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A Culture of Regulatory Ethics: A Competitive Advantage

Thursday, January 9
 11:00am - 3:00pm

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4.00 Credits

Member Price $149.00

Non-Member Price $214.00

Overview

In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA’s are in a unique position of trust and how this can put their companies ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Evaluate the relationship between financial success and ethics
  • Identify the characteristics that make the CPA credential unique compared to other financial designations
  • Compare and contrast the AICPA Code of Professional Conduct to the ethics codes of other financial professionals
  • Analyze the steps in the AICPA Code of Professional Conduct Conceptual Framework Approach
  • Recognize the key issues currently being addressed by the AICPA Professional Ethics Executive Committee
  • Recognize the key factors that influence employee behavior according to research
  • Identify the key factors of ethical communication that increase trust
  • Indicate how the concept of ethical communication can be applied within the context of a difficult conversation

Highlights

The major topics that will be covered in this class include:

  • Does it pay for a company to have strong ethics?
  • Can you measure the financial impact of ethics?
  • Does ethics make a difference in financial performance?
  • Can ethics be used as a competitive advantage?
  • What sets the CPA designation apart?
  • AICPA Code of Professional Conduct & the Conceptual Framework Approach
  • Ethics as a marketing tool
  • Personalizing your Code of Ethics
  • Four building blocks of ethical culture
  • What influences employee behavior?
  • Ethical research
  • Building trust in organizations
  • Maintaining objectivity in difficult situations

Designed For

Any CPA who faces ethical dilemmas in their day-to-day experiences.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

David R. Peters, CPA, CFP, CPCU, MST, MBA

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

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Non-Member Price $214.00

Member Price $149.00