Jefferson Wells Virtual CPE Event: Perspectives & Insights for F&A, Internal Audit, Risk, Tax, & Operational Leaders

As we approach the end of 2024, we’ve identified several key topics that will significantly impact companies in 2025. To examine these issues from multiple perspectives, we’ve assembled a distinguished panel of our practice leaders. They will explore these topics through the lenses of risk and compliance, technical accounting and financial reporting, tax, cybersecurity, and business transformation. Our commitment is to provide you valuable insights to help navigate the complexities of the coming year.

-Discover the hot topics and trends that will affect companies as we enter 2025
-Understand how different functional areas within a company are addressing these issues
-Gain unique insights from various perspectives on these topics (risk & compliance, technical accounting & financial reporting, tax, cybersecurity, and business transformation)

Program Level: Beginner/Intermediate
Field of Study: Accounting
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Dive deep into the realm of corporate misconduct and uncover the latest tactics employed by white-collar criminals. Gain valuable insights from the most recent global statistics presented in the Report to the Nations. Our panel will guide you on how to identify, prevent, and respond to white-collar crime within your organization. Don’t miss this chance to enhance your knowledge and protect your business from financial fraud and corruption.

-Highlight key findings from the 2024 Report to the Nations
-Discuss current trends in white-collar crime
-Review best practices for mitigating the rising incidents of white-collar crime

Program Level: Beginner/Intermediate
Field of Study: Auditing
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Data analytics and AI are no longer just buzzwords; they are essential components of modern business strategy. By leveraging these technologies, businesses can make smarter decisions, enhance customer experiences, improve operational efficiency, bolster security, and drive innovation. As data continues to grow in volume and complexity, the importance of data analytics and AI in driving smarter business operations will only become more significant. Embracing these technologies is no longer optional but essential for businesses aiming to thrive in the digital age. Join us to learn how companies are integrating these tools across all functional areas to achieve success. In this session, you will learn how companies are using data analytics and AI to:

-Enhance decision-making
-Improve Customer Experience
-Gain Operational Efficiency
-Enhance security
-Innovate and gain a competitive advantage

Program Level: Beginner/Intermediate
Field of Study: Computer Software & Applications
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Unveiled in January 2024 and set to take effect on January 9, 2025, the new Global Internal Audit Standards (GIAS) bring significant improvements and enhancements that are crucial for leaders of internal audit functions. This session will provide in-depth coverage of the changes, focusing on adherence to IIA’s International Professional Practices Framework (IPPF) and the oversight of your department’s Quality Assurance and Improvement Program (QAIP). Ensure your organization is prepared and compliant by gaining valuable insights from industry experts.

-Focus on the 31 new standards & risk rank them for IA Departments to implement
-Review NEW Topical Requirements for IA Departments to consider and impact on future audits
-GIAS Impact on EQAs and CIA Exam in 2025
-Q4 Focal Points for CAEs to prep for January 9, 2025 Implementation Date

Program Level: Beginner
Field of Study: Auditing
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Join us for a deep dive into the real reasons why 70% of transformation efforts fail and how to avoid these pitfalls. This webinar will reveal common myths and focus on real-world challenges like strategic misalignment, inadequate stakeholder engagement, and poor technology selections. We’ll also explore operational and technical hurdles, sharing practical solutions to enhance project success.

-How to define "transformation" and understand its scope across technology, operations, finance, and culture
-The human impact of strategic failures and why clear goals and employee alignment are crucial
-Why detailed project planning, resource allocation, and agile methodologies are crucial to mitigate risks
-The importance of aligning technology with business needs and common missteps in tool selection
-Lessons from real case studies highlighting key learnings for future projects

Program Level: Beginner/Intermediate
Field of Study: Computer Software & Applications
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Many organizations undertaking capital projects often wonder whether construction audits should be conducted throughout the project or only at substantial completion. The answer largely depends on your organization’s preference for cost avoidance or cost recovery, and sometimes, the best approach might be a combination of both. This session will delve into the key decision factors and the benefits of ongoing construction audits versus closeout audits.

-Understand the differences between ongoing construction audit and closeout audit
-Discover the benefits of each audit approach
-Learn if your organization or project is a match for cost avoidance, cost recovery, or both

Program Level: Intermediate
Field of Study: Auditing
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Generative Artificial Intelligence (GenAI) is transforming our lives in remarkable ways. When managed and applied ethically, it can automate tasks, boost productivity, solve complex problems, improve our health, and offer numerous benefits. However, if left uncontrolled or exploited by malicious parties, such as cybercriminals, it can lead to significant harm. GenAI is here to stay, making it crucial to address and mitigate its associated risks before it’s too late.

This webinar will provide an overview of our current state, the challenges we are facing, and what organizations need to understand if they are to survive and thrive.

-How cybercriminals are leveraging GenAI to conduct their tactics, techniques and procedures
-How GenAI may bypass protective guardrails; and the importance of having continuous human involvement
-Governance frameworks and suggested actions for controlling GenAI
-Best practices and practitioner tips for auditing GenAI

Program Level: Beginner/Intermediate
Field of Study: Information Technology
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

As a leader, the ability to conduct effective career coaching and development discussions is a vital component to your team’s performance and overall organizational engagement. In this webinar, you will learn how to help your employees aspire, dream big, and maximize their potential by aligning their career aspirations, interests, skills, and experience with your organization’s business strategy and emerging needs. You’ll discover tips and tricks to conduct effective career coaching conversations with your direct reports and gain insight into how those discussions lead to improved engagement and productivity.

-Discuss how and why to flex your managerial style – Manager, Mentor, Coach
-Review key coaching fundamentals – Active Listening, Asking Powerful Questions
-Change your mindset – Coach the Person, Not Solve the Problem
-Provide a framework and plan for how to conduct a successful coaching conversation

Program Level: Intermediate
Field of Study: Personal Development
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Keeping up to date on accounting rules and regulatory updates can be time consuming, but this webinar brings important highlights into one easily digestible session. Leaders from Technical Accounting & Financial Reporting Center of Expertise will provide an overview of SEC and FASB activities, including proposed and final rules applicable for both public and private companies. Our team will help you understand the scope and potential impact of any new and proposed rules, and any trends in regulatory rules and US GAAP.

Program Level: Beginner
Field of Study: Accounting
Prerequisites: None
Recommended CPE Credit: 1.0
Delivery Method: Group Internet

Jefferson Wells is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org