Instructor
Instructor
Dually signed engagement letters are a key risk management tool. Despite their benefits, malpractice claim experience shows that many CPAs provide services without obtaining an engagement letter and may think the process of doing so is too arduous. CNA, the endorsed underwriter, and Aon Affinity, the manager, of the AICPA Professional Liability Insurance Program will discuss the benefits of and common challenges to engagement letter use, share important strategies to improve existing engagement letter processes, and identify valuable engagement letter resources.