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Wednesday, December 3, 2025 Live Webcast

Mastering Information Systems and Controls for Accounting Professionals (E2512271)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8 CPE Credits in CS

OVERVIEW

Enhance your expertise in information systems and controls with this comprehensive course. Designed for experienced CPAs, CITP designation holders and aspirants, and accountants seeking a greater understanding of information systems and controls, the courses focus on key areas such as information systems and data management, IT governance, information security, and system and organization controls (SOC) engagements. The course incorporates interactive activities to engage participants and enhance their learning experience through online platforms. By the end of the course, participants will have a comprehensive understanding of the most important elements of information systems and controls, preparing them for their roles and certifications.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Experienced CPAs, CITP designation holders and aspirants, and accountants seeking a greater understanding of information systems and controls.

BENEFITS

  • Explain internal control concepts within accounting information systems, drawing on frameworks such as COSO and COBIT, to ensure accuracy in financial reporting and protect against unauthorized access
  • Summarize key considerations for business resiliency, disaster recovery, continuity plans, system replication, impact analysis, and availability
  • Understand data management processes, including data collection methods, storage types (data warehouse, data lake, data mart), and the data life cycle
  • Explain the role of IT governance within an organization and describe key IT governance frameworks, including COBIT, ITIL, and ISO/IEC 27001 and 27002
  • Describe IT general controls and application controls
  • Discuss business process management and change management
  • Examine cybersecurity principles in the context of HIPAA, GDPR, and PCI DSS, and understand how they regulate the protection of sensitive data
  • Summarize the NIST Cybersecurity Framework (CSF) and Privacy Framework
  • Identify cybersecurity risks related to cloud environments, IoT, and mobile technologies
  • Identify methods for the protection of confidential data during application development
  • Understand the purpose of SOC reports, the roles of key players, and identify management assertions specific to different SOC engagement types
  • Recall the intended users of SOC 1®, SOC 2®, and SOC 3® reports

HIGHLIGHTS

  • IT systems and data management
  • IT governance and risk management
  • Information security and privacy
  • System and organization controls (SOC) engagements

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Carl Shultz

Carl F. Shultz, CPA, M.B.A., CGMA

Surgent Professional Education

Carl Shultz is an M.B.A., CPA, and CGMA. He has extensive experience serving as a financial executive with Fortune 500 companies and Big Four public accounting firms, consulting for small to large companies and individuals, and leading a range of accounting and financial functions. Carl has played a key role in building new companies and key financial functions to improve net income, install controls, establish audit functions, and manage large complex projects to successful, timely completion on or under budget. Currently, Carl provides financial and tax preparation and planning to individuals and small businesses. He is the Managing Director of CFS Consulting, LTD, which also provides financial, internal control, and administrative consulting services. He is an adjunct professor of accounting at Rider University and Philadelphia University. Carl has lectured at professional seminars and to groups on financial accounting and tax matters. He is also a valued discussion leader for Surgent Professional Education, which offers CPA CPE courses throughout the United States. He has published in such professional journals as Taxation for Accountants, Taxation for Lawyers, and Controller’s Quarterly. Carl is a graduate of La Salle University with a degree in accounting and has also earned an MBA degree from Drexel University in finance and accounting. Carl is a decorated veteran of the Vietnam War, where he served as an officer in the U.S. Army.

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 3 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent