Critical Skills for CFOs and Controllers

David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the Founder and Owner of Peters Professional Education in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He has over fourteen years of experience in financial services, including 3 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 an Adjunct Professor in Accounting & Finance at Winthrop University in Rock Hill, SC, and a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four master’s 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. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.