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Best Practices in Managing Client Relationships: Documentation and Compliance Issues

December 10th, 2020 2:00 - 4:00pm
CE: 2 NAEA CPE
Webinar Series: Essential Skills
Speaker: Monica Haven

Best Practices in Managing Client Relationships: Documentation and Compliance Issues

Presented by a practitioner with more than 3 decades of experience, this course will discuss the need for and the format of effective engagement letters designed to put the practitioner-client relationship on solid footing from the outset. Additional tools, practical suggestions, and time-tested solutions will be offered to reduce malpractice exposure.