June 24, 2025

In-Person

Ashore Resort & Beach Club
10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

4 CPE

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

June 24, 2025
In-Person
4 CPE

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.

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 in a case study scenario
  • Identify the current state and problems within our workplace culture.
  • Recognize SHRM’s Four building blocks of ethical culture in workplace case studies.
  • Identify the eight ways to build workplace trust.

Major Topics

CPE Credits Available

4 CPE
4
Business Management & Organization

Ashore Resort & Beach Club

10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

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Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business & Industry

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in management roles who are looking to improve their company culture and their teams

Provider

Peters

Register For This Event

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