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AICPA Forensic & Valuation Services Conference 2013 - Virtual


Our Biggest Protection - Engagement Letters


Nov 11, 2013 3:40pm ‐ Nov 11, 2013 4:55pm

Description

Well-drafted and well-communicated engagement letters not only align CPA and client expectations from the start but also substantially reduce the risk of disputes and claims arising later. Participants are encouraged to bring their engagement letters to this session. In this “unconference” session, we will have an interactive discussion about engagement letters, their contents and limitations, wording that works and others that may cause problems later.
Highlights include:
• Sharing new ideas for updating engagement letters and setting firm policies
• Discussing issues addressing confidentiality, electronic information exchange and data retention
• Answering whether overly detailed engagement letters create opportunities for opposing counsel to challenge your independence and objectivity during testimony
• Using engagement letters as a contract to protect your fee, guard against the threat of breach of contract and limit exposure to events occurring after issuance of your report

Speaker(s):

  • Donald J. DeGrazia, CPA/ABV/CFF, Partner CPA/ABV/CFF, Gold Gerstein Group, LLC
  • Stacey Udell, CPA, ABV, CFF, Director of Valuation and Litigation Services, HBK Valuation Group LLC

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