July Education Session: Engagement Letters 2026 Style: Risk Reduction and Revenue Opportunity
July 8 @ 2:00 pm - 3:00 pm
This course examines modern engagement letter practices that reduce client risk while identifying revenue opportunities. Participants will learn how to structure engagement terms, manage compliance considerations, and enhance client management.
Delivery Method: Live webinar
Learning Objectives:
- Draft engagement letters that clearly define scope and expectations.
- Incorporate risk mitigation provisions in practice agreements.
- Apply engagement terms to compliance and revenue goals.
- Use modern engagement strategies to improve client service.