Course Description

There can be no doubt that one of the cornerstones of any profession is ethics. As business professionals, we talk about ethics constantly – yet incorporating ethics into our practices and everyday lives is often a difficult challenge. Using academic research, reflection exercises, and review questions, this course will attempt to give practitioners a sense of how to make the concepts of a code of ethics come alive in the workplace.

Learning Objectives

  • State the relationship between financial success and company ethics

  • Describe how motivations behind company ethics has changed according to the Journal of Accountancy research article from 2014

  • Describe the structure of the AICPA Code of Professional Conduct, as well as the different categories of practitioners that are addressed within it

  • State the four steps to the Conceptual Framework approach and how it related to the AICPA Code of Professional Conduct

  • Define the concept of social responsibility and how it relates to company ethics

  • List activities that may be used to create a sense of social responsibility within an organization.

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Business Management

  • Who Should Attend: Professionals who are looking to make ethics more practical and applicable to their firm.

  • Required Knowledge: Knowledge of common business practices and general business ethics

  • Advanced Prep: None

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen 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 the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters 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 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.