Instructor
David Peters
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Instructor
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
Certifications
Activities & Associations
Succession planning is one of those things that is never at the top of the list, yet it is often among the most important things a company does. The successful passing of the torch to tomorrow’s leaders can often mean the difference between a business thriving or faltering in the next generation. Through case studies and the review of research, this course will examine what succession planning is, what makes it successful, and why we put it off!
10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619
Get DirectionsBasic corporate tax, contract law, and human resources knowledge.
None
CFOs, controllers, and other company leaders who are interested in creating long-term success for their companies as they transition to the next phase of leadership.
