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Suggested Speaking Topics and CAMICO Speakers

Get More Than Just a Speech

CAMICO draws upon a pool of trained specialists, most of whom are CPAs, with a wide range of professional and academic experience. Our instructors have backgrounds in both public accounting and private industry, and bring firsthand knowledge of the daily workings of a CPA practice. Speakers include loss prevention specialists, underwriters, claims specialists, and more.

Suggested Topics

General Risk Management: Protecting Your Practice

Risk management topics with a claims update and an interactive session of either a case study or a short video.

Challenges Facing Accounting Professionals: The Past, The Present and The Future

Raise your level of awareness of some of the challenges facing the accounting profession. Includes risk management skills and techniques that every CPA should consider.

The Power of Documentation

How to document an exceptional paper trail from start to finish. Includes engagement and disengagement letter techniques, plus do’s and don’ts of effective documentation.

Active Ethics: How Doing the Right Thing Helps Everyone

Adhering to the profession’s ethical responsibilities might sometimes place you in the middle of a potential liability problem. Identify some of these situations and how to successfully steer through them.

Additional topics can be tailored to meet the specific needs of your group

Risk Management and the Emerging Profession: Risks and Rewards

Learn what you need to know about emerging accounting and consulting services with a risk management twist. Includes a six-step process in assessing new services and/or new clients.

Fraud and Embezzlement: Risk Management Strategies

Learn techniques that will help make your clients, not you, responsible for detecting fraud. Learn actions you can take to help your clients address their responsibilities while minimizing the risks.

A CPA's Guide to Avoiding Trouble

Learn the “anatomy of a claim”; hear about the jury’s view regarding the duties and responsibilities of the CPA, and how these differ from professional standards; and discover risk management techniques to protect your firm.

Reserve a Speaker

CAMICO has been providing speakers for CPA society conferences, chapter events, discussion groups, committees and other groups. A minimum of 50 people is typically required to schedule a presentation. To schedule a presentation, contact the Loss Prevention Department at 800.652.1772/650.378.6800 or email [email protected].

Please note that CAMICO monitors local, state, and federal pandemic guidelines related to in person events. To ensure the safety of our speaker and the attendees CAMICO reserves the right to request that the speaker present virtually if circumstances warrant such an accommodation.

CAMICO Speakers

Ric Rosario, CPA

President & CEO

Prior to becoming CEO, Rosario was executive vice president of risk management with executive oversight of underwriting, claims, marketing and communications for the company.

Suzanne M. Holl, CPA

Executive Vice President

Holl draws on her Big Four public accounting and private industry background to provide CAMICO's policyholders with information on a wide variety of loss prevention and accounting issues.

Duncan B. Will, CPA/ABV/CFF, CFE

Loss Prevention Manager / Accounting & Auditing Specialist

Will leverages his more than 30 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance. He advises policyholders through the CAMICO Loss Prevention hotline and writes articles on a wide range of topics.

Emily Franchi

Loss Prevention Specialist for Employment Practices

Franchi provides firms that have CAMICO EPL insurance coverage with support on a variety of human resources management issues, focusing on employee relations and legislative compliance for the workplace.

Ron Klein, JD

Risk Management Counsel

Klein has been with CAMICO since 1986 and managed the claims department for 20 years. In his current role, he leverages his extensive knowledge and expertise to help policyholders practice sound risk management, which can help them avoid or mitigate claims.

CAMICO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

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