October 17, 2023

Webinar

4 CPE

Webinar (CA): Ethics & Materiality 2023

October 17, 2023
Webinar
4 CPE

Webinar (CA): Ethics & Materiality 2023

  • View Bio

    Instructor

    Rich
    Ferdinand

    View Bio

    Rich Ferdinand, CPA, MBA

    Bio

    Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation’s Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of NJ, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago. He currently resides in New Hampshire with his wife and two daughters.

  • Instructor

    Kenneth
    Garrett

Attendees will address the ethical and practical considerations related to assessing materiality in preparations, compilations and reviews, and industry. This course fulfills the 4-hour ethics education requirement. Alternatively, it provides four hours of credit towards the accounting and auditing requirement.

Learning Objectives

• Identify the AICPA's professional ethics standards that apply to public practice and industry situations related to materiality
• Recognize potential problem areas concerning compliance with ethics and other professional standards
• Identify factors related to assessing materiality

Major Topics

• AICPA Code of Professional Conduct
• Materiality
• Preparations
• Compilations
• Reviews

CPE Credits Available

4 CPE
4
Regulatory Ethics

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Experience or prior education related to materiality, ethics, financial reporting and accounting services.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge.

Provider

California CPA Education Foundation

This event has ended.