Professional Liability for Accountants

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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 Ÿ Prerequisites: None Ÿ Advance Preparation: None Ÿ 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

Managing Director, Professional Liability - Travelers

Erin Singmaster is a Managing Director at Travelers in St. Paul, Minnesota.  Erin has been in the insurance field for over 19 years, and previously worked for a national insurance broker specializing in Management Liability. She earned a Bachelor of Science Degree in Finance at Regis University in Denver, Colorado and holds the Registered Professional Liability Underwriter (RPLU) and Associate in Risk Management (ARM) designations. She joined Travelers in 2011, as an Account Executive focusing on Lawyers and Accountants Professional Liability.  In her current role, she continues to underwrite and manages a team of underwriters nationally for these professional liability lines.

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.

 

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NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of 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: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.