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| Engagement Letters Can Make or Break You: Make Sure You Get it Right! (2218Q) |
Course CPE: 1 hour
Field(s) of Study: Business Management and Organization–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25SPM0911ELC
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: September 11, 2025
Presenter: Glenn Block and Greg Clark
Program Description:
This course is designed to help participants craft the best engagement letters to protect themselves and their firm from liability exposure and other mishaps. Learn from the actual experiences of the presenter what works best and what does not.
After completing this course, you will be able to:
- Identify how to best protect yourself and your firm in your engagement letters
- Determine what your responsibilities are as far as NACVA professional standards and ethics requirements
- Determine how to address your fee arrangements properly and in a fashion whereby to avoid any future fee disputes
- Identify why you should include an expiration clause in your engagement letters
- Recognize which standard your engagement letters fall under (SSVS1, SSFS1, etc.)
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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