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Beyond Accounting: Education and Accountants

April 20 @ 12:00 pm - 1:30 pm EDT

Virtual Event Virtual Event
Free – $20.00
Beyond Accounting: Education and Accountants

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Discounts available for members:

Attendance is free for Members and Associates. This includes members in good standing with ICAEW, ICAS, CA ANZ, SAICA, Chartered Accountants Ireland and paid-up associates from other institutes. This includes a CPE certificate for up to 1.6 credits, if the attendee requests it and complies with NASBA guidelines (answers polls and time attending) 

Non-members can select from  2 ticket types

  • Other Attendees include members of other CAW institutes, CPA Canada, Students or Guests – attendance only – FREE
  • Other Attendees (as above) but requesting a CPE certificate for up to 1.6 credits, and complies with NASBA guidelines – $20 non-refundable

To get more information please email: [email protected]cawnetworkusa.com

SUMMARY: For this event we are partnering with Fordham University’s Gabelli School of Business and focusing on the skills needed for accountants to maintain and enhance their trusted leadership position working with or for companies in industry or practice. Target audience is anyone aspiring to become a qualified accountant; those who are already studying to be accountants and those who have already qualified as accountants and want to assess what skills they need to consider acquiring or improving. All accounting bodies globally are facing the same challenges – and education and continuing development are key areas of relevance to every accountant or aspiring accountant. We will have 3 x 15-minute presentations on:

  1. What the US CPA education path is changing with CPA Evolution starting in January 2024;
  2. What Chartered Accountants Ireland and similar bodies globally are doing to enhance and continue to improve their own education path, and
  3. A view of education for accountants globally from the International Federation of Accountants.

With introductions and polls, we anticipate this will take 60 minutes. We will then take a discussion break for 12 minutes where we will allocate attendees to groups. When they arrive in the groups, they will be met by a group leader – one of our CAW Network USA executive team. They will then discuss the key takeaways they have from the presentations. Also, to decide a few that are ‘most important’. We will then reconvene in a plenary session and group leads will be asked to share the most important takeaways. (8 minutes). Then we bring the speakers back for closing comments (Est. 10 minutes). Total time 90 minutes.

Presentations will cover:

  • CPA Evolution and its changing educational priorities
  • Chartered Accountants Ireland – Education path for Chartered Accountants Ireland itself – and how other CA organizations are doing similar
  • IFAC view of education and changing requirements globally

LEARNING OBJECTIVES:

By the end of today’s session, attendees will have achieved the following objectives:

  • Understand the education path and priorities for US CPAs
  • Understand the education path and priorities of Chartered Accountants Ireland (and link to all CA organizations facing similar challenges).
  • Understand how skills / needs are changing globally, albeit at a different pace by country
  • Feedback and discussion – opportunities and threats

CPE Credits

Participants will earn 1 CPE credits (for the first 50 minutes of the program 1 CPE credit is awarded but only if the program is 50 minutes. For each additional complete 25 minutes of program time an additional 0.5 CPE credits can be awarded.) We can agree the exact credit for the program once we know the exact start /end times.

Note: In order to be awarded the full credit hours, you must attend / participate in the full session

FIELD OF STUDY: Personal Development

PREREQUISITES: No prerequisite provided attendees are qualified CAs and/or CPAs. Other non-CPA interested parties are also invited to observe.

WHO SHOULD ATTEND: Open to members and associates of CAW Network USA and their guests.

ADVANCE PREPARATION: Not required

PROGRAM LEVEL: Basic

DELIVERY METHOD: Group Internet

REFUND / CANCELLATION POLICY: No fee for members or guests, $20 for non-members requesting a CPE certificate. Will refund if cancellation occurs prior to the event commencing.

COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please refer to https://cawnetworkusa.com or contact [email protected]

SESSION 1

BA Kelly Ulto

Topic: What the US CPA education path is changing with CPA Evolution starting in January 2024

Kelly is Clinical Associate Professor of Accounting and Taxation at Fordham University in New York. She has been part of the Accounting Faculty for over 23 years. Prior to this she was a senior manager with KPMG and has continued to contribute to KPMG as an external national instructor and master instructor for new hire audit training.

https://www.linkedin.com/in/kelly-ulto-1633792/

BA Ronan O'Loughlin

Topic: What Chartered Accountants Ireland and similar bodies globally are doing to enhance and continue to improve their own education path

Ronan is Director of Education with Chartered Accountants Ireland in Dublin. He is responsible for the ACA education program including examinations and oversight of ACA trainees. He is a Fellow of the Institute and holds several other related academic qualifications in Treasury Management, Management Accounting and People Management. He also chairs the GAA Education committee.

https://www.linkedin.com/in/ronan-o-loughlin-b7a16b3b/

BA Partridge Helen

Topic: A view of education for accountants globally from the International Federation of Accountants

Helen is Director, Accountancy Education leading the accountancy education work at IFAC. In this role, she has oversight and leadership of IFAC’s global approach to advancing accountancy education working together with the International Panel on Accountancy Education. Advancing accountancy education is integral to IFAC’s vision of a dynamic, future-focused global profession that is essential to strong, sustainable organizations, financial markets, and economies. Competent and credible professional accountants, committed to lifelong learning, underpin this vision.

Prior to joining IFAC, Helen was an accountant in practice, having spent 16 years in audit, advisory and audit systems design in the US and Asia Pacific. She has also served in the controllership at a large multinational transportation company working with GAAP conversions, financial statement preparations and complex and significant transactions such as business combinations and tax planning. In addition, Helen presently serves two not-for-profit boards and is a CPA licensed in multiple states in the United States.

https://www.linkedin.com/in/helentpartridge/

DISCUSSION BREAK

TAKEAWAYS FOR QUESTIONS / CLOSING REMARKS (IF TIME ALLOWS)

Details

Date:
April 20
Time:
12:00 pm - 1:30 pm EDT
Cost:
Free – $20.00
Event Category:

Venue

Online

Organizer

CAW Network USA
Email:
admin@cawnetworkusa.com
View Organizer Website