Ethically Speaking AICPA & CIMA
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- Education
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Ep. 69: PEEC's 1Q 2024 meeting: AI, private equity, and more
Listen as Toni Lee-Andrews and staff of the AICPA Professional Ethics Division fill you in on what happened at this quarter's open meeting.
You can find the full meeting agenda here.
Topics include:
Section 529 plans Private equity investment in firms Artificial intelligence Simultaneous employment Engagements subject to the SSAEs IESBA monitoring and international harmonization If you're interested in IESBA's webinars on their sustainability exposure draft, you can read more about that and register here. -
Ep. 68: PEEC's 4Q 2023 meeting: Updates on national and international ethics projects
If you were unable to observe PEEC's 4Q meeting, you can listen to an overview from Toni Lee-Andrews and staff of the Professional Ethics Division. The 2-day meeting was packed with project updates and included PEEC's approval of changes to the Code of Professional Conduct related to public interest entities.
IESBA sustainability
If you're a practitioner working in sustainability you'll want to pay close attention to IESBA's work in this area. They are planning to issue 2 exposure drafts in Q1 2024 related to sustainability and the use of experts.
If adopted, these proposals could affect your work. Take time to check out agenda items 7 and 8A in PEEC's meeting materials for November.
You have time to make a difference. Be sure to take advantage of that.
PEEC will be discussing this again at the February 2024 meeting and you can register here to observe that meeting. -
Ep. 67: PEEC's 3Q meeting: AI, sustainability, changes to the code and more
Did you miss this week's meeting of the Professional Ethics Executive Committee? Not to worry. You can catch the highlights here with Toni Lee-Andrews, director of the AICPA Professional Ethics Division and other staff.
You'll hear mention of beneficial ownership information reporting and you can check out resources for that here.
In the coming weeks, detailed meeting minutes will be available here.
Don't forget: We offer free CPE when you observe PEEC meetings. Be sure to register for the November meeting. -
Ep. 66: PEEC's 2Q 2023 meeting — Digital assets, public interest entities, and more
Listen as Toni Lee-Andrews, director of the AICPA Professional Ethics Division, and staff give you the highlights of this quarter's meeting of the Professional Ethics Executive Committee.
Discussions include international convergence efforts, new proposed guidance on public interest entities, and simultaneous employment.
You'll hear about outreach the division is conducting on simultaneous employment and if you'd like to participate in a survey or upcoming round table, email jennifer.kappler@aicpa-cima.com. -
Ep. 65: PEEC's 1Q 2023 meeting — Proposed updates to the Code of Professional Conduct
We love it when you're able to join us for meetings... but when you can't, we're happy to give you the highlights.
Listen as AICPA Professional Ethics Division staff fill you in on all the projects the Professional Ethics Executive Committee is currently working on.
Did you know we offer free CPE credits when you observe PEEC meetings? What a great way to get a few credits and stay current with PEEC's activities! Register here for upcoming meetings.
Resources mentioned in this episode
IESBA Sustainability project page IESBA Use of Experts project page IESBA Tax Planning and Related Services exposure draft IESBA Strategy and Work Plan Draft Consultation Paper -
Ep. 64: PEEC's 4Q meeting debrief: NOCLAR, private equity in firms, compliance audits and more
We love it when you're able to join us for meetings... but when you can't, we're happy to give you the highlights.
Listen as AICPA Professional Ethics Division staff fill you in on all the projects the Professional Ethics Executive Committee is working on.
(00:55) Upcoming meetings (01:35) Compliance audits (03:10) Convergence on the fees with IESBA (International Ethics Standards Board for Accountants) (04:15) Convergence on engagement quality reviewer with IESBA (04:50) Simultaneous employment (05:35) NOCLAR (noncompliance with laws and regulations) (06:25) ISS (information systems services) (07:25) Solicitation or exposure of questions and answers in self-exams (08:30) DOL independence rules update (08:55) Assisting clients with implementing accounting standards (09:25) Online Ethics Library update (09:55) IESBA update (12:10) Update on Statements on Standards for Tax Services (13:55) Private equity firms and alternative practice structures Resources mentioned
Agenda for the November meeting PEEC projects page Online Ethics library Register to attend upcoming meetings for free CPE
Customer Reviews
Great idea, sound quality lacking
I love this idea behind this podcast, I am a member of the AICPA and am very interested in this topic. The sound quality is lacking, please improve. There’s an echo and sounds like each speaker has different sound quality issues, I guess it is dependent on how each speaker is connected, some sound like they are on a mobile phone. Other than that, great! Please address AICPA / DOL enforcement actions process and coordination with state boards.