CPE Catalog & Events
Ethics and Technology for CPAs
Wednesday, October 20 10:30am - 12:30pm
Webinar
2.00 Credits
The major topics that will be covered in this course include:The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession.
Ethics: How to Attract and Keep the Best Clients
Wednesday, October 20 1:00pm - 2:00pm
Webinar
1.00 Credits
We'll do a deep dive into the four elements of accountability:Keeping your promisesConsidering the consequences of your actionsTaking responsibility for your mistakesCorrecting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life.
Professional Skepticism
Wednesday, October 20 2:00pm - 4:00pm
Webinar
2.00 Credits
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Resolving Ethical Dilemmas-You Make the Call
Wednesday, October 20 10:30am - 11:57am
Webinar
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors The Arthur Andersen case
CPA Firm Ethics-Practice Workshop
Thursday, October 21 9:00am - 12:30pm
Webinar
4.00 Credits
AICPA Code of Professional conduct
Deferred Prosecution Agreements: How to Qualify
Thursday, October 21 2:30pm - 4:30pm
Webinar
2.00 Credits
The major topics that will be covered in this class include:Government investigations and how they beginWhat prosecutors want to knowRespondeat Superior: What should business owners knowProactive steps to qualify for a deferred-prosecution agreementWhat is the difference between a non-prosecution agreement and a deferred-prosecution agreement?What is a well-designed compliance program?How do business leaders demonstrate a good faith effort when it comes to compliance training?Deferred-prosecution Agreements in real life.
Independence and Conflicts of Interest
Thursday, October 21 11:30am - 12:30pm
Webinar
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: OlympusCase Study: Buca di Beppo
Money Laundering Awareness for Accountants
Thursday, October 21 7:30am - 9:30am
Webinar
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Business Ethics: Cases from the Real World
Friday, October 22 7:00am - 10:36am
Webinar
4.00 Credits
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
CFO Series: Ethics in the Real World Living Values for Today
Friday, October 22 9:00am - 11:00am
Webinar
2.00 Credits
The major topics that will be covered in this class include:The four root causes of unethical business behaviorEight steps to create an ethical business environmentThe financial manager's responsibility to lead and implement good ethics in his/her organizationCases and Group Discussion: This seminar includes six (6) case studies for group discussion.
Devious Ethics: Dealing with Snakes in Suits
Friday, October 22 8:00am - 9:48am
Webinar
2.00 Credits
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Ethics: Get Rich, Lose Weight, and Enjoy True Love
Friday, October 22 11:00am - 1:00pm
Webinar
2.00 Credits
We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).Next we'll do a deep dive into the five principles of ethical intelligence:Do No HarmMake Things BetterRespect Others (by keeping confidences, telling the truth, and keeping your promises)Be FairCareComplete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life.
Ethics: Lead Like a Superstar and Build a Rocking Business
Friday, October 22 1:00pm - 2:00pm
Webinar
1.00 Credits
We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them.
Improving Ethical Decision Making
Friday, October 22 8:00am - 9:09am
Webinar
1.20 Credits
Ethics HR Role in Ethics Recruitment and screening processes
Shaping your Organization's Ethical Foundation
Friday, October 22 12:00pm - 1:27pm
Webinar
1.60 Credits
Ethics Organizational culture Business Management and Employee and Labor Relations
Developing an Ethical Culture
Saturday, October 23 12:00pm - 1:08pm
Webinar
1.40 Credits
Ethics
Ethics of Big Data: Is That a Thing?
Saturday, October 23 7:00am - 9:00am
Webinar
2.00 Credits
Introduction: Big Data is Getting BiggerEthical Implications of Big Data Getting BiggerEthics of Big Data: Three TheoriesTrust Theory and the Duty to be AwareRules Theory and the Duty to MonitorCases
Surgent's New Jersey Law and Ethics
Monday, October 25 11:00am - 2:30pm
Webinar
4.00 Credits
The Accountancy Act of 1997 and the Rules and Regulations of the New Jersey Board of Accountancy Other New Jersey professional standards and responsibilities for the practice of public accounting The AICPA Code of Professional Conduct
Ethical Tax Practice Strategies in a Crisis World
Tuesday, October 26 8:00am - 10:00am
Webinar
2.00 Credits
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections.
Sexual Harassment in Professional and Corporate Environments
Tuesday, October 26 10:30am - 11:30am
Webinar
1.00 Credits
Introduction: #MeToo and the Accounting ProfessionCase: Barrett v. Forest Labs., Inc.Ethics and Law: Two Different (Overlapping) DomainsDealing with the Culture of an OrganizationCase: Babbitt v. Koeppel Nissan, Inc.Supplemental Case: Smith v. DeTar Hosp. LLCConclusion