Managing People - Best Practices for a Better Office
OL1253 | On Demand Course | Update | Self-Study
Description
You have probably heard the saying that "employees quit managers - not companies." Perhaps this has never been more true than now - when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important parts of being a leader is cultivating a good team. But how do you do that - especially if you don't have a background in human resources? In this course, we will explore how financial leaders can be better managers. Through case studies, statistics, and sharing best practices, we will explore how to get the best from employees and create an environment that employees want to come back to day in and day out.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Personnel/HR |
Objectives
- Identify which employee benefits employees care about the most according to survey data.
- Recognize basic employment documents.
- State the major parts of the employee handbook.
- Name the major leadership styles and behavioral biases that exhibit themselves in the workplace.
- Distinguish factors to consider before writing an employee recommendation letter
Notes
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Prices
- Member (Early Bird)
- $79.00
- Non-Member (Early Bird)
- $109.00
- Member
- $79.00
- Non-Member
- $109.00
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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