10. Establishing Boundaries in Advisory Engagements

Dec 10th, 2019

10:35 AM11:25 AM

The move to advisory services is lucrative, rewarding and highly engaging. Practitioners do have questions on how to design boundaries on how they engage with the client and promote their services to minimize liability to the firm. Join this session to understand risk profile of engagements from the assessment phase thru the lifetime of the client. Standards to be aware of, language to be careful of, how to establish boundaries that doesn't put you at risk.

Session Info

Session Types

Concurrent Session

Credit Info

Knowledge Level

None

Fields of Study

None

Prerequisite

None

Advanced Preparation

None

CPE Credits

1