OasisLMS

If clients create too much risk for your firm or drain your time, energy, or profits—it may be time for them to go. Learn how to evaluate problematic clients and put them on the path to rehabilitation or termination to help reduce risk and make space for those that are a better fit for your firm.

Join the O'Hare Chapter as Deborah Rood, Kathleen Koehl, and Kevin Hayes:

• Identify situations where client termination should be considered
• Recognize practices to terminate clients professionally and in a manner that helps lessen the risk of a retaliatory malpractice claim
• Select new client opportunities that fit the firm’s risk profile

Deb is a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program.  She previously practiced public accounting for 19 years with regional public accounting firms.

As a state and local tax (SALT) practice leader with a regional public accounting firm, Deb provided consulting and compliance services to clients in a variety of industries including but not limited to manufacturing, distribution, professional services and transportation.  She has conducted presentations at various AICPA and state CPA society conferences and has authored numerous articles.

Deb provides risk control consulting services for CPA firms in the AICPA program.  She participates in the development and delivery of risk management training and education products including the live risk management seminar and self-study programs.

Deborah K. Rood, CPA, MST
Risk Control Consulting Director
Accountants Professional Liability
Continental Casualty Company - CNA
Chicago, Illinois 60606