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Joe Helstrom, CPA
Joe has over 30 years of experience as a CPA in both public accounting and industry with extensive experience in financial reporting and analysis, treasury, tax, information technology, and legal and regulatory matters.
This instructor has 34 courses »To Access This Course:
Please note that this is a "text-based", not a "video-based" course. The materials are downloaded by the user, read and absorbed, and then the user takes the review and final assessment online at Illumeo as usual, where, once passed, all CPE is tracked and kept for long-term reference.
This 4 hour course is designed to meet the 4 hour Ethics CPE requirement for Texas CPAs. It focuses on case studies applying the spirit and intent of the Texas State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession.
Review Questions and Final Exam are completed under section "Review and Test".
Learning Objectives
- Define ethics from an overall and professional perspective.
- Explore and describe the ethical standards contained in the Texas State Board of Public Accountancy Rules of Professional Conduct.
Last updated/reviewed: June 28, 2021
35 Reviews (143 ratings)Reviews
Anonymous
()
I very much enjoyed this course. The instructor and the course materials were very informative as well as gave real life examples on how what I learned shows in my day to day life. I enjoyed the course and thought it did a good job of helping me learn about professional ethics for Texas CPA's.
Anonymous
(Controller)
This is an excellent course about ethics, that also walks the participant through real-life examples of situations that Accounting professionals have found themselves in. Theory is combined with pertinent experience in the cases that are presented.
Anonymous
(-)
interesting and good review. good organization and easy to follow.more real world examples would be good; they really make you think, especially examples like the IRS error.
Darrell Littleberry
View Instructor Profile
This is a great ethics class aimed at actually teaching ethics. No trickery or mind-binding questions to unnecessarily make this important requirement hard to understand.
Anonymous
(Program Manager - Net Revenue)
Great case examples and I liked how the important points were summarized at the end of each section. It helped boil down the info into pieces that were easier to remember.
Anonymous
(Associate Director, CFCC Assurance)
Course had good case studies that exemplified the principles at hand. Document was well written and easily digested with essential terms being defined for reader.
Scott Warren
( at BMO)
This is a good course for CPA's that are licensed to practice in Texas. The materials have all the necessary information to comply with the ethics requirements.
Anonymous
(Consultant)
Good overview of the Ethics Course. Some of the questions seem tricky, but understanding the questions and the words that can trip you up are important.
Anonymous
(Controller)
This was much more engaging than other Ethics courses I've taken over the years. I liked the enphasis on case studies and changes in the Ethics rules.
Anonymous
(Executive)
pleased with the extent of the course and the completeness of the examples. the case studies all made sense and were easily followed.
Anonymous
(Senior Financial Analyst)
This course covered all of the main ethics objectives in a succinct but thorough manner. I would refer this course to others.
Anonymous
(Accounting Manager: Statutory Reporting)
I enjoyed the learn at your own pace structure of the course. I also enjoyed the ability to learn through case studies.
Anonymous
()
I enjoyed the format of the class. Would have liked to see more references to the actual rules of professional conduct
Thomas Cherian
(Controller at PSS Companies)
Audio makes it more easier. Text while good for a busy professionals having audio will be easier to follow
Anonymous
(CFO)
The course was excellent. The material was easy to follow. The cases were good examples for each section.
valerie wolbrueck
(Director, Financial Shared Services at Lennox International, Inc.)
This course was thorough and helpful, providing the appropriate level of detail and information.
Chad Michael
(Audit Supervisor at Southwestern Energy)
Great addition to illumeo. Really helps keep up with the Ethics requirement in a timely manner.
Eugene Rura
(Manager Finance at Saputo DF USA)
Good overview of ethical standards, but it does require you to review section 501 on your own
Melissa Montgomery
( at Urban Genesis)
Liked the text based course format. Amazing to still learn facts I didn't know about Andersen.
Anonymous
()
This ethics course was very informative and provided meaningful and real life examples.
Allen Ramsay
( at Emergent Cold)
good course. materials were clear and easily searchable. exam questions were relevant.
Anonymous
()
The questions were straight forward, not a lot of it could be this one or that one.
Jeff Spillane
( at Anslow Bryant Construction)
Good course, well organized. The material was applicable to my work environment.
Sean Shen
(Senior Internal Auditor at The Friedkin Group)
Some of the review questions have answers that appear to both be correct.
ERIK PETERSON
(Senior Auditor at Spirit of Texas Bank)
The case studies were interesting and appropriate for the course.
Anonymous
(Assistant Controller)
Very informative course, efficient to complete, useful material.
Geraldine Clayton
(Controller at MEI Technologies, Inc.)
Good overall ethics training to meet the ethics requirement
Mark McCaghren
(VP of Finance and Accounting at Baseline Energy Services, LP)
Course was quite helpful and very organized with great info!
John Cross
( at Greystone)
The material was well written with interesting case studies.
Gregory Herbst
( at Gregory A Herbst CPA PC)
Fair update - good definitions and interpetion of Texas code
DAVID ESQUIVEL
(Senior Accountant at Tornado Bus)
material doesn't translate very well to the test questions.
Anonymous
(Director of Accounting)
Course materials were organized well and easy to follow.
Anonymous
(Senior Auditor)
Case studies were very helpful with learning the topics.
Huiping Zhong
(Teacher at ZHBIT)
Good course materials and well designed exam questions.
Rene Winkle
(Controller at Miguel Dairy Service)
This course was thorough, yet simple to understand.
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
I took this course 2 years ago, earned credit, and reported as my Texas Ethics CPE requirement. I am in a new accrual/reporting period that an ethics course is required again. Do you know if I can take this same course again, and report it as my ethics training? (I could not find specific mention in the ethics regs about retaking a course in another reporting period. I know there are other courses on the Texas "approved" list, but I have a subscription to Illumeo for which this course would be covered. Thank You.
Thank you for the question. Yes you can take the course again as we update it each year.