A 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.
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.
The new link for the East Bay - Northern California FMN Session is:
http://home.kaplanlearn.com/portal/GoldenWest
Here are the March 2024 topics:
9:00 AM Audit Best Practices: COSO Internal Control Framework & Importance of Analytical Procedures
Field of Study: Auditing
In 1992 the Committee of Sponsoring Organizations of the Treadway Commission (COSO) issued the Internal Control - Integrated Framework. Effective internal controls can help an organization articulate its purpose, set its objectives and strategy, and grow on a sustained basis with confidence and integrity in all types of information. Lynford Graham joins this segment to provide background on the establishment of COSO, details regarding the five components and 17 guiding principles of the framework, discuss the components of the audit risk model, and emphasize the importance of analytical procedures as part of an audit.
10:00 AM NOCLAR: Ethical Approaches for the Accounting Professional
Field of Study: Regulatory Ethics
In February 2022, PEEC adopted two new interpretations within the AICPA Code of Professional Conduct, establishing a member's responsibilities when encountering a client's or employer's noncompliance with laws and regulations (NOCLAR). For accountants in public practice and business, these interpretations are crucial to understand as they encounter potential or actual noncompliance issues. April Sherman, the Compliance and Ethics Director at CLA, CliftonLarsenAllen, with experience working at the AICPA on ethics standards, guides us through the important steps of following these new interpretations.
11:00 AM The Global Workforce: Addressing Tax & Risk
Field of Study: Taxes
The convergence of several key trends has put the mobile workforce in the spotlight like never before. One estimate says that 80% of the global workforce is now “deskless,” so to speak, and mobile workers and their employers require unique tools and processes for success. David Livitt, Founder of Livitt & Associates, is an experienced global mobility and international tax specialist. In this segment he offers guidance to organizations for navigating the tax landscape when it comes to building and managing successful mobility programs.
12:15 PM The Evolving Accountant as the Full-Service Finance Professional
Field of Study: Personal Development
Today’s accounting professionals are seizing on vast opportunities for growth in areas beyond the traditional audit or tax functions that require their specific expertise and experience. Upskilling and expansion into client advisory services, particularly in personal financial planning (PFP), is turning accountants into full-service financial advisors. Tom Tillery, Vice President at Paraklete Financial, discusses these changes and challenges in the accounting profession and offers recommendations for fully leveraging this new and comprehensive accounting and finance paradigm.
Cost: $40 Pay through PayPal
www.paypal.me/IMA112