Beach Retreat: Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

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)