Professional Development and Event Catalog
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Surgent's Ethics for the Industry Accountant
Tuesday, Mar. 16 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms, and the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations with a focus on dilemmas that may face CPAs in the industry.
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Leadershift Ethics: Things Must Change!
Tuesday, Mar. 16 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
Tuesday, Mar. 16 3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
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This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs, and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Introduction to Ethics and Professional Skepticism
Wednesday, Mar. 17 9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities, and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
Wednesday, Mar. 17 10:00am - 11:00am
Online
1.00 Credits
Member Price: $39
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The staggering volume of accounting scandals is a scandal. What has happened and what were the root causes? Why do many financial professionals choose to do the wrong thing? What has been the cumulative impact on the profession? What can we do to enhance our professional reputation? We will discuss the many "fixes" imposed to address previous accounting scandals, including COSO; were they effective? We must understand that accounting fraud is prevalent and what should we look out for? Be aware. We do not want history to repeat itself.
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Forensic Accounting: Crafting Expert Reports
Wednesday, Mar. 17 10:00am - 2:00pm
Online
4.00 Credits
Member Price: $149
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When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Yellow Book Ethics
Wednesday, Mar. 17 10:30am - 12:30pm
Online
2.00 Credits
Member Price: $89
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Government Auditing Standards (or Yellow Book) has a unique perspective on ethics and transparency due to accountability owed to taxpayers, oversight bodies, and others. This course will discuss the foundational principles in the Yellow Book relevant to professional conduct on related engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA
Wednesday, Mar. 17 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
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Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.
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The Ethics of How We Treat People; Why it Matters?
Wednesday, Mar. 17 12:00pm - 12:50pm
Online
1.00 Credits
Member Price: $39
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As leaders in the community and in the profession – we are held to a higher standard and to do more to help others. We do not want to conduct business with unethical organizations or work with those who mistreat others. People, whether they are contractors, employees, customers, suppliers, clients or partners, all want to be treated fairly and with respect. Especially in a service business, people are the only true asset. By treating people with respect and honor – you will attract talent and clients. If you believe there is a war for talent, then listen to this discussion that proves that treating others well is THE ethical course of action and what sets us apart. Being fair, honest and supportive – is being ethical and it matters.
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The Ethics Hour: Dealing With Conflicts of Interest: Members in Business and Industry, featuring Don Minges
Wednesday, Mar. 17 12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $39
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Often a simple situation may seem innocent, but it can lead to large complications quickly. Conflicts of interest are unavoidable and occur frequently for CPAs in business and industry. What will you do when they happen? Will you take the necessary steps to remain ethical and to protect your license? We will show you how in detail. You and I have a responsibility to our organizations and to the public to be ethical. If you do not follow the prescribed steps, as detailed in the Code of Professional Conduct, there will be problems. Do not forget your duty to the public.
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Ethics and Professional Conduct
Wednesday, Mar. 17 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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By revisiting these fundamental principles, you will reinforce your knowledge and ensure that your professional conduct aligns with the industry's best practices. Furthermore, this seminar will equip you with the necessary skills to apply the independence rules to common situations that arise in your day-to-day work. By exploring practical scenarios, you will learn how to navigate complex ethical dilemmas, safeguarding the trust and confidence of your clients.
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Supervision/Management Competencies: An Ethical Approach
Wednesday, Mar. 17 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Fraud, Controls and Ethics: Best Practices and Case Studies
Wednesday, Mar. 17 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
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Will Your Ethics Be Burned by Burnout?
Wednesday, Mar. 17 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Ethical behavior is not a destination it is a journey with twists, turns, and bumps in the road. We are faced with ethical dilemmas every day. Do I speed to make it to a meeting? Do I call in sick because I need a break? When does "helping my child with their homework" become "doing it for them"? CPAs are ethical most of the time, but staying ethical is hard. It gets harder when we are under stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics Aren't for the Byrdes in Ozark
Wednesday, Mar. 17 2:00pm - 3:02pm
Online
1.00 Credits
Member Price: $39
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Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing and the wrong thing. Sometimes, professionals violate their ethical code and do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" and its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices and how they justify those choices.
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Business Ethics: Cases from the Real World
Wednesday, Mar. 17 2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.
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Ethics: 10 Crucial Qualities of High Character CPAs
Wednesday, Mar. 17 2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
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What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Ethics, Tax Practice and Understanding Circular 230
Wednesday, Mar. 17 3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
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This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
Wednesday, Mar. 17 4:00pm - 5:00pm
Online
1.00 Credits
Member Price: $39
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Ethics is grounded in leadership and the finest leaders are always ethical. Every effective leader is ethical, in words and actions. The best leaders communicate effectively. Being trustworthy is more than being honest and fair. In today’s turbulent environment, leadership matters more than ever as the talented staff will readily move to ethical leaders. We must enhance our leadership skills to remain valuable. Simple stated - we all want to work for, and with, an ethical leader.
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Business Ethics
Thursday, Mar. 18 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.