REGISTRATION WILL AUTOMATICALLY CLOSE WHEN CAPACITY LIMITS ARE MET. CURRENT FEI DALLAS MEMBERS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY: [email protected]
FEI Dallas Ethics Workshop for Texas CPAs
Hosted by Hancock Whitney Bank
September 20, 2024 | 11:00-3:30 p.m. | 4 Ethics credits
Park City Club | 5956 Sherry Ln., 17th Floor | Dallas, TX 75225
Attire: Business Casual
Registration extended to Monday, September 16, 2024 or until capacity limits are met.
SCHEDULE & PROGRAMS
11:00 a.m. | Lunch buffet available
11:30-3:30 p.m. | Program – 4 Ethics credits **Newly approved program**
3:30-4:00 p.m. | Happy Half Hour hosted by Hancock Whitney Bank
A Back and Forth Discussion of CPA Ethics
This course examines recent examples to illustrate the AICPA Code of Professional Conduct and the Texas Rules of Professional Conduct. We will discuss how a CPA can put his or her values into action while serving clients, employers, the public and the profession. As part of this course, we will also look at ethical conundrums and traps that practitioners can fall into while addressing moral dilemmas.
Presented by Allison M. McLeod, LL.M., CPA, A PLLC
Senior Lecturer, University of North Texas
Learning Objectives
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To educate licensees in ethics of professional accounting as Texas CPAs.
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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.
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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.
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To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
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CPAs in client practice of public accountancy who perform attest and non-attest services.
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CPAs employed in industry who provide internal accounting and auditing services.
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CPAs employed in education or in government accounting or auditing.
REGISTRATION
This event is open only to FEI Dallas members and their CPA staff, see details below. Pre-registration is required for all attendees.
Registration extended to Monday, September 16, 2024 or until capacity limits are met.
FEI Dallas Members | Free
CPA Staff of FEI Dallas Member | Guest fee $100 – Limit 2
FEI Dallas members may invite members of their staff to accompany them to this event if they are a CPA needing Ethics credits.
To request approval for your CPA staff, contact Jackie Dunn at [email protected] with the following information. Please send complete information to facilitate approval and registration
Full name
First name for nametag (if different)
Company name
Job title
Address, City, State, Zip
Phone number
Email address
Payment information | Guest fee $100
Credit card number
Expiration date
Name on card
CPE CREDIT
CPE credit will be managed by the Speaker for this program, it will not be processed through FEI’s online CPE Center. Four CPE credit hours in Ethics will be granted based on a 50-minute hour in accordance with the standards of the Texas State Board of Public Accountancy.
IMPORTANT!
Under TSBPA rules attendees are not permitted to arrive late or depart from the seminar early and still receive credit for having attended the live seminar. Partial credit cannot be awarded under these rules. Upon request, Speaker will provide access to her online self-study ethics course to a registered attendee who must miss part of the live course and therefore be ineligible for CPE credit.
CANCELLATION
To cancel a reservation, contact Jackie Dunn at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances, we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CONTACT
Jackie Dunn
FEI Dallas Manager
[email protected]