Tricks For Disputing and Managing Chargebacks

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The history of chargebacks
    2 mins
  • Handling chargeback disputes
    13 mins
  • Prevent chargeback in the future
    20 mins
  • Get proof of payment authorization
    29 mins
  • How can you reduce the chance and fear of chargebacks?
    40 mins

Course Description

A chargeback is a process through which a cardholder can dispute a charge on their debit or credit card. If successful, they can have that charge refunded. Customers who want to dispute a charge contact their bank and provide information about the reason for the dispute. 

Managing chargebacks and disputes are a necessary evil. Merchants work hard to generate value and they’re rewarded in sales. That makes chargebacks a sensitive topic. Chargebacks are an unfortunate reality of a retail business and can be devastating to your bottom line. When you consider the statistics that over 84 percent of chargebacks are now due to fraud, developing a comprehensive strategy for managing them is not only critical but essential for success.

In this Business Organization and Management Online CPE webinar, the speaker Erika Segal will explore the following topics in this context:

  • The history of chargebacks.
  • Recognize few tips for how you can manage and dispute chargebacks when they occur.
  • Explore how to use proper processes to help avoid them in the future.


Discussion on these topics will uncover the following Key Topics:

  • Recognizing different types of chargebacks.
  • Discussion on chargeback life-cycle.
  • Best practices regarding the chargebacks.
  • How you can reduce the fear of chargeback.
  • A payment solution that can deal with chargebacks.


Any firm that accepts credit cards could face a payment dispute or chargeback at some point. Whether you've faced a chargeback yet or not, you don't want to miss this course!

Learning Objectives

  • To identify the origination of the chargeback system. 
  • To discuss how to handle (and win!) chargeback disputes.
  • To recognize what your firm can do to dodge chargebacks before they arise.

Recommended For

This CPE webinar is intended for CPAs professionals in small, and medium-sized firms

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 General Credit for Accountant/Bookeeper
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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.

Presenter

About Presenter

Emiley Parker

Brand Manager, CPACharge

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

About Company

CPACharge

cpacharge.com

CPACharge provides CPAs, EAs, and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on the go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.

Faq

FAQs content

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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.5

508 Ratings

Excellent

312

Very Good

166

Average

27

Poor

1

Terrible

2

DS

Dale Scrimger, CPA (US)

Aug 7th, 2022

The real life examples and the simplification of the material

TT

Terri Tindall, Accountant

Sep 19th, 2021

This was an informative webinar with a great presenter.

KBCC

Kevin B Campbell Campbell, CPA (US)

Dec 10th, 2021

Good information and easy to understand.

JA

Jessica Anderson, CIA, CPA (US)

Jun 9th, 2022

Every merchant should watch this.

RM

Rebecca Mogensen, CPA/ABV, CPA (US)

Nov 10th, 2021

Very good tips.

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