CPE Conference

When:  Jun 9, 2023 from 08:00 AM to 12:00 PM (ET)
Associated with  Greater Philadelphia Chapter

Where: Widener University, Chester PA

CPE: 4.0 hours

Cost: $125.00, Full Time Students $10.00. Register by May 19th for only $110.00

Program:

  • Ethics Workshop: The Slippery Slope of Greed, Facilitated by Kwame Edwards, Senior Practice Management & Training Specialist, Janney Montgomery Scott. 2.0 hours

  • Tax Advice for Clients Who Day-Trade Stocks, Presented by Stephanie Wendling, CPA, CFP®, MSTFP, Widener University. 1.0 hours

  • Integrated Reporting: The Next Step in the Evolution of Corporate Reporting, Presented by Tom Coghlan, CMA, MBA. 1.0 hours

Register Now

The Slippery Slope of Greed is based on Le-Nature’s, Inc., a Pennsylvania-based beverage company founded in 1989 by CEO Gregory Podlucky, who oversaw a large-scale financial fraud based on bogus sales revenues from the late 1990s through 2006.

We will use the Le-Nature’s fraud as a vehicle to explore the fraud triangle, the Committee of Sponsoring Organizations of the Treadway Commission (COSO) internal control framework, and how management accountants can contribute to strong internal controls, fraud prevention, and an ethical climate that encourages good overall corporate governance.

You will also explore the ethical responsibilities of corporate accountants and other parties involved in the accounting and financial reporting process by referring to the IMA Statement of Ethical Professional Practice.

Tax Advice for Clients Who Day-Trade Stocks: The proliferation of retail trading has brought challenges as well as new opportunities for accountants. One important area in which this steadily growing group of clients may need advice is whether to make a Sec. 475 mark-to-market election.

Location

Widener University
13th and Walnut Streets
Chester, PA 19013

Contact

Rob Miele
267-261-3090
greaterphilly@imachapter.org