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855-300-9391
 
Prerequisite
None
Knowledge Level
Basic
Copyright 2012

Publication Date
March, 2012
Regulatory Review: Ethical Obligations of California CPAs
Introduction Organization Learning Objectives Author Bios
Title: Regulatory Review: Ethical Obligations of California CPAs
Prerequisite: None
Advance Preparation: None
Knowledge Level: Basic
Subject Matter Area: Regulatory Ethics
Date of Publication: March 2012
Copyright © 2012 by Bisk Education, Inc. All rights reserved.
Recommended CPE Credits: 2 QAS/Registry (based on 50-minute hour) Regulatory
Expiration Date: One year from date of receipt to complete program and submit quizzer to obtain credit
Passing Grade for Quizzer: 90 percent or higher


With the number of negative, but high-profile cases gaining attention in recent years, it is imperative that practitioners be well-versed and clear as to their ethical responsibilities to the public that they serve. This program begins with a look at the Business and Professions Code included under the California Accountancy Act, and then examines specific articles and sections under the California Board of Accountancy Regulations. The program closes with a look at the investigative process and enforcement actions for complaints received by the California Board of Accountancy.

Use of Materials

DVD
The user should begin by watching the DVD segment, if any, for the chapter before reading the text. The user may wish to make notes of the most important concepts and any terms that are new. Next, the user should review the learning objectives at the beginning of the chapter and read the chapter. The user should work through each of the examples. It may be helpful to highlight important material and/or to make additional notes. Next, the user should complete the study questions at the end of the chapter and review the answers. If the user answers a study question incorrectly, s/he should review the section of the text that is indicated at the end of the explanation to the study question to assure comprehension of the material. The user should review the learning objectives once more to consider achievement of the objectives. After the user has finished watching the DVD and reading the text and working through the study questions, s/he may wish to review her/his notes and any sections of the text or DVD that were difficult. When the user is ready, s/he should complete the quizzer. Reviewing notes periodically will increase retention of the material.

Online
The user should begin by watching the streamed video segment, if any, or listening to the streamed audio segment, if any, for the chapter before reading the text. The user may wish to make notes of the most important concepts and any terms that are new. Next, the user should review the learning objectives at the beginning of the chapter and read the chapter. The user should work through each of the examples. After the user has studied each chapter, s/he should click on the link at the left to complete the interactive study questions. If the user answers a study question incorrectly, s/he should review the section of the text that is indicated at the end of the explanation to the study question to assure comprehension of the material. The user should review the learning objectives once more to consider achievement of the objectives. After the user has finished watching the streamed video, if any, or listening to the streamed audio, if any, and reading the text and working through the study questions, s/he may wish to review her/his notes and any sections of the text or video/audio, if any, that were difficult. When the user is ready, s/he should click on the link to the left to complete the quizzer. The user's CPE certificate will be provided immediately upon successful completion of the quizzer.



This program is divided into three (3) chapters, and an appendix.

Chapter 1 examines the Business and Professions Code and the regulatory requirements California CPAs must comply with.

Chapter 2 takes a look at how the California Board of Accountancy Regulations affect licensed CPAs and registered firms that practice in the state.

Chapter 3 reviews how the California Board of Accountancy handles the investigative process and enforcement actions for complaints received.

The Appendix contains the California Accountancy Act and the California Board of Accountancy Regulations.

Helpful Guidance

Throughout this program, the user will find explanations and discussions regarding some of the issues that often face practitioners. In order to enhance the user's comprehension of the material and highlight important practical considerations, this program includes the following designations:

A Biskalert is intended to warn the practitioner of a particular situation that may require action or other consideration by the client or the practitioner on behalf of the client.

A Biskplan offers a strategy/discussion point when a practitioner is faced with a particular issue or situation.

A Biskpoint presents analysis or commentary that attempts to explain or clarify authoritative guidance.

A Bisktip provides practical advice that may be used to help improve client service or service to the practitioner's organization.

Upon successful completion of this program, the user should be able to:

  • Explain how the California Accountancy Act affects licensed CPAs, registered CPA firms, and other entities that practice public accounting in the state

  • Discuss the licensee's obligation to self-report activities that raise questions about the ability to meet the ethical requirements to be a licensed CPA in California

  • List the ethical responsibilities of a licensee to maintain the confidentiality of client information

  • Explain when and under what circumstances a CPA firm can have unlicensed owners

  • List the ethical standards in the California Accountancy Act for audit documentation and retention

  • Explain how the California Board of Accountancy Regulations affect licensed CPAs, registered CPA firms, and other entities that practice public accounting in the state

  • Describe the professional obligations of a licensee under the board rules of professional conduct

  • Describe how the investigation, disciplinary, and enforcement processes work in California and the common causes for disciplinary action including probation, license surrender, and license revocation

Steven M. Mintz, PhD, is a professor at California Polytechnic State University in San Luis Obispo, CA. His expertise is in ethics, and he teaches a course in accounting ethics at Cal Poly. Dr. Mintz is the holder of a PhD in Accounting and International Business from George Washington University, an MBA in Management Sciences from Syracuse University, and a BS in Accounting from Long Island University. He was certified in New York State but no longer practices as a licensed CPA. Dr. Mintz writes a popular ethics blog under the name, Ethics Sage. The website is: http://www.ethicssage.com. He has been interviewed by publications such as the NY Times because of his expertise in ethics. He has published about 30 papers in business and accounting ethics and made dozens of presentations on ethics topics to academic and professional groups. His textbook, co-authored with Roselyn Morris, Ethical Obligations and Decision-Making in Accounting: Text and Cases (2nd edition), was published by McGraw-Hill Irwin in 2011. The book is used in about 40 colleges and universities in the U.S. and internationally. Dr. Mintz serves on the Ethics Curriculum Committee of the California Board of Accountancy that is charged with identifying 10-units of ethics education to be part of the state's 150-hour educational requirement. (Author/Speaker)

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Select your learning format 
Qty. FormatCreditsProduct # Unit Price Ext Price
3670 Online2ONL8064 $39.00
3667 TextBooks2CPE8062B $39.00
3669 Video DVD2CPE8061DQ $79.00
 
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