Structuring Engagement Letters for Specific Engagements: Key Components, Managing Clients' Expectations, Limiting Risk Exposure
Recording of a 110-minute CPE video webinar with Q&A
This webinar will walk accounting professionals through preparing an effective engagement letter. Our panel of accounting and auditing veterans will examine the required and optional sections of these agreements and offer suggestions for constructing these letters to facilitate engagements and deter future misunderstandings.
Outline
- Engagement letters: introduction
- Key components of an engagement letter
- When engagement letters are required
- Structuring engagement letters for specific services
- Engagement letters and dispute resolution
- Best practices
Benefits
The panel will cover these and other critical issues:
- Structuring engagement letters for specific services
- How engagement letters help mitigate future issues
- Analyzing key sections of an engagement letter
- When engagement letters are required
Faculty
Meg Hampton, CPA, MAcc
Partner
Frazier & Deeter
Ms. Hampton has over 12 years of experience in public accounting, providing audits, reviews, compilations, and... | Read More
Ms. Hampton has over 12 years of experience in public accounting, providing audits, reviews, compilations, and preparations of financial statements to clients in various industries. She is certified as a Peer Review Captain and works with the peer review team to provide value to firms around the country. In addition to these services, Ms. Hampton has several years of experience in solutions and tax and provides support to clients in these areas. Her industry focus includes government contracting, employee benefit plans, construction, and not-for-profit agencies.
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Steve Sledge, CPA, MAcc
Partner
Frazier & Deeter
Mr. Sledge, CPA, MAcc, brings over three decades of experience in audit, technical accounting, and... | Read More
Mr. Sledge, CPA, MAcc, brings over three decades of experience in audit, technical accounting, and leadership. Throughout his distinguished career, he has been recognized as a strategic problem-solver with deep expertise in financial statement audits, risk assessment, and client service team leadership. Mr. Sledge's background includes working with organizations of all sizes, from startups to large public companies, often within private equity ownership structures. He has a strong technical foundation in complex accounting matters such as business combinations, stock-based compensation, income taxes, and equity and debt transactions. Mr. Sledge's leadership extends beyond client engagements—he has mentored numerous professionals, facilitated training and CPE programs, and contributed to internal quality review programs to ensure compliance with professional standards.
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