CPE Catalog & Events
Effectively Using the AICPA Conceptual Framework - Bringing it to Life - Featuring Clare Levison and Don Minges
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Webinar
1.00 Credits
Member Price: $39
TBD
Ethical Situations - Featuring Allison McLeod and Don Minges
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Webinar
1.00 Credits
Member Price: $39
TBD
It Is Legal, But Is It Really Ethical? - Featuring Rob Berry and Don Minges
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Webinar
1.00 Credits
Member Price: $39
TBD
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
TBD
The Ethics Hour: Be the Sun, Not the Salt
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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
Ethical Responsibilities for CPAs: Ethics 2023
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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
Ethics: Human Capital Reporting and DEI for Accountants
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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
Power, Influence, and Ethics
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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
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
Ethical Performance Management
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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
Upholding Independence While Holding Your Client's Hand
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Webinar
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence; Review the AICPA's Code of Professional Conduct; Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
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
Power Ethics for Tax Professionals
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Webinar
2.00 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Rules for practice with and before the IRS, including IRS Circular 230 New developments in regulation Best practices and case studies
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
Professional Skepticism
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Webinar
2.00 Credits
Member Price: $89
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
The Ethic of Recruitment and Selection
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
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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 Aftermath of Government Investigations: Varsity Blues
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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
Ethics: IRS Behavioral Insights for Accountants
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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
Are You Qualified? The Ethics of Practice Development and Skill Enhancement
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Webinar
2.00 Credits
Member Price: $79
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion