Recognize ethical issues and be able to discuss them with your client and your firm.
Increased competition in financial statement audits made public accounting firms more concerned with keeping clients happy and retaining that relationship while maintaining profits. As a result, many accounting firms are doing more with less staff while company management needs to meet bank covenants or bonus promises. In prosperous times it isn't really an issue, but when the company faces a slow period, greed can cross ethical boundaries.
Agenda
Faculty
Michael J. Stevenson, CPA, CFE, CFF, ABV
Blue & Co., LLC
- Head of Business Valuation and Forensic Accounting at Blue & Co., LLC
- Concentrates time performing litigation advisory services, forensic accounting, and expert witness testimony for matters related to business valuations, damages, lost profits, contract disputes, marital dissolution, quality of earnings analysis, and related matters
- Certified Public Accountant, Certified Fraud Examiner, Certified in Financial Forensics, and Accredited in Business Valuation, with over 30 years of experience and responsibilities in financial and corporate management, primarily in the retail industry
- Has experience in many industries including, but not limited to, retail, food service, distribution, financial services, construction, health care, manufacturing, franchises, insurance, transportation, and e-commerce
- Licenses, memberships, and leadership positions in the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, and Association of Certified Fraud Examiners, and National Kidney Foundation Board of Directors – Regional President, National Board Member
- Master’s degree in accounting, The Ohio State University; B.S.B.A. degree with a concentration in finance, The Ohio State University
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