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David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Peters Professional Education

David Peters

Conference sessions led by David Peters

Date Course
4/28/2026 26CF-MBAC: MBAC+ Bundle (Immerse + Elevate): MNCPA Management & Business Advisers Conference
6/23/2026 - 6/24/2026 26CF-MBA2: MBAC+ Elevate: MNCPA Management & Business Advisers Conference (Virtual)

Webinars led by David Peters

Date Webinar
3/12/2026 25WS-2298: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
3/13/2026 25WX-5748: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
3/14/2026 25WX-5765: Building a Better Budget in a Time of Uncertainty (Webinar)
3/16/2026 25WX-5789: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
3/17/2026 25WS-2312: Surgent's Tax Research (Webinar)
3/18/2026 25WS-2314: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
3/19/2026 25WS-2329: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
3/20/2026 25WX-5874: Business Partnerships: Managing Supplier Relationships (Webinar)
3/20/2026 25WX-5875: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
3/23/2026 25WS-2339: Surgent's Tax Planning for Rental Real Estate (Webinar)
3/23/2026 25WX-5896: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
3/23/2026 25WX-5903: Retaining Talent in a Competitive Marketplace (Webinar)
3/24/2026 25WS-2341: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
3/25/2026 25WS-2345: Surgent's Exploring Business Valuation Fundamentals (Webinar)
3/25/2026 25WX-5947: Building a Better Budget in a Time of Uncertainty (Webinar)
3/26/2026 25WS-2357: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
3/27/2026 25WS-2358: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
3/27/2026 25WX-5985: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
3/30/2026 25WS-2368: Surgent's Tax Research: Intermediate Concepts (Webinar)
3/30/2026 25WX-6336: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
3/31/2026 25WS-2370: Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar)
4/1/2026 26WS-0005: Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar)
4/2/2026 26WS-0009: Surgent's Hiring New Workers and Payroll Taxes (Webinar)
4/2/2026 26WX-0050: Retaining Talent in a Competitive Marketplace (Webinar)
4/3/2026 26WX-0075: More Money: Strategic Ways to Improve Cash Flow (Webinar)
4/6/2026 26WX-0086: More Money: Strategic Ways to Improve Cash Flow (Webinar)
4/8/2026 26WS-0023: Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar)
4/8/2026 26WS-0024: Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar)
4/10/2026 26WS-0040: Surgent's Tax Research: Intermediate Concepts (Webinar)
4/11/2026 26WX-0193: Business Partnerships: Managing Supplier Relationships (Webinar)
4/15/2026 26WX-0256: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
4/16/2026 26WS-0052: Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar)
4/17/2026 26WS-0058: Surgent's Exploring Business Valuation Fundamentals (Webinar)
4/21/2026 26WS-0067: Surgent's Business Law for Small Business Owners (Webinar)
4/21/2026 26WX-0341: Business Partnerships: Managing Supplier Relationships (Webinar)
4/22/2026 26WS-0077: Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar)
4/23/2026 26WS-0088: Surgent's 2025 Tax Update for Client Advisory Services (Webinar)
4/24/2026 26WS-0093: Surgent's Tax Research (Webinar)
4/27/2026 26WS-0101: Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar)
4/28/2026 26WS-0104: Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar)
4/29/2026 26WS-0106: Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar)
4/29/2026 26WX-0477: CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar)
4/29/2026 26WX-0561: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
4/30/2026 26WS-0109: Surgent's Unique Tax Attributes of Different Entity Types (Webinar)
4/30/2026 26WS-0111: Surgent's Tax Planning for Rental Real Estate (Webinar)