Ethics and Professional Conduct: Updates and Practical Application
4.00 Credits
Member Price $150.00
Price will increase by $25 after 10/9
Non-Member Price $200.00
Price will increase by $25 after 10/9
Overview
BILLINGS CLUSTER CLASS
Dive into a timely update and refresher on the AICPA Code of Professional Conduct, which covers essential topics such as the conceptual framework, independence provisions for nonattest services, personal independence and other critical issues. Explore the basic tenets of ethical and professional conduct, gaining insight into the reasons behind the code's necessity and its organizational structure. Given the mandatory nature of adherence to the AICPA code for its members and its status as the de facto standard for the accounting profession recognized by various courts and regulatory bodies, maintaining current knowledge of the rules and applying them correctly is imperative.
This course also has a VIRTUAL option. Please see 'MTCPA Webcasts' tab on the CPE page.
HOTEL
MTCPA has a room block at the Hilton Garden Inn Billings for 10/28-29/2025. Please reference "Montana Society of CPAs CPE Cluster" when calling to book. 406-655-8800. Standard Room: $144 + tax. Rate available until 9/28/2025.
Highlights
- Conceptual Framework
- AICPA Code of Professional Conduct
- New interpretations added to the AICPA Code of Professional Conduct
Prerequisites
None
Designed For
Individuals who want a refresher course on the AICPA Code of Professional Conduct and licensed CPAs looking to fulfill their ethics requirement
Objectives
When you complete this course, you will be able to . . .
- Understand and apply the revised AICPA Code of Professional Conduct
- Discover recent developments in professional ethics
- Recognize rules surrounding independence related to professional ethics
Preparation
None
Leader(s):
Leader Bios
Bruce Shepard, AICPA
Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. Bruce has many years of trusted business advisor experience around Portland, Oregon where he practiced for 33 years. In addition, Bruce has taught all of the accounting and auditing classes, fraud and forensics, pension auditing, SAARS, COSO, and governmental accounting and auditing classes for the AICPA for the last five years including being the lead instructor on GASB 68. Presently, Bruce is the author of the AICPA course, Audits of Banks and Other Financial Institutions. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring of the transactions. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.
Non-Member Price $200.00
Member Price $150.00