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The Best of the Best Engagement Letters

Practice Management

 The Best of the Best Engagement Letters
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Communications & Marketing
Item Number: 11OPMVC4386
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This is a one of a kind webinar that is specifically designed to enhance the participant's ability to draft a complete and proper engagement letter. This unique webinar will teach the attendees what to include in their engagement letters to protect them and their firms from potential major problems and disasters that can occur later in the engagement. Learn from the personal experiences of the instructor—both good and bad—that will be shared in this webinar.

Learning Objectives

After completing this webinar, attendees will be able to:

- Fully customize their engagement letters to comply with NACVA/IBA and AICPA standards
- Determine proper language that is crucial in the engagement letter to ensure their firm is properly protected and to optimize control on the engagement from the start to finish

Who Should Attend

Any financial professional who wants to learn how to write an amazing engagement letter


Glenn Block, CPA, ABV, CVA
Mr. Glenn Block is a CPA and partner in the accounting firm of Block & Aldinger and has been employed by the firm since 1982. Prior to that, Mr. Block worked with a CPA firm in the Washington, DC, metropolitan area for two years.

In his current capacity as managing senior partner, Mr. Block provides services to the firm's clients such as tax consulting, including federal and state business taxation, individual tax planning, financial planning, bankruptcy, business valuations, litigation support, forensic accounting, marital dissolution proceedings, and estate tax planning. Mr. Block is specialized in the area of forensic accounting and frequently is retained in matters involving lost profit damage calculations as well as other forensic matters. He is also specialized in the area of Pennsylvania family law as it pertains to child and spousal support calculations as well as equitable distribution.

Mr. Block has prepared numerous business valuations, has testified in court as an expert witness on many occasions, and has also been appointed by the court in several cases to perform business valuations as an independent valuation expert in divorce proceedings and has also served as an arbitrator in civil litigation matters. Mr. Block has been appointed to serve on the Pennsylvania Institute of Certified Public Accountants Divorce Conference Committee and is currently a member of that committee. He has been awarded the Accredited in Business Valuation credential (ABV) through the American Institute of CPAs (AICPA).

Mr. Block is also credentialed as a Certified Valuation Analyst® (CVA®) and belongs to the National Association of Certified Valuators and Analysts™ (NACVA®). Mr. Block serves on the audit committee of the International Brotherhood of Magicians (IBM). Mr. Block received a bachelor of science degree in business administration in 1979 from the American University in Washington, DC, and belongs to the American Institute of CPAs as well as the Pennsylvania Institute of CPAs. Mr. Block frequently lectures before groups on different topic matters and was a speaker at the NACVA National Business Valuation Conference in June 2011. He has also lectured before the PICPA at their annual divorce conference, held in King of Prussia in October 2011, and the Pennsylvania Institute of CPAs' annual divorce conference in October 2012 on the topic of "equitable distribution." Mr. Block has also spoken on behalf of the publication Accounting Today, a national magazine for CPAs, at their annual conference in November 2012.

Mr. Block is an expert in security and owns an alarm company in the Lehigh Valley area that sells and installs residential and commercial burglar alarm systems. Mr. Block is currently serving a four-year term as elected commissioner of South Whitehall Township, a community of approximately 20,000 citizens. Prior to that, Mr. Block served seven years on the South Whitehall Township Zoning Board.