David Peters, CPA, CFP, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three 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, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs (SCACPA) and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four master's degrees, and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including the North Carolina Association of CPAs' (NCACPA) Interim Report, SCACPA’s CPA Report and the Virginia Society of CPAs' (VSCPA) Disclosures. He was also a co-author of the 2018, 2019 and 2020 versions of the Virginia-Specific Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.
Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent
but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation you will be able to...
State the relationship between sustainable growth, core earnings, and company cash flow
Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients.
Identify common behavioral biases which influence how a company spends money
List behavioral biases that prevent companies from being streamlined
State techniques that may be used to make cost cutting a part of the company's culture and business strategy
Identify techniques that may be used to discern whether or not additional headcount is necessary
Recognize vertical and horizontal financial statement analysis
List contracting and negotiation techniques
Recognize the business cycle and how cash flow management changes during each stage
Major Topics
The major topics that will be covered in this class include:
Purpose of Financial Statement Analysis
Comparing Actuals vs. Expectations & Benchmarking
Case Studies 1 & 2
Ratio Analysis
Case Study 3
Analysis of Statement of Cash Flows
Case Studies 4 & 5
Other Uses of Ratios
CPE Credits Available
4 CPE
4
Personnel/Human Resources
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Personnel/Human Resources
Prerequisites
Basic knowledge of employee benefits programs.
Advanced Preparation
Basic knowledge of employee benefits programs.
Intended Audience
Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.
