Engagement Letters from A-Z

Date: Tuesday, December 1, 2015
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): John F. Raspante, CPA, MST, CDFA, Senior Vice President/Director of Risk Management, NAPLIA
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

Engagement Letters from A-Z will detail when engagement letters are required, when they are recommended and how to best utilize them. An engagement letter is a vital component of CPA firm management and will be the focus of this one-hour MAPCast. Engagement letters provide firms with essential protective wording for your practice. In addition, they allow you the opportunity to market additional services and ultimately create a stronger relationship with your clients. This session will focus on the risk management side of engagement letters and provide participants with samples and examples.

Presenter and Moderator Bios
John F. Raspante is the Senior Vice President/Director of Risk Management with NAPLIA. Prior to joining the NAPLIA team, John was the Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, Raspante worked nine years for CAMICO Mutual Insurance Company, the nation's second largest provider of accountants' professional liability insurance. Raspante's primary responsibility at CAMICO was providing loss prevention services to the organization's largest insureds. A resident of Freehold, NJ, Raspante earned a BBA in accounting from Baruch College (CUNY) and a master's degree in tax from Washington School of Law. He also holds the designation Certified Divorce Financial Analyst. His professional affiliations include memberships in the American Institute of Certified Public Accountants and six state accounting societies. He also serves on NYSSCPA's Compilation and Review Committee, NJSCPA's Editorial Board and the Accounting and Auditing interest group, and the National Conference of CPAs' Ethics Committee. Raspante is a frequent author and speaker within the accounting profession on issues relating to risk management and professional ethics including recent (8/11) Journal of Accountancy cover story, "Traps for the Unwary in CPA Firm Mergers and Acquisitions". John’s role at NAPLIA includes working directly with new clients, as well as providing risk management services to the newly established NAPLIASelect, representing their top tier clients.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.