Beach Retreat: Building a Better Team: Being a Better Manager & Teammate

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Instructor

David
Peters

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David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Bio

David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA

Founder & Owner, Peters Professional Education

David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He 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 over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.

He holds four master’s degrees and 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.

Education

The American College, Bryn Mawr, PA

Ph.D. Financial Planning & Retirement Income - Current

M.S. Financial Services - 2014

Virginia Commonwealth University, Richmond, VA

M.B.A. Master of Business Administration - 2011

Pittsburgh Theological Seminary, Pittsburgh, PA

M.Div. Master of Divinity - 2006

University of Illinois, Champaign, IL

M.S. Accounting – 2004

Certifications

Certified Financial Planner (CFP) - Since December 2013

Certified Life Underwriter (CLU) - Since June 2013

Certified Financial Consultant (ChFC) - Since June 2013

Certified Property & Casualty Underwriter (CPCU) - Since May 2013

Certified Global Management Accountant (CGMA) - Since July 2012

Certified Public Accountant (CPA) - Virginia, North Carolina, South Carolina

Activities & Associations

Board Member at Leadership Metro Richmond

American Institute of Certified Public Accountants:

Young Member Leadership Committee (since 2016)

Member Retirement Committee (since 2016)

When stepping into a leadership role in the accounting profession, many practitioners are surprised to see how their job shifts from being less about analysis and more about people. In many ways, accounting skills take a backseat to the ability to build a positive culture and increase engagement. In this course, we will utilize research and survey results to help identify the qualities of a top manager. Additionally, we will examine strategies for how to form better relationships with colleagues and others and discuss the importance of good culture – and how negative culture can work against the overall goals of the company.

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.

Learning Objectives

Identify the attributes of a good manager according to research and surveys
Recognize ways to increase employee engagement in the workplace
Recall techniques to build relationships and increase engagement to a case study scenario
Identify the current state and problems within our workplace culture.
Recognize SHRM’s Four building blocks of ethical culture to workplace case studies.
Identify the eight ways to build workplace trust.