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Thursday, September 21, 2023 Live Webcast

Update on the AICPA’s New Ethics and Quality Control Standards (X1-UEQ4-2023-01-WEBNR-264-01)

1:00 PM - 5:00 PM EDT

Vendor Platform

4 CPE Credits in AA


Quality and ethics are the hallmark characteristics of the accounting profession. It is our responsibility as CPAs to have a firm understanding of our professional responsibilities in these two key areas. Recently enacted and proposed updates to the AICPA Code of Professional Conduct (Code) and Quality Management standards represent significant changes in how we govern ourselves and our firms as CPAs. This course will cover the details of the enacted and proposed changes to the Code, especially those impacted our communication of noncompliance with laws and regulations, and other changes which will impact our independence. Next, the course will review the new quality management standards proposed by the AICPA, which will represent a significant change in how firms design and deploy their processes which ensure engagement quality and compliance with the Code. In this period of great change, this course will give you the information which you need to move forward in this new era.


All accounting practitioners subject to AICPA standard.


  • dentify the key provisions of recent updates to the Code
  • Recall key requirements of an effective system of quality management
  • Recall implementation strategies and best practices for these new requirements


  • Proposed and recently enacted updates to the AICPA’s Code of Professional Conduct
  • Proposed Quality Management standards and related SAS
  • Professional responsibilities in this new era
  • Best practices for implementing an effective system of quality management




Experience in financial accounting and reporting.




Margaret Thomas

Margaret Shaw Thomas, CPA, CGMA, MHA

Marci Thomas, MHA, CPA, CGMA, licensed as a CPA in Georgia and North Carolina, is an author and nationally recognized speaker on various accounting and auditing topics to companies, nonprofits, CPA firms, and state societies of CPAs around the country. A frequent speaker at local, regional, and national conferences, she also writes and teaches courses in governance, financial management, grants accounting, strategy, and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill. She works with numerous accounting firms, performing quality control and efficiency reviews; and with boards on strategic planning, internal control, and governance issues. Marci serves on the Not-for-Profit Committee for the North Carolina Association of CPAs. Marci has written and co-written several books, including Essentials of Physician Practice Management, published by Jossey Bass in 2004. Her book Best of Boards: Sound Governance and Leadership for Nonprofit Organizations was published by the AICPA and Wiley Publishing in 2018 and is on its second printing. Her book on health care financial management was published by Wiley Publishing in 2014, with a new edition expected in 2020. Marci received her Bachelor in Business Administration with a concentration in accounting from the Georgia State University and her Masters in Health Administration from the University of North Carolina at Chapel Hill.


$149.00 - Member

$169.00 - Nonmember

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