Course Quick Facts

  • Course Length: Approximately 1 Hour

  • CPE Hours: 1.0

  • Course Level: Overview

  • Field(s) of Study: Management (1.0 CPE Hours)

  • Who should attend: CPAs who manage relationships with outside contractors or vendors for their organization

  • Required Knowledge: Basic understanding of contracts and corporate negotiations

  • Advanced Prep: None

Learning Objectives

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist.

  • Identify the basic elements in a typical supplier contract

  • Recall when it is necessary to obtain a Form W-9

  • Recognize company risks when working with suppliers



David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen 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 - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees. He 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 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Course curriculum

  • 1


  • 2


    • Downloads

  • 3


    • [SEGMENT 1 HERE]

  • 4


    • Review Question #1

  • 5


    • [SEGMENT 2 HERE]

  • 6


    • Review Question #2

  • 7


    • [SEGMENT 3 HERE]

  • 8


    • Review Question #3

  • 9

    Qualified Assessment

    • Qualified Assesssment

  • 10


    • Final Steps to Receive CE Credit(s)...

    • CE Credit Information

    • Student Feedback

    • Thank You!

Single Course Price