CPE Catalog & Events
Cases in Corporate Ethics: Discuss Real Life Conflicts
Monday, September 25
7:00am - 11:00am
Webinar
4.00 Credits
Member Price: $149
We introduce new case selections to this seminar every year. Past cases have included these issues: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?
Ethics and Technology for CPAs
Monday, September 25
7:30am - 9:30am
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: IRS Behavioral Insights for Accountants
Monday, September 25
8:30am - 10:30am
Webinar
2.00 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Ethical Responsibilities for CPAs: Ethics 2023
Monday, September 25
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• Ethical Responsibilities for CPAs • The AICPA Code of Professional Conduct • PCAOB Ethical Standards • The Sarbanes Oxley Act • The Foreign Corrupt Practices Act • Circular 230 for Tax Practitioners • The Dodd-Frank Banking Reform Act
Todd and Julie Chrisley Go to Prison
Monday, September 25
11:30am - 1:30pm
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
Ethical Performance Management
Tuesday, September 26
11:00am - 1:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
Tuesday, September 26
12:00pm - 2:00pm
Webinar
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
The Aftermath of Government Investigations: Varsity Blues
Tuesday, September 26
1:00pm - 3:00pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Let's End Business Ethics
Wednesday, September 27
7:00am - 9:00am
Webinar
2.00 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Devious Ethics: Dealing with Snakes in Suits
Wednesday, September 27
7:30am - 9:30am
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
The Ethics Hour: Ethics in the Real World
Wednesday, September 27
10:00am - 11:05am
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
Wednesday, September 27
10:00am - 11:06am
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)
Ethical Challenges for CPAs - Do You Have a Breaking Point?
Wednesday, September 27
11:30am - 1:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Explore the cases of those who succumbed to pressure and lost their livelihoods, from those who helped clients avoid restating earnings to those backdating changes to audit workpapers.Discuss the pressures that cause CPAs to cross the line and how to make sure you do not succumb to the pressure.Reinforce the ethical principles that CPAs are required to follow.Consider cases of CPAs who became fraudsters. Who is responsible for fraud prevention? How can you keep your clients safe?
Money Laundering Awareness for Accountants
Wednesday, September 27
11:30am - 1:30pm
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
Whistleblowers and the Law
Wednesday, September 27
12:30pm - 2:30pm
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Business Ethics: Cases from the Real World
Wednesday, September 27
1:00pm - 5:00pm
Webinar
4.00 Credits
Member Price: $129
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?
The Ethic of Self-Esteem For Women
Thursday, September 28
7:30am - 9:30am
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem
The Ethics Hour: Be the Sun, Not the Salt
Thursday, September 28
9:00am - 10:00am
Webinar
1.00 Credits
Member Price: $39
Understand how our behavior affects those around us. Learn Dr. Cohen’s Six Pearls of Wisdom. 1. Today is a good day to do good 2. Be the bright spot in the room 3. Be your own sun 4. Do the next right thing 5. Pet Peeves Bite 6. Knowing isn't doing
Ethics & Materiality 2023
Thursday, September 28
9:00am - 12:30pm
Webinar
4.00 Credits
Member Price: $159
• AICPA Code of Professional Conduct • Materiality • Preparations • Compilations • Reviews
Devious Ethics: Dealing with Snakes in Suits
Thursday, September 28
11:00am - 1:00pm
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