CPE Catalog & Events
Everyday Ethics: Doing Well by Doing Good-Ethics 2023
Thursday, September 21
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• 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
The Tax Advocacy Panel (TAP): Driving IRS Tax Policy
Thursday, September 21
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The role of TAP in the US tax system and how it shapes regulatory ethics Gathering feedback from taxpayersMaking recommendations to the IRSWorking with IRS employees to implement and maintain solutionsThe impact of TAP on the tax system and accounting professionTAP's efforts to improve efficiency and effectivenessThe importance of trust and confidence in the tax system
Power, Influence, and Ethics
Thursday, September 21
10:00am - 11:40am
Webinar
2.00 Credits
Member Price: $79
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Practical Insights Gleaned from the AICPA's Code of Conduct
Thursday, September 21
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Evolution of relevant professional guidance Independence provisions Vernacular used in the AICPA Code of Professional Conduct Conflicts of interest Offering/accepting gifts or entertainment Acts discreditable to the profession
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
Thursday, September 21
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
Thursday, September 21
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $79
Ethics Leadership
Ethics: Get Rich, Lose Weight, and Enjoy True Love
Friday, September 22
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $89
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.
Resolving Ethical Conflicts
Friday, September 22
8:00am - 10:00am
Webinar
2.00 Credits
Member Price: $79
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
Professional Skepticism
Friday, September 22
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
Friday, September 22
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
Ethics in the Real World - Living Values for Today
Friday, September 22
1:00pm - 2:50pm
Webinar
2.00 Credits
Member Price: $79
Four root causes of unethical business behavior Eight steps to create an ethical business environment 1. Establish a code of conduct and make it public 2. Hire and promote people with a well-grounded sense of personal ethics 3. Interpret your code for ordinary circumstances 4. Communicate expectations for employees to act in an ethical manner 5. Lead by example 6. Teach employees the basic tools of ethical decision making 7. Back your code with enforcement 8. Factor values into every important organizational activity and decision The financial manager’s responsibility to lead and implement good ethics in his/her organization
PPP Fraud and Financial Professionals
Saturday, September 23
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
Saturday, September 23
8:00am - 8:57am
Webinar
1.00 Credits
Member Price: $39
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
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
Saturday, September 23
9:00am - 9:58am
Webinar
1.00 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Ethics: Human Capital Reporting and DEI for Accountants
Saturday, September 23
9:30am - 11:30am
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Emerging Human Capital Disclosure RulesDEI BasicsNeurodiversity PrinciplesDEI ContinuumHow a DEI Strategy Contributes to Your Competitive AdvantageDiversity Annual Reports: Case Studies and Best PracticesInclusive Hiring ProcessesRetention and Promotion EquityPay Gap IssuesDiverse Vendor NetworksRacial Equity and Brand MessagingInclusivity Builder WorksheetInclusive Marketing ToolkitHuman Capital Technology ToolsHuman Capital ResourcesHuman Capital Starter Strategy
How Much Are Your Ethics Worth?
Saturday, September 23
10:00am - 12:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
Saturday, September 23
12:00pm - 12:50pm
Webinar
1.00 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
Saturday, September 23
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $79
Do conflicts of interest matter? Are we aware of common conflicts of interest? What does the Code of Professional Conduct require? How to recognize Conflicts of Interest? Ethical issues regarding competence and gifts and entertainment. Tradeoffs involved in dealing with conflicts of interest? Suggestions on how to avoid conflicts of interest.
The Ethics Hour: Ethics in the Real World
Saturday, September 23
1:00pm - 2:05pm
Webinar
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
Saturday, September 23
2:00pm - 3:06pm
Webinar
1.00 Credits
Member Price: $39
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)