5th Annual Accounting Risk Management Seminar • May 7, 2019 from 1:00 p.m. - 5:00 p.m. ET
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AGENDA & PRESENTATION TOPICS
Time | Presentation Topic | Speaker |
|---|---|---|
12:00 p.m. -1: 00 p.m. | Registration and Lunch | |
1:00 p.m. - 1:10 p.m. | Welcome and Introduction (10 minutes) | Joe Kingma, Partner Jennifer Guerra, Partner Carlock Copeland & Stair, LLP |
1:10 p.m. – 1:30 p.m. | Don’t Ignore Those Pesky Subpoenas! (20 minutes) | John Rogers, Partner Carlock Copeland & Stair, LLP |
1:30 p.m. – 2:10 p.m. | An Insider’s View of the SEC (40 minutes) | Aaron Lipson, Esq. King & Spalding, LLP |
2:10 p.m. – 2:20 p.m. | Break (10 minutes) | |
2:20 p.m. – 2:40 p.m. | Failing Client Risk (20 minutes) | Joe Kingma, Partner Carlock Copeland & Stair, LLP |
2:40 p.m. – 3:20 p.m. | The Accountants’ Risk Control Challenge (40 minutes) | Deb Rood, CPA, MST Risk Control Consulting Director, CNA Accountants Professional Liability |
3:20 p.m. – 3:30 p.m. | Break (10 min) | |
3:30 p.m. – 3:50 p.m. | Trust and Estate Risks – Complexity, Conflicts, and Lots and Lots of Cash (20 minutes) | Joe Kingma, Partner Carlock Copeland & Stair, LLP |
3:50 p.m. – 4:10 p.m. | Additional Danger Ahead: Hazards of Employment Related Claims (20 minutes) | Shannon Sprinkle, Partner Carlock, Copeland & Stair LLP |
4:10 p.m. - 5:00 p.m. | Ralph Levy. (50 minutes) | Ralph Levy, Esq. Joe Kingma, Partner Carlock, Copeland & Stair LLP |
5:00 p.m. | Wrap-up/post-Networking Function | Hosted by Joe Kingma, Carlock Copeland & Stair, LLP |