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Engagement Letters: Foundational Best Practices

In this podcast from the Modernizing Your Practice mini-series, you'll hear from Stan Sterna, JD from Aon and Sarah Ference from CNA, 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.

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

Matt Towers, Product Lead – Assurance, CPA.com