Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers
OL1217 | On Demand Course | Update | Self-Study
Description
The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Business Management & Organization |
Highlights
Managing the Organizational value: Friedman Theory
Objectives
- List the dimensions that may be used to measure organizational value
- Compare and contrast balance sheet value, investor value, and societal value
- Describe techniques a company may use to create a data driven organization
- Describe why CPAs should be involved in cybersecurity functions
- Identify the most common cybersecurity threats
- Define ESG and responsible investing
Notes
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Prices
- Member (Early Bird)
- $65.00
- Non-Member (Early Bird)
- $95.00
- Member
- $65.00
- Non-Member
- $95.00
Instructors
David Peters
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, 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 he 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 and was a recipient of The American College of Financial Services' 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 NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
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