A Primer for CPAs in the United States and Canada.
This course was created for financial professionals, especially CPAs, practicing in the United States and Canada. The course identifies the various forms of elder abuse and ways financial professionals are uniquely qualified to identify and investigate financial abuses cases. Participants will come away with helpful talking points and potential networking opportunities to start a conversation about getting involved with financial abuse prevention and intervention initiatives in their communities.
Karen Webber is a forensic accountant, Certified Public Accountant, and Certified Fraud Examiner in New York, USA, who has worked on financial exploitation cases for older and vulnerable adults for the last ten years. Karen earned a Bachelor of Science degree in Accounting and a Master of Science degree in Forensic Accounting at SUNY Brockport. Karen spent five years in the forensic and litigation services division of a regional certified public accounting firm, then opened her own consultancy practice. Today, she and her staff at Webber CPA, PLLC, serve every enhanced multidisciplinary teams (E-MDT) in New York State and New York City by assisting participating law enforcement precincts, civil attorneys, government agencies, and other service organizations with their investigations of financial exploitation against vulnerable adults. Karen is the forensic accountant consultant to the Division of Geriatric and Palliative Medicine at Weill-Cornell Medicine/New York Presbyterian Hospital in New York City. Other clients include the United States Department of Justice, the International Association of Chiefs of Police, and the New York State Office of Children and Family Services, for which she has developed investigative tools for protective services workers and law enforcement across the United States. She travels internationally to provide training and education on the important role of forensic accountants in financial exploitation investigations, and the transformative intersection of accounting and social justice fields.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
