Cannabis Financial Services (FS) Industry Level Set Fact vs Fiction 1 Credit
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Are you ready to delve into the intriguing realm of Cannabis Financial Services (FS)? In our CPE webinar, "Cannabis Financial Services (FS) Industry Level Set Fact vs Fiction," we'll unveil the enigma and furnish you with a solid grasp of this dynamic industry.
Discover the disparities between grey and licensed markets. Delve into their distinctive growth trajectories and uncover how the grey market exerts its influence on licensed operations, paving the way for well-informed decision-making.
Distinguish truth from fiction when it comes to the active involvement of banks in the cannabis market. Explore the comprehensive array of FS products meticulously tailored for the legal cannabis sector, spanning banking, payments, lending, insurance, investing, and retirement. Take a deep dive into the compliance challenges encountered by each of these aspects.
Acquire strategies for navigating the vast sea of information within the cannabis FS industry. We will provide you with guidance on discerning factual information from mere noise. Investigate the presence of industry standards and best practices, and gain an understanding of where to locate and effectively apply them.
Major Topics Covered:
Don't miss this golden opportunity to unravel the mysteries of cannabis financial services and arm yourself with invaluable insights. Join us to elevate your comprehension of this thriving industry. Secure your spot now for this enlightening webinar!
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Phil Valvardi has spent most of his career leading innovative businesses within the highly regulated financial services industry and more recently in the highly regulated cannabis industry. Most recently, Phil was the CEO of Highroad Consulting Group, a leading cannabis consulting firm. Prior to that, Phil served as CFO at GlobeOne, a financial technology company developing a mobile financial platform. Phil also served as CEO of Maverick Network Solutions and presided over its acquisition by Fiserv. Phil was also President of the MAC Network, one of the largest debit networks in the U.S., which was sold to Concord EFS/First Data for approximately $900 million. Early in his career he held executive positions in the payments and financial divisions of CoreStates Financial Corp., now part of Wells Fargo Bank.
Phil sits on the board of Haub School of Business at Saint Joseph’s University. Phil earned his BA at Saint Joseph’s University, and his MBA at Drexel University.
Kirsten Trusko is the CEO and Co-Founder of Emerging Markets Coalition (EMC)– an organization focused on normalizing financial services for underserved markets, currently focused on cannabis related industries. She’s spent a career in FinTech and cutting-edge financial services. Relevant to her current EMC role, previously she’s led the successful drive to normalize marginalized and/or underserved markets and helped drive advocacy to change legislation and regulation in emerging markets.
Her prior roles include building and running financial services businesses: CEO of NBPCA (industry alliance), CEO of IRC Advisory (management consulting in FinTech, payments – especially market entry in underserved/high risk markets), KPMG Consulting, and operational and marketing roles with banks, manufacturing, and finance companies.
Kirsten’s pro-bono work is in anti-human trafficking – especially engaging the financial services industry to partner with law enforcement and government to find and follow the money trail.
Deirdra O’Gorman has 28 years of experience as a senior financial services executive.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PG
Very well done with all the presenters. The content is very emerging in today's world and the speakers were full of good data. Great webinar.
DW
Very informative! I thought the cannabis industry was one to avoid until I watched this class.
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