CPE Catalog & Events
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
-
Webinar
1.00 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Ethics: Court Orders, Confidentiality, and Compliance
-
Webinar
0.00 Credits
Member Price: $89
The major topics that will be covered in this course include:• When and how a court order permits disclosure of tax return information under IRC §7216 and §6713.• The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).• Best practices for responding to court orders while maintaining compliance and minimizing liability.• Risks of over-disclosure and unauthorized communication during mediation proceedings.
The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
-
Webinar
1.00 Credits
Member Price: $39
How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
-
Webinar
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
Surgent's Shades Of Gray – Practicing Before The Internal Revenue Service – Circular 230 –Current State
-
Webinar
2.00 Credits
Member Price: $99
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
The Ethic of Teamwork
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
-
Webinar
1.00 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
Todd and Julie Chrisley Go to Prison
-
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Fraud Case Studies: 21st Century Professional Misbehavior
-
Webinar
2.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
-
Webinar
1.00 Credits
Member Price: $39
The multi-step process to address conflicts of interest How to remedy threats Preparing to defend your actions or inactions Causes of conflicts of interest
Ethics Aren't for the Byrdes in Ozark
-
Webinar
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Ethics, AI, and Music: What Every CPA Must Know
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Fraud Unmasked: Understanding and Preventing White-Collar Crime with Dr. Richard G. Brody
-
Webinar
2.00 Credits
Member Price: $79
Fraud Prevention Accounting Business Ethics
Introduction to Ethics & Professional Skepticism
-
Webinar
0.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements.
Vows Made Visible: Ethics and the Call of the Profession 26-27
-
Webinar
4.00 Credits
Member Price: $175
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
Money Laundering Awareness for Accountants
-
Webinar
2.00 Credits
Member Price: $89
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
Written Information Security Plans
-
Webinar
1.00 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
The Motives and Mystery of Ethics-Understanding the Why
-
Webinar
2.00 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Ethical Leadership: Power, Influence, Integrity, and Trust
-
Webinar
2.00 Credits
Member Price: $79
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership