Program Information

Date
10/23/2019
Time
1:00 PM – 4:30 PM
Fee
$360.00
Instructor
Stevie Dawn Blakely, Ph.D.
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Who Should Attend
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method
Group-Live

Description

Even when we do not have the title or power, we are still leaders in our work. Being a leader means understanding the VIP skills that leaders use daily. We call these Very Impactful Practices. Think of it as 8 things you can do every day to establish your leadership brand. Whether it is learning how to communicate a message effectively or managing conflict in a positive way, these leadership skills create success regardless of your level. It is not about being a boss. Or even being a supervisor. Leadership is about influencing people towards a shared goal. Sometimes the goal may be as a committee, a team, or a department. Getting everyone rowing the same direction as a result of every team member focusing on the goal. You have to lead yourself before you can lead others.

Date
11/20/2019
Time
8:30 AM – 12:00 PM
Fee
$360.00
Instructor
Amy Michie, CPA
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Delivery Method
Group-Live

Description

In this course, we will look at the state of the not-for-profit sector, cover several aspects about not-for-profit financial reporting and analysis and then dive into key internals controls for small to medium-sized organizations. Finally, we will wrap up with a discussion regarding strong board governance and how to promote it within your organization.

Date
11/20/2019
Time
8:30 AM – 12:00 PM
Fee
$115.00
Instructor
Richard Mark, Ph.D.
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Who Should Attend
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method
Group-Live

Description

The importance of ethical behavior in the accounting profession is needed to avoid scandal, inappropriate behavior, and the loss of confidence by the public in the work product of the profession. This course covers the elements necessary to make proper ethical decisions. First, ethics are defined and then followed by the questions that need to be asked in everyday business practices. Key ethical standards specific to the accounting profession are explored. These standards highlight the unique role of the accountant both as “trusted advisor” as well as the “reporter” of financial information to the marketplace and governmental agencies. Instruction includes writing assignments, classroom lecture, and case study presentations.

Date
11/20/2019
Time
8:30 AM – 12:00 PM
Fee
$360.00
Instructor
Shimon Rothschild, CISSP
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Who Should Attend
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method
Group-Live

Description

You work with financial information and this data is vulnerable to cyber-attack.  But your knowledge about this information makes you also a valuable addition in fighting cyber-attacks. The course starts by reviewing some of the common terminologies of cybersecurity. Current and future cyber-attack tactics are examined, as well as some actions for protecting the information. Organizations face significant losses, even bankruptcy from information theft. As a CPA, you can contribute to protecting an organization from hackers. You will leave with knowledge of how hackers attack financial information and specific steps you can take to protect and preserve financial data.

Date
11/20/2019
Time
1:00 PM – 4:30 PM
Fee
$360.00
Instructor
Randy Napier, Ph.D.
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Who Should Attend
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method
Group-Live

Description

The business information systems landscape is changing at breakneck speed as new technologies are embedded in accounting, enterprise resource planning, customer relationship management, and business intelligence systems. This course provides a practitioner overview of new tools, techniques, and terminology that accounting clients are considering, adopting, or actively using.

Developments of interest include the migration to cloud-based infrastructure, memory-resident computing, advanced user interfaces, business analytics/data visualization tools, and the use of artificial intelligence techniques by “citizen data scientists.” Course content includes discussion of current/baseline practices, identification of key emerging technologies, coverage of new developments in commercial information systems, and demonstration of select next-generation information system tools and techniques.

Date
11/20/2019
Time
1:00 PM – 4:30 PM
Fee
$360.00
Instructor
Stevie Dawn Blakely, Ph.D.
CPE Credits
4.0
Level
Basic
Advanced Preparation
None
Delivery Method
Group-Live

Description

People are the No. 1 resource in every organization and keeping misunderstandings to a minimum creates a more positive workplace environment. It is not just about what you say, but also how you say it. Understanding how to communicate a message effectively is key to creating a positive workplace culture. Understanding the unique communication styles of individuals and how to better prepare for conversations allows us to reduce drama in the workplace.

Through this session, participants will utilize our Communication Compass tool to explore communication styles and investigate new ways of understanding communication with others. Through various activities and discussions, participants will be able to put the tool into practice learning to adapt their communication to improve effectiveness.

Personal Information

Additional Information

Administrative Policies

Records Retention Policy

The UTA Fort Worth Professional Development Institute (PDI) maintains an archive of continuing professional education (CPE) courses for a minimum of five (5) full calendar years following the date the course was offered. Records retained include:

  1. Records of participation
  2. Dates and locations of program offerings
  3. Author/developer and reviewer name(s), contact data, and credentials (state of licensure, license number, and status of license)
  4. Course instructor name, contact data and credentials (if different than course author information)
  5. Number of continuing professional education credits (CPE) earned by registrants
  6. Results of course evaluations
  7. Program descriptive materials, including course announcement information, program agenda and handouts, and speaker notes if applicable.

Payment Policy

Full payment is due two weeks prior to the program’s start date. We accept major credit cards, checks, or money orders payable to UTA Fort Worth. Credit card payments may be made here after registration. All other payments can be mailed or delivered to:

Professional Development Institute
UTA Fort Worth
1401 Jones Street
Fort Worth, TX 76102

Cancellation and Refund Policy

Cancellations must be received in writing and emailed to PDI@uta.edu. Cancellations received more than 30 days prior to a program’s start date will be fully refunded. For cancellations received between 7 and 30 days prior to a program’s start date, 75% of full tuition will be refunded. Cancellations less than 7 days prior to start date will incur a charge of 50% of full tuition. If no notification is received or if a withdrawal occurs on or after a program start date, 100% of tuition will be forfeited.

PDI reserves the right to cancel a program prior to its start date. All registrants will be notified of the cancellation via email. Should this occur, participants will receive a full refund of tuition paid or will be given the option to attend another program.

Complaint Resolution Policy

PDI welcomes feedback from all participants and encourages the prompt resolution of grievances in a professional and timely manner. Grievances regarding a particular conference or course should be directed to Christina Perkins at christina.perkins@uta.edu. We aim to resolve your complaint as quickly as possible. Please allow up to 5 business days for a response and resolution. All grievances are confidential and all persons are treated with respect as we work to resolve any grievance.

Summary

Classes

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You Have Been Registered

You have been successfully registered for this program. Full payment is due two weeks prior to the program’s start date. We accept major credit cards, checks, or money orders payable to UTA Fort Worth. Credit card payments may be made on right here by clicking the “Pay Now” button below. All other payments can be mailed or delivered to:

Professional Development Institute
UTA Fort Worth
1401 Jones Street
Fort Worth, TX 76102