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:
What Will You Learn?:
Please note:
During the presentation, a one-digit number will randomly appear. This will happen 3 times. Please write down each number as, together, they will serve as your "CLE Password".
DRI will apply for CLE in your state upon request in writing to cle@dri.org.
Once the approval is received, DRI will report your attendance to your local state agency where applicable. For more information, please see the "Post Seminar Action" for your state below.
Approval times can take anywhere from 4 - 6 weeks.
Number of Accredited Hours: Pending
Ethics included: 0
Post-Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
CLE programs which take place outside of Alaska are not required to be accredited by the Alaska Bar Association. Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.
Arizona does not pre-approve CLE.
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: 1.00
Ethics included: 0
Elimination of Bias in the Legal Profession included: 0
Prevention, Detection and Treatment of Substance Abuse/Mental Illness that Impairs Professional Competence included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias in the Legal Profession included: 0
Technology included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Professionalism included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
This course was approved under the Hawaii "Approved Jurisdiction" policy, Pennsylvania being an Approved Jurisdiction.
Number of Accredited Hours:
Ethics included:
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: D
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Diversity and Inclusion included: 0
Mental Health included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
NLS (Non-Legal subject) included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Diversity & Inclusion included: 0
Wellness included:
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Law Practice Management included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Professionalism included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Elimination of Bias included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Substance Abuse included:
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
As of July 1, 2014, attorneys will be reporting their own attendance to programs on a new online system. There will no longer be sponsor accreditation in NH.
Number of Accredited Hours: 1.20
Ethics included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
This course was approved under the New York Approved Jurisdiction Policy, Pennsylvania being an Approved Jurisdiction.
Number of Accredited Hours: 1.00
Ethics included: 0
Diversity and Inclusion included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Professional Conduct included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Access to Justice included: 0
Mental Health/Substance Use included:
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
MH/SA included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Dual included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: Pending
Ethics included: 0
Professionalism & Civility included:
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Keep The Certificate For Your Personal Records
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Nexus Subject included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: 1.20
Ethics included: 0
Post Seminar Action:
You are Required to Complete the DRI CLE Evaluation Within 30 Days After the Seminar has Concluded.
Contingent Upon your Prompt Completion of the CLE Evaluation, DRI Will Submit Credit For You To Your State Agency Within 30 Days.
Number of Accredited Hours: 1.00
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
Number of Accredited Hours: Pending
Ethics included: 0
Post Seminar Action: Please Self-Submit Credits To Your State Agency
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 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.
DRI Members have access to discounted pricing on all DRI programming.
To receive special rates these, join NOW and start saving today. You’ll earn the cost of your membership in no time plus have access to other exclusive DRI benefits including:
Learn more about membership at DRI and get started on your DRI journey today! Apply online or connect with our Customer Service team at 312-795-1101.
Are you in Law School?
To receive special pricing for law students, you must be enrolled full-time. Some of your DRI benefits include:
Learn more about membership at DRI and get started on your DRI journey today! Apply online or connect with our Customer Service team at 312-795-1101.