A Culture of Regulatory Ethics: A Competitive Advantage
4.00 Credits
Member Price $149
Non-Member Price $169
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.
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
Prerequisites
None
Designed For
Any CPA who faces ethical dilemmas in their day-to-day experiences.
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
Preparation
None
Leader(s):
Leader Bios
David Peters, CPA Crossings, LLC Two Commerce Square
David R. Peters, CPA, CFP, CPCU, MST, MBA Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.
Non-Member Price $169
Member Price $149