Discover why a code of ethics is just a document until you make it part of your company's identity.
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.
The curriculum examines the intersection of leadership and morality, highlighting how ethical frameworks influence employee behavior, mitigate organizational risk, and drive long-term success. Through an exploration of systemic accountability, open communication, and the psychology of workplace ethics, this course provides a comprehensive overview of how to embed ethical principles into the very fabric of an organization's daily operations.
Who Should Attend:
Professionals looking to make ethics more practical and applicable to their firm.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
