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Live Webcast Replay

A CPA’s Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs


Total Credits: 4 including 4 Regulatory Ethics - Technical

Average Rating:
   31
Categories:
ACPEN Industry Institute |  Ethics
Speaker:
Allison M. McLeod, LL.M., CPA
Course Levels:
Basic
Duration:
4 Hours

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws.  In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

Speaker and author, Allison M. McLeod, LL.M., CPA, will educate and inform CPAs not just on what is the right thing to do according to the Texas Rules of Professional Conduct but how to put your values into action!   As part of this course, we will also look at various schools of ethical thought and walk through real world examples of individuals and companies faced with moral dilemmas.  

Designed to Satisfy the Ethics Requirements of §523.130 for the Texas State Board of Public Accountancy.

Basic Course Information

Learning Objectives
  • To educate licensees in ethics of professional accounting as Texas CPAs.
  • To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
  • To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
  • To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
    • CPAs in client practice of public accountancy who perform attest and non-attest services.
    • CPAs employed in industry who provide internal accounting and auditing services.
    • CPAs employed in education or in government accounting or auditing.

 


Major Subjects
  • The definition of ethics and various theories of ethics.
  • A review of the AICPA Code of Professional Conduct.
  • A review of the Texas Rules of Professional Conduct.
  • The temptations of unethical behaviors.
  • The implementation of best practices pertaining to ethical behavior.

Course Materials

Speaker

Allison M. McLeod, LL.M., CPA's Profile

Allison M. McLeod, LL.M., CPA Related Seminars and Products


Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. 

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax.   She also lectures in Financial Accounting and Individual Taxation on an undergraduate level.  She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC.   Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation.  She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses.  Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.  


Dates

Fri, Dec 20, 2024 - 01:00pm to 04:44pm CST
Fri, Dec 27, 2024 - 09:00am to 12:44pm CST
Wed, Jan 15, 2025 - 01:00pm to 04:44pm CST
Fri, Jan 24, 2025 - 09:00am to 12:44pm CST
Thu, Feb 20, 2025 - 05:00pm to 08:44pm CST
Wed, Mar 12, 2025 - 01:00pm to 04:44pm CDT
Sat, Mar 15, 2025 - 09:00am to 12:44pm CDT
Tue, Mar 25, 2025 - 09:00am to 12:44pm CDT
Thu, Apr 10, 2025 - 01:00pm to 04:44pm CDT
Mon, Apr 28, 2025 - 09:00am to 12:44pm CDT
Mon, May 12, 2025 - 01:00pm to 04:44pm CDT
Wed, May 21, 2025 - 09:00am to 12:44pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Texas CPAs
Original Recording Date 06/2022
Course Developer Allison M. McLeod
Date Added to Catalog 06/09/2022

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
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1

Overall:      4.8

Total Reviews: 31

Comments

David H - San Angelo, Texas

"great course"

Katherine H - Forney, Texas

"Allison is a very engaging speaker, stays energetic and keeps you interested even when the course is 4 hours long! Thank you, Allison!"

Clara L - HOUSTON, Texas

"Case studies helped me understand the situations more deeply. Thank you very much!"

Gerald R - Dallas, Texas

"Awesome presentation!"

Lindsey F - Ennis, Texas

"Love Allison! She is my favorite CPE instructor. The best case studies."

Laurie E - Austin, Texas

"Thank you for sharing the examples of others. They definitely shed light on the challenges. I never heard about the Baptist one in Arizona. "