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Ethics - Regulatory and Standards Update

Tuesday, January 21
 10:00am - 12:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Stay current on recent changes to the AICPA Code of Professional Conduct and keep abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. Explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Identify recent changes to the AICPA Code of Professional Conduct and other ethics standard-setters.
  • Recognize the regulatory requirements created by other state boards of accountancy, the National Association of State Boards of Accountancy, and recent regulatory initiatives.
  • Recognize the application of those standards in practice, emphasizing the experience of other practitioners.

Highlights

The major topics that will be covered in this class include:

  • Recent ethics standards changes that impact your practice.
  • Key regulatory changes and initiatives affecting CPAs and the future of the profession.
  • Emerging issues and standard-setting activity that could affect your practice.
  • Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
  • How failure to follow the standards can result in unwanted regulatory actions and publicity.

Designed For

Members in Public

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Allison Henry, VP-Professional & Technical Standards, Pennsylvania Institute of CPAs

Allison, who has been with the Pennsylvania Institute of Certified Public Accountants (PICPA) since 2003, works to elevate CPA practice quality through advocacy, outreach, and education. She currently administers PICPA’s Joint Ethics Enforcement Program with the American Institute of Certified Public Accountants (AICPA), oversees the administration of the AICPA’s Peer Review Program for Delaware, New York, Pennsylvania, and U.S. Virgin Island firms, monitors emerging global trends in the accounting profession, and serves as the PICPA technical liaison for several statewide committees and working groups that reach out to regulatory agencies in Pennsylvania on behalf of the profession. She frequently shares her expertise by speaking at PICPA events, hosting webinars on key topics, teaching ethics training, writing for the CPA Now blog, writing articles for the Pennsylvania CPA Journal, and fielding technical inquiries.

Before joining the PICPA, Allison spent several years as a senior manager with a regional accounting firm and nine years at Deloitte & Touche LLP, where she worked in the assurance and advisory services group. Allison’s diverse client service experience has included many not-for-profit, health care, and world relief organizations, as well as small and large manufacturing, distribution, and service-oriented entities. She has also served as the designated employee benefits specialist.

Allison is a graduate of Washington University in St. Louis, Mo., and holds an accounting equivalency from the University of Arkansas in Little Rock. She spent four years in internal accounting positions, including the Department of Defense, while her husband served on active duty with the U.S. Army.

Allison recently obtained AICPA’s Blockchain Fundamentals for Accounting and Finance Professionals Certificate.

Allison is a member of the PICPA and AICPA. She volunteers for various local ministries and is a member of River of Live Church. She is a native of St. Louis, Mo. and is an avid runner.

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Non-Member Price $124.00

Member Price $89.00