Skip to main content

A Culture of Regulatory Ethics: A Competitive Advantage

-

Add to Calendar

Webinar

4.00 Credits

Member Price $149.00

Non-Member Price $199.00

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.

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

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU

David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 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.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters 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, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.

  • Website:  www.petersprofessionaleducation.com
  • YouTube: www.youtube.com/@DavidPetersFinancial
  • LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
  • LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
  • Facebook: https://www.facebook.com/davidpetersfinancial
  • Twitter/X: https://x.com/DavidPFinancial
Return to Top

Non-Member Price $199.00

Member Price $149.00