Please join us for the CAFP's 2024 Spring Training Event - Sessions 1-3 In Person!
TOPICS: Core Values In Leadership, Economic Update & Fraud Risk Management!
WHEN: Wednesday, May 8th at 8:30am-1:15pm EST **Check in opens at 8am**
Light Breakfast & Lunch provided, program runs 8:30am-1:15pm
AGENDA:
8:00am-8:30am: Check in/light breakfast
8:30am-8:35am: Welcome
8:35am-9:50am: Session 1 - Core Values In Leadership, Dr. Thomas Epperson, President/Leadership Coach, InnerWill Institute
9:50am-10am: 10 min Break
10am-11:15am: Session 2 - Economic Update, Matthew Gotlin, CFA, Managing Director, Wealth Management, Choreo
11:15am-12:00p: Lunch
12:00pm-1:15p: Session 3 - Risk Management - Protecting Your Organization from Fraud & Cyber Threats, Eric Webb, CTP, CQIA, Senior Solutions Consultant, Truist
1:15pm: Closing Remarks
WHERE: VSCPA Learning & Innovation Center, Innsbrook, 4309 Cox Rd., Glen Allen, VA 23060
SESSION SUMMARIES:
Session 1 - Executing Core Values in Leadership - Come fill up the leadership bucket within YOU! We will continue our journey through Core Values in Leadership Program - focusing on techniques YOU and YOUR team can implement to execute those core values!
Session 2 - Economic Update - Join us to learn and discuss financial happenings in 2024 - from rates, trends, and outlooks, we will cover it all and learn about what you may expect in the future.
Session 3 - Risk Management - Protecting Your Organization from Fraud & Cyber Threats - It is no secret that fraudsters have grown increasingly sophisticated. They are oftentimes helped by advancements in technology that make their actions more deceptive. But your organization can fight back—with education, awareness, and strategic payment solutions.
COST: Members=FREE /Non-members= $175 for all Spring Training Series sessions or a la carte pricing: $30 per webex session/$125 for in person May 8th (includes 2 in person sessions/lunch)
Please register online by EOB Wednesday, May 1st. ONLY Register IF YOU ARE ATTENDING.
All members are encouraged to invite a prospective member or guest.
**Note: By registering, you agree to abide by all Safety & COVID related protocols/requirements in effect at the meeting site on the date of the event & are attending at your own risk & accord--holding the CAFP, CAFP Board Members/Speakers & Guests, & site harmless.**
Program Levels: Basic
Intended Professional Levels: Intermediate
Prerequisites: None
Advance Preparation: None
4.5 Total CPE Credits and 4.5 CTP Credits in the fields of 1. Professional Development, 2. Economics, 3. Business Management/Organization provided by CAFP/VSCPA
(Each session is 1.5 Credits)
Participation Requirements for CPE Programs:
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. If a Webex session, there may be polling questions during the session for you to complete. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org