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CPE credits are offered.

Tuesday, November 4, 2014

10:45 a.m. - 11:35 a.m.
Track: M&A View Track

MANAGING PROFESSIONAL LIABILITY RISKS IN CPA FIRM M&A (MAS)

Joseph Wolfe Risk Control Consulting Director, CNA - ACCOUNTANTS PROFESSIONAL LIABILITY

Firm leaders weigh many considerations during the due-diligence, negotiation, and integration phases of a successful merger or acquisition. One of the most important considerations is the professional liability risk that can arise from combining with another firm. This presentation will illustrate issues through claim scenarios and identify some of those risks and recommends how to address them. 

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