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45 Slides available anytime
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Applying CPA Ethical Standards to Technology

 

Gain an understanding of ethical considerations for the use of technology and automation.

The accounting profession is witnessing constant and rapid technological changes impacting every aspect of our practices and presenting new challenges in adapting ethical standards while gaining efficiency and broadening client services. This presentation will help accountants identify ethical considerations for the use of technology and automation in their practices. It discusses the implications of AI, social media presence, and blockchain technology on the CPA practice, and prepares the participant to ethically navigate those and other technologies.

Agenda

Faculty

Peter Wesch, EA

Peter Wesch, EA

Smith Marion & Co. CPAs

  • Tax Principal/Chief Administrator at Smith Marion & Co. CPAs
  • Responsible for the firm’s tax practice, as well as technology evaluation and purchase
  • 30 years of experience as an Enrolled Agent
  • Speaker/presenter on outsourcing/offshoring and technology at AICPA Engage and CCH webinars
  • Member of CCH Wolters Kluwer Executive Advisory Board; associate member AICPA; member of Beta Alpha Psi; and past member of CalCPA State Technology Committee
  • Board President, Accounting Advisory Committee, Cal State University, San Bernardino
  • A.S. Degree, City University, Bellevue, WA
  • Can be contacted at [email protected] or (909) 742-4975

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