Surgent’s Engagement Letters: Scope and Risk Management
Description
Strong engagement letters protect your firm. They spell out what work you will (and won’t) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability.
In this course, you’ll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent “scope creep” (work expanding beyond what was agreed), and how to not compromise your independence.
Objective
Understand the necessity for quality engagement letters that help protect your practice Recognize effective content in engagement letters
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
CPAs in public practice, finance professionals, firm leaders, and managers responsible for client engagement agreements and risk management
Credit Types
- CPE – Business Law
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS24626: Registration – Member | Mem | $105 |
| WRS24626: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.