Vermont Society of Certified Public Accountants
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Courses
Surgent's Engagement Letters: Scope and Risk Management
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-
Member Price:
$99.00
Non-Member Price:
$129.00
- Date/Time:
- Jan 6, 2026, 2:00pm–4:00pm
- Developer:
- SURGENT MCCOY SELF-STUDY CPE, LLC
- CPE Credits:
-
Business Law: 2.00
- Fields of Study:
-
Business Law
- Level:
- Basic
Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what, and how problems will be handled. Weak or vague letters may expose firms to potential liability.
In this course, you'll learn how to draft, update, and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data, and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed), and how to not compromise your independence.
Objective
- Understand the necessity for quality engagement letters that help protect your practice
- Recognize effective content in engagement letters
Highlights
- Essential clauses made simple
- Keeping independence intact
- Change orders that prevent fights
- Stopping scope creep early
- What insurers and peer reviewers are seeing now
Designed For
CPAs in public practice, finance professionals, firm leaders, and managers responsible for client engagement agreements and risk management
Prerequisite
None
Advanced Preparation
None
