Cannabis Financial Services (FS) Industry Level Set Fact vs Fiction 1 Credit
Learning mode
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!
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!
Enter your qualification details to ensure this course is counted toward your compliance.
Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
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.
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.
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.
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.
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.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
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.
Dec 13, 03:30 PM ET
Dec 20, 04:00 PM ET
Dec 23, 09:30 AM ET
Dec 23, 11:30 AM ET
Dec 24, 04:00 PM ET
Dec 26, 11:30 AM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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.
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 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.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals