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Digital CPA Conference 2016


24 - Engagement Letter Workshop


Dec 6, 2016 1:30pm ‐ Dec 6, 2016 2:45pm

Standard: $49.00

Description

Engagement letters are a crucial element in any firm engagement to set expectations, avoid scope creep, define your firm’s role and provide insulation from professional liability claims. The instructors: Mark Koziel, CPA, executive vice president at the AICPA, Sharon Berman, CPA, principal at Rehmann, and Stan Sterna, vice president at AON Insurance Services, will bring three distinct views and insights into the crafting and usage of engagement letters within the profession. In this workshop style session, you will see practical examples and discuss the elements of an engagement letter when working in the Cloud, lack of independence and leaving opportunity for future engagements.

Speaker(s):

  • Sharon Berman, CPA, CGMA, Principal, Rehmann
  • Mark J. Koziel, CPA, CGMA, Executive Vice President – Firm Services, Association of International Certified Professional Accountants
  • Stan D. Sterna, JD, Vice President, Aon

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