Professional Liability for Accountants
- Registration Closed
Professional liability claims cost money as well as time and potentially damage to an accountant’s reputation. This webinar will identity potential sources of professional lability claims by studying claims data and claim examples made against accountants. Risk management practices, such as utilizing engagement, disengagement and nonengagement letters, client selection, avoiding fiduciary obligations, and adhering to professional standards, will also be reviewed.
NASBA CPE: 1 hour Practice Management
IRS CPE Credit: 0
Speaker: Erin Singmaster, RPLU+ Lisa Wall
NSA Webinar Program Level: Beginner Prerequisites: None Advance Preparation: None Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.
Erin S. Singmaster, RPLU
RPLU+ and Assistant Vice President
Erin is an Assistant Vice President at Travelers in St. Paul, Minnesota. Erin has been in the insurance field for 25 years, and previously worked for a national insurance broker specializing in Management Liability. She joined Travelers in 2011, underwriting Accountants and Lawyers Professional Liability out of Denver, Colorado. In her current role, she manages a team of underwriters specializing in these Professional Liability lines, as well as Real Estate and Miscellaneous Professional Liability. Erin is Co-Chair of the North Central States Chapter for the Professional Liability Underwriting Society (PLUS) and holds the RPLU+ and ARM designation.
Lisa Wall
Senior Claim Counsel | Professional Liability - Travelers
Lisa Wall is a senior claim counsel with Travelers in its New York, New York office. Lisa is primarily responsible for managing real estate professional liability claims and accountants’ professional liability claims, including high exposure claims, located throughout the country. Lisa has over 10 years of experience handling claims, and previously worked as a Claim Counsel with Zurich North America, where she handled high exposure professional liability claims. Lisa spent over 15 years as a litigator handling complex commercial, real estate and insurance coverage actions in state and federal courts. Lisa is a graduate of Tulane University and a cum laude graduate of Tulane Law School and is licensed to practice law in New York and Connecticut.
