|Full time Accounting Educator:||-92.00|
National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on the topic areas that are required under the Board of Accountancy Administrative Rules for CPAs for new licensees in their first two-year reporting period.
NOTE: This course meets the Oregon Board of Accountancy’s biennial four-hour ethics requirement for all CPAs including those in their first two-year reporting period.
Individual CPAs desiring to meet the beginning Oregon State Board of Accountancy (OSBA) four-CPE-hour Oregon basic ethics required biennially * Oregon CPA firms desiring a comprehensive sensitivity training workshop for both partners and general staff employees * Partners of Oregon CPA firms reviewing and updating their internal CPA firm ethical principles and procedure manuals.
You will gain: More confidence in your personal and professional ethical judgments * An increased sensitivity towards accounting-related ethical issues and dilemmas * Familiarity with AICPA and Oregon State Board ethical reporting and compliance procedures.
How to identify ethical issues involved in making professional accounting decisions * How to recognize the considerations in analysis and resolution of ethical dilemmas * How to apply ethical rules and guidelines to public accounting situations * How have the Oregon State Courts interpreted our standards * CPA responsibilities and conduct described in the AICPA and Oregon State Board of Accountancy laws, rules and Code of Ethics.
CONFLICTS OF INTEREST: The new AICPA conflict of interest rules will be covered in some detail. These are required for all year-end 2017 engagements and have been incorporated into the Oregon Board rules. This is a brand new world of ethical attention and practicing CPAs need to understand the new paradigm. Come and learn how to identify conflicts, craft appropriate safeguards and secure client informed consent.
Jim Rigos, CPA, CMA, CFM, is an Attorney-CPA who has written and lectured widely in accounting, professional ethics, and legal topics. He practiced public accounting for a decade before graduating with a LLM degree in tax law from Boston University Law School. He has defended over 200 cases against CPAs including ethics complaints at the Oregon State Board, AICPA Joint Trial Board, and appeals up to the 9th Circuit Court of Appeals. He also has served as a mediator, judge pro tem, and member of the AICPA's Accountants Liability committee. He is a prior national officer in and current national Chair of the Ethics and Dual Practice committee of the American Academy of Attorney-CPAs (AAACPA).
Jim's live classes are rated high and are sometimes provocative but highly exciting. Many actual reported cases facing CPAs are explored. The legal and ethical ramifications of the new AICPA “Re-codification,” particularly conflicts of interest and fiduciary duty, are explored in detail. Protective client disclosure letters are suggested and detailed provisions explored. Come learn about how to best protect yourself and your practice in this new CPA ethical “Re-codified” world.Rev. 03/30/2018