IMA Charlotte is hosting 8 hours of NASBA approved CPE on Friday, December 14th at a bargain cost of $75 for the full day and $50 for a half day. Included in the program will be 2 hours of ethics and a voucher for lunch at Johnson & Wales.
Register now, limited to 50 attendees!
Please select whether you are registering for the Full Day or a Half Day session during registration.
AGENDA:7:30 AM Check In
8:00 AM Steven Vaughn, Stephen F. Vaughan, CPA, PA, 1 hour CPE on
Corporate Tax Update
Field of Study ‐ Taxation
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives: Understand recent changes to tax laws impacting corporations
9:00 AM Susan Gilles, Susan Gilles, CPA, PLLC, 1 hour CPE on
Individual Tax Update
Field of Study ‐ Taxation
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives: Understand recent changes to tax laws impacting individuals
10:00 AM Royallen Wiley, Domtar, 2 hours CPE on
Ethics in the Corporate World and Code of Ethics Review
Field of Study ‐ Ethics
CPE Credits – 2
Program Delivery Method – Group Live Event using Harvard Business School Case Study: "The Rise and Fall of Lehman
Brothers"
Program Level – Beginner
Prerequisites – High Level Understanding of FAS 157 (now known as Accounting Standards Topic 820).
Learning Objectives:
- Understand the complexity of corporate ethical dilemmas and approaches to resolution
- Understand and Review the application of the “IMA Statement of Ethical Professional Practice”
- Understand and Review the application of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct
- Understand the Sarbanes‐Oxley (SOX) requirements for public companies’ code of ethics
- Ethics surrounding the delivery of transparent, accurate and reliable information to shareholders and other users of financial statements.
- The impact of FAS 157 and the controversy surrounding the fair value accounting standard.
12:00PM Lunch - Johnson & Wales voucher provided
1:00 PM Gene Beneduce, NC State University Industry Expansion Solutions, 1 hour CPE on
Business InnovationField of Study – Special Knowledge
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- Understand business innovation and why it is important
- Explore various innovation methodologies
- Turning innovation into a systematic process
2:00 PM Rochelle Togo, SalesBreakthroughs, 1 hour CPE on
Speak Like a ProField of Study – Management
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- Shift the mindset about speaking
- Create your memorable story
- The key elements of giving a powerful talk
- The 1 thing YOU MUST SAY at the end of your talk that most speakers don’t!
3:00 PM Eric Gamble, Johnson & Wales University, 2 hours CPE on
Blockchain
Field of Study – Special Knowledge
CPE Credits – 2
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- What is blockchain?
- Who uses blockchain?
- Why blockchain is used.
- Lifting up the “hood” of blockchain
- Understanding the major components of blockchain
- Tinkering with a simple blockchain application
- How companies might implement a blockchain solution.
- The next incarnation of blockchain.
5:30 PM Networking Event at Cedar Street Tavern (Please register separately for this free networking social!)
IMA Charlotte Complaint Policy:Please contact
Paul Gilles, Speakers Leader, pgilles@uncc.edu with any problems, concerns or complaints about the CPE seminar for presentation to the IMA Charlotte Board for resolution. Seminar evaluation forms will be provided the day of the event.
If you need to cancel your registration, please use the edit/cancel registration feature of this website or contact charlotte@imachapter.org for assistance.