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Ethical Decision Making


CalPERS, 400 P Street, Lincoln Plaza Auditorium, Sacramento, CA

Start Time

4/30/2014 1:30 PM

End Time

4/30/2014 3:00 PM

Event Description

Presentation Description: Join Dr. Michael McMillan, Director of Ethics and Professional Standards at CFA Institute, as he leads an interactive presentation on ethics in the financial sector. Dr. McMillan's discussion will illustrate several real-life ethical dilemmas that professionals working in the financial services industry may face in the course of their careers, and give you the opportunity to evaluate the best course of action. NOTE: Registration is not required and no refreshments will be served. Speaker's Bio: Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University's Carey School of Business and George Washington University's School of Business. Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California. As Director of Ethics and Professional. Standards, Dr. McMillan is responsible for creating, sourcing, and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards. Prior to joining the Institute, Dr. McMillan served in a variety of volunteer capacities at the CFA Institute. He was a member of the Council of Examiners for 10 years, and a grader for the CFA Level II and Level III exams for 12 years. Dr. McMillan is the Treasurer and a member of the board of directors of the Alexandria Police Foundation, which provides resources to Alexandria police offers that improve officer performance, morale, and effectiveness. He is also the treasurer and a member of the board of directors of Fort Dupont Ice Arena in Washington, DC. Prior to joining CFA Institute, he was a Vice President and Treasurer of the CFA Society of Washington, DC. In addition, he was a member of the Editorial Board of the Journal of Business Research. Dr. McMillan has a PhD in accounting and finance from George Washington University, an MBA from Stanford University, and BA from the University Pennsylvania. He is a Chartered Financial Analyst (CFA), a Chartered Investment Counselor, and a Certified Public Accountant (CPA).

Event Type


Education Topic

Standards, Ethics, and Regulations





Event Country

United States

Event Region


Location Info

400 P Street Lincoln Plaza Auditorium Sacramento, CA


Dr. Michael McMillan

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price






All Day Event



Content Type: MyCFA Calendar
Created at 4/23/2014 2:09 PM by HOLLY@CFASS.ORG
Last modified at 4/23/2014 2:09 PM by HOLLY@CFASS.ORG