Webinar Details
Course Description

Any firm that accepts credit cards could face a payment dispute or chargeback at some point. In this webinar we'll cover the history of chargebacks, tips for how you can manage and dispute chargebacks when they occur, and how to try to avoid them in the future with the proper processes. Whether you've faced a chargeback yet or not, you don't want to miss this course!

Learning Objectives
  • Recognize where the chargeback system came from.
  • Identify how to handle (and win!) chargeback disputes.
  • Discover what your firm can do to dodge chargebacks before they arise.
  • None.
Who Should Attend

CPAs, managers, owners, and administrators of accounting firms who process client payments. 

Advanced Preparation

None required.

Presenter Details
  • Amy Mann

    Amy Mann is Director of Communications for Affinipay and CPACharge. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms. She has experience working in the legal, financial services, and research industries over the past decade. 

  • Erika Segal

    Erika Segal is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

  • Kelly Sistrunk

    Kelly is the Chargebacks Manager for CPACharge and AffiniPay. Kelly is an expert when it comes to chargebacks, risk and fraud, and customer service. 

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
Thursday, February 25, 2021

3:00 PM EST (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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