GreerWalker’s Annual CPE Seminar

Description

GreerWalker cordially invites you to attend our Annual CPE Seminar!

Agenda

8:00-8:30a: Registration/Breakfast

8:30-9:20a: Professional Ethics and Conduct (Presented by Cal Christian, NCACPA)

9:20-10:10a: 2025 Economic and Market Update (Presented by Jamie Morgan, Choreo Advisors)

10:20-11:10a: Rethinking Global Cash Flows – How Foreign Exchange Shapes Your Business (Presented by Julia Pennington, US Bank)

11:10a-12:00p: Generative AI and the Accountant’s New Toolkit (Presented by Jack Cathey, UNC Charlotte)

12:00-12:45p: Lunch

12:45-1:35p: End Cyber Risk – Take an Operational Approach to Protect Your Business (Presented by Tom Utley, Arctic Wolf)

1:35-2:25p: Unlocking Team Insights: Using DISC to Elevate Leadership Communication (Presented by Andy Painter, Institute Success)

2:35-4:15p: One Big Beautiful Bill Act – How Recent Federal Tax Reform Impacts Middle Market Businesses & Owners (Presented by Jason Pritchard/Stefano Schmalzbauer, GreerWalker)

At this seminar, participants will be able to:

• Gain an understanding of why your profession needs an ethical code of conduct (including specifics from the NC Code of Conduct and examples of violations)
• Become aware of events that led up to several significant high-profile cases of unethical behavior
• Get an overview of the global economy along with an overview of the markets
• Identify hidden currency risks that can affect your international cash flow – even if it’s exclusively USD. Explore how US businesses maintain control, protect margins and grow globally with confidence
• Answer the question: Do generative AI models, including ChatGPT, belong in the toolkit of an accountant? If so, how can these tools be used?
• Learn the components of cyber risk and how to end your business’s risk
• Learn how to recognize and adapt to different DISC communication styles to connect more effectively with your team
• Discover practical strategies for reducing miscommunication, building trust, and improving results through tailored leadership communication
• Gain awareness around the current trends among threat actors related to cyber security
• Understand the impacts of recent federal tax reform on middle market business and owners

Seminar participants can earn up to 8 CPE credits in regulatory ethics, economics, finance, information technology, accounting, personnel/HR and taxes fields of study.

Additional Information:

Prerequisites: There are no prerequisites for this seminar.

Who Should Attend?

CPAs, CFOs, Accounting Managers

Advanced Preparation: There is no advanced preparation required for this seminar.

Program level: Basic

Delivery Method: Group-Live

Cost: $100

A continental breakfast and lunch will be provided.  Free parking onsite.

Space is limited. Reservations will be taken on a first come, first serve basis.  To reserve your seat, please complete the registration form below by September 17, 2025.

Conference Policies

Requests for refunds for CPE registration fees must be received in writing no later than September 17, 2025. No refunds will be granted after September 17, 2025. For more information regarding refund, complaint and program cancellation policies, please contact Natasia Freeman at 704.377.0239.

GreerWalker 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.

Register today to be part of this event!

First Name

Last Name

Company

Address
Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country
AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NationsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCote D’Ivoire (Ivory Coast)CroatiaCubaCyprusCzech RepublicDemocratic Republic of the CongoDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFederated States of MicronesiaFijiFinlandFranceFrance, MetropolitanFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKoreaKorea (North)KuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorwayOtherPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussian FederationRwandaS. Georgia and S. Sandwich IslandsSaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovak RepublicSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSultanate of OmanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican City State (Holy See)VenezuelaVietNamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenYugoslaviaZambiaZimbabweOther

E-mail*

Dietary Restrictions

Phone Number
Area Code
–
Phone Number

Payment Type
Mail in checkPay Online

Cost: $100

Please use this link to make your online payment.

If you are mailing a check, please mail to our office no later than September 17, 2025.

Attention: Natasia Freeman

GreerWalker LLP

227 W. Trade Street, Suite 1100

Charlotte, NC 28202

Submit Form