CPE week kick-off: US economic update & the future
Innovation in challenging environments: Perspectives from a Deloitte alum transforming digital healthcare
Technology transformation and the rise of the consumer
Private companies – Exit strategy trends and keys to success
M&A market outlook: Strategies for private companies
The intersection of diversity, equity and inclusion with business performance
Cloud migration with security by design: Driving greater agility, security, and trust
Year-end tax planning for operating companies and their owners
Public company technical accounting update
Tax & legislative policy update – The path forward
The time for ESG is now!
CPE credit is only awarded for participation in the live program, and not a recording of the presentation. Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit. CPE certificates for eligible viewers are available to download immediately following the conclusion of the live webinars.
An increasing number of companies worldwide are using bitcoin and other digital assets for a host of investment, operational, and transactional purposes. Crypto native startups are providing valuable infrastructure support and many are experiencing explosive growth. At the same time, mature corporates across all industries are evaluating the use of crypto as an investment, as a form of payment, or as a way to integrate programable funds and smart contracts into business. One thing is consistent – the technology, the regulatory environment and the control considerations can be challenging, but are evolving rapidly. In this session, you will hear from the leaders of Deloitte’s Blockchain & Digital Assets Practice as we discuss business and regulatory considerations across relevant blockchain and digital asset use cases.
During this session, Deloitte professionals will provide quick takes on hot topics for finance leaders. The session will consist of four 30-minute segments, focusing on ESG strategies; finance automation; SOX and internal controls; and key considerations for both IPOs and SPACs.
Participants are encouraged to attend the full session and answer polls to earn CPE credit.
This session is designed to qualify as a Colorado Rules and Regulations course, as defined by the Colorado State Board of Accountancy. In addition, Colorado Rules and Regulations meets a portion of Colorado's regulatory and Board biennial ethics requirements for CPAs. This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Attendees will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy, and the Policies adopted by the Board currently in effect and how the statutes, rules, and policies pertain to them. This session is eligible for up to 2 CPE credits.
Join us for a two-part discussion where Deloitte leaders will discuss modern finance technologies, including digital capabilities and data analytics. In addition, gain insights into how organizations can create a cyber-minded culture and become stronger, faster, and more resilient in the face of persistent and ever-changing cyber threats.
Set and manage ethical expectations in all aspects of your career while fulfilling The Accountancy Board of Ohio’s professional standards requirement. Improve your understanding of how societal shifts in moral and ethical behavior are changing systems, processes, and impacting decision making in business today. In addition to reviewing professional standards applicable to CPAs, this ethics examines key concepts in living out ethics in the workplace for all professionals.
This Annual Emerging Issues and Technical Accounting Update Banking Session will provide insights and practical guidance around emerging issues and technical accounting topics applicable to the banking industry. Topics to be discussed include an update on the current state and outlook of the banking industry, a feature on Women in FSI, and we’ll conclude with a tax specific update for the banking industry.
This Technical Accounting Update will provide insights and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. Topics to be discussed include the state of the industry, GAAP and STAT accounting updates, a feature on Women in FSI, and we’ll conclude with a tax specific update for the insurance industry.
Join us for an Arizona-specific learning event featuring presentations by Deloitte leaders providing insights on current trends and emerging topics that impact individuals and businesses in Arizona. This session will be completely localized and will also feature local business leaders who will discuss topics including the local economy, business landscape, tax regulations, and an Arizona legislative update.
This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action. Attendees will be able to identify characteristics of an ethical leader and apply the steps of a Problem-solving Process to ethical dilemmas. Ethics CPE credits will be presented and managed by a third-party.
During this Upstate New York local session, participants will have the opportunity to gain insights on the current drivers for transformation in finance and how the evolution of finance work is accelerating due to COVID-19 as well as identify ways to cultivate the workforce of the future and the implications and considerations of a mobile workforce.
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.
Copyright © 2021 Deloitte Development LLC. All rights reserved.
The Technical Update Program, a multi-session learning event designed for CFOs, controllers, tax VPs and directors, and other peers, will feature presentations by Deloitte professionals providing insights on important accounting, tax, and other hot topics. Two hour ethics course which satisfies the annual Virginia Board of Accountancy’s ethics requirement.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
During this Upstate New York local session, participants will have the opportunity to gain insights on the current drivers for transformation in finance and how the evolution of finance work is accelerating due to COVID-19 as well as identify ways to cultivate the workforce of the future and the implications and considerations of a mobile workforce.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
An increasing number of companies worldwide are using bitcoin and other digital assets for a host of investment, operational, and transactional purposes. Crypto native startups are providing valuable infrastructure support and many are experiencing explosive growth. At the same time, mature corporates across all industries are evaluating the use of crypto as an investment, as a form of payment, or as a way to integrate programable funds and smart contracts into business. One thing is consistent – the technology, the regulatory environment and the control considerations can be challenging, but are evolving rapidly. In this session, you will hear from the leaders of Deloitte’s Blockchain and Crypto practice as we discuss business and regulatory considerations across relevant blockchain and digital asset use cases.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
During this session, Deloitte professionals will provide quick takes on hot topics for finance leaders. The session will consist of four 30-minute segments, focusing on ESG strategies; finance automation; SOX and internal controls; and key considerations for both IPOs and SPACs.
Participants are encouraged to attend the full session and answer polls to earn CPE credit.
Participants will be able to:
• Describe key considerations for implementing ESG strategies
• Recognize the steps companies can take to modernize the finance function through automation
• Identify the stages of the SOX journey and key focus areas
• Distinguish key considerations for going public and basic requirements for IPO and SPACs
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
This session is designed to qualify as a Colorado Rules and Regulations course, as defined by the Colorado State Board of Accountancy. In addition, Colorado Rules and Regulations meets a portion of Colorado's regulatory and Board biennial ethics requirements for CPAs. This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Attendees will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy, and the Policies adopted by the Board currently in effect and how the statutes, rules, and policies pertain to them. This session is eligible for up to 2 CPE credits.
Tiffany Carson, CPE Operations Manager, Colorado Society of Certified Public Accountants (COCPA)
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
MICPA will track CPE hours and add individual CPE earned hours to their system tracker. Attendees will not receive an actual certificate.
Join us for a two-part discussion where Deloitte leaders will discuss modern finance technologies, including digital capabilities and data analytics. In addition, gain insights into how organizations can create a cyber-minded culture and become stronger, faster, and more resilient in the face of persistent and ever-changing cyber threats.
Participants will be able to:
1. Describe modern finance technologies including digital capabilities and data analytics.
2. Gain insights into how organizations can create a cyber-minded culture, reimagine risk to uncover strategic opportunities, and become faster, more innovative, and more resilient in the face of ever-changing threats.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
8:30AM-9:20AM | Welcome and Cyber Landscape 2021
Andrew Morrison
Strategy, Defense & Response leader
Principal | Deloitte Risk & Financial Advisory
9:20AM-12:00PM | Professional Conduct Beyond Reproach (Ethics CPE)
Tiffany Crosby, CPA, CGMA, MBA
Chief Learning Officer | The Ohio Society of CPAs
As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organization leaders and individuals. Growing maturity across the capabilities and solutions of the past 15 years will drive many organizations to seek better cost efficiency. At the same time, the increasingly ubiquitous connectivity of products and infrastructure will intensify focus on managing risk in the Internet of Things.
Set and manage ethical expectations in all aspects of your career while fulfilling The Accountancy Board of Ohio’s professional standards requirement. Improve your understanding of how societal shifts in moral and ethical behavior are changing systems, processes, and impacting decision making in business today. In addition to reviewing professional standards applicable to CPAs, this ethics examines key concepts in living out ethics in the workplace for all professionals.
Recognize increased scale, sophistication and impact of today's cyber threats
Identify cybersecurity risk mitigation approaches
Distinguish different motives of today's attacker and their advanced social engineering and malware capability
Understanding the four areas of compliance and resilience in a digitally-enabled world
Trusted finance professionals must be able to identify, evaluate and address any action or situation that threatens the core values of the profession: integrity, objectivity, and due care. However, when it comes to making the best decision, there’s not always one perfect right answer for every situation. Professional ethics is about looking at several solutions and choosing the best path. In addition to reviewing professional standards applicable to CPAs, this ethics examines key concepts in living out ethics in the workplace for all professionals including the following:
• Setting the ethical vision
• The cost and nature of ethical failures
• Elements of unethical culture
• The cost of integrity
• Building cultures of integrity
• Principles of ethical leadership
• Moral reasoning
• Ethics and diversity
• Due care
• Professional behavior
• CPA rule reminders
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
Tiffany Crosby, CPA, CGMA, MBA | Chief Learning Officer (Ethics credits)
This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action. Attendees will be able to identify characteristics of an ethical leader and apply the steps of a Problem-solving Process to ethical dilemmas. Ethics CPE credits will be presented and managed by a third-party.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
Join us for an Arizona-specific learning event featuring presentations by Deloitte leaders providing insights on current trends and emerging topics that impact individuals and businesses in Arizona. This session will be completely localized and will also feature local business leaders who will discuss topics including the local economy, business landscape, tax regulations, and an Arizona legislative update.
Participants will be able to:
• Describe current trends and emerging topics in the local economy and business landscape, and their impact to Arizona companies and individuals.
• Give examples of recent tax regulation updates and Arizona legislative updates and how Arizona organizations may be affected.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
This Annual Emerging Issues and Technical Accounting Update Banking Session will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the banking industry. We will provide an update on the current state and outlook of the banking industry, a feature on Women in FSI, and conclude with a tax specific updates for the banking industry.
Participants will be able to:
• Describe current banking industry trends
• Define the latest accounting literature and guidance issued or proposed by the Financial
• Accounting Standards board as well as Securities and Exchange Commission focus areas
• Explore the trends and obstacles woman are facing in the FSI industry
• Examine tax updates for banking companies
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
This Technical Accounting Update will provide insight and practical guidance around emerging issues and technical accounting topics applicable to the insurance industry. We will provide updates on the state of the industry, GAAP and STAT accounting updates, a feature on Women in FSI and conclude with a tax specific updates for the insurance industry.
Participants will be able to:
• Describe current insurance industry trends
• Define the latest accounting literature and guidance issued or proposed by the Financial
• Accounting Standards board and the NAIC
• Explore the trends and obstacles woman are facing in the FSI industry
• Examine tax updates for insurance companies
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.