Toni T. Lee-Andrews
Director - Professional Ethics, AICPA
Toni T. Lee-Andrews, CPA, PFS, CGMA is a Director with the AICPA Ethics team. Prior to joining the institute she was in public practice for twenty-five (25) years. Toni was President and managing director of a local CPA firm in Colonial Heights, Virginia where she was responsible for maintaining and monitoring the firm's system of quality control and was the firm's audit partner. She is a former peer reviewer, former AICPA Peer Review Board member where she served as Chair of the Education and Communications Task Force, a past Chair of the Virginia Society of CPAs Peer Review Committee and served on the AICPA Joint Trial Board. Toni is a Summa Cum Laude graduate of Mount Olive College in North Carolina where she received the Martin Award for the highest academic average in her graduating class. She recently ended a two-year term serving as the first woman President of the Country Club of Petersburg, VA since the Club's formation in 1921. In her spare time Toni enjoys the beach and spoiling her grandsons and twin granddaughters.
Appearances
Identification9cDateAugust 10, 2016Participants will be divided into breakout groups to discuss topics chosen in advance and exchange ideas to help promote consistency throughout the program…Speakers
Karen K. Kerber, CPAShareholder, KerberRose SCDirector - Professional Ethics, AICPAThomas Parry, CPAPartner, Navolio & Tallman LLP$49Standard Price
Identification10cDateAugust 10, 2016Participants will be divided into breakout groups to discuss topics chosen in advance and exchange ideas to help promote consistency throughout the program…Speakers
Karen K. Kerber, CPAShareholder, KerberRose SCDirector - Professional Ethics, AICPAThomas Parry, CPAPartner, Navolio & Tallman LLP$49Standard Price
Identification4bDateAugust 9, 2016Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
Identification5bDateAugust 9, 2016Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
Identification6bDateAugust 9, 2016Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
Identification07dDateAugust 15, 2017Jim Woy, Rick Reeder and Toni Lee-Andrews will discuss various challenges and best practices related to assessing peer review risk and selecting engagements in a System Review, including how peer review risk and engagement selection should be documented in the Summary Review Memorandum…Speakers
Director - Professional Ethics, AICPAJim E. Woy, CPAPartner, Anderson ZurMuehlen & Co., P.C.Rick R. Reeder, CPA, CGMAOwner, REEDER & ASSOCIATES PA$49Standard Price
Identification09dDateAugust 16, 2017Jim Woy, Rick Reeder and Toni Lee-Andrews will discuss various challenges and best practices related to assessing peer review risk and selecting engagements in a System Review, including how peer review risk and engagement selection should be documented in the Summary Review Memorandum…Speakers
Director - Professional Ethics, AICPAJim E. Woy, CPAPartner, Anderson ZurMuehlen & Co., P.C.Rick R. Reeder, CPA, CGMAOwner, REEDER & ASSOCIATES PA$49Standard Price
Identification10dDateAugust 16, 2017Jim Woy, Rick Reeder and Toni Lee-Andrews will discuss various challenges and best practices related to assessing peer review risk and selecting engagements in a System Review, including how peer review risk and engagement selection should be documented in the Summary Review Memorandum…Speakers
Director - Professional Ethics, AICPAJim E. Woy, CPAPartner, Anderson ZurMuehlen & Co., P.C.Rick R. Reeder, CPA, CGMAOwner, REEDER & ASSOCIATES PA$49Standard Price
Identification04eDateAugust 15, 2017Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
Identification05eDateAugust 15, 2017Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
Identification06eDateAugust 15, 2017Participants will be divided into breakout groups to consider case studies and short question and answer cases on issues and problems related to the performance and administration of Peer Reviews, including discussion of recently issued Reviewer Alerts…Speaker
Director - Professional Ethics, AICPA
IdentificationPER1806DateJuly 31, 2018Toni Lee-Andrews, Director – Professional Ethics, will discuss an overview of the Ethics investigative process as it relates to Peer Review, topics of interest from Ethics hotline inquiries, common findings from Ethics working paper reviews and provide an update on Ethics standard setting initiativ…Speaker
Director - Professional Ethics, AICPA$49Standard Price
IdentificationNAA1903DateJune 10, 2019This session will provide attendees with an update on recent changes to the Code of Professional Conduct and also refresher on other ethical topics that the hotline staff are frequently asked about…Speaker
Director - Professional Ethics, AICPA$49Standard Price
IdentificationNAA1907DateJune 10, 2019Join this discussion on maintaining Independence while providing non-attest services and knowing where to draw the line…Speaker
Director - Professional Ethics, AICPA$49Standard Price
IdentificationPER1908CDateAugust 7, 2019Advising audit clients on the implementation of new accounting pronouncements without inappropriately stepping in the shoes of management can be difficult; the recent revenue recognition standard has heightened this risk…Speakers
Bob Dohrer, CPA , CGMAChief Auditor, AICPADirector - Professional Ethics, AICPA$49Standard Price
IdentificationNAA2007DateJuly 20, 2020This session will provide attendees with an update on recent changes to the Code of Professional Conduct and also a refresher on other topics the hotline staff are frequently asked…Speaker
Director - Professional Ethics, AICPA$49Standard Price
IdentificationNAA2204DateJune 6, 2022This session will provide attendees with an update on recent changes to the AICPA Code of Professional Conduct as well as current and planned projects of the Professional Ethics Executive Committee. Recent revisions to the SEC independence rules will also be highlighted…Speakers
Lisa Snyder, CPANat'l Managing Partner - Independence, BDODirector - Professional Ethics, AICPA$49Standard Price
IdentificationNAA2528DateJune 12, 2025This session will provide an overview of PEEC and projects, including such hot topics as private equity structures, digital assets, artificial intelligence, and harmonization with international ethics standards…Speakers
Partner, Grant Thornton LLPDirector - Professional Ethics, AICPA
