Ethical decision making is influenced by many different components, including, among other things, intention, money, age, and diversity. Whether in a CPA firm, a client's office, or in personal dealings we all bring our implicit biases, which sometimes includes these components, to the table in conversations.
Attend this impactful 3-hour workshop, delivered by Entertain2Educate, which will focus on behavioral approaches to implicit bias and how advisors can help their own firms and their clients manage reputational risk and stay compliant while managing complex issues.
3.5 CPE (accountant) Ethics credit hours, 3.0 Ethics credit hours for CLE (attorneys), and 3.0 CFP credit hours will be given. will be given and CFP credits are pending. Engaging professional development is available to all others regardless of profession.
Member: $285.00
Nonmember: $370.00
Sure, you’ll come away with a deeper understanding of ethics. But you’ll also learn what’s at the core of ethical decision-making -human behavior. You’ll also walk away understanding the benefits of diversity and inclusiveness in making ethical decisions – decisions that are not always intuitive.
Presented in a “Newsflash” format, at the completion of this 3-hour workshop you’ll walk away with the following:
Using case law and situational explanation, understand how different components, such intentions, truthfulness, age, money, and power may impact personal values and have unintended consequences.
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Discover how technology and money will change the workplace
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Explore how to effectively present ethical issues to DIVERSE audiences
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Using of data and evidence-based examples to understand how AGE affects intention
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Navigate the economic realities based on your generation and how these expectations impact client services for CPAs.
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Discover a practical approach to educate associates and clients about the dynamics of POWER, CONTROL, TRUTHFULNESS and AGE.
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Explore a methodology for modifying workplace behaviors to create a more inclusive and ethical workspace.
Entertain2Educate's mission is to create a new "people centric" model for ethics focused, professional development and continuing education. We offer events that professionals get excited about attending. The E2E approach to learning increases engagement and retention of information.
Learn more at: entertain2educate.com
After building and running foundations for Oprah Winfrey and the Crown
Family in Chicago, Caren started Croland Consulting to help high net
worth families and businesses develop philanthropic practices in line with their values. Her focus is on governance, cross generation engagement, strategic planning and evaluation. Caren helps philanthropic professionals realize efficiency and potential using evidence based tools to understand changing landscapes.
Harper Reed is a technologist that predicts the future for a living. He
spends most of his life building big things, hacking things, and talking
about doing both of those things. As CTO of the Obama 2012 campaign, Harper was the first to bring the tech mentality to a political level. He believes the talent of a great bunch of humans can transform an organization like nothing else and uses that belief to strengthen, deploy, and inspire every team he works with. Harper also believes his incredible luck has led him to achieve wonderful things like pioneering crowdsourcing at Threadless.com, founding Modest Inc, and guiding the software team at PayPal.
Michael is a sought-after generational expert, researcher and presenter. Over the course of his career, he has helped hundreds of the world’s leading brands, organizations, colleges and universities better understand and connect with their constituents. For two decades, formerly as a partner at TRU, the leading research firm specializing in teens and twenty-somethings, and now with 747 Insights, Michael’s career has focused on researching consumers and consulting with clients. He has worked with an array of powerhouse brands across all categories including: Abercrombie, Adidas, American Express, AT&T, Coca-Cola, Disney, ESPN, Gap, Google, Johnson & Johnson, Leo Burnett, Microsoft, NBA, Neutrogena, Pepsi, Procter & Gamble, Target, Toyota, Vans, Visa, and dozens more.
Seema Ackerman is a Managing Director with Oxford Financial Group,
Ltd. Her primary responsibilities include managing firm resources to
deliver a superior, outcome-based relationship for ultra-high net worth
families. She uses her expertise to guide multiple generations in the execution of the family’s master plan. Prior to joining Oxford, Seema
spent more than a decade at Goldman Sachs, most recently as Vice
President and Regional Director in the firm’s asset management division. The child of first generation immigrants from Mumbai, Seema speaks Marathi fluently.
Andie is a partner in the international law firm of McDermott Will & Emery LLP, which is listed as one of the “10 Best Big Law Firms for Female Attorneys”. Andie is head of the firm’s Financial Products, Trading and Derivatives Group, and is the founding chair of the firm’s Gender Diversity Committee and currently serves as its co-chair. She has served on both her firm’s Management Committee and Compensation Committee. In these roles, she became deeply concerned about the disparities in the pace and extent of women’s and men’s career achievements.
Al was a founding partner of the Chicago law firm of Ungaretti & Harris which in 2015 merged into the national law firm of Nixon Peabody LLP. At Ungaretti & Harris, Al served for many years as managing partner and then as a member of its Executive and Compensation Committees. In these roles, he had extensive experience watching and evaluating women as they move up the career ladder. Over the course of his career, Al has grown increasingly concerned about the barriers and biases women face in traditionally male career environments. Al co-authored with Andie their second book, It's Not You It's the Workplace: Women's Conflict at Work and the Bias that Built It.
