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We also have a large client base. Generally, we find that any new team members that join us already know they have some type of conflict - they are aware of the client connection. And, since the "action" is not having the staff work on the client, we ...

We are also implement AI and need to update our policy, I am hoping someone has insights to share. ------------------------------ Juliana Arruda Pereira & Azevedo Newark NJ 9734661663 ------------------------------

Hi all - quick independence-process question for the group. Each year we obtain annual independence attestations from partners and staff. Our firm has a very large client base (thousands of clients), and we're trying to find a practical approach that ...