Virtual
Map Monday: Mastering Compliance and Liability: Essential Strategies for CPAs in BOI and Risk Management (No CPE)
Date: Nov. 18, 2024
Time: 12 – 1 p.m. PT
CPE: 0
Overview
Join us for an insightful MAP Monday event with two essential sessions on managing CPA liability and BOI (Beneficial Ownership Information) compliance. Learn from experts at Wolters Kluwer and CAMICO as they share strategies for reducing risk, staying ahead of trends, and strengthening client relationships.
If you'd like to register for the paid version with CPE, please select this course: Map Monday: Mastering Compliance and Liability: Essential Strategies for CPAs in BOI and Risk Management.
Product Code
1000003661-130329
Intended Audience
CPAs
NASBA Field of Study
- Accounting
- Business Management & Organization
Level of Difficulty
Overview
Prerequisites
Some knowledge of public accounting
Advance Preparation
None
Learning Objectives
Major Subjects
- Corporate Transparency Act Overview
- Impact on CPA Firms
- Tech-Driven Compliance
- Understanding CPA Liability
- Emerging Risks and Trends
- Risk Management Tools
Faculty
Sheetal Kamani
Sheetal has over 20 years of experience in a corporate strategy, product marketing, and general management, with a strong track record of driving growth in the technology and financial services sectors. Currently she serves as General Manager of Beneficial Ownership Reporting at Wolters Kluwer, where she leads the go-to-market strategy and execution. Sheetal has been with Wolters Kluwer for over nine years, holding various roles in product and...
More about Sheetal Kamani
Duncan Baker Will
Duncan B. Will, CPA/ABV/CFF, CFE — Loss Prevention Director/Accounting & Auditing SpecialistMr. Will leverages his more than 40 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, to deliver to policyholders the high-touch, high-quality CAMICO experience. He works closely with the Loss Prevention Specialists to manage the department’s efforts to deliver policyholder ser...
More about Duncan Baker WillAdditional Details
This course will be presented through Zoom, and the link will be available in your confirmation email.