms. Visit www.tbll.ca or email James at [email protected].