Ethical Responsibilities for CPAs: Regulatory Review Webcast | 4193861C

Date :
July 11, 2019 1:00 PM - 3:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
75.00
Nonmember Price :
101.00
CPE Credits :
CPE 2.00, RR 2.00
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This two-hour course covers the California Board of Accountancy’s two-hour regulatory review requirement. In the presentation, major topics are augmented with PowerPoint material, illustrating stories from the instructor's personal experience.

Review the provisions of the Accountancy Act and the California Board of Accountancy Regulations and become aware of ethical pitfalls that may be encountered in the practice of accounting. Review selected representative disciplinary actions, recently determined by the California Board of Accountancy, to bring awareness of some of these issues and learn to avoid them.

This course is specifically designed to meet the 2-hour Regulatory Review requirement that all licensee's must take every third license renewal period.

 Materials are provided as an ebook for this course.

Objectives:

  • Enhance knowledge of the California Accountancy Act Rules and Regulations.
  • Educate CPA’s in public practice in California about the State Board of Accountancy Rules and Regulations and how to avoid violating them.
  • Focus on ethical areas in the everyday practice of public accounting in California.
  • Get a working knowledge of the state Board of Accountancy Rules and Regulations.

Major Subjects:

Among the topics to be discussed are:

  • The Continuing Education Requirements for CPA’s
  • Ownership of Accounting Workpapers
  • Titles and Licensing
  • The Inactive and Retired License Status
  • Rules Regarding Referral Fees and Commissions
  • Self-Reporting Requirements for CPA’s and what constitutes a reportable event
  • Audit Documentation Standards
  • Review of representative Disciplinary Actions by the State Board of Accountancy.

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Overview
Field of Interest:
Regulatory Ethics
Prerequisites:

None.

Designed For:

California licensed CPAs in public and private practice.

Instructors

Dana Alan Basney, ABV, CFE, CIRA, CPA
Dana A. Basney is a former shareholder in Mayer Hoffman McCann P.C. and a retired managing director of CBIZ MHM, LLC in charge of its San Diego forensic accounting services group. He is an experienced expert witness and has acted as a consultant to attorneys in civil and criminal cases in both Federal District Court and state courts. His testimony has involved accounting standards, accounting malpractice, business valuation, economic losses and tax issues. Basney has also been appointed as special master and joint expert in matters of valuation and accounting, and has acted as a mediator and settlement referee in numerous court cases. Since 1978, Basney has taught numerous accounting and business classes. He teaches fraud examination and forensic accounting in the graduate program and accounting ethics in the undergraduate accounting program at the University of San Diego, and has taught accounting at the University of California, San Diego’s extension program. Basney serves on CalCPA’s Ethics Committee and is the Professional Conduct Chair of the San Diego Chapter of CalCPA. He has many years of experience defending accountants in malpractice actions and is a well-known lecturer on a variety of accounting topics, including ethics and fraud, and brings to each class much pragmatic experience that you will not find in a textbook.
No Agenda or Materials posted.