Learn how to define conflicts of interest and how to manage the risk they pose to you and your clients.
Whether your clients are individuals, businesses, non-profits, or your own employer, conflicts of interest are nearly unavoidable in the accounting profession. But did you know that these conflicts expose you to the continual risk of ethical violations, professional errors and omissions? This presentation will teach you to identify, evaluate, and effectively disclose conflicts of interest with confidence. You will learn how the profession defines these conflicts and how to manage and neutralize the risk they pose to you and your clients.
Agenda
Faculty
Jonathan S. Ziss, J.D.
Goldberg Segalla
- Partner, Goldberg Segalla LLP, a national litigation firm with over 400 attorneys
- Co-chair of the firm’s Management & Professional Liability Practice Group, with over 35 years of experience
- A frequent columnist, author, and lecturer on accountant professional liability risk management and avoidance
- Has appeared in CA, CT, DE, FL, MT, NJ, PA, and NY and has represented clients including professional service firms, non-profits, and for-profit businesses in many other states as well
- Successfully argued to the Supreme Court of Delaware, a leading forum for financial litigation, that in an audit malpractice dispute, management’s unclean hands should be a viable defense even if the auditor’s conduct fell below the standard of due care
- Has tried dozens of cases to verdict and has handled countless administrative investigations and proceedings, mediations, and arbitrations
- Chosen to serve as an expert witness in an accountant malpractice case, addressing the enforceability of engagement letters and the differentiation among attestation levels
- Honors graduate of Franklin & Marshall College (elected Phi Beta Kappa); graduate of Villanova University’s Charles Widger School of Law (staff member, The Villanova Law Review)
- Can be contacted at [email protected] or 267-519-6820 (office), or 215-480-2572 (mobile)
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