June 25, 2025

In-Person

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

2 CPE

Beach Retreat: Exploring Client Advisory Services - Communicating Financial Results to Stakeholders

June 25, 2025
In-Person
2 CPE

Beach Retreat: Exploring Client Advisory Services - Communicating Financial Results to Stakeholders

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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)
One of the most difficult things for any practitioner to learn is how to communicate financial information to non-financial people. In order to climb the ladder of success and thrive as a practitioner, it is imperative to learn this skill since we are often being asked questions and providing information to people who are unfamiliar with the accounting world which is often filled with acronyms and unique phrases. In this course, we will be exploring how to properly communicate with stakeholders, including investors, clients, boards of directors, and even other departments. We will explore biases that people have when viewing financial information and even how to make sure we keep our message on point. If you are looking to move up in the financial services world, this course is a must for you!

Learning Objectives

  • State the accountant’s role within a company 
  • Recognize how different stakeholders view financial statements. 
  • Identify how to focus in on just the key points when reporting financial results.

Major Topics

  • Communicating financial results 
  • The role of the accountant in communication 
  • The challenges accountants face in communication 
  • Creating better awareness of a company’s financials 
  • Behavioral biases of stakeholders 
  • Case study 
  • Dealing with behavioral biases 
  • Tips for staying on-point in our communication

CPE Credits Available

2 CPE
2
Personal Development

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

  • Accounting & Auditing
  • Leadership
  • CAS (Client Accounting Services)

Prerequisites

None

Advanced Preparation

None

Intended Audience

New CPAs and financial services professionals looking to communicate better and move up in their companies.

Provider

Peters

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