Risk and Regulation
PII Claims - How Not to Get Sued!
Date: 26th March 2026
Time: 10:00am - 12:00pm
CPD hours: 1.9 hours
Pricing
Non member: £99.00 + VAT
Presenter
Dave Norris
Objectives
The course will give a light-hearted overview of areas where firms can get into trouble and provide practical solutions to stop this from happening. The issues covered will include cases actually seen by the lecturers, as well as new risks arising from the use of AI and other technologies.
Key Topics
- Unreviewed work
- Using Generative AI
- Breaches of copyright
- Use of disclaimers
- Engagement letters and limitation of liability
- Tax advice and associated competency
- Firm structure and description
- Referring to 3rd parties
- Probate and dealing with grieving families
Who Should Attend
The course will be relevant to any senior individual who is responsible for client work and advising clients.
What's Included
- Expert Knowledge from an Industry-Leading Speaker
- Verifiable CPD hours
- CPD Tracking and Certificate
- Live Webinar (if a future date is listed) with Q&A
- The Recording of the Event
- Supporting Materials