Understanding and Auditing Alternative Investments (with Private Credit Focus) – Virtual

This one-day virtual seminar provides participants with an overview of the most common alternative investments in the global market including Private Equity, Private Credit and Hedge Funds. In addition, this class will have a sperate section that will focus specifically on the Private Credit Alternative Sector to address the current issues that are developing in the market as of late. ...

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19 May

8:30 am - 4:30 pm

Virtual Webinar

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Understanding and Investigating Investment Fraud – Virtual

Fraud: it’s the five letter word that keeps audit professionals up at night. Despite nearly-constant regulatory reforms, the evolution of technology and improved transparancy, investment frauds continue to riddle financial headlines. Jim Chanos, the short-seller who called Enron’s demise (and notably has recently denied embezzlement claims by his former firm), has even deemed the post-pandemic era as the ‘golden age ...

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16 Jul

8:30 am - 4:30 pm

Virtual Webinar

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Understanding and Auditing Investment and Derivative Activities – Virtual

We are very excited to combine two of our popular classes into one virtual seminar. For this special offering, we have combined Understanding and Auditing Investment Activities and Understanding and Auditing Derivative Strategies. We have heard from several of our clients that they would like to attend both virtual classes, but it is difficult to commit to four days.  Therefore, ...

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20 - 22 Jul

Virtual Webinar

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Emerging Issues in Investments and Derivatives – In Person

Notice: This course will be held in-person in Kansas City. We will not be offering a virtual option for the Emerging Issues course this year.  This course is dedicated to new developments in the investments and derivatives world and the challenges for auditors that results. With all of the risk inherent in this highly complicated area, it is critical to stay ...

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22 - 24 Sep

Kansas City

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CIDA Review Course – Virtual

The Certified Investments & Derivatives Auditor (CIDA) designation is a globally accepted certification for investments and derivatives auditors and remains the standard by which individuals demonstrate their professionalism in the investments and derivatives auditing field. With a CIDA credential, you distinguish yourself beyond your job title while gaining a sense of personal satisfaction. Earning the CIDA designation highlights your knowledge, ...

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05 - 07 Oct

Virtual Webinar

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CIDA Exam 2026

The CIDA Fall exam will be offered on October 26, 2026. Cost is $400 for domestic candidates and $445 for international candidates. Price includes a non-refundable registration fee of $75 for domestic candidates and $120 for international candidates. Important Update: In 2027, Certified Investment and Derivative Auditor (CIDA) will be converted from a “certification” to an on-demand certificate. The Fall ...

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26 Oct

8:30 am - 4:30 pm

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Auditing Derivative Activity through Data Analysis – Virtual

We are very excited to offer a class on Derivative Analytics once again this year. Barb Davison (ITCI) has teamed up with Elizabeth Scott from the State Board of Administration of Florida to deliver this very informative and critical session on using data analysis in your derivative audits. Derivatives are very difficult to audit as many of you know. When ...

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09 Dec

12:30 pm - 4:30 pm

Virtual Webinar

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