Please join us for a free IMA Ethics Series: Misplaced Trust / Devastating Fraud webinar hosted by IMA San Antonio Chapter!
Meeting Sponsor: JM Sanchez PLLC, Certified Public Accountants
This workshop is based on an IMA Educational Case Journal Study, Lack of Internal Controls: Beaumont Independent School District (please see attached Case Study reading material attached below)
*Prerequisites/Advanced Preparation:
IMA Educational Case Journal Case Study Internal_Controls_CS_v9n4-08_02_17_revised.pdf
Participation Guide: Ethics-2017_Workshop_PW_v2_102617.pdf
We are excited to offer this workshop package to you and earn up to 2.0 NASBA CPE.
This workshop meets the 2 hour CMA ethics requirement, but anyone in business will benefit from learning what bad things can happen in the right situation.
In this exciting workshop, participants will learn how to navigate ethical dilemmas at the workplace by analyzing a real-life case study and engaging in interactive exercises for practical application.
Learning Objectives:
After this session, you will be able to:
- Apply COSO’s Internal Control—Integrated Framework in evaluating an internal control system.
- Examine the importance of proper monitoring in an organization.
- Recognize the relationship between proper governance and unethical acts.
- Determine appropriate steps in resolving an ethical issue.
Sponsor: JM Sanchez PLLC - Certified Public Accountants
Presenters:
Since May, 2017, Mike Lovelace has been the VP of Membership for the San Antonio chapter. He has been a member of IMA since 1996 and a CMA since 1997. He is also a CPA and a Certified Information Systems Auditor. He has a BBA in Accounting from Baylor University and an MBA from UT Austin. He is a CFO Advisor with Vaco San Antonio.
He has presented to multiple professional associations including the San Antonio chapter several times and is an active member of the Campus Influencer program. He was selected to be a speaker at this year’s annual IMA conference in Atlanta.
Prior to joining Vaco, he was a self employed Management Consultant in Houston for 14 years, the Executive Director of Corporate Financial Reporting for UT Medical Branch in Galveston and a Manager for Arthur Andersen Business Consulting in Houston.
He has assisted start-ups, family-owned businesses and Fortune 50 companies in industries including financial services, healthcare, manufacturing & distribution, construction and oil field services.
Jennifer Larson, CPA is a Tax Manager with Sol Schwartz & Associates, P.C. and has been practicing public accounting since 2012.
Jennifer is a member of the firm’s Wealth Transfer niche and Real Estate niche. Jennifer also leads the firm’s internship recruitment efforts. Jennifer graduated from Montana State University in 2012 with a Master’s in Accountancy.
Professional / Industry / Community Affiliations: IMA, Institute of Management Accountants; CREW, Commercial Real Estate for Women
CPE Credit: 2.0 NASBA CPE credits
Delivery Method: Group-Internet
Field of Study: Regulatory Ethics
Level: Basic
Prerequisites/Advanced Preparation: IMA Educational Case Journal Case Study Internal_Controls_CS_v9n4-08_02_17_revised.pdf
and participation guide: Ethics-2017_Workshop_PW_v2_102617.pdf
For more information about IMA official NASBA sponsor, refund/cancellation policy, and complaint resolution policy, please click here: IMA CPE Info
Registration is mandatory to participate.
To register for this event, please click here.
Event address for attendees: https://imanet.webex.com/imanet/onstage/g.php?MTID=e8dd1767511fd342d6b28dbec0fe7295d
Event number: 129 042 8215
Event password: sanantonio1
To receive a call back, provide your phone number when you join the event, or call the number below and enter the access code.
Call-in toll-free number (US/Canada): 1-866-469-3239