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2023 Ethics Update

Friday, November 10, 2023

|

8:00 AM ET

-

1:30 PM ET

Program Description

The FMS Philadelphia is offering a four-hour CPE event for its members. This program is offered for accounting professionals to stay up to date on evolving accounting ethical standards and practices.

The live session will provide an overview of the following:

- Ethics Fundamentals
- Regulatory Update
- Creating an ethical culture
- Ethics & Technology

Satisfy your 2023 ethics CPE requirement by attending the 2023 Ethics Update, presented by RKL, with materials and content provided by the PICPA.

Agenda

    Registration & Continental Breakfast | 8:00am ET
    Session | 8:30am - 10:30am ET
    Networking Break | 10:30am - 11:00am ET
    Session | 11:00am - 1:00pm ET
    Box Lunch | 1:00pm ET

Presenter(s)

Barry Pelagatti

Managing Partner, Financial Services Industry Practice Leader, RKL LLP

For more than two decades, Barry Pelagatti has been a trusted business advisor to financial institutions throughout the Mid-Atlantic. His noteworthy reputation among this sector stems from his proactive and innovative approach to helping clients manage evolving challenges like cyber risk and regulatory compliance and improve operating efficiency. As Partner in RKL’s Audit Services Group and leader of its Financial Services Industry Group, Barry directs the strategy, growth and management of the firm’s robust spectrum of solutions for banks, credit unions and other institutions, ranging from traditional assurance and tax services to cutting edge capabilities like data security assessments and business continuity planning.

As Managing Partner of RKL’s Exton Office, Barry oversees the general operations for this location and leads the effort to expand the firm’s visibility and impact in the Greater Philadelphia region. Barry’s commitment to client service excellence is also underscored by his cultivation of the next generation of accounting and professional service leaders. Driven to find the best and highest use for each individual’s talent and skillset, he is actively engaged in firm-wide mentorship, recruitment and professional development initiatives.

Location

Sheraton Valley Forge Hotel

Event Sponsors

Credit Hours

Earn up to 4 Hours of CPE Credit.

  • Level:

Basic

  • Prerequisites:

None

  • Advance Preparation:

None

  • Field of Study:

Regulatory Ethics - Technical (This program qualifies for the Pennsylvania ethics requirement only)

  • Instructional Method:

Group Live

  • Length:

4 hours

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.

Cost

Members: $135
Non-Members: $150

Send us a message to let us know you're coming, but paying later.

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