Events Search
  Summary & Check Out (0)
Thursday, March 27, 2025 Live Webcast

A Culture of Regulatory Ethics: A Competitive Advantage (X2-48214)

11:00 AM - 3:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in BE

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.

DESIGNED FOR

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

BENEFITS

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
  • 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

    COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 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 at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 27 at 10:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings