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(RECORDED - ORIGINALLY AIRED ON June 13, 2024)
Abstract:
Join Dawn Brolin, CPA, CFE, in a compelling session that reveals how a flawed engagement process nearly derailed her practice and well-being. This webinar isn't just a recount of challenges; it's a guide to strengthening your defense against legal threats. Gain essential insights and strategies to protect your practice, learning from Dawn's first-hand experience. Secure your spot now and empower yourself to navigate the legal landscape. "If I can prevent even one practitioner from facing the nightmares I did, my mission is accomplished." - Dawn Brolin
LEARNING OBJECTIVES
- A candid recount of her lawsuit ordeal, pinpointing what her Letter of Engagement (LOE) lacked
- Practical tips for crafting a formidable Letter of Engagement
- Expert guidance on sourcing effective LOEs, including from E&O Insurance carriers
- Insights into E&O Insurance—its role and why it's indispensable for your practice
- Strategies to leverage technology like Ignition to diminish risks
Check out how Dawn Brolin leverages Ignition with QuickBooks Online in her tax practice to streamline operations and ensure compliance. Don't miss out on this valuable opportunity to learn from Dawn and connect with fellow tax professionals! WHO SHOULD ATTEND?
Anyone who identifies as an enrolled agent, tax professional, CPA, and / or bookkeeper Course Level: Basic Course Length: 60 minutes Prerequisites: None Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1* *Note: On-Demand webinars do not qualify for CPE or CE, please browse our Education Resource Center for live webinars to obtain credit
If you're already registered for the Navigating Engagement Letter Fallout - June 13, 2024 webcast, click below:
ALREADY REGISTERED?
Speakers
 Dawn Brolin CPA, CFE Powerful Accounting Inc Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives.  Ryan Embree Director of Partnerships, Ignition Ignition
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Navigating Engagement Letter Fallout - June 13, 2024
Registration Is Closed
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