Protecting Yourself - Volumes 1 and 2

Join us for an enlightening session where you will delve into two volumes of invaluable knowledge. In Volume 1, you will discover the significance of your workfile as your ultimate defense, gain insights into USPAP basics, including the 2024 changes, learn about recordkeeping requirements, understand what material to include, master the art of preserving documents versus referring to locations with practical examples, explore essential resources, and uncover valuable lessons from Wallitt's Rules. Moving on to Volume 2, you will find the secrets of crafting your report for your readers. Understand the importance of credibility in your reports, determine the intended use and user, grasp the concept of limiting conditions, master assignment conditions and completeness, and learn how to use appropriate and accurate language to convey your message effectively. This seminar promises to be a transformative experience, providing the tools and knowledge to excel professionally.

Volume 1: How Your Workfile is your Best Defense

1. Intro and USPAP basics (including 2024 changes)
2. Recordkeeping Requirements
3. What Material to Include
4. Preserving Documents vs. Referring to Location w/ Examples
5. Resources
6. Lessons Learned – Wallitt’s Rules

Volume 2: How to Write Your Report for Your Readers

1. Intro and USPAP basics (credibility)
2. Intended use/user
3. Limiting Conditions
4. Assignment Conditions and Completeness
5. Use of Appropriate/Accurate Language