NASBA Approved Online Self-Study Course with Downloadable PDF Workbook Included
Updated August 2024
This online self-study course examines the high demand for Enterprise Risk Management (ERM) skills and practices in Tax Administration for CPAs. The course will cover strategies implemented by a U.S. Tax organization in adopting ERM, the benefits of ERM, and the outlook of ERM within tax administration. The course includes review questions, a glossary, videos, exercises, and a qualified assessment (quiz) to help CPAs understand in-demand ERM practices.
After completion of this course, participants will be able to:
Additional Information:
No prerequisite knowledge is required to be successful in this course.
No advanced preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
Once enrolled in this course, participants have (60 Days) to complete the self-study course.
Participants must complete a required qualified assessment (quiz) as part of the course and must obtain a minimum passing score of 75% to obtain a certificate of completion and CPEs. Participants can retake the qualified assessment (quiz) if less than a 75% score is achieved. Participants can retake the quiz 24 hours after the last attempt and as many times as necessary before the course ending date.
Course Registration:
To register, click on the ENROLL NOW button.
Earn 2.0 CPE credits in Management Services
Refunds and Cancellations:
Open enrollment self-study courses do not qualify for refunds.
For self-study courses with advertised start and end dates, refund requests will be accepted up to 15 days before the course start date. No refund requests will be accepted after this period. For concerns, please contact our offices at (833) 368-7475 or complete our online Customer Concern Form.
NASBA approved (ID number: 168342)
Strategic Leadership Advisors 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 the 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
Welcome & What To Expect
Participant Workbook + Supplemental Resources (+Glossary)
How To Navigate the Course
Module 1, Lesson 1: What is Enterprise Risk Management (ERM)?
Module 1 Review Question
Module 1, Lesson 2: Description of Risk Management Process (Required Reading) 5 min.
Module 1 Workbook Exercise
Module 2, Lesson 1: Overview of the OMB Circular A-123 Policy for ERM (Issued July 2016)
Module 2 Review Question
Module 2, Lesson 2: OMB Circular A123 Memorandum (Required Reading) 15 mins.
Module 3, Lesson 1: Overview of the US Tax Administration
Module 3, Lesson 2: The Leaders' Narrative
Module 3, Lesson 3: Human Factors in ERM (Part 1)
Module 3, Lesson 4: Human Factors in ERM (Part 2)
Module 3 Review Question
Module 4, Lesson 1: The Purpose of Enterprise Risk Management at a Tax Administration
Module 5, Lesson 1: The Role Culture Plays in Successful Enterprise Risk Management
