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DTSTAMP:20260531T181340
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DTSTART:20260602T170000Z
DTEND:20260602T190000Z
UID:521395
SUMMARY:Surgent's The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals (IRU2)
LOCATION:Webinar
DESCRIPTION:Surgent's The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals (IRU2)\n\n06/02/26 12:00 PM CST\n - 06/02/26 02:00 PM CST\Description:\nIndependence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPAâ€™s Independence Rule (1.200.001) and related interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC). We also cover recent updates to the Code and provide clear guidance so audit and assurance professionals and their teams can avoid threats to their independence and safeguard their reputations.
 This course delivers practical and clear guidance for understanding, evaluating, and documenting independence in both appearance and fact. Participants will explore the risk-based conceptual approach to independence, apply current ethical guidance, and learn how to navigate complex professional relationships and service situations.Objectives:
 Apply the AICPA's conceptual framework to independence threats in engagements
 Identify and address activities that impair independence
 Evaluate recent ethics updates and their impact on attest engagements
 Implement effective safeguards to maintain independence in complex situations
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Regulatory Ethics (2)Major Topics:
 Foundation of accounting ethics
 Independence in fact vs. appearance and common impairment triggers
 AICPA Independence Rule
 AICPA Independence Interpretations issued by the Professional Ethics Executive Committee (PEEC)
 Application of the AICPA's Conceptual Framework
 Expanded guidance on gifts, employment offers, fee dependency, 529 plans, and client affiliates
 Updates to nonattest services and management participation threats
 Breaches of independence and firm response responsibilities
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's The AICPA Independence Rule: Update and Guide for Experienced Auditing, Assurance, and Attestation Professionals (IRU2)<br /><br />06/02/26 12:00 PM CST - 06/02/26 02:00 PM CST<br />Description:<br />Independence remains a cornerstone of the profession for auditors and attestation and assurance professionals. This update course serves as the one-stop shop for all things independence, from the foundation of ethics and our job to serve the public interest to the AICPAâ€™s Independence Rule (1.200.001) and related interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC). We also cover recent updates to the Code and provide clear guidance so audit and assurance professionals and their teams can avoid threats to their independence and safeguard their reputations.<br />
<br />
This course delivers practical and clear guidance for understanding, evaluating, and documenting independence in both appearance and fact. Participants will explore the risk-based conceptual approach to independence, apply current ethical guidance, and learn how to navigate complex professional relationships and service situations.<br><br><b>Objectives:</b><br><ul>
    <li>Apply the AICPA's conceptual framework to independence threats in engagements</li>
    <li>Identify and address activities that impair independence</li>
    <li>Evaluate recent ethics updates and their impact on attest engagements</li>
    <li>Implement effective safeguards to maintain independence in complex situations</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Regulatory Ethics (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Foundation of accounting ethics</li>
    <li>Independence in fact vs. appearance and common impairment triggers</li>
    <li>AICPA Independence Rule</li>
    <li>AICPA Independence Interpretations issued by the Professional Ethics Executive Committee (PEEC)</li>
    <li>Application of the AICPA's Conceptual Framework </li>
    <li>Expanded guidance on gifts, employment offers, fee dependency, 529 plans, and client affiliates</li>
    <li>Updates to nonattest services and management participation threats </li>
    <li>Breaches of independence and firm response responsibilities</li>
</ul><br />Location:<br />Webinar<br /><br />,  
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