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Webinar

Independence Requirements for CAAS Engagements

Wednesday, March 18, 2026
8-10 a.m. Central
2 CPE (2 technical)  |  2 Ethics

Course code: 25WA-787E
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Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards.

Major subjects

  • CAAS
  • Auditing & Accounting
  • Yellowbook
  • Ethics

Learning objectives

  • Identify CAAS services that can impair independence
  • Recognize threats and safeguards to independence due to CAAS engagements

Who should take this program?

  • Accounting Professionals

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Melisa Galasso, CPA, CGMA, CSP, CPTD
Location Online
Area
of study
Ethics
Field(s)
of study
Regulatory Ethics - Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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