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11.10.18 - Governance and Risk Management (Live Seminar) 8 CPE / 7 CLE

11.10.18 - Governance and Risk Management (Live Seminar) 8 CPE / 7 CLE

Your Price $174.99
Course Number:18MANGRM-S
  • When:Saturday, November 10th, 2018. 9:00 am to 5:00 pm EST
  • Location:Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
  • CPE Credits:4 Ethics & 4 Management CPE
  • CLE Credits:4 Ethics & 3 Substantive CLE
  • Delivery Method:Group Live

Risk management is a key driver of value creation and firm survival.  In this class, we draw on the foundations of business management, organizational controls, and ethical decision-making to offer suggestions for improving firm performance and minimizing firm risk.  We will discuss a myriad of topics including: organizational structure, control mechanisms and incentive systems, ethics frameworks, and more.

Learning Objectives:

  • Discuss key ethical issues facing executives today
  • Develop organizational systems to facilitate ethical decision-making
  • Examine the ethical responsibilities of accountants and attorneys

The Presenters:

William Kline, Ph.D., CFA is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He holds a Master of Business Administration from Saint Joseph's University, and a Bachelor of Science in Business Administration with a concentration in finance from Kutztown University. He is a member of the Beta Gamma Sigma International Business Honor Society, and the CFA Institute in Charlottesville, Virginia. He earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006.

Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.

James D. Hallinan, CPA, CIA, CFSA, CBA

James Hallinan is an independent business consultant specializing in internal audit: risk management, control and governance related review services; training and development; and quality assessment. He has over 25 years of diversified corporate/ bank internal audit and related independent business consulting experience. He is well versed in virtually all major aspects of internal audit, risk/ control, and governance related engagements for community (and larger) banks, including (but not limited to): leading internal audit outsourcing programs; FDICIA and Sarbanes-Oxley internal control related design/ documentation and operating level effectiveness assessment projects; sensitive Bank Secrecy Act/ Anti-Money Laundering independent audits; high risk funds transfer operational reviews; and annual independent ALM/ IRR internal control reviews.


When: Saturday, November 10th, 2018. 9:00 am to 5:00 pm EST
Where:Penn State Abington @611 - 1475 Old York Road Abington, PA 19001
Speaker: William Kline, Ph.D., CFA and James D. Hallinan, CPA, CIA, CFSA, CBA
CPE Credits: 4 Ethics & 4 Management CPE
CLE Credits: 4 Ethics & 3 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Tech Support: Bill Kline Email: william.kline@ceworkshops.com or Phone: 267-251-3805

McDevitt & Kline, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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