Meet your instructor! David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. David is a national CPE Instructor and regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.

David holds four Masters degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.

David has a prolific YouTube channel with hundreds of informative shorts and interviews. Check out his channel here.

David also hosts a podcast (Accountable) where he chats with the industries top business leaders. You can listen to Accountable on his YouTube channel or subscribe wherever you listen.

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Course Description: Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are
involved in all parts of a company’s operations. Utilizing case studies, research, and discussion
questions, this course will explore how to look at topics such as picking out the best retirement
plan, managing remote employees, strategic forecasting, and managing the budgeting process
through the lens of a CFO.

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Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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