Real-life examples and experiences of embezzlement, inventory theft and fraud are shared.
Is your practice financially secure from internal threats like embezzlement, inventory theft, or fraud? This course helps you tighten internal controls and reduce vulnerabilities by identifying high-risk areas across all departments and levels of care. Through real-life examples, you’ll learn how to spot and prevent common forms of misconduct—not just financial, but operational as well.
You’ll explore effective financial policies, inventory controls, and access protocols, as well as daily checks and balances to safeguard your practice. The course also covers thorough hiring practices and offers strategies to engage providers in supporting financial routines. By the end, you'll be equipped with tools to create a secure, accountable environment across your entire organization.
Tara von Herrmann is the HR & Education Coordinator for AAOE.
Ms. Childs is the Founder of Evolution Healthcare and Board-Certified Fellow. Susan’s trusted professionalism and proven approaches help practices create a conscious professionalism that invites self-awareness and encourage high performance teams. Her experiences cover Operations, Personnel, Front Desk Collections, Communication/Customer Service Workshops, Revenue Cycle, New Practice Set Up and Physician Wellness. Ms. Childs is a national presenter and Author for groups such as: MGMA, AAP, ACC, AAOE, Greenbranch Publishing , and AMA. She served with MGMA and as ACMPE Advancement Chair. Susan’s goals are compassionate and accessible care while recognizing the impactful and potential value of each staff member.
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.
