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DCPA20 Sponsors - ADP - Give your clients less to think about

Listen as Jordan Birnbaum, Chief Behavioral Economist at ADP, shares an encapsulating idea from behavioral economics. Give your clients less to think about. An inherent challenge for people is there is too much information to process and not enough gas in the tank to process it. Every additional choice offered, is additional thinking that is needed. Free up time to allow them to think of strategies, rather than day to day operations.

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DCPA20 Podcast - Insights from the perspective of a consultant

The digital community is a close nit of people, coming together to share best practices, be transparent and lean on each other. Jennifer (Lee) Wilson, Partner & Co-Founder of ConvergenceCoaching, LLC shares her insight from the perspective of a consultant to the accounting profession with a special interest in CAS practice benchmarks. She shares, “leap forward digitally, to leverage to our ‘next better.”

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Engagement Letters: Foundational Best Practices

Hear from Stan Sterna, JD from Aon, and Sarah Ference from CNA, in this podcast from the Modernizing Your Practice mini-series, as they discuss challenges around liability risk in engagement letters and engagement letter scope. Stan and Sarah will share key insights and data around the most common reasons a firm faces a lawsuit in this area as well as steps firms can take to minimize this risk.

OUR GUESTS
Stan Sterna, JD, Vice President, Aon Insurance Services | Professional Firms
Sarah Ference, CPA, Risk Control Director, Accountants Professional Liability, CNA

INTERVIEWER
Matt Towers, Product Lead – Assurance, CPA.com

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Privity in Third-party Audit Claims

Hear from Stan Sterna, JD from Aon, in this podcast from the Modernizing Your Practice mini-series, as he explains the implications of privity on third-party legal claims against accounting firms. Stan will help define privity and provide context around when and how it might apply in a lawsuit. He will also discuss steps firms can take to decrease the risk of third-party claims and to limit liability to a third party.

OUR GUEST
Stan Sterna, JD, Vice President, Aon Insurance Services | Professional Firms

INTERVIEWER
Matt Towers, Product Lead – Assurance, CPA.com