Course Quick Facts

  • Course Length: Approximately 1 Hour

  • Course Level: Overview

  • Personnel/Human Resources (1.0 CPE Credits)

  • Who should attend: Finance leaders and staff interested in creating a better workplace culture

  • Required Knowledge: Basic experience in an office environment

  • Advanced Prep: None

Learning Objectives

course description

  • Identify the current state and problems within our workplace culture

  • Apply SHRM's Four Building Blocks of Ethical Culture to workplace case studiesI

  • Identify the eight ways to build workplace trustg

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. 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

    Introduction

  • 2

    Downloads

    • Downloads

  • 3

    Lecture

    • Lecture #1

  • 4

    Participation

    • Knowledge Check #1

  • 5

    Lecture

    • Lecture #2

  • 6

    Participation

    • Knowledge Check #2

  • 7

    Lecture

    • Lecture #3

  • 8

    Participation

    • Knowledge Check #3

  • 9

    Lecture

    • Lecture

  • 10

    Evaluation

    • Final Evaluation

  • 11

    Feedback

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

    • CE Credit Information

    • Student Feedback

    • Thank You!

Single Course Price

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.


 David Peters Financial

Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111

1657 West Broad Street, #5, Richmond, VA 23220