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Useful Resources

Managing the risk of financial loss

Risk Management is the science of avoiding, reducing, limiting, or transferring the risk of financial loss to which every professional is exposed.


Jorgensen & Company is an approved QAS sponsor of the National Association of State Boards of Accountancy. A 12 CPE credit on-line loss course is available at and an internet based seminar which grants 1 ½ hours CPE credits is held yearly (or more frequently) for clients and friends. Go here to watch a recording of the most recent event.


In conjunction with Ralph Picardi, Esq., larger CPA firms can undertake an individually tailored risk management audit. This process may take several days to perform and upon completion a firm is presented with a report of findings and recommendations designed to reduce professional risk. This report can be used as part of the negotiations with a renewing or potential insurer.


Need to formalize the client intake/screening process? Go here for a white paper and a client screening questionnaire.



A specially designed loss control course is available for lawyers which is available at For successful attendees, this course can grant up to 7.5% professional liability insurance premium credit for three years by partner-insurers and may be employed to demonstrate to any underwriter a commitment to the risk management process.

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