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DCPA2417
Case Study: Identifying Conflicts of Interests and High Risk Clients
Date
December 10, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2024 Digital CPA Conference
In this course, we will explore real-world scenarios related to assessing potential conflicts of interest and high-risk clients. Attendees will learn about key red flags to look out for when evaluating such situations and how to create internal controls to proactively respond to such professional liability and ethical concerns.
Learning Objectives
- Analyze Conflict Situations: Participants will learn how to identify and manage conflicts of interest in various professional service contexts.
- Evaluate Risk Factors: Participants will assess risk factors associated with high-risk clients and how to develop strategies to effectively mitigate their liability exposure.
- Develop Risk Adverse & Ethical Decision-Making Skills: Participants will enhance their ability to set quality control standards in order to make informed decisions when faced with conflicts of interest or high-risk situations.
Speakers
Stan D. Sterna, Esq.
Risk Control Leader, Aon
Risk Consultant, Aon
General
Session Categories
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