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Title

[Webcast] Ethical Decision-Making Workshop 2021

Event Description

 Ethical Decision-Making Workshop 2021
Ethical Decision Making Workshop 2021 - Option 1.png
Wednesday, February 24, 2021 | 4:00 PM - 5:15 PM

In this workshop, we'll discuss CFA Institute's ethical-decision making framework and new real-world scenarios to challenge your ethics. Expand on what you learned in the July workshop, or join us for the very first time.

Together, let’s explore “how to do the right thing even if no one is watching."
  • Can ethics be dangerous to your career?
  • What should you do if you are asked to do something that you believe is illegal or unethical?
Although ethical dilemmas are a normal and predictable part of the workplace, they can be damaging to a professionals' career if they are not prepared for the organizational challenges that may test personal values and a commitment to doing the right thing.

This interactive webcast examines real-life dilemmas that investment industry professionals may face in their careers, and that may not have a clear right or wrong response. Participants consider potential courses of action to address the issues involved and vote on one they believe is best, which sparks lively discussions and reveals unique perspectives. 

Speakers:
Michael McMillan Headshot.JPG.png
Director, Ethics Education and Professional Standards,
CFA Institute

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.

Victor Krasij, CFA.png
Senior Director, Wealth Manager
BNY Mellon Wealth Management

Victor Krasij is a Senior Wealth Manager in the McLean, VA office of BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs.

Victor has 15 years of experience in investment management and research, with a focus on wealth management. Victor joined the firm from U.S. Trust where he provided clients with proactive, highly personalized advice across investment management and wealth planning. Prior to joining U.S. Trust, Victor was a Team Leader at Cambridge Associates, where he built long-lasting relationships with his clients while mentoring his team of analysts, who covered 120 high-profile client portfolios totaling over $20 billion in assets. Victor joined Cambridge Associates in 2005 and supported a variety of clients including colleges, universities, foundations, pensions, healthcare organizations, museums, independent schools, as well as high-net-worth private clients and family offices.

Event Type

Educational

Education Topic

Standards, Ethics, and Regulations

Start Time

2/24/2021 4:00 PM

End Time

2/24/2021 5:15 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

1.00

Currency

USD

Member Price

0.00

Non-Member Price

25.00

Candidate Price

25.00

Registration

Registration is closed.

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows.

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

2/24/2021 4:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 11.0
Created at 11/24/2020 8:05 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 2/23/2021 11:48 AM by serena.roche@gmail.com[CASMSTS:username]