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Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a how-to guide for CFO’s that are being asked to take control of managing internal risks through risk controls and risk financing. We also explore common insurance terms and commercial insurance policies.
, Peters Tax Preparation & Consulting, PC
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Peters Financial, LLC in Rock Hill, SC. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four Masters degrees, and is currently pursuing his PhD in Financial Planning as well as a Juris Doctor degree from University of Dayton School of Law. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
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Pre-requisites
Advance Preparation
201 Ratings
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AA
May 21st, 2020
Many thanks for my-cpe.com for this useful platform aiming for enriching professional knowledge while fulfillment of social responsibility.
AI
May 21st, 2020
Great presentation, thank you
AA
May 6th, 2020
Excellent webinar.
TM
May 6th, 2020
Good Job!
CED
May 21st, 2020
Great
1 Credit
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