Surgent's Engagement Letters: Scope and Risk Management (2 hours)

Overview

Strong engagement letters protect your firm. They spell out what work you will (and won’t) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability.

In this course, you’ll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent “scope creep” (work expanding beyond what was agreed), and how to not compromise your independence.

Highlights

• Essential clauses made simple
• Keeping independence intact
• Change orders that prevent fights
• Stopping scope creep early
• What insurers and peer reviewers are seeing now

Designed For

CPAs in public practice, finance professionals, firm leaders, and managers responsible for client engagement agreements and risk management

Objectives

• Understand the necessity for quality engagement letters that help protect your practice
• Recognize effective content in engagement letters

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!