Workplace Safety & Business Recovery Planning

Joe Wolfe is a risk management consultant for Aon Insurance Services, serving the needs of regional and national CPA firms. Joe has 40 years of experience in the insurance industry and has served the accounting profession since 1989. His unique background includes experience in analyzing underwriting risks, investigating and resolving professional liability claims, and assisting firms in developing and implementing risk management practices. He has consulted extensively with the AICPA regarding professional liability risks to CPA firms. Prior to joining Aon, Joe served CNA for 20 years, and led the AICPA Professional Liability Insurance Program’s risk management program. He is credited with expanding risk management services and providing dedicated support for CPA firms insured through the AICPA program. In 2004, Joe assumed responsibility for risk management services in all of CNA’s professional and management liability programs, including law firms, insurance agencies, real estate agencies, employment practices liability, and not-for-profit organizations. Throughout his career, Joe has provided consultation to thousands of CPAs, as well as the AICPA PPLIP committee and AICPA general counsel. Prior to beginning his work with CPAs in 1989, he led a claims and risk management program for a large public entity. Joe is a lecturer and published author, with articles appearing in the Journal of Accountancy and other accounting industry trade publications.