AAFCPAs to Present at FEI Boston’s Ethics Symposium

AAFCPAs’ Jeffrey Mead, CPA, CGMA, Partner has been invited to present on “Ethics in Practice: Navigating Failures and Cultivating Integrity” alongside an esteem panel of speakers at FEI Boston’s Ethics Symposium. This four-hour Continuing Professional Education (CPE) course qualifies for four credits. Speakers will delve into strategies and best practices for navigating ethical challenges and dilemmas with integrity and insight within our complex financial landscape.

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

When: April 23, 2024 from 7:30 AM – 12:00 PM ET

Where: KPMG, Two Financial Center, Boston, MA 02111

The event is free of charge for members of FEI Boston and is available to outside finance professionals for a $50 fee.

The 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

The Speakers

Jeffrey Mead, CPA, CGMA, Partner, AAFCPAs

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

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

If you have questions, please contact Jeffrey Mead, CPA, CGMA, Partner at 774.512.4131 or jmead@aafcpa.com—or your AAFCPAs Partner.