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| Practical Tips for Engagement Letters(160627N) |
Course CPE: 1 hour
Field(s) of Study: Accounting–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 16PBV0627
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: June 27, 2016
Presenter: Stephen Kirkland
Program Description:
This webinar will discuss practical tips on key terms to include in engagement letters. It will include suggestions on what to say and how to say it. It will discuss the most sensitive issues such as payment terms, termination rights, and ownership of intellectual property. Also included will be tips for clarifying expectations of what you need the client to provide and when they need to provide it, minimizing ways that the professional or the client may be disappointed, avoiding surprises, and using engagement letters (rather than proposals) in responding to RFPs. It will cover ways to address confidentiality, reduce engagement risks, and prepare for engagement creep.
After completing this webinar, attendees will be able to:
- Determine how to spend less time with prospects that are not prepared to pay reasonable fees
- Identify steps the clients need to complete and their deadlines for completing them
- Select fee arrangements that are fair to both the valuator and the client
- Determine engagement terms that protect client relationships and minimize the chances of disappointment
- Identify and respond to changes in engagement scope and changes in client personnel after the engagement letter has been signed
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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