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Privity in Third-party Audit Claims

In this podcast from the Modernizing Your Practice mini-series, hear from Stan Sterna, JD from Aon 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

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.

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

Hosting Services Interpretation, Portals and More – A Discussion

In this podcast from the Modernizing Your Practice mini-series, you'll hear from Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division, on the hot topic of firms offering technology services in addition to audit and other assurance services. While we'll discuss at a high level various nonattest technology related services, our focus today will be on hosting services-related new guidance from the AICPA's Professional Ethics Executive Committee, better known as PEEC. Since the hosting services interpretation became effective on July 1, 2019, it is the right time to ensure you know if there may be an impairment of independence at your firm.

OUR GUEST
Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division

INTERVIEWER
Steven A. Menges, Product Team – Assurance, CPA.com

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Spotlight Reporting

Interviewee: Patrick Stern - Lead, North America and Senior Account Manager for Spotlight Reporting
Interviewer: Della Copp, CPA.com

Join Patrick Stern as he shares the many facets and variables available to scale your time with technology to offer unique advisory services for small, five person firms and larger. Patrick gives examples across different practice areas, from tax, wealth management and consulting/audit as clients look at transforming their practice areas.

Karbon

Interviewee: Stuart McLeod, CEO, Karbon Inc.
Interviewer: Della Copp, CPA.com

Join Stuart McLeod as he speaks about bringing casual collisions into one place through 4 areas: capability, productivity, reach and technology to enable the digital CPA to be successful with client accounting advisory services.

A Shift in Mindset, From Digitized to Digital

Innovaton Expert Pascal Finette, focuses on the intersection of technology, global impact and culture. He discusses inspiring, educating and empowering entrepreneurs and change makers to tackle the most intractable problems of our time.

Interviewer: Kacee Johnson, Strategic Advisor, CPA.com
Interviewee: Pascal Finette, co-founder at radical Ventures and Singularity University's Chair for Entrepreneurship & Open Innovation

Shaping the Audit of the Future

Erik Asgeirsson of CPA.com and Sue Coffey of the Association of International Certified Professional Accountants examine the broader evolution of auditing, and the specifics of the AICPA's Dynamic Audit Solution.