icon image for podcasts

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.

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