Course Description

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization.

Learning Objectives

  • List the dimensions that may be used to measure organizational value

  • Compare and contrast balance sheet value, investor value, and societal value

  • Describe techniques a company may use to create a data driven organization

  • Describe why CPAs should be involved in cybersecurity functions

  • Identify the most common cybersecurity threats

  • Define ESG and responsible investing

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Finance (NASBA)

  • Who Should Attend: Financial professionals, CPAs, Controllers and Accountants who are looking to gain a better understanding of the theoretical and practical considerations that go into capital funding decisions

  • Required Knowledge: Basic knowledge of corporate finance

  • Advanced Prep: None

Instructor

CPA, CPCU, MST, MBA 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 Compare.com - 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 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 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.