June 23, 2025

In-Person

Ashore Resort & Beach Club
10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

2 CPE

Beach Retreat: A Culture of Regulatory Ethics - Making Ethics a Competitive Advantage

June 23, 2025
In-Person
2 CPE

Beach Retreat: A Culture of Regulatory Ethics - Making Ethics a Competitive Advantage

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    Instructor

    David
    Peters

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    David Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Bio

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

    Founder & Owner, Peters Professional Education

    David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen 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 over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. 

    He holds four master’s degrees and 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia. 

    Education

    • The American College, Bryn Mawr, PA 
      • Ph.D. Financial Planning & Retirement Income - Current 
      • M.S. Financial Services - 2014 
    •  Virginia Commonwealth University, Richmond, VA 
      • M.B.A. Master of Business Administration - 2011 
    • Pittsburgh Theological Seminary, Pittsburgh, PA 
      • M.Div. Master of Divinity - 2006 
    • University of Illinois, Champaign, IL 
      • M.S. Accounting – 2004 

    Certifications

    • Certified Financial Planner (CFP) - Since December 2013 
    • Certified Life Underwriter (CLU) - Since June 2013 
    • Certified Financial Consultant (ChFC) - Since June 2013 
    • Certified Property & Casualty Underwriter (CPCU) - Since May 2013 
    • Certified Global Management Accountant (CGMA) - Since July 2012 
    • Certified Public Accountant (CPA) - Virginia, North Carolina, South Carolina 

    Activities & Associations

    • Board Member at Leadership Metro Richmond
    • American Institute of Certified Public Accountants: 
      • Young Member Leadership Committee (since 2016) 
      • Member Retirement Committee (since 2016)

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.

Learning Objectives

  • Describe the relationship between financial success and ethics
  • Identify the characteristics that make the CPA credential unique compared to other financial designations
  • 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 

Major Topics

  • 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? 
  • What is the AICPA Professional Ethics Executive Committee and what are they working on?  
  • 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 

CPE Credits Available

2 CPE
2
Behavioral Ethics

Ashore Resort & Beach Club

10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Ethics

Prerequisites

Knowledge of common business practices and general business ethics

Advanced Preparation

None

Intended Audience

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

Provider

Peters

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