Archive 2014-72: Engagement Letters

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Archive Webinar Package: 2014-72: Engagement Letters in Valuation and Forensic Services – Our Biggest Protection

**Webinar 72 Live Broadcast Date: March 4, 2014 **

presented by Donald J. DeGrazia, CPA/ABV/CFF and Stacey D. Udell, CPA/ABV/CFF, CVA

VPS StraightTalk Webinar Series: Engagement Letters–Valuation and Forensic Services Our Biggest Protection

Well-drafted and well-communicated engagement letters not only align CPA, Analysts and client expectations from the start, but also substantially reduce the risk of disputes and claims arising later. We will discuss specific examples of engagement letter wording that work and others that may–or may not–cause problems later.

Learning Objectives:

  • The participant will learn about alternative methods of wording engagement letters
  • The participant will learn the types of language that help with collections
  • The participant will learn language that will help them if a dispute arises with an engagement


Webinar Outline

  • Role of CPA or Analyst
  • Limiting conditions
  • Confidentiality
  • Scope of services
  • Indemnification
  • Arbitration
  • Acceptance
  • Billing, invoicing, and collections
  • Disputes, resignation, and withdrawal
  • Limits on damages
  • Responsibility for payment
  • Report alternatives and limitations
  • Privacy, ownership, and use of materials
  • Conflicts of interest


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Included in this downloadable archived webinar package:

  • Audio/Video file
  • Webinar transcript
  • Original Webinar handouts


The archived webinar package is an Adobe Presenter PDF file that allows you to view the video of the webinar with the synced audio so that you see the presentation just as it was presented “live.” The Presenter format also allows for easy navigation through the webinar so you can quickly go to a specific section in the presentation. The handout materials are included in the file. To view the Webinar Presenter file, you must have Adobe Reader software version 9 or higher. You can download the free current version of Adobe Reader at http://get.adobe.com/reader

Additional information

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