Meeting with a Lawyer

RISK MANAGEMENT

Protect Your Business Today!

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

CONTRACT FOR-HIRE REVIEW

Reviewing RFPs and client or vendor contracts can be tricky.  Send this to us and we can review the insurance and indemnification provisions.  We're not lawyers but we are happy to give our opinion from an insurance perspective.

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WHITE PAPERS AND COMMUNIQUES

Periodically we write papers and bulletins about risk management and professional liability issues that professional face in their day-today practice.  

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Engagement letters

We keep a library of useful engagement letters.  These are updated periodically and can provide some useful examples of the clause and terms of the agreement between a firm and clients.  However, these should be reviewed by qualified counsel before usage.

We also include very useful example documents.

Man Signing
 
Public Work Space

Real time risk management
consulting

In conjunction with the CPAGold™, CPA clients have access to a loss control hotline operated by Ralph Picardi.  Ralph can be contacted on (866) 668 7475 or (ralph@picardillc.com).

 

In addition, various other insurers offer similar loss control services.  Contact Alex Maggard on (725) 231 7961 or Rickard Jorgensen at (725) 231 7959  for more details.

Loss Control Seminar

Follow the link for a recording of the last loss control seminar given by Ralph Picardi on January 22, 2022. Go here.

 

See here for a copy of the PowerPoint presentation.

 

See here for a copy of the polling questions.

 

Go here for a copy of Ralph’s bio.

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