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
Through case studies and discussion, this course will explore what data analytics is and how to approach it. 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, data analytics, and data integrity, so that participants can better utilize the data available to them in their current working lives.
• Differentiate between data analytics and data mining
• List the different dimensions of data
• List the different types of data inquiries that one can make
• Describe how to maintain data integrity in a corporate environment
• Describe how data can be manipulated by end-users
• Define the concept of data governance
• Describe how companies may utilize data in the future
• Data & the Role of the CPA
• Types of Data
• Types of Data Inquiries
• Data Mining vs. Data Analytics
• Taking Advantage of Data
• Cybersecurity & Cyber Insurance
• Creepiness Factor of Predictive Analytics
• Data Gathering
• Data Governance
• Data Reporting
• Report Manipulation
• Future of Data Analytics
• Wrap-Up & Questions
Basic knowledge of information systems, data warehousing, data collection methods, and analytical tools
CFOs/Controllers interested in obtaining greater value and better utilization of data the company collects
