Accountable

David R Peters

Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/ Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.

Carroll Financial and Cetera Advisor Networks, LLC are not affiliated... David Peters Financial Mail to: 8005-C Creighton Pkwy #129, Mechanicsville, VA 23111...1657 West Broad Street Unit 5 Richmond, VA 23220

All Episodes

On today's episode, Dave is joined by fellow start-up owner and CEO John Larkin. They talk about John's path to going out on his own, developing his product, tips for aspiring start-up owners, and more.Check out Advance CPE here.Connect with John on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Nov 8

26 min 1 sec

This week on Accountable, Dave chats with Chris Hervochon, a CPA from Hilton Head, South Carolina. They chat about Chris' unique service offerings, how to navigate a changing financial planning landscape, and more. Connect with Chris on LinkedIn hereVisit Chris' Firm at Visit us at https://www.davidpetersfinancial.com/Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Oct 25

29 min 6 sec

Nikissia Craig, LCSW, CCTP, a social worker and CEO of Whole Journey Services, joins Dave on Accountable this week to chat about mental health concerns in the workplace,  effects of COVID-19 on mental health and businesses of all types, and much more.Connect with Nikissia on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Aug 30

47 min 32 sec

This week on Accountable, Dave chats with Corey Edmonds, a Managing Partner at TalentSource360. Corey shares some insight on how successful businesses pitch themselves to potential candidates, how managers are adjusting to management from a distance, and how the 'Great Resignation' has affected hiring.Connect with Corey on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Aug 16

40 min 30 sec

This week on Accountable, Dave is joined by Steve Watson, a CPA, HR expert, and podcaster out of Phoenix, Arizona. Steve shares his career trajectory--from CPA to CFO to Head of HR to podcaster and more--and explains why negotiating with insurance brokers doesn't need to leave CFOs and HR Reps at odds.Connect with Steve on LinkedIn here.Hear Steve's podcasts here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Jul 5

36 min 4 sec

This week, Dave chats with Courtney Huge and Taylor Watts, two CFPs at Carroll Financial, and co-hosts of the Dollars Making Sense podcast. They touch on their own career paths, what companies are looking for in new candidates, and more.Listen to the Dollars Making Sense podcast here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Jun 21

46 min 25 sec

This week on Accountable, Dave is joined by Will Hill, a product manager at Thomson Reuters and host of the Pulse of the Practice podcast. Together, Dave and Will tackle the subject of audits: how an audit can be an opportunity to help build your business, looking at business relationships as habits, and more. Connect with Will on LinkedIn here.Check out Will's podcast, Pulse of the Practice, here.Email Will here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Jun 7

36 min 3 sec

On this episode of Accountable, Dave chats with recruiter and podcaster Mark Goldman, CPA. They touch on in-demand skills, tips on working with a recruiter, and the future of the accounting profession with the rise of computing and automated systems.Connect with Mark on LinkedIn here.Listen to Mark's Podcast, Where Accountants Go, here.Find Mark's books on Amazon here.Email Mark at mgoldman@mgrar.com.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

May 24

35 min 57 sec

For organizations that revolve around live events, the experience is what draws people in. One such organization is the Virginia Society of CPAs—and the other state CPA societies—who facilitate connections and learning through live events. On this edition of Accountable, Dave chats with the Senior Director of Learning at the VSCPA, Linda Newsom-McCurdy. Linda shares how they have adapted their events in the wake of the COVID-19 pandemic, adjusted their branding strategy, and more.Connect with Linda on LinkedIn here.Send Linda an Email.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

May 10

36 min 3 sec

During the pandemic, organizations have been forced to find innovative ways to stay connected with their audiences. Greg Hardy, the Content Strategist for the South Carolina Society of CPAs, has dealt with this problem head-on over the past year. In this episode of Accountable, Greg shares some advice on staying connected—the importance of being flexible, staying consistent with regular updates, adapting live content for the virtual setting, and more.Connect with Greg on LinkedIn here.Email Greg here.Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Apr 26

36 min 9 sec

Accountants being creative? You heard correctly.This week, Dave chats with Lindsay M. Andiola, PhD, CPA (inactive), Assistant Professor of Accounting at Virginia Commonwealth University. Their conversation centers around the evolving nature of the accounting profession—from the expectations of firms, to the CPA exam itself, to the constantly-changing accounting curriculum and diversifying faculty in higher education.Connect with Lindsay on the VCU Accounting faculty webpage: https://directory.business.vcu.edu/profile.php?urn=lmandiolaOr, via her personal webpage: http://lindsay.fildred.com/Visit us at https://www.davidpetersfinancial.com/! *Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Apr 12

40 min 59 sec

On this episode of Accountable, Dave chats with Shelby Shoffstall, a recruiting manager at Robert Half. They cover several subjects, including how culture can give your organization an edge in hiring, the difficulties of hiring in the midst of the COVID-19 pandemic, and how your organization may be able to benefit from using a recruiter to fill your next open position.Connect with Shelby on LinkedIn here, or at shelby.shoffstall@roberthalf.comVisit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Mar 15

38 min 22 sec

For employees, health insurance is one of the most important benefits, but many employees don't know how much coverage they have until they need to use it. On this episode of Accountable, Dave chats with Brian Marks, President of Employee Benefits of Virginia. Dave and Brian cover many topics, including policy types, building benefit packages for your organization, and much more.Visit Brian and Employee Benefits of Virginia on their website here.Connect with Brian on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Mar 1

45 min 20 sec

Ah, the formidable corporate budgeting process. You're never going to get the funding you ask for, the budget will inevitably be blown halfway through the year, and the negotiation process is going to put a strain on your professional relationships. Right?Not necessarily.Vic Taylor, CPA  is here to help! Vic and Dave chat about ways that you can help smooth out the budgeting process to make a useful, effective, and accurate budget that can guide your spending throughout the year.Connect with Vic on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Feb 15

47 min 24 sec

Many employees still aren't saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future–educating employees on benefits, retirement plan options that can be offered, forming saving habits, and more.You can reach Taylor at:(704) 409-2596twatts@carrollfinancial.comHere's an article on retirement plan optionsVisit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Feb 1

41 min 26 sec

Data can be overwhelming and using it effectively can seem impossible. On this episode of Accountable, Compare.com CEO Allie Feakins shares tidbits of strategy on how using data metrics can help catapult your business forward, no matter how well-acquainted you are with data.Connect with Allie on LinkedInVisit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Jan 18

37 min 2 sec

"Why do I, the chief FINANCIAL officer, need a financial planner to help me build a retirement plan for my company!?"Well, maybe you don't. However, many CFOs don't feel comfortable wading into the depths of designing retirement plans despite often being asked to do so by their companies. With over 12 years in the industry, Financial Planner & Investment Analyst Brice Oldham has plenty of up-to-date advice to offer on this week's show.Median retirement account savings of families by age, 1989-2016. From The State of American Retirement Savings by Monique Morrissey. Economic Policy Institute.Connect with Brice at boldham@carrollfinancial.comVisit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Jan 4

26 min 2 sec

You've heard that data is powerful, but how can you make use of it in your own organization? In this episode of Accountable,  Patsy Daniels–Senior Data Warehouse Developer at Atlantic Union Bank–shares advice from her 10 years in the field. David and Patsy talk about starting data warehouses, purchasing software, effectively communicating with your IT staff, and more.Agile Data Warehouse Design by Lawrence Corr "The Ultimate Guide to Data Warehouse Design"TWDI data and research analytics educationConnect with Patsy on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Dec 2020

56 min 30 sec

On this episode of Accountable, David chats with Melisa Galasso, the founder and CEO of Galasso Learning Solutions. David and Melisa talk about where poor corporate training sessions go wrong , how training can be more engaging for employees, and how to book motivational training sessions for your organization.Visit Galasso Learning Solutions here: https://galassolearningsolutions.com/Visit David at: https://www.davidpetersfinancial.com/Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Dec 2020

42 min 11 sec

Remote Manager David Phillips offers advice on conducting business from afar, touching on topics such as staying motivated while working from home, combatting feelings of isolation, building cohesion amongst team members, and much more.Connect with David Phillips on LinkedIn hereCheck out What I’ve Learned During My Decade As a Remote Manager by David Phillips on tlnt.com here

Oct 2020

47 min 12 sec

Most startup owners don't think about insurance until it's too late. In this episode of Accountable, David talks with Matt Thompson, a Senior Vice President at ECM Solutions in Charlotte, NC, about where to start when trying to manage risk, new risks that startups owners should be aware of, and much more.https://www.davidpetersfinancial.com/accountableRegistered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Oct 2020

29 min 35 sec

Through programs such as JA Finance Park, Junior Achievement is encouraging high school students to dream big. Dave talks with Director of Capstone & Programs at Junior Achievement of Central Virginia, Cynthia Pantaleo, about the impact that corporate volunteering can have on the community, as well as the volunteers.Learn more about Junior Achievement at: www.JAtoday.orgRegistered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Sep 2020

38 min 49 sec

Dave talks with CPA Toni Berbrick about why CFOs should care about cybersecurity.Visit us at: https://www.davidpetersfinancial.com/accountableRegistered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Aug 2020

38 min 12 sec