Sponsored On Demand: Ethical Dilemmas and War Stories: What Would You Do?

OL1529  |  On Demand Course  |  Update  |  Self-Study

Description

CPAs find themselves in numerous situations where their ethical views are tested. It can be challenging to avoid the slippery slope of rationalization, especially when clients and third parties push the boundaries. This session will examine common ethical traps that often entangle CPAs, discuss recent ethics-related inquiries from the CAMICO advice hotlines, and emphasize the importance of complying with standards while doing the right thing. This session is intended to raise awareness and trigger an enlightening discussion regarding ethical dilemmas and will offer participants recommended practices to reduce risk exposures associated with these ethical challenges.

This session was one of the courses offered as part of Member Appreciation Day. The other courses offered are:

1.  SECURE 2.0 Updates and Plan Design Walk Through

2.  Creating a Culture of Security for Your Firm

3.  Top 10 Rules Every CPA Should Know When Dealing with IRS Controversy Matters

Credits

Number of Credits Type of Credits
1.00 Business Management & Organization

Objectives

After attending, participants in this session will be able to: 

  1. Discuss the pressures from clients and third parties that can challenge a CPA's ethical decision-making.
  2. Identify common ethical traps and rationalizations that may compromise professional integrity.
  3. Apply recommended risk management strategies to mitigate exposure to ethical challenges.
  4. Promote awareness and thoughtful discussion around ethical behavior and professional responsibility in an accounting practice.

Prices

Member (Early Bird)
$0.00
Non-Member (Early Bird)
$59.00
Member
$0.00
Non-Member
$59.00
Your Price: $59.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $59.00 on this event. Not a member? join today.

Instructors

Ronald Klein, J.D.

Klein has been with CAMICO since its inception in 1986 and managed the claims department for 25 years. In his current role, he leverages his extensive knowledge and expertise of CPA professional liability issues to help CAMICO policyholders practice sound risk management, which can help them avoid or mitigate claims. He also serves as a resource to CAMICO staff. Klein is a frequent speaker, and his primary responsibilities include risk management-focused CPE (through both webcasts and speaking events), and developing loss prevention content and tools for policyholders.

Educated as an accountant and attorney, Klein holds a BS in Business Administration from Washington University in St. Louis, and a Juris Doctor from Southwestern University in Los Angeles. Prior to joining CAMICO, he was a controller, a practicing attorney, and a vice president of finance in the real estate syndication industry. Klein is co-author of the book CPA's Guide to Effective Engagement Letters. Klein received the CalCPA Distinguished Service Award in 2020 for his service protecting the CPA profession in liability, legislative and educational matters.

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