How to Be a Better CFO
Available Until
Self-study
5.50 Credits
Member Price $169.00
Non-Member Price $189.00
Overview
Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic forecasting, and managing the budgeting process through the lens of a CFO.
Highlights
- Elements of the CGMA Competency Framework
- Company Retirement Plans
- Reminders & Updates
- Health Insurance Trends
- Succession Planning Basics
- Building Better Forecasts
- Behavioral Biases & the Budgeting Process
- Communication & Team Building
- Managing Remote Employees
Prerequisites
None
Designed For
CFOs & Controllers in all areas of business who want to widen their skill set
Objectives
- State the elements of the CGMA Competency Framework
- List the different types of retirement plans and what companies they would appeal to
- Identify recent trends in group health insurance plans
- Recognize key differences between bottom
- up, top
- down, and flexible forecasting
- List the different types of behavioral biases
- Identify best practices for managing remote employees
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $189.00
Member Price $169.00