Instructor
David Peters
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Instructor
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
Certifications
Activities & Associations
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.
• 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
• 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
Knowledge of common business practices and general business ethics
Any CPA who faces ethical dilemmas in their day-to-day experiences
