Lawyers and Accountants – An Interdisciplinary Dialogue: Issues and Understandings


Lawyers and Accountants – An Interdisciplinary Dialogue: Issues and Understandings

Recorded On 09/28/2012


When lawyers and accountants  are involved in overlapping engagements and the legal and accounting issues become intertwined,  misunderstandings about the roles and responsibilities of each professional can arise – ultimately leading to serious liability issues.  Join our panelists from both the legal and accounting worlds for a full day program focusing on such issues as the role of the accounting expert and consultant, mixed accounting and legal issues (e.g., Going Concern Qualification and Contingent Liabilities), Corporate Governance, audit committees and auditor independence, accounting standards of the SEC and FASB that are germane to both professions when they are working together or servicing the same client, professional malpractice and professional liability insurance



Keynote Speaker:  Claudius Modesti, Director of Enforcement, Public Company Accounting Oversight Board

Program Co-sponsor:  NYCLA’s Ethics Institute

Program Co-Chair:  Norman Arnoff, Esq.; Seth Taube, Baker Botts LLP

Accounting Co-Chair:  Samuel Gunther, JD, CPA and David Cace, CPA, Eisner Amper

Faculty:  Norman Arnoff, Esq.; David Belsky, CPA; Peter Brown, Towers Watson; Douglas Capuder, Capuder Fazio Giacoia LLP;  David Cace, CPA, Eisner Amper;  David Einhorn, CPA, Eisner Amper; Ted Felix, MBAF CPAs; Bret Finkelstein, Arnold & Porter LLP; John Fodera, CPA, Eisner Amper;  Samuel Gunther, JD,  CPA; Susan Harper, Bates Group; Morris Hollander, Rachlin; Paul Immerman, Esq.; Donald May, PhD, CPA; Diana Manning, Bressler Amery & Ross; Dennis Neier, CPA, CFF, Eisner Amper;  Walter Primoff, CPA/PFS, Altfest, former Deputy Dir. NYSCPA; Samuel Rosenfarb, CPA, Rosenfarb LLC; James Rothenberg, Esq.; David Rubenstein, WeiserMazars LLP;  Stephen Schulman, CPA, Anchin; Ralph Siciliano, Tannenbaum Helpern Syracuse & Hirschtritt LLP; Bruce Tindal, Bollinger Insurance; Scott Univer, WeiserMazars LLP; Seth Taube, Baker Botts LLP; David Zweighaft, CPA, CFF, CFE, DSZ Forensic Accounting & Consulting Services LLC


7 NY CLE Credits; 3 Ethics, 1 Skills, 3 PP


All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.

To receive CLE credit for a program in Online Video Format:

Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.

We can only issue CLE credit if the law is still current.

Course Materials: You can download course materials on the Online Video webpage.

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