Chapter

Navigating Ethical Challenges in Finance (4 CPE)


Navigating Ethical Challenges in Financial Management: Insights from Industry Leaders (4 CPE)


Join FEI Boston for an enlightening Ethics Symposium on April 23rd, where esteemed partners from KPMG, Baker Tilly, and AAFCPAs will lead a comprehensive 4-hour Continuing Professional Education (CPE) course. In today's complex financial landscape, professionals encounter myriad ethical dilemmas. This symposium provides a unique opportunity to delve into practical strategies and best practices for navigating these challenges with integrity and insight. Speakers and agenda coming soon. This event is free of charge for members of FEI Boston and available to outside finance professionals for a $50 fee.

Agenda

7:30 AM - 8:00 AM: Registration and Networking
8:00 AM - 9:00 AM: Jeffrey Mead, AAFCPAs Presents: "Ethics in Practice: Navigating Failures and Cultivating Integrity"
9:00 AM - 9:30 AM: Break Out Session
9:30 AM - 10:30 AM: Tonya Robinson, KPMG and Pat Harned, Ethics & Compliance Initiative Presentation
10:30 AM - 11:00 AM: Networking/Lunch Break
11:00 AM - 12:00 PM: Panel Discussion
 

Speakers

Allison Bruno

Head of Conduct Risk and Compliance Governance
State Street

Kristen Godsoe

Audit Partner and New England SEC Practice Leader
Baker Tilly

Pat Harned

CEO
Ethics and Compliance Initiative

Jeffrey Mead, CPA, CGMA

Partner
AAFCPAs

Tonya Robinson

Vice Chair and General Counsel— Legal, Regulatory and Compliance
KPMG

Ihsan Speede

Chief Compliance Officer
Wellington Management

Michael Weissman

Chief Ethics Officer
Fidelity

Credits

1.00 CPE
Basic

Method

group-live

Field

Regulatory Ethics, Technical

Prerequisites

none
Credits

1.00 CPE
Basic

Method

group-live

Field

Regulatory Ethics, Technical

Prerequisites

none
Credits

2.00 CPE
Basic

Method

group-live

Field

Regulatory Ethics, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.