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David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP

Peters Professional Education

David Peters David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP, is the founder and owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. In addition, David is a national instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics.

Conference sessions led by David Peters

Date Course
6/11/2024 - 6/13/2024 24CF-MBAC: MNCPA Management & Business Advisers Conference (MBAC24)

Webinars led by David Peters

Date Webinar
5/10/2024 24WX-0224: Retaining Talent in a Competitive Marketplace (Webinar)
5/13/2024 24WX-0249: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
5/20/2024 24WX-0346: More Money: Strategic Ways to Improve Cash Flow (Webinar)
5/23/2024 24WX-0401: Building a Better Budget in a Time of Uncertainty (Webinar)
5/23/2024 24WX-0402: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
5/29/2024 24WX-0443: Retirement Planning: IRAs (Webinar)
6/3/2024 24WX-0503: Retirement Planning: IRAs (Webinar)
6/4/2024 24WX-0531: Retaining Talent in a Competitive Marketplace (Webinar)
6/10/2024 24WI-0245: Form 990: Best Practices for Accurate Preparation (Webinar)
6/20/2024 24WX-0768: More Money: Strategic Ways to Improve Cash Flow (Webinar)
6/21/2024 24WX-0787: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
6/27/2024 24WX-0863: Building a Better Budget in a Time of Uncertainty (Webinar)
6/28/2024 24WX-0882: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
7/10/2024 24WI-0280: Form 990: Best Practices for Accurate Preparation (Webinar)
7/10/2024 24WX-1016: Building a Better Budget in a Time of Uncertainty (Webinar)
7/11/2024 24WX-1034: Retaining Talent in a Competitive Marketplace (Webinar)
7/19/2024 24WX-1149: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
7/23/2024 24WX-1191: More Money: Strategic Ways to Improve Cash Flow (Webinar)
7/25/2024 24WX-1226: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
7/29/2024 24WX-1268: Retirement Planning: IRAs (Webinar)
8/5/2024 24WX-1378: Retaining Talent in a Competitive Marketplace (Webinar)
8/6/2024 24WX-1399: Building a Better Budget in a Time of Uncertainty (Webinar)
8/9/2024 24WX-1447: More Money: Strategic Ways to Improve Cash Flow (Webinar)
8/9/2024 24WX-1448: Retirement Planning: IRAs (Webinar)
8/12/2024 24WX-1470: Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar)
8/13/2024 24WX-1486: A Culture of Regulatory Ethics: A Competitive Advantage (Webinar)
8/14/2024 24WI-0344: Form 990: Best Practices for Accurate Preparation (Webinar)
9/3/2024 24WX-1740: More Money: Strategic Ways to Improve Cash Flow (Webinar)
9/4/2024 24WX-1767: Building a Better Budget in a Time of Uncertainty (Webinar)
9/4/2024 24WX-1768: Retirement Planning: IRAs (Webinar)
12/4/2024 24SR-0018: 2024 Federal Tax Update (Virtual)