Ethical Decision Making Workshop


CPA Saskatchewan is once again partnering with the CFA Society Saskatchewan to host a 1 hour workshop on ethical practices in the investment industry. This workshop will qualify as 1 hour of ethics CPD.

Workshop Description

Although ethical dilemmas are a normal and predictable part of the workplace, they can be damaging to a professional's career if he or she is not prepared for the organizational challenges that may test personal values and a commitment to doing the right thing. Formal ethics training and an organizational culture rooted in ethical practice is vital to ensure that investors’ interests come first, and that trust grows and is maintained in the industry. These interactive in-person events examine 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. Participants will also learn about the CFA Institute Ethical Decision-Making Framework and how they can use it to analyze a situation or dilemma. This workshop qualifies for 1 hour of ethics CPD. 

Presenter: Michael G. McMillan, CFA, PhD, CPA(NM), CCEP (bio below)

Workshop Details

Regina: Saskatoon: Pricing/CPD:

January 15, 2020
11:30 am - 1:15 pm
Delta Hotel
  1919 Saskatchewan Drive


January 16, 2020
7:30 am - 9:15 am
Saskatoon Club
   417 21st St. E.

Members: $25 (plus GST
Non-Members: $35(plus GST)

CPD avaliable: 1 hour Ethic

Members can register online through the Members Page

Non Members can register via email.

Presenter Bio:

Michael G. McMillan, CFA, PhD, CPA(NM), CCEP
Director, Ethics Education and Professional Standards, CFI 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.

As the Director of Ethics Education and Professional Standards, Dr. McMillan is responsible for creating and developing educational content for CFA Institute members and investment professionals in ethics and professional standards. He is also responsible for conducting Ethical Decision-Making Workshops for pension plan trustees, investment professionals, regulators, and university students.

Prior to joining CFA Institute, Dr. McMillan served in a variety of volunteer capacities. He was a member of the CFA Institute Council of Examiners for 10 years, and a grader for the CFA Program Level II and Level III exams for 12 years. In addition, he was the Vice President and Treasurer of CFA Society Washington, DC.

Currently, Dr. McMillan is the treasurer and a member of the board of directors of the Alexandria Police Foundation, which provides resources to Alexandria police officers that improve officer performance, morale, and effectiveness. He is also the treasurer and a member of the board of directors of the Friends of Fort Dupont Ice Arena, a nonprofit organization that provides free figure skating, ice hockey, speedskating, and synchronized skating lessons to underprivileged children in the Washington, DC, area. Dr. McMillan is also on the Editorial Board of the Journal of Business Research and a member of the Society for Business Ethics.

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 Certified Compliance and Ethics Professional (CCEP), a Chartered Investment Counselor (CIC), and a Certified Public Accountant (CPA) (NM).

Ethical Decision Making Workshop