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Family Law Conference 2015 - Virtual


Engagement Letters: Remain the Expert, Don't Become a Defendant


May 14, 2015 11:15am ‐ May 14, 2015 12:30pm

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. We will have an interactive discussion about engagement letters, their contents and limitations, wording that works and others that may cause problems later.

Learning Objectives:

  1. Participants will take away new ideas for updating their engagement letters and setting firm policies.
  2. Discussion of issues addressing confidentiality, electronic information exchange and data retention.
  3. Do overly detailed engagement letters create opportunities for opposing counsel to challenge your independence and objectivity during testimony?
  4. Engagement letters protect your fee, guard against breachof contract claims and limit exposure to events occurring after issuance ofyour report.

Speaker(s):

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

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