Beach Retreat: Using Data Analytics to Give You a Competitive Advantage - Data Types, Data Inquiries, and Data Integrity

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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)

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data, so that participants can better utilize the data available to them in their current working lives.

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.