Instructor
Auditing experience includes 25 years in public accounting as an auditor and 6 years as an insurance regulator (auditor) including 3 years as the Chief Financial Examiner for the State of Maryland.
Professional training since 1980 for both CPA firms and the public. The 2014 training schedule includes over 100 days in many states for continuing profession education for CPAs. I also assist in teaching prep classes for both the CPA and CFA examinations. Currently hold the designation of Certified Public Accountant and Certified Financial Examiner.
Specialties: Auditing, accounting under both US and international Generally Accepted Accounting Principles, fraud, accounting services, business planning, and staff development. Industries expertise includes concentrations in construction, real estate, governmental units, nonprofit entities, retail, and investment companies. Investigative accounting services including fraud investigation.
This CPE course provides a timely update and refresher on the AICPA Code of Professional Conduct, including the conceptual framework and independence provisions for nonattest services, personal independence, and other critical matters. It reviews the basic tenets of ethical and professional conduct, including the principles upon which the code rests, explains why the code is necessary and how it is organized. AICPA members must follow the AICPA code, and many courts and regulatory bodies view the AICPA code as the de facto standard for the accounting profession, therefore it is imperative to stay current on the rules and apply them properly. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date rules.
• Understand and apply the revised AICPA Code of Professional
Conduct.
• Discover recent developments in professional ethics.
• Recognize rules surrounding independence related to professional
ethics.
• Conceptual Framework
• AICPA Code of Professional Conduct
• New interpretations added to the AICPA Code of Professional
Conduct
None
Individuals who want a refresher
course on the AICPA Code of
Professional Conduct and
licensed CPAs looking to fulfill
their ethics requirement.