May 28, 2020
"Actionable insights on a topic impacting firms and, really, ANY growing organisation".
A bumper episode for any certified professional accountant who wants to innovate and grow their practice. Steven A. Menges (AICPA & CIMA, CPA.com California) presents this special compilation of interviews from CPA.com's "Modernising Your Practice" audio and content series. There's plenty of global relevance in this in-depth, new collection of best practices from the US accounting profession. Hear and share the individual interviews at CPA.com/MYP.
Segment 1 (starts at 02:15). Rebecca Toffolon, from the Accountants Professional Liability Claims department at corporate insurance giant CNA, takes us through some eye-opening numbers from claim data. She discusses key insights for accounting firms to use to protect themselves.
Segment 2 (starts at 17:40). Steven is joined by Laura Lapidus and Timothy Domanick They discuss employment practices liability (EPL) risk, a topic that is especially important to growing firms in this new remote working era.
Segment 3 (starts at 55:55). CPA.com’s Matt Towers digs into “Matters for Consideration” as well as considerations for building a quality and risk-wellness plan. His guests are Richard Hill, Kristy Illuzzi, and Mike Glynn.
1) The Cost of Liability Risk.
2) Fast & Furious (& Safe) Firm Growth: Managing EPL (Employment Practices Liability) Risk.
3) Matters for Consideration: A CPA Firm Quality and Risk Wellness Plan Discussion.
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ABOUT OUR PODCAST
The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.
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©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
* Ms. Lapidus’ opinions are her own: they should not be construed as legal advice; they are not solicitations to buy insurance; and they do not necessarily reflect those of the positions of the CNA insurance companies. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions, and exclusions for an insured in the context of a specific claim situation.