CPE Catalog & Events
Leadershift Ethics: Things Must Change!
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Anti-Bullying and Sensitivity
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Webinar
1.00 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Webinar
2.00 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
The Ethical Management of Conflict
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively
Yellow Book Ethics
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Webinar
2.00 Credits
Member Price: $79
Ethics Accounting & Auditing Yellowbook
Corporate Ethics Cases: Discuss Real Life Conflicts
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Webinar
4.00 Credits
Member Price: $129
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Ethical Considerations in Working with Cannabis
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Ethical Practices and Responsibilities Under Circular 230
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Webinar
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Todd and Julie Chrisley Go to Prison
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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
2025 AICPA Regulatory Ethics Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Ethical Tax Practice Strategies in a Crisis World
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Webinar
2.00 Credits
Member Price: $79
"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
New Client Ethical Challenges: The CPAs Guide
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Webinar
2.00 Credits
Member Price: $79
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Devious Ethics: Avoiding Snakes in Suits
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Webinar
2.00 Credits
Member Price: $79
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
Creating an Ethical Work Environment
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Webinar
2.00 Credits
Member Price: $89
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
Taking a Global View of Professional Ethics
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Webinar
2.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Ethics, Tax Practice & The Cannabis Industry
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Webinar
2.00 Credits
Member Price: $79
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Financial Decisions that Led Two Businessmen to Prison
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Ethics - A Line in the Sand; Implications for Daily Business
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Webinar
4.20 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Ethics and Technology for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Ethics Aren't for the Byrdes in Ozark
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Webinar
1.00 Credits
Member Price: $39
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management