Managing your E&O Risk: Protect Yourself from Claims

Member: $17
Non-Member: $23

Navigating the complex landscape of professional responsibilities and legal risks requires diligence, foresight, and a commitment to best practices. By proactively addressing client concerns, implementing robust risk management strategies, and promptly reacting to claims, professionals can safeguard their reputations and livelihoods in an increasingly litigious environment.

This session includes:

Setting the stage: What are the Concerns
o    Complaints and demands from clients
o    Lawsuits from Clients
o    Regulatory investigations
Your Duties and Common Allegations
o    Knowing and Communicating with your Client
o    The Standard Established by the Courts
o    Regulator Expectations, and some notes on the New CIRO


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