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Sarah Ference
CPA and risk control director at CNA, the underwriter of the Professional Liability Insurance Program with the AICPA. Author of the JofA's Professional Liability Spotlight column.
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May 8, 2025
• 12min
Professional liability Q&A: AI disclosure, retired-partner risk, and more
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Sarah Ference, CPA, is the risk control director at CNA and an author renowned for her insights on professional liability. In this discussion, she explores the implications of AI use in CPA practices and the necessity of transparent client communication. She delves into the liability risks posed by retired partners, emphasizing the need for clear boundaries and guidelines. Additionally, she highlights the dangers of unintentional financial advice in casual client interactions, making a compelling case for proactive risk management strategies.
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