2019 February Meeting

 

Date: February 1, 2019
Time: 8:00am – 12:00pm (CPA Ethics Training 1:00pm – 5:00pm)
Location: UTD – Naveen Jindal School of Management (800 W Campbell Rd, Richardson, Texas 75080)

No prerequisites required
4 Hours Continuing Professional Education


Session 1: “Leadership Skills That Can Take Internal Audit to the C Suite” 

Internal Auditors have some of the strongest skills necessary to make an impact on their organizations.  These include analytical skills and critical thinking.  While CEO’s appreciate these, they are placing great emphasis on “Soft Skills” such as Communication and seeing the big picture.  

This session will discuss how we can bring out these traits and demonstrate our Leadership skills through Coachability: the ability to accept and implement feedback from bosses, colleagues, customers and others; Emotional Intelligence: The ability to understand and manage one’s own emotions, and accurately assess others’ emotions; Motivation: Sufficient drive to achieve one’s full potential and excel in the job; and Temperament: Attitude and personality suited to the particular job and work environment.

Session 2: “Auditing For Impact; We Can Do It”. 

Modern internal auditing, to be successful, must be grounded on management support and acceptance and on imaginative service to management. This session will explore ways Auditors can mount a continuing campaign to sell their products to executive management and the products will be of the quality that will capture and keep management’s interest.

  • Why Audit Departments need to focus on Impact
  • How To Add Value
  • Discuss how Auditing the Strategy and Auditing the Business will dramatically increase your impact to your Organization

SPEAKER

Michael J. Fucilli CIA, QIAL, CGAP, CRMA, CFE is a Chief Audit Executive with a staff of 85 professionals for a public sector company with Revenues in excess of $15 billion.  Mike has 35 years of Internal Audit experience in the private and public sector and his experience includes banking, defense contracting and transportation. Mike is currently President of the IIA Research Foundation Board of Trustees and the IIA’s Global Board. Mike is Vice Chairman, Research of the IIA Executive Committee.  Mike is a frequent speaker at key Conferences for the Institute of Internal Auditors and the MIS Training Institute’s on such topics as COSO, Risk Assessment, Internal Controls and Quality Assurance. Mike is an Adjunct Professor for St. John’s University where he teaches the CIA Review class using the IIA Learning System.

 


Ethics for Texas CPA’s: 1:00 PM – 5:00 PM 

Registration cost for Afternoon Session only: $55 – Members and $65 – Non Members

(Boxed lunch will be provided for attendees)

Course description: A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws.  In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

Attendees will learn the following:

  • To educate licensees in ethics of professional accounting as Texas CPAs.
  • 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.
  • 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.
  • To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
    • CPAs in client practice of public accountancy who perform attest and non-attest services.
    • CPAs employed in industry who provide internal accounting and auditing services.
    • CPAs employed in education or in government accounting or auditing.

SPEAKER

Allison M. (Yee) McLeod, LL.M., JD, CPA, a full-time Senior Lecturer at the University of North Texas in Denton, Texas since 2010, has also served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice. She is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993. She has presented ethics seminars across the nation for both CPAs and lawyers and has maintained a private practice specializing in Taxation for the past 25 years

2 Responses to “2019 February Meeting”

  1. Justin Chao says:

    Hi,

    I just have a question on the Ethics for Texas CPAs course. Is this a Board-approved ethics course that satisfies the requirement for both CPA licensees and CPA license candidates pursuant to Board Rule 523.131?

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