3 CPE credit for Certified Management Accountants (CMA)
3 CPE credit for Certified Fraud Examiners (CFEs)
3 CPE credit of Finance for all CPAs
3 CPD credit (Verifiable) for Canadian CPAs
3 General Educational credit for Tax Professionals / Bookkeepers / Accountants
where do they go wrong? – using risk assessment to improve audit effectiveness
effective leadership – finding common ground despite differing points of view
common frauds in small businesses
applying the dynamic nature of the coso framework
interviewing skills for professionals
nonoccupational fraud – a former fbi agent tells all
cracking the corruption code
investigations – a former fbi agent tells all
fraud concepts – understanding fraudsters
revenue recognition for nfps
understanding, detecting and preventing inventory fraud
fasb update for nfps
understanding credit card frauds
auditing revenue recognition
Though very simple in its perspective, finance is a very complex subject. It is normally understood as a specialized choice for the few to learn. However, with financial tools widely available to public, a simple and conscious understanding about finance is the requirements of the time for an average Joe.
This CPE webinar for CPAs focuses not only on what finance is, but it also attempts to explore how the finance evolved in the first and further generations. The special webinar takes a specialized approach in explaining the psychological and rational behavior by the members of public.
The first generation of behavioral finance, starting in the early 1980s, largely accepted standard finance’s notion of people’s wants as “rational” wants – mainly high expected returns and low risk. That first generation commonly described people as “irrational” - misled by cognitive and emotional errors on their way to their rational wants.
The second generation describes people as “normal,” neither “rational” nor “irrational.” Normal people are people like you and me. Each of us has wants - hope for riches, freedom from poverty, nurturing children and families, being true to values, gaining high social status, playing games and winning, and more.
We apply cognitive and emotional shortcuts as we pursue our wants. Sometimes, however, we are diverted from our wants by ignorance and cognitive and emotional errors.
Cognitive shortcuts that can turn into cognitive errors include:
This online Finance CPE webinar is recommended for CPAs, CEOs, CFOs, Business owners, Finance professionals and Financial consultants
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 through its website: www.NASBARegistry.org.
Professor, Santa Clara University Leavey School of Business
Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Behavioral Finance: The Second Generation,” published by the CFA Institute Research Foundation.
The questions he addresses in his research include:
Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).
Meir is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, two Bernstein Fabozzi/Jacobs Levy awards, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards. Meir was named as one of the 25 most influential people by Investment Advisor. He consults with many investment companies and presents his work to academics and professionals in many forums in the U.S. and abroad.
Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.