Course Description

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic forecasting, and managing the budgeting process through the lens of a CFO.

Learning Objectives

  • State the elements of the CGMA Competency Framework

  • List the different types of retirement plans and what companies they would appeal to

  • Identify recent trends in group health insurance plans

  • Recognize key differences between bottom-up, top-down, and flexible forecasting

  • List the different types of behavioral biases

  • Identify best practices for managing remote employees

Additional Required Materials

  • Level: Overview

  • Field of Study: Management Services – Technical

  • Who Should Attend: CFOs & Controllers in all areas of business who want to widen their skill set

  • Required Knowledge: None

  • 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.