2014 Professional Ethics & Conduct
North Carolina Professional Ethics and Conduct rules are just one sub-section of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is HARD! Without a solid ethical base the rules are difficult to apply. This course is offered in a format where participants and the discussion leader have opportunities to interact and discuss ethical issues facing the profession.
The North Carolina Professional Ethics and Conduct rules will be specifically examined, clarifying how they are applicable to all CPAs. Standards of ethical conduct are not only examined for those CPAs in public practice, but also for CPAs working in industry, government and education throughout North Carolina. You will examine current trends in ethical behavior, social networking, and fraud during economic downturns. Real-life case studies supplied by North Carolina CPAs that examine those ethical dilemmas most prevalent in the workplace, will be discussed.
Who Should Attend:
All active North Carolina CPAs and anyone else interested in understanding current ethical issues related to the accounting profession. Anyone who has attended this course in the past should attend
At the end of this presentation, participants should be able to: 1. Identify factors affecting whether a person recognizes ethical issues. 2. Navigate and ascertain the applicable sections of the North Carolina CPA Code of Conduct. 3. Recognize the trend of misconduct in the business world today and take steps on how to prevent a similar trend in their companies. 4. Define an active social networker and identify the common ethical pitfalls of social networking.
Jonathan Kraftchick, CPA
Senior Manager of Training and Development at Cherry Bekaert, LLP
Jonathan Kraftchick, CPA, is the Senior Manager of Training and Development at Cherry Bekaert, LLP, in their Raleigh office, where he is responsible for overseeing much of the firm’s audit training, course development, and delivery. He attended the University of North Carolina at Chapel Hill and received a BA in economics before continuing on to their master’s of accounting program, graduating in 2001. Since then, he has spent most of his time conducting audit and consulting engagements for a wide variety of companies and industries throughout the Southeast as well as writing and delivering courses both inside and outside the firm. He has also served as a adjunct professor at Elon University in their accounting department. In 2011, he received NCACPA’s Outstanding Seminar Discussion Leader award.
2014 Professional Issues Update
This interactive session is customized to the interests of the audience and covers matters being discussed in the US Congress and NC General Assembly. What are our standard setters and regulators up to? What is happening on the international scene? What are the latest actions by the NC State Board of CPA Examiners?
Who Should Attend:
CPAs in public practice and in industry
To significantly raise awareness of all members about key issues impacting our profession and enable members to respond accordingly
Jim Ahler, CAE
Chief Executive Officer, North Carolina Association of CPAs
Jim Ahler serves as CEO of the North Carolina Association of Certified Public Accountants. Prior to joining NCACPA in 1988, Jim served as executive director of the State Board of Accountancy in Louisville, Kentucky. While in Kentucky, Jim was active on various national committees of the National Association of State Boards of Accountancy (NASBA). He was also a consultant to NASBA for strategic planning and committee management. Jim is a Past President and active member of the Association Executives of North Carolina (AENC). He is also a Past President of and active in the CPA Society Executives Association (CPA/SEA), the national association of state CPA association executives.
Ash Noah, CPA, FCMA, CGMA
Vice President - External Relations, Management Accounting American Institute of CPAs
Ash Noah, Vice President External Relations – Management Accounting at the American Institute of CPAs (AICPA), focuses on introducing, promoting and widening awareness of the Chartered Global Management Accountant® (CGMA) designation among organizations worldwide. He works closely with the Chartered Institute of Management Accountants (CIMA) in the UK and acts as a liaison to the CFOs and CEOs of Fortune 1000 companies and other significant organizations.
Ash has previously served as CFO of the International Unit of the global transport and logistics provider, TNT Express, and has led finance teams in 45 countries through significant transformation. While at TNT, Ash worked with CIMA to help build business partnering competencies in the finance function. He has been closely involved in mergers and acquisitions in Brazil, Chile, India and Spain. He has also led a number of business turnarounds in the Middle East, Africa, Australia, Northern Europe and Asia.
Ash is a licensed US CPA (Colorado) and a Fellow of the Chartered Institute of Management Accountants, making him one of the few CGMA designation holders who qualify through both the AICPA and CIMA. He is currently based in Durham, North Carolina.