OSCPA's Back to Basics - An Ethics and Risk Management Refresher for Accountants - Self-Study
Available Until
2.00 Credits
Member Price $75
Non-Member Price $105
Overview
This course will cover ethics guidelines applicable to accountants (Code of Professional Conduct, SSTS, Circular 230) and discuss emerging issues in the industry that may raise the risk of a professional liability claim.
If you are a current 3000 Insurance Group/Beale Professional Services customer, you might qualify to receive this course for free and a 7.5% discount on your Risk Management insurance policy. Please email us if you are a current client of 3000 Insurance Group/Beale Professional Services so that we may waive the course fee. If you are not a current 3000 Insurance Group client and you would like a quote and a future credit, please visit https://www.3000insurancegroup.com/business-insurance/professional-insurance/quote to request a quote.
Please Note: This event was originally recorded on 07/22/21. Course must be completed prior to 4/30/25 for credit. CPE credit will not be rewarded if you have previously completed this course.
Highlights
Prerequisites
None
Designed For
CPAs interested in ethics, customers of 3000 Insurance Group
Objectives
- Review key ethics rules that govern accountants and tax return preparers and discuss ways to avoid ethical lapses.
- Discuss risk management and highlight steps practitioners can take to minimize professional liability claims.
Preparation
None
Notice
Leader(s):
Leader Bios
J. Michael Reese, The Hanover Insurance Group
J. Michael Reese, JD, LLM serves as the Director - Risk Management, Professional Liabillity at The Hanover Insurance Group. Prior to joining Hanover, he spent over 15 years in tax departments and National Tax Offices representing Big 4, large regional, and local accounting firms. In addition to client compliance and consulting, he spent time as Assistant In-House Counsel where his primary responsibilities included coordinating Risk Management/Quality Control procedures, drafting and editing firm policy manuals and guidelines, and leading annual internal inspections. He is a licensed attorney in Indiana and Illinois, and served as a public litigator for three years prior to obtaining his LL.M in Taxation from the University of Washington.
James Secrest III, Secrest Hill Butler Secrest
James K. Secrest, II has been practicing law for over 35 years. His trial practice has been concentrated in the defense of professional liability matters for hospitals, physicians, nurses, accountants, architects, engineers, real estate agents as well as products liability, insurance and aviation. He is a member of the Oklahoma Bar Association, Tulsa County Bar Association, Oklahoma Association of Defense Counsel (Past President), International Association of Defense Counsel, American Board of Trial Advocates (Charter Member and Past President of the Oklahoma Chapter) and The American Inns of Court. He is admitted to practice in all Federal Districts within the State of Oklahoma, the Tenth Circuit Federal Court and The United States Supreme Court.
Non-Member Price $105
Member Price $75