FM10  - Financial Management

Client Intake & Risk Assessment

Friday, August 23, 2013, 3:45 PM - 5:00 PM

Does your firm have a specific credit intake policy? Does your new client have both the financial ability and willingness to pay your firm ... or don't you know? Using several common new client scenarios, learn how to identify some of the best practices in the industry as well as what steps small-to medium-size firms can take to minimize the risk of loss to their firms using existing or low cost resources. Bring back best practices in client intake to your firm along with sample checklists and/or guidelines.


  • Determine your client's ability and willingness to pay
  • Identify client intake best practices
  • Learn steps to minimize risk in taking on new clients

Audience: Attendees should have a working knowledge of client intake practices and risk management policies.

75 Minutes * CPE Field of Study: Management Advisory Services * Audience: I

Speaker: John T. Podbielski Jr., Ungaretti & Harris LLP



CPE: Management Advisory Services