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Board meetings and strategic plans from Keith Fisher's organization
The Board discussed comments on proposed legislation, focusing on the handling of felony or misdemeanor offenses and ensuring that no electronic criminal history files are stored on Board computers. They reviewed candidates affected by the late release of April/May Exam scores and agreed to extend scores for those requesting it. The Board ratified the P-Card report of purchases, received a status report on e-licensing, and discussed PTIN listings from NASBA. They addressed a firm's website language regarding CPA services and considered a policy for granting waivers of CPE hours and late filing fees. Additionally, they discussed whether a QuickBooks electronic file must be returned to the client. The board addressed multiple complaints, leading to findings of probable cause in some cases and dismissals in others. They also approved salary increases for personnel and reviewed upcoming NASBA meetings, tabling a strategic planning meeting until the spring.
The West Virginia Board of Accountancy convened to discuss several key initiatives, including firm mobility, changes to the Uniform AICPA Examination, adoption of sections from the Code of Professional Conduct, nano learning, and attest standards. The board approved successful CPA exam candidates and reviewed exam performance statistics. Financial matters were addressed, including the Receipts and Disbursements Report and ratification of p-card expenditures. Updates were provided on the acquisition of a new e-database licensing system. The board also addressed firm-related issues, licensing and CPE matters, NASBA meetings, and disciplinary actions related to complaints. Other topics included license reinstatement, potential violations of West Virginia statutes, and contingency fees. Board elections were held to appoint new officers.
The Board convened via teleconference to review and consider an Application for Reinstatement of License. Following an Executive Session, the Board members agreed to deny the reinstatement request.
The West Virginia Board of Accountancy convened to address several key issues. The board addressed complaints, including probable cause findings and directives for licensees to return electronic files to clients. They discussed injunctive actions against individuals advertising CPA credentials without proper licensure. Updates were provided on licensees facing sentencing and consent agreements. The board also discussed NASBA and AICPA information, including approving staff attendance at conferences and adopting the NASBA CPE Ethics Program. Legislative matters, the status of the new e-licensing system, and inquiries regarding experience gained through academia were reviewed. The board approved successful exam candidates and reviewed exam performance statistics, financial reports, and P-Card ratifications. They also discussed policies for shredding CPA licensing files and transcript documents, and considered a definition of "public accounting" for future changes to the Accountancy Law. Future meeting dates were scheduled.
The West Virginia Board of Accountancy convened via teleconference to discuss several key matters. Legislative changes recommended by the Legislative Changes Committee were accepted. The board then moved into an executive session to address disciplinary matters, during which they considered a request to allow a respondent to maintain a CPA-Inactive registration and discussed a certified Public Accountant who had been disciplined by the AICPA, instructing the Executive Director to seek further information. Additionally, they addressed a request from a foreign applicant regarding examination application requirements and discussed the departure of the Administrative Assistant.
Extracted from official board minutes, strategic plans, and video transcripts.
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Kristi Justice
Executive Director
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