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Professional Liability 101 – Defending Accountant Malpractice Claims
Presented By: DRI's Professional Liability Committee
Defending claims against accounting professionals demands a working knowledge of the types of engagements accountants typically enter into, the typical claims made against accounting professionals and the available lines of defense to those claims. This primer on assessing and defending claims against accounting professionals will cover these topics and will provide an understanding of the various applicable standards, governing regulatory authorities and provide a technical vocabulary to allow practitioners to become competent handling accountant claims and to develop deeper expertise in this area.
Who Should Attend:
- Attorneys with less than 10 years experience practicing law
- Attorneys new to defending accounting professionals or those attorneys wishing to move into the area of defending accounting professionals
- Claims professionals who regularly handle accounting professional liability claims.
What Will You Learn?:
- Types of accounting engagements
- Regulatory authorities
- Essential elements of accounting malpractice and regulatory claims
- Defenses to claims against accounting professionals
- Measure of damages
Wilhelm Dingler, Bullivant Houser Bailey PC
Wilhelm Dingler devotes his practice to the defense of professionals, primarily accountants, attorneys and real estate professionals. He also provides risk management services and advice to CPAs across the country on "hotlines" under contract with three national insurance carriers. A trial attorney for more than 30 years, Wilhelm has litigated hundreds of cases in state and federal courts in Pennsylvania, Washington, Virginia, Alaska, and Oregon. He has provided legal counsel to thousands of professionals.
Lisa Fontana Brennan, Markel Service, Inc.
Lisa Fontana Brennan is an Executive Claims Examiner for Markel Corporation. She handles claims in all states for a variety of professional lines including architects and engineers, accountants, dentists, directors and officers, employment practices liability, homeowners associations, miscellaneous errors and omissions, and technology services. Lisa is a licensed attorney in Illinois, Michigan and Indiana and practiced law at an insurance defense firm prior to joining Markel.
