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• Financial Controllers: IFRS/US GAAP Annual Update (NASBA CPE)

  • Start
    12 Oct 2022
  •  
  • End
    13 Oct 2022
  •  
  • Schedule
    2 sessions
  • Location
    Online

  Register

  Overview:

  This IFRS and US GAAP Technical Update course has been specifically developed to bring experienced preparers and users of financial statements up-to-date with recent developments.

  Learning Objectives:

  Stay tuned for more details

  Who Should Attend: Financial Controllers, Directors of finance, CFOs, Accountants, Financial Statement Preparers, Financial Statement Users

  NASBA CPD: 8 (Attendance is required for both days to obtain full credit hours)

  CIIPA Member: $300

  Non-CIIPA Member: $350

  All registrants will receive a link to the sessions closer to the date.

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• Blockchain, Bitcoin and Digital Assets

  • When
    20 Oct 2022
  •  
    9:00 AM - 12:30 PM
  • Location
    Online

  Register

  This course examines the fundamentals of digital assets like Bitcoin. The focus is on helping participants understand the risks and opportunities in the rapidly developing crypto arena. Starting with Bitcoin, and then moving to newer currencies like Ripple and Ethereum, the course dives into where the market is going and what developments are changing the field. The course also examines why cryptocurrencies are appealing to different segments of the financial markets, and the impact that crypto and trading can have on the broader financial arena.

  Course Objectives:

  By the end of the course, participants will be able to:

  • Describe what crypto currencies are, including Bitcoin, and how the currencies relate to Blockchain
  • Describe the current market structure in the crypto landscape
  • Explain how Bitcoin works and what its objectives are
  • Describe trading in crypto currencies and the risks associated with that trading
  • Discuss the outlook for crypto currencies and what the cutting-edge developments in the space are

  Presenter:

  Michael B. McDonald, PhD - Michael has served as a business consultant for various companies, providing training and content authoring services as a subject matter expert in finance and economics for firms like IBM and Stanley Black & Decker. Previously, Michael worked as a data scientist for a tech start-up in the financial industry, as a municipal bond trader for Wachovia Securities holding a Series 7 and Series 63 license, and for a large hedge fund in doing data mining and analysis. He is currently Assistant Professor of Finance at Fairfield University in Connecticut. 

  
  

  Prerequisites: Basic Industry Knowledge

  Programme Level: Foundational

  Advanced Preparation: None

  Computers and Financial Calculators: None required

  NASBA CPE: 3.5

  Click here for the full course outline and presenter bio.

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• Digital Asset Compliance: An Evolving Global Regulatory Framework

  • When
    17 Nov 2022
  •  
    9:00 AM - 12:30 PM
  • Location
    Online

  Register

  This course delves into the evolving global framework for digital assets. Digital assets have grown to the point that they are viewed as their own asset class. This growth in the US and abroad has resulted in greater regulatory attention to develop a comprehensive regulatory framework for this asset class. 

  Course Objectives:

  By the end of the course, participants will be able to describe:

  • The scope and focus of US regulators on digital assets
  • The scope and focus of digital asset money laundering issues
  • The focus on international regulatory organisation in digital assets
  • The guidance on accounting and auditing of digital assets

  Presenter:

  William "Bill" Jannace has over 30 years of professional experience in the securities industry, having held positions at the American and New York Stock Exchanges and FINRA as well as being an adjunct professor, instructor, and lecturer at various schools of higher learning, both in the US and elsewhere. Bill was the Director and Counsel of FINRA's Sales Practice Policy department where he participated in industry outreach, FINRA-IOSCO initiatives, and its MOUs with foreign regulators. Bill also worked with the Legal-Compliance Departments of TD Securities and Smith Barney.  

  
  

  Prerequisites: Basic Industry Knowledge

  Programme Level: Foundational

  Advanced Preparation: None

  Computers and Financial Calculators: None required

  NASBA CPE: 3.5

  Click here for the full course outline and speaker bio.

  Show details