Webinar Details
Course Description

Accountants often have reporting duties for boards of directors and can help improve the operations of boards for large and small organizations, both for-profit and nonprofit.  In addition, accountants can assist boards with statutory duties and help their individual members avoid liability associated with piercing of the corporate veil.

While lawyers play a role in this area, accountants are uniquely trained and can be experts in such matters as:  Board budget; validity determinations for potentially “independent board members,” board evaluation processes, board communication (online) systems and processes, and cybersecurity and insurance protection.

This course will also guide accountants as to the benefits, pitfalls and best practices should they currently serve on a board of directors or seek to become a board member. 

Learning Objectives
  • Recognize key statutory obligations of board members especially regarding financial, compliance, strategic and governance matters
  • Identify the key roles for accountants in assisting boards of directors
  • Discover ways to expand your accounting practice to include working with boards of directors and board of directors’ issues and procedures
  • Recognize the importance of board members evaluating each other and the CEO at least annually and how you can help as an accountant
  • Discover how to become an effective board member
  • None
Who Should Attend

CPAs, accounting/finance professionals who seek to learn more about responsibilities around boards of directors. 

Advanced Preparation


Presenter Details
  • Herb Rubenstein
    • Presenter

    Herb Rubenstein is a Phi Beta Kappa graduate of Washington and Lee. He was a Rotary Ambassadorial Scholar to the University of Bristol where he received a diploma in the social sciences. He received his Master of Public Affairs from the Lyndon B. Johnson School of Public Affairs of the University of Texas at Austin. He has his law degree from Georgetown University. His books in Entrepreneurism and Leadership have been published by major publishers and he has over 100 articles on Ethics, Leadership, Boards of Directors, Change Management, Scenario Planning, and related management disciplines. He previously taught the Strategic Management capstone course for the Master of Science in Energy Management for the Graduate School of the Universi... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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: NASBAregistry.org.
Date & Time
Monday, July 22, 2024

12:00 PM EDT (see additional timezones)

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