Wallet Hygiene & Decentralized Ops Best Practices 1 Credit
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Maintaining impeccable wallet hygiene and operational practices is paramount in the fast-paced realm of cryptocurrency and decentralized finance (DeFi).
This course explores the critical practices of wallet hygiene and decentralized operations within the context of cryptocurrency and blockchain technology. Participants will learn the importance of maintaining clean and organized digital wallets to enhance security, ensure compliance, and facilitate accurate financial reporting.
Our expert presenters, Nik Fahrer, and Jeff Rundlet, will guide attendees through best practices for internal controls of wallets, steps to improve wallet organization, and the significance of operational efficiency in decentralized environments.
Join this CPE Course, tailored for professionals looking to deepen their understanding of crypto operations and enhance their operational strategies in the ever-evolving landscape of digital assets.
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| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Financial Accounting for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Accounting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accounting for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Accounting for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Accounting for Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Accounting for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Accounting for Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Reporting for Certified Financial Forensics (CFF) | 1 CPD | Eligible |
| Financial accounting for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Accounting for CIPM | 1 PL | Eligible |
| Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Financial accounting concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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CryptoCFOs is the premier community dedicated to professionals in the Web3 finance sector, including accountants, tax professionals, CFOs, CPAs, bookkeepers, auditors, attorneys, enrolled agents, business students, Web3 executives, and investors.
Our mission is clear: to demystify the complexities of crypto taxation and accounting. We offer expert guidance to simplify crypto tax and accounting, providing members with exclusive access to valuable resources, educational content, networking opportunities, and the latest insights into crypto, NFTs, Web3, and blockchain.
Through NASBA-approved CPE courses, on-demand video tutorials, live expert discussions, and a rich library of resources, we empower our community with the knowledge and tools needed to navigate the dynamic landscape of digital assets confidently.
We are proud to foster an environment that celebrates choice and collaboration. Embracing a diverse ecosystem of partners allows our community members to explore a variety of tools and resources, ensuring they find the best fit for their unique needs.
Our goal is to empower you with options, not limitations, enhancing your journey in the Web3 finance landscape. In this pivotal moment for Web3 finance, the opportunity for tax and accounting professionals is unparalleled.
With a rapidly expanding market, the increasing acceptance and adoption of cryptocurrencies, and the evolving regulatory landscape, the need for specialized knowledge in crypto tax preparation and accounting has never been greater.
At CryptoCFOs, we equip our members to capitalize on these trends, offering a platform that encourages learning, exploration, as well as the support and perspective of professionals on a global level.
Nik Fahrer is a Senior Manager at FORVIS with over nine years of experience in public accounting and consulting, primarily focusing on the burgeoning field of digital assets. Currently leading FORVIS' Digital Asset practice, one of the top eight largest CPA firms in the U.S., Nik brings a well-rounded expertise that spans tax, audit, and consulting.
His significant contributions to the industry include being a published author on Bloomberg and an active member of the AICPA Digital Asset Tax Task Force as well as a respected Thought Leader in the CryptoCFOs Community. Nik's insights into the digital asset space are highly sought after, particularly for their practical implications on tax strategies and compliance frameworks. His work helps organizations navigate the complex landscape of cryptocurrencies and blockchain technology, ensuring they remain on the forefront of innovation and regulatory compliance.
Jeff Rundlet, Head of Accounting Strategy at Cryptio, boasts eighteen years of experience in product control, accounting, and corporate finance, with a special focus on SEC and external audits. His extensive background includes streamlining month-end close processes, creating daily P&L processes, and building third-party crypto sub-ledgers.
Jeff has also been instrumental in implementing multiple ERP software solutions, which have significantly enhanced the operational efficiencies of the organizations he has served. With a deep understanding of risk control frameworks and financial reporting analysis, Jeff provides strategic oversight on wallet hygiene and decentralized operations, ensuring that organizations are not only transparent and audit-ready but also primed for scalable growth.
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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.
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