Instructor
In a competitive market, every company is looking for any way 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 CPAs are in a unique position of trust and how this can put their companies ahead.
Meet your instructor! David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. David is a national CPE Instructor and regularly teaches courses in accounting, finance, insurance, 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. He was awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.
David has a prolific YouTube channel with hundreds of informative shorts and interviews. Check out his channel here.
David also hosts a podcast (Accountable) where he chats with the industries top business leaders. You can listen to Accountable on his YouTube channel or subscribe wherever you listen.
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Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
• Describe 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
• State the steps in the AICPA Code of Professional Conduct Conceptual Framework Approach
• Describe the key issues currently being addressed by the AICPA Professional Ethics Executive
Committee
• State the key factors that influence employee behavior according to research
• Identify the key factors of ethical communication that increase trust
• Describe how the concept of ethical communication can be applied within the context of a
difficult conversation
None
Any CPA who faces ethical dilemmas in their day-to-day experiences
