Time to lather on that CPE

David Peters is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. David has over fifteen 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 more than three years.

In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, 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. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Clare Levison, CPA, CGMA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. She strives to help bridge gaps in continuing professional development with inspiring programs and meaningful experiences that deliver the message — as well as the WHY behind the message — to propel professionals from good to best.

In addition to founding Inspired Responsibility, Clare spent more than 20 years in the aerospace and defense industry involved in all aspects of management, project and financial accounting, as well as government compliance. Within her extensive breadth of finance experience, she particularly enjoyed creating competitive proposal volumes, with a focus on producing compelling, compliant content and providing cost analysis and risk mitigation.

Clare is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA) and is licensed in the state of Virginia. She has served on the Board of Directors of the VSCPA and the Board of Directors of the VSCPA Educational Foundation and currently serves as a member of the AICPA Consumer Financial Education Advocates group.

For over a decade, Clare has designed and delivered learning content for CPAs, including Virginia Board of Accountancy-approved ethics courses required to be taken annually by all licensed Virginia CPAs. In addition to her passion for professional ethics, Clare is a fervent financial literacy advocate. She is the author of “Frugal Isn’t Cheap: Spend Less, Save More and Live Better,” and has appeared on major radio and television networks across the country discussing personal finance. She has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today and U.S. News & World Report.

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. 

John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies. 

Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon

Arthur Joseph Werner, J.D., M.S. (Taxation)

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.