Understand the fundamentals and strategic applications of derivatives in financial management, including types, valuation, risk management, and regulatory compliance for CPAs.
This course provides CPAs with a comprehensive understanding of derivatives in financial management. Participants will explore the fundamentals of derivatives, their strategic role in risk management, and their practical applications. The course covers various types of derivatives, their valuation, and their implications for financial reporting. CPAs will gain insights into the essential concepts, including underlying assets, leverage, margins, and market risk.
Through practical examples and case studies, attendees will learn how to navigate the complexities of derivatives while ensuring compliance with relevant regulations. By the end of this course, CPAs will be well-equipped to utilize derivatives effectively in their financial practices.
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Kelen is a recognized author and reviewer of CPE courses and has authored nearly 160 courses (380+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics.  His courses are available for purchase from many online CPE providers including the AICPA.  Kelen remained involved in CPA exam content development for nearly 10 years and authored more than a thousand multiple choice questions for various sections of the CPA exam.  He also serves as an Editorial Advisor for the AICPA’s "Journal of Accountancy".   Kelen has nearly 20 years of progressive finance and accounting experience. He currently serves as a Principal in Accounting Policy with HP in Doha, Qatar, and previously served in positions in Houston, Dallas, and Budapest, Hungary.  Prior to HP, he served in multiple accounting roles in the oil & gas industry with ConocoPhillips including technical accounting policy, SOX compliance, and internal audit. He also gained public accounting experience with PricewaterhouseCoopers, working with various clients in the energy, electric, power, gas, and utility sectors.
