Professional Development and Event Catalog

One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work. For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work. The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The course provides a concise overview of cognitive biases - thinking errors and "brain bugs" that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your accounting work. Discover the most common types of cognitive biases in the profession, and how to recognize and address these flaws and blindspots in your "mental firmware". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

As accounting firm's non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules which govern these engagements. In this course, we'll review the relevant sections of the AICPA Code of Professional Conduct regarding independence, objectivity, and conflicts of interest. The course will focus on the Code's Independence Rule and common threats to auditor's independence. In particular, the course will focus on those unique considerations related to non-attest services, both from the perspective of AICPA interpretations and other applicable rules and regulations. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED.

Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer. We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Reading the AICPA Code of Professional Conduct can be a daunting experience. This course unpacks the AICPA Code of Professional Conduct by exploring practical considerations for accounting professionals. We will examine selected provisions that are relevant to CPAs in both public accounting and industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.

Who creates and maintains ethics standards? Who is held to the standards? Who can file a complaint? How does a Peer Review complaint fit in? Who investigates and how? Can public information spur an investigation? Good questions? Hear the answers and all about cases that explain the issues when our expert fills in the back story. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

AICPAs Code of Professional Conduct - Exploring the Foundational Principles Underlying the CPA Profession as a whole will provide an overview of the basic principles of the AICPA's Code of Professional Conduct with practical implementation examples. CPAs must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, CPAs must appropriately safeguard any threats to independence and objectivity. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has public accounting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Ethics is complicated, and conflicts of interest are more complicated. What are the various issues involved with conflicts of interest?  What does the AICPA Code of Professional Conduct say? We will discuss several seemingly ordinary, everyday conflicts of interest and how we should be more aware that conflicts of interest are common. We will discuss the ethical priorities of a CPA and how to apply them. What should you do when facing a conflict of interest?  What is the ‘secret weapon’ to help mitigate conflicts of interest?  The key to our profession remaining relevant is to maintain trust. Come and learn more about conflicts of interest and how we all can be even more trustworthy.     

Our guidance on ethics comes from the AICPA and other groups, but it does not fully address the “why” behind ethics. This session will examine and define what ethics is and what it means to varying people in the workplace. Understanding what motivates people and understanding those people are key to both solving ethical dilemmas and workplace issues that can lead to greater job satisfaction and efficiency. To correct an issue, you need to delve into the root cause – the why?

Based on Government Auditing Standards, 2018 Revision, this course is essential for auditors performing Yellow Book audits. It provides detailed information about conducting engagements in accordance with the Yellow Book and requirements related to independence. This course will increase your knowledge of the requirements and application guidance related to ethics, standards for financial audits, attestation engagements, performance audits, and more.

SAS 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was issued in October 2021. The audit standard amends AU-C 315, including many changes to address common audit deficiencies. This course will provide an overview of SAS 145 and its changes to AU-C 315. Attendees will have an opportunity to evaluate the impact on audit methodology and documentation.

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant.

This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Discover "Ethics in the World of AI: A CPAs Guide to Managing Risks" - a concise 2-hour training session for certified public accountants. Karl Ahlrichs and Jennifer Elder discuss the current uses of AI in business, nine risk areas, and provide practical suggestions to address these risks effectively. Equip yourself with the tools to navigate the ethical challenges of AI, upholding professional standards while embracing transformative technology. Join us now for a journey towards ethical excellence in AI.

Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity. This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity. This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.