You are cordially invited to an Eight Hour,
Intermediate / Advanced CPA CPE Workshop entitled:
What Could Happen
After What May Happen Next
Critical analysis and debate for CPAs in public accounting and industry
Topics: An overview of current geopolitical and economic events, The 2009 Financial Report of the U.S. Government, North Carolina and local municipal budget and finance highlights, Economics, Debt and Statistics, Bailout, Europe, Social Security, Federal Reserve, FASB, Healthcare Ethics, Tax Ethics, Business and Regulatory Ethics, Hedge, and High Frequency Trading
Think Professional Education is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing professional education. Please note that these sessions do not satisfy the annual ethics requirements for North Carolina CPAs.
George Hartzman, President of Think Professional Education specializes in economics and financial ethics and has taught North Carolina CPA CPE for ten years. George is the author of Think, What to Do Now, Think, Investor Guide, Think Retirement Plan Edition, Fiduciary Guide, Questions for Investors and Questions for America, which are used to teach CPE and adult education.
Please see http://www.questionsforamerica.com/ for George's current blog posts.
Each Attendee with recieve a dated, numbered, and signed copy of What Could Happen After What May Happen Next
Mr. Hartzman has worked in the financial services industry as a financial advisor and portfolio manager and holds degrees in Communications, Philosophy and Public Relations from Frostburg State University.
Lunch and refreshments catered by Lox, Stock and Bagel
Seating limited to 30 attendees
21 NCAC 08G.0404 REQUIREMENTS FOR CPE CREDIT
(a) A CPA shall not be granted CPE credit for a course unless the course:
(1) is in one of the seven fields of study recognized by the Board and set forth in Paragraph (b) of this Rule
(2) is developed by an individual who has education and work experience in the subject matter of the course; and
(3) uses instructional techniques and materials that are current and accurate
(b) The seven fields of study recognized by the Board are
(1) Accounting and Auditing
(B) Accounting – Governmental
(2) Consulting Services
(B) Social Environment of Business
(3) Ethics
(A) Behavioral Ethics
(B) Regulatory Ethics
(4) Management
(A) Business Law
(B) Business Management and Organization
(C) Finance
(D) Management Advisory Services
(E) Marketing
(5) Personal Development
(A) Communications
(B) Personal Development
(C) Personnel/HR
(6) Special Knowledge and Applications
(B) Economics
(E) Specialized Knowledge and Applications
(F) Statistics
(7) Tax
(f) A CPA may claim credit for a course offered by a non–registered sponsor
provided that the course meets the requirements of 21 NCAC 08G.0403(c), 21 NCAC 08G.0404 and 21 NCAC 08G.0409
The CPA shall maintain documentation proving that the course met these standards.
Attendance certificates will be distributed by mail or email upon class sign in and out and evaluation completion.
Lecture Format. No advanced preparation or prerequisites necessary. Complaints or comments regarding registered sponsors may be addressed to the North Carolina State Board of CPA Examiners, PO Box 12827, Raleigh, NC 27605. Each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 8G .0400 Based on 50 minute hours
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