This CPE course provides a timely update and refresher on the AICPA Code of Professional Conduct, including a deep dive into independence provisions for nonattest services, personal independence, and other independence-related critical matters. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date rules.


When you complete this course you will be able to:

  • Discover recent developments in professional ethics.
  • Recognize rules surrounding independence related to professional ethics


  • New interpretations added to the AICPA Code of Professional Conduct
  • Independence requirements for different types of clients
  • Independence within the Conceptual Framework
  • Performing nonattest services for attest clients and their affiliates

Who Will Benefit

Individuals who want a refresher course on the AICPA Code of Professional Conduct and licensed CPAs looking to fulfill their ethics requirement


Category Amount
Ethics 2.00
Yikes, the time is near. Please call NMSCPA at (505) 246-1699 to register.


  • Bruce Shepard

    Bruce Shepard, CPA, was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring and negotiations. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded "Beta Alpha Psi Professional of the Year" in 2006 for sustained involvement with the University of Oregon.

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