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What are CPA Firms getting insurance claims on?

What claims from CPAs has the CPA Insurance been seeing?

Created byNathan Geib
4.4
(18 reviews)
IntermediateUpdated Nov 14, 2022
What are CPA Firms getting insurance claims on?

About This Course

What claims from CPAs has the CPA Insurance been seeing?

Topics:

  • Insurance 101
  • Retention of Files
  • Claims
  • CSRS 4200
  • Negligence
  • Tax Claims
  • Best Practices and more!

Your Instructors

Nathan Geib
Nathan Geib
menu_book44 courses
star6,833 reviews

The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.

Malcolm D’Souza, CPA, CA, MBA
Malcolm D’Souza, CPA, CA, MBA

Executive Vice-President

Malcolm D’Souza was appointed Executive Vice-President in January 2012. His previous titles were Chief Financial Officer in 2004 and Vice-President, Claims in 2003. Malcolm has over 15 years of experience in managing Chartered Accountants’ claims. In 1994, he joined the company as Claims Manager of the newly created in-house claims department with Chartered Professional Accountants and lawyers on staff to assist members throughout the claims process.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4
Student's Choice
18 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.