Tailored Learning to your Firm's Specifications

•  Ethics instruction that keeps your staff in compliance with regulatory CPE requirements and focuses on relevant, high risk areas, or areas of concern, or in need of improvement
•  Customized learning for new hires, consultants, promotees, audit partners or staff, so that learning is not a “one-size- fits-all” exercise

Coming Soon: State-specific instruction that qualifies for ethics CPE under local accountancy regulations

Consultation Services

•  Expert resource to help you evaluate the profession’s rules and regulations to particular circumstances - an objective and knowledgeable opinion that provides peace of mind by ensuring that all relevant factors, rules, and regulatory requirements are considered

Advice and Recommendations on QC Policies and Procedures (Independence & Ethics)

•  An independent assessment of your firm’s quality controls over  compliance with independence and ethics rules with suggestions for improvements

Litigation Support and Expert Services

•  Advise legal counsel (including as an expert witness) on the application of auditor independence and other professional conduct requirements in connection with a legal or regulatory matter, administrative proceeding, or investigation

Courses Developed with the AICPA

Ethics and Professional Conduct: Updates (4 credits, video webcast)

Professional Ethics: 2016 Update and Refresher (2.5 credits, online self-study)

Professional Ethics and Responsibilities in Tax Practice (2 credits, online self-study)

Professional Ethics for CPAs in Business and Industry (2 credits, online self-study)

Professional Ethics: The AICPA's Comprehensive Course (8 credits, online self-study/8.5 credits text self-study)

Independence (4 credits, online self-study)

Selected Topics in Professional Ethics (3.5 credits, online self-study)

Ethics: Nonattest Service, Integrity and Objectivity (2 credits, online self-study)

The New Clarified Attestation Standards: What You Need to Know (4 credits, webinar)

A Firm's System of Quality Control (8 credits, online self-study)


Contact Cathy Allen by email at callen@auditconduct.com
or call (631) 413-5497 or (631) 849-2392.