Professional Development and Event Catalog
Ethics: Uncomfortable Conversations and Inconvenient Truths
Monday, October 18th, 4:00pm - 6:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:New research in the field of diversity and inclusionEquity and corporate cultureChange management in the area of diversity and inclusionOrganizational psychology and diversity in teamsInstructor Name: Toby Groves, Ph.D.
Conflicts of Interest - A New Approach
Tuesday, October 19th, 12:00pm - 1:00pm
Online
1.00 Credits
Conflict of interest identification and analytical process in public practice Conflict of interest standards that apply to a CPA members in business and industry Considerations for members who are retired or not currently employed in the accounting profession Considerations for members practicing outside the U.S. Documentary Evidence Subordination of Judgment Whistleblowing Instructor Name: James Rigos
I Spy with My Little Eye ... an Illegality
Tuesday, October 19th, 11:00am - 12:00pm
Online
1.00 Credits
Are Accountants the Conscience of Business?Today's Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusionInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF
Professional Fiduciary Duty
Tuesday, October 19th, 1:30pm - 2:30pm
Online
1.00 Credits
Fiduciary relationship in general Problematic fiduciary engagements Corporate and charitable organization directorships Suggested director fiduciary safeguards Instructor Name: James Rigos
Red Flags & the Inquisitive Accountant/Accountants' Non-Disclosure: Recent Cases & Controversies
Tuesday, October 19th, 8:30am - 4:43pm
Online
8.00 Credits
Curiosity, Truth-seeking, and Inquisitiveness “Required” Inquisitiveness in Attestation Engagements Inquisitiveness and the AICPA Code of Professional Conduct Recent Cases and Controversies Accounting as Disclosure: Theory and Societal Significance Basic Disclosure Accounting and Ethics Rules Efforts to Increase Relevance in Financial Reporting Recent Disclosure-Related Cases and Controversies Instructor Name: Albert D. Spalding, Jr.
Surgent's Ethical Considerations for the CPA
Tuesday, October 19th, 9:00am - 12:30pm
Online
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples Instructor Name: Richard Daisley, CPA
Auditing, Assurance and Ethics Update for Governments and Not-for-Profits
Wednesday, October 20th, 9:00am - 12:00pm
Online
3.00 Credits
Instructor Name: Melisa F. Galasso
Ethics and Technology for CPAs
Wednesday, October 20th, 12:30pm - 2:30pm
Online
2.00 Credits
The major topics that will be covered in this course include:The foundational ethical principles that CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.Whether our profession needs to change to continue to meet the ethical challenges in a technology-centric environment. Consideration of the changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the future of the profession. Instructor Name: Allison M. Henry, CPA, CGMA
Ethics: How to Attract and Keep the Best Clients
Wednesday, October 20th, 3:00pm - 4:00pm
Online
1.00 Credits
We'll do a deep dive into the four elements of accountability:Keeping your promisesConsidering the consequences of your actionsTaking responsibility for your mistakesCorrecting your mistakes We'll also discuss the differences between good and bad clients. Hint: it's not just about how long it takes for you to get paid.We'll conclude with a Call to Action so that you can put a few of the lessons from this webinar into practice immediately. Even doing one of the items that Bruce suggests will enrich your accounting practice and your life.Instructor Name: Bruce Weinstein
Relationship Between Ethics, Morality, and the Law
Wednesday, October 20th, 3:00pm - 4:41pm
Online
2.00 Credits
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts Instructor Name: Lynn Fountain, CGMA, CRMA, MBA
Resolving Ethical Dilemmas-You Make the Call
Wednesday, October 20th, 12:30pm - 1:57pm
Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence Ethics rules for lawyers, investigators, journalists, medical researchers, engineers, and prosecutors The Arthur Andersen case Instructor Name: David L. Cotton, CPA, CFE, CGFM
2020 Audit & Attestation Update
Thursday, October 21st, 10:00am - 1:47pm
Online
4.00 Credits
Audtiting Standards Ethics Instructor Name: Melisa F. Galasso
IRS Ethics and Best Practices for Tax Professionals
Thursday, October 21st, 9:30am - 11:17am
Online
2.00 Credits
Taxes Instructor Name: Mark Hugh, CPA
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Thursday, October 21st, 1:00pm - 4:30pm
Online
4.00 Credits
AICPA’s Enhancing Audit Quality initiative Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation Instructor Name: Marci Thomas, CPA
Business Ethics: Cases from the Real World
Friday, October 22nd, 9:00am - 12:36pm
Online
4.00 Credits
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? Instructor Name: Don Minges
CFO Series: Ethics in the Real World Living Values for Today
Friday, October 22nd, 11:00am - 1:00pm
Online
2.00 Credits
The major topics that will be covered in this class include:The four root causes of unethical business behaviorEight steps to create an ethical business environmentThe financial manager's responsibility to lead and implement good ethics in his/her organizationCases and Group Discussion: This seminar includes six (6) case studies for group discussion.Instructor Name: Richard A. Karwic, MBA
Devious Ethics: Dealing with Snakes in Suits
Friday, October 22nd, 10:00am - 11:48am
Online
2.00 Credits
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 Instructor Name: John L. Daly
Ethics: Get Rich, Lose Weight, and Enjoy True Love
Friday, October 22nd, 1:00pm - 3:00pm
Online
2.00 Credits
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.Instructor Name: Bruce Weinstein
Ethics: Lead Like a Superstar and Build a Rocking Business
Friday, October 22nd, 3:00pm - 4:00pm
Online
1.00 Credits
We'll closely examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? Yes, there will be one or two superstars you don't care for--perhaps even loathe--but you can still learn a lot from them.Instructor Name: Bruce Weinstein
Improving Ethical Decision Making
Friday, October 22nd, 10:00am - 11:09am
Online
1.20 Credits
Ethics HR Role in Ethics Recruitment and screening processes Instructor Name: Charla Welch