FMN - July Session : Virtual Meeting

When:  Jul 9, 2022 from 09:00 AM to 01:00 PM (PT)

You are invited to attend a virtual continuing education (CPE) event for accounting and finance professionals. The program allows you to earn four hours of CPE credit, keep up-to-date on accounting and finance issues, and network with other professionals.

Here are the July 2022 topics:

Partnerships and S-Corps; What C-Suite Executives Need to Know
Field of Study: Taxes
Partnerships are a unique taxable entity, partly because partners can generally share items of income, deductions, gains and losses, based on any predetermined percentage. These allocations, however, must have substantial economic effects. S corporations are similar to partnerships in that both are flow-through entities, meaning no tax is paid at the entity level. This segment will discuss how to determine substantial economic effect, as well as the importance of distribution equalization and its impact on S corporation elections.

A Reimagined Approach to Tax
Field of Study: Taxes
Tax Reimagined is a technology-enabled holistic approach created by KPMG to help organizations develop and implement a customized operating model for their tax and finance functions. KPMG Partners Irene Shen and Richard Cimino discuss how companies can reduce costs, mitigate risks, improve quality, and drive more strategic value across the organization.

An Introduction to Enterprise Risk Management
Field of Study: Management Advisory Services
An Enterprise Risk Management program helps companies manage risks and accomplish their business goals. John McLaughlin, Executive Director and Founder of ERM Exchange, reviews the key aspects of an ERM program - including the role of culture, how to assess your ERM program, and the keys to tieing ERM into overall company strategy.

An Ethical Dilemma: Confidentiality and Conflicts of Interest
Field of Study: Regulatory Ethics
A successful accountant is one who has the ultimate trust of their colleagues, clients and the general public. One of the most important aspects of maintaining this trust is the CPA’s unwavering ethical principles, both personally and professionally. The AICPA Code of Professional Conduct calls for CPAs to follow a set of specific rules and to always “act with integrity, objectivity, due care, competence, and to fully disclose any conflicts of interest.” This program will provide the CPA with a thorough understanding of 2 intertwined ethical concepts - confidentiality and conflict of interest.


Virtual from your home 

Login to your Kaplan account to access the virtual classroom at: 

If you are new to this program, please register with us by Wednesday prior to the session so that we may receive your log-in credentials prior to the session. 

$40.00 pay through PayPal:

Code of Conduct
These CPE sessions are conducted under the IMA's Global Core Values and IMA's Statement of Ethical Professional Practice. Adherence to these statements are required to participate in this event.

RSVP with contact person below:


Robert Hulin
(510) 304-1406