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Ethics: Critical Thinking, Case Studies, and Fraud

This course offers professionals essential insights into the impact of aging demographics on financial services. Participants will explore the macr...

Event Overview

In today’s fast-paced financial environment, the line between right and wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision- making with clarity and practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect and understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content and persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one’s professional integrity and the trust of those they serve.

Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior’s critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics and conduct, including the new AICPA Ethics Codification, and explore the significant impact ethical and unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify and rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.

Event Sessions

Tuesday, July 30, 2024
Day #1
Ethics: Critical Thinking, Case Studies, and Fraud
Behavioral Ethics | 4 Credits
Francis X. Ryan
10:00 AM to 12:00 PM America/New_York

In today’s fast-paced financial environment, the line between right and wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision- making with clarity and practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect and understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content and persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one’s professional integrity and the trust of those they serve.


Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior’s critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics and conduct, including the new AICPA Ethics Codification, and explore the significant impact ethical and unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify and rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.

Session Description Read Less

Event Instructors

Francis X. Ryan

Wapwallopen, PA
President, F.X. Ryan & Associates

Francis “Frank” X. Ryan, CPA, CGMA
Col. USMCR(Ret)

Frank Ryan is a Certified Public Accountant (CPA)and CGMA and is a graduate of Mt. St. Mary’s College where he graduated Summa Cum Laude in 1973. He received his MBA from the University of Maryland in 1977. He served three terms as a member of the PA House of Representatives and retired in 2022.

Prior to his election, Frank Ryan’s practice included serving as an expert in corporate restructurings and management. His book called “Revolutionizing Accounting for Decision Making” was published in 2016 which focused on lean systems and process controls.

A retired Marine Reserve Colonel, he was recalled to active duty in December 2004 and served with Multi-National Force-Iraq until June 2005. Prior to his initial retirement in 2002, Frank served as the Central Command Special Operations Officer during Operation Enduring Freedom.

He believes strongly in volunteerism and public service.
Frank’s volunteerism is not relegated to meeting rooms. He walked 2806 miles across America in 2014 to raise awareness of the needs of children with emotional and behavior issues and for developmentally disabled children. He has written a book called “Life Lessons Learned – Amazing Stories of my Walk Across America for Children”.

His personal military decorations include three Legions of Merit, the Bronze Star Medal, the Defense Meritorious Service Medal, the Navy Commendation Medal and the U. S. Army Commendation Medal.

He is the extremely proud father of four wonderful children, and nine super grandchildren and his beautiful partner and wife, Sherrie.

About Instructor Read Less