Cannabis and Caverns of Cash…What Could Go Wrong?! 1 Credit
Learning mode
Prepare to explore the depths of financial intricacies within the cannabis industry in our captivating course. Gain profound insights into the genuine financial risks associated with cannabis operations and discover effective tools to mitigate them.
Explore the industry standards in cannabis Financial Services (FS) and learn how to evaluate your cannabis prospects and clients in alignment with these standards. Uncover a treasure trove of operational excellence training and tools available to your company, vendors, and cannabis clients.
Delve into the question of whether you need to establish your expert cannabis compliance team for this market or if there are viable third-party alternatives. Gain clarity on selecting the ideal company to collaborate with in this intricate field.
During this CPE course, attendees will acquire practical tools that can be readily applied to their businesses and when working with clients and prospects. Discover the tools that ensure compliance without the need to hire a battalion of expert employees. Explore the resources available to your cannabis clients to empower them in mitigating financial risks and evolving as they grow.
Major Topics Covered:
Don't miss this exceptional opportunity to navigate the financial challenges of the cannabis industry. Join us and equip yourself with invaluable knowledge to thrive in this ever-evolving landscape. Register now for this enlightening course!
| 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
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Driven to improve the profitability and sustainability of the cannabis industry at large, Rocco Petrilli serves as CEO, IMPACT Powered by NCRPS. IMPACT offers the cannabis industry an enterprise-wide business operational health assessment and improvement process. Outputs of the assessment provide the client with a series of categorized health results scored and measured against established best in class business practices. These outputs are analyzed and presented in a report that effectively provides a gap analysis and customized corrective action syllabus. The Health and Recommendations report further defines processes and practices which direct the client to prioritize based on their criticality to business operations, cost control/reduction and continuous improvement objectives. The upshot of full execution of this roadmap is a long-standing positive I-M-P-A-C-T on the company’s overall performance.
Mr. Petrilli is also Chairman of the NCRMA. IMPACT Powered by NCRPS recently combined
with the NCRMA and will serve as the lead brand while NCRMA managed association membership and the NCRM Academy’s educational and certification offerings. In addition, he championed the startup of insurance captive management company that offers the TRICHOME branded products.
A 35-year business executive and veteran of the automotive components manufacturing industry, Mr. Petrilli has extensive experience in all aspects of global and multinational business planning and development. He also specializes in formal continuous improvement and talent optimization, achieving multiple team victories in more than a dozen business startups by creating the proper organizational architecture and driving out operational inefficiencies.
Mr. Petrilli earned a BSc in Chemical Engineering from Pennsylvania State University.
Paul Dunford is Co-founder and VP of Knowledge at Green Check Verified. Paul is an active member of the cannabis banking regulatory community, contributing to trade publications and speaking virtually and in-person across the country on the subject.
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.
Eveline Dang is a visionary entrepreneur and accomplished business leader who has made significant contributions to the payments and cannabis industries. Under Eveline’s leadership, Paybotic has achieved extraordinary success in a highly-regulated and rapidly-evolving industry. The company has pioneered secure cannabis payment processing and currently serves 2,000+ retail dispensaries across the United States. Her innovative approach to marketing and sales has positioned Paybotic as a leader in the cannabis industry, with a focus on providing tailored solutions to meet the unique needs of this market. In 2022, Eveline was recognized for the Enterprising Women of the Year Award 2022 in the category of “Businesses with more than $25 million to $100 million in annual revenues”.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course 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.
How are credits reported to governing bodies?
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.
LM
Very informative for someone just entering this market.
KC
thanks!
Feb 24, 01:00 PM ET
Feb 24, 04:00 PM ET
Feb 25, 01:30 PM ET
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Feb 27, 11:00 AM ET
Feb 28, 01:00 PM ET
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Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
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 - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
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13,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
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500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
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50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
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50+ State Compliance Packages
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100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
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AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
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Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
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Access to Communities
Join communities tailored to your specific interests and areas of expertise. |
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