Accountable
56 episodes - English - Latest episode: 2 months ago - ★★★★★ - 7 ratingsJoin David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/. The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual. Financial and Investment Advisory services are offered through CFO Capital Management. Brokerage and Custodial Services are offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.
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Episodes
Positive Leadership = Positive Outcomes with Gretchen Pisano, MCC, CDTLF, MAPP
February 14, 2024 05:00 - 45 minutes - 31 MBWith heavy workloads, looming deadlines and the daunting task of trying to appease bosses, peers, staff and clients, it may seem impossible to maintain a positive work environment. Not so, says Gretchen Pisano -- a positive leadership expert, speaker, CEO, Master Coach, and co-founder of pLink Leadership -- who has worked with a wide range of clients, from Amazon executives to the U.S. Air Force. This week, she joins Dave with a host of strategies to serve as an antidote to toxic work envi...
Will This Tax Season Be Taxing? with Bill Harden
January 31, 2024 05:00 - 1 hour - 43.7 MBBuckle up: It’s tax season. So what better time to explore all things tax? On this episode, David is joined by Bill Harden, Associate Professor at the Joseph M. Bryan School of Business and Economics at the University of North Carolina, Greensboro. With over 30 years of experience, he’s become an expert on individual and corporate tax — and so much more. Episode Highlights Is 2023 really what some people are calling a ‘light tax season’? (06:30) Secure 2 and confusing start dates (09:2...
Creating the Firm of the Future with Samantha Bowling
January 03, 2024 22:00 - 44 minutes - 30.6 MBAre innovations threatening accounting, finance and business — or shoring them up? Samantha Bowling, CPA, CFE, CGMA, joins host David Peters to offer her perspective. She tells the story of how she harnessed the power of technology and general innovative thinking to ascend from a public accounting staff person to a managing partner, all the while collecting a host of other accolades including chairing her state’s CPA society, winning the Innovative Practices Award and being named among Mary...
Streamlining for Success with Cory Gayman
December 11, 2023 22:00 - 34 minutes - 23.9 MBWhether you're a financial services professional or one of the business owners they serve, you may have some outdated processes and procedures to revisit -- especially given the hyperspeed at which technologies like ChatGPT are transforming business automation. But where should you start? In this episode of Accountable, entrepreneur, CEO, CFO and founder of JCG CPA Firm Cory Gayman joins David to discuss simple ways you can improve workplace efficiencies -- not only by leveraging technology...
How to Cure Your Cyber Insecurity with Clar Rosso
December 05, 2023 15:00 - 36 minutes - 25.3 MBUnfortunately, it's not a question of whether cyber criminals will impact our lives but when. Are you and those you serve prepared? As CEO of ISC2, the world's leading membership association for cybersecurity professionals, Clar Rosso is eager to share ways we can all improve our cyber literacy and posture. Clar also has thoughts about the intersection between accounting and cybersecurity — and how CPAs may reinforce the integral roles they play for small business by growing and flexing ...
NEXT Practices -- Not BEST Practices with Karl Ahlrichs
November 21, 2023 17:00 - 52 minutes - 36 MBWhen it comes to unclogging the CPA pipeline, Karl Ahlrichs (an HR professional and thought leader who's also bilingual in accounting) doesn't believe you should emulate tried-and-true best practices. In a world that's seemingly evolving at the speed of light, you should instead point your attention to what's next -- from hiring practices to upskilling the staff you have. Episode Highlights Defining 'Best' vs. 'Next' practices (03:33) 'Next' practices as they relate to hiring (15:03) H...
Public Speaking: From Oration to Ovation with Eileen Smith
November 08, 2023 05:00 - 39 minutes - 27 MBStudies have shown that most people fear public speaking more than death. As Jerry Seinfeld once put it, “…that means the average person at a funeral would rather be in the casket than delivering the eulogy." But it doesn't have to be that way says Eileen Smith, a diplomat-turned-public-speaking-coach and the creator of the POWER Your Public Speaking QAS self-study course. Eileen joins David to discuss tried-and-true practical steps you can take to overcome your public speaking anxieties...
Forging a Brighter Professional Future with Donny Shimamoto, CPA, CITP, CGMA
October 25, 2023 13:00 - 42 minutes - 29.1 MBThe forecast is in: Be on the lookout for doom 'n' gloom. At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts. But Donny Shimamoto, CPA, CITP, CGMA sees things differently. As founder of The Cent...
Building a Business with Balance and Bliss with Amy Vetter, CPA, CITP
October 11, 2023 18:00 - 48 minutes - 33.6 MBAccounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week. Want to learn how to pull this off for your business? Listen in to learn more... Episode Highlights B...
The Economics of Burnout with Dr. Holly A. Sullenger
September 27, 2023 16:00 - 41 minutes - 28.5 MBDid you know 77% of employees reported burnout at least once in their current job and 68% of staff cited lack of a good work/life balance as significantly impacting their morale and motivation. Join Dr. Holly A. Sullenger and Dave Peters as they discuss the economics of employee burnout, and the vital role leaders play. Learn more about the meaning of a healthy lifestyle and the six different areas of self-management to get you there. Take a listen to this informative podcast to learn tips o...
Leadership and Workplace Culture with Joey Havens, CPA
September 13, 2023 18:00 - 44 minutes - 30.8 MBTune into the latest Accountable podcast with guest, presenter, teacher, facilitator, partner and author, Joey Havens, CPA. Listen while Dave and Joey discuss the tremendous opportunity that comes with exponential growth, the notion of excellence anywhere, and the importance of vulnerability as a leader. Learn about the ABCs to Outstanding, living your purpose and why flexibility is the number one challenge and opportunity in the profession. Further your journey to significance and purpose b...
Accountable: The importance of unlocking our profession’s superpower with Jina Etienne, CPA, CGMA, CDE
August 31, 2023 04:00 - 51 minutes - 35.4 MBPut on your humanity capes and take a listen to Jina Etienne’s insightful discussion with Dave on why she calls herself the accidental accountant, why there is danger in a single story and how unlocking the profession’s humanity fosters belonging. Learn more about the definition and importance of fearless inclusion and why conversations around culture, employee experience and effectively leading teams to foster their superpowers should move out of HR and into where the skills are actually be...
The Importance of Unlocking our Profession’s Superpower with Jina Etienne, CPA, CGMA, CDE
August 31, 2023 04:00 - 51 minutes - 35.4 MBPut on your humanity capes and take a listen to Jina Etienne’s insightful discussion with Dave on why she calls herself the accidental accountant, why there is danger in a single story and how unlocking the profession’s humanity fosters belonging. Learn more about the definition and importance of fearless inclusion and why conversations around culture, employee experience and effectively leading teams to foster their superpowers should move out of HR and into where the skills are actually be...
Inclusive Hiring, It Starts With Us with Kat Kibben
August 07, 2023 19:00 - 47 minutes - 32.4 MBAccording to a recent IMA and CalCPA study, one-in-five LGBTQ+ respondents in the US report they have left the accounting profession due to a lack of DEI, mainly due to not feeling comfortable bringing their full selves to work. Also, 43-55% of female, nonwhite, Hispanic, Latino and LGBTQIA respondents have left due to perceived lack of equitable treatment. Listen to Kat Kibben, award-winning writer, speaker, trainer and job post expert, help listeners overcome their fear surrounding the inc...
Why Leadership & Improv Go Hand-in-Hand with Peter Margaritis, CSP, CPA
August 02, 2023 19:00 - 41 minutes - 28.7 MBListen to the latest podcast and hear about a topic a little different than the rest! Whether you are a seasoned professional or just starting your career, this one is for you! Come on a journey with Peter Margaritis, CSP, CPA, also known as the 'accidental accountant,' to learn about his discovery of improv and why it so strongly aligns with the development of leadership skills. Walk away with how to be a better leader and have some fun while doing it! Learn more about Peter via his webs...
Accountable: Setting Meaningful Goals, with Jennifer Elder
July 11, 2023 21:00 - 50 minutes - 34.9 MBWe are back with more Accountable! In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important. Whether you are new to the industry or you have been in it for years, this is a can't miss episode! Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member. Visit her website: https://www.sustainablecfo.com/ Or contact her: jelder@sustainablec...
Setting Meaningful Goals with Jennifer Elder
July 11, 2023 21:00 - 50 minutes - 34.9 MBWe are back with more Accountable! In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important. Whether you are new to the industry or you have been in it for years, this is a can't miss episode! Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member. Visit her website: https://www.sustainablecfo.com/ Or contact her: jelder@sustainablec...
Starting a Business From Scratch with James Goodwille
March 10, 2023 20:00 - 48 minutes - 33.4 MBIn this insightful episode, we speak with James Goodwillie, as he shares his journey of Co-Founding Bright Leaf Mortgage, right here in Richmond, Virginia.
Marketing Via Media with Sam Anderson
March 02, 2023 15:00 - 45 minutes - 31.5 MBIn this insightful episode, we speak with Sam Anderson, founder and CEO of Enso Media Firm. He takes us through his journey of starting a media company from the ground, scaling it up, and where you can maximize your ROI through Social Media Marketing. The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual. Financial and Investment Advisory services offered through CFO Capital Management. ...
Virtual Currency with Jerry Comizio
December 28, 2022 15:00 - 1 hour - 50.1 MBIn this fantastically information-rich episode, I talk with Professor Jerry Comizio, the Adjunct Professor of Law and the Associate Director of the Business Law Program at American University. We talk in depth about what virtual currency is, its impact and its future. Jerry Comizio - Associate Director and Professor Washington College of Law at American University [email protected] Author of: Virtual Currency Law: the Emerging Legal and Regulatory Framework, Aspen Law Publishing (20...
Biz Development and Marketing Considerations
November 02, 2022 19:00 - 45 minutes - 31.6 MBStarting a new business is overwhelming! There are so many things to think about! In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective. However, what about marketing? What about getting new clients? I know what you are thinking…. I am not a marketing person! When you are in business for yourself though, you have to be a marketing person! There is no one else! So what do you do? In this episode of Accountable...
New Business Considerations
September 30, 2022 17:00 - 58 minutes - 40.5 MBIn this episode, I talk about starting a business and many of the considerations thought about when undertaking the start up process.
Form 8300 Reporting
August 29, 2022 16:00 - 53 minutes - 37 MBUnless you have been working in a cash-based industry, you may not have ever heard of a Form 8300. With the passage of the Infrastructure Bill, Form 8300 now becomes applicable to not only cash-based businesses but also brokers of cryptocurrency transactions as well. Wondering if this applies to your clients or to your business? Accountable has you covered! On this episode, Dave explores Form 8300 reporting and its application to brokers in digital assets! Do you live in a non-NASBA sta...
Cyber Liability Insurance
August 24, 2022 13:00 - 57 minutes - 39.3 MBWe all hear things in the news about cybercrimes and the devastating effects that they have on companies, employees, and customers. Cyber liability insurance can help – but do you really know what it does? What is covered under cyber insurance? What isn’t? What happens if you face regulator penalties? Does cyber liability insurance help with that? In this episode of Accountable, Dave answers these burning questions about cyber liability insurance and much, much more! Do you live in a ...
Risk Management Basics: How to Build a Risk Management Program
May 30, 2022 20:00 - 1 hour - 41.6 MBOn today's episode of Accountable, Dave explains the new, revamped format for Accountable! In the first installation of the new season, Dave gives tips on the risk management process. To take the CPE exam for this episode, click here: https://www.petersprofessionaleducation.com/courses/Accountable1RiskManagementBasicsBuildingaRiskManagementProgram Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com! Visit ...
How Remote Work is Affecting Taxation, with Frances Ellington, CPA
February 28, 2022 07:00 - 41 minutes - 28.5 MBToday's guest on Accountable is Frances Ellington--a Tax Partner at GHJ in Los Angeles, California. Dave and Frances dive into topics like how nexus affects internet-based businesses, tax advice for startup owners, and much more. Connect with Frances on Linkedin here. Email Frances at [email protected]. Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com! Visit us at www.davidpetersfinancial.com! ...
Is Remote Work Here to Stay? with Clare Levison, CPA
January 31, 2022 06:00 - 47 minutes - 32.9 MBThis week on Accountable, Dave chats with Clare Levison, CPA--an accountant, educator, and author. They touch on subjects such as working and managing employees remotely, how the pandemic has changed the way people look at remote work, and much more. Email Clare at [email protected] 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/ ...
Bringing Students Back to the Accounting Field, with Dr. Scott Dell, CPA
January 17, 2022 07:00 - 52 minutes - 36 MBToday, Dave talks with Francis Marion Assistant Accounting Professor Dr. Scott Dell. Dr. Dell shares some of his observations about today's accounting students versus the accounting students of the past. Accounting education curriculum, steps that need to be taken to make the field more attractive to students, and much more are explored in their conversation. Contact Dr. Scott Dell at 608-446-1000 Email Dr. Dell at [email protected] Connect with Dr. Dell on LinkedIn here. Looking for...
How a Corporate Coach Could Help Your Business Grow, with Vic Taylor, CPA
January 03, 2022 07:00 - 50 minutes - 34.8 MBThis week on Accountable, Dave chats with Vic Taylor, CPA, from Taylor Accounting Group. Vic shares his expertise on corporate coaching—how it applies to the CPA profession, how a corporate coach could help your business, and much more. Connect with Vic 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/ Please Note: All tax prep...
Closing the Generational Gap Between CPAs, with VCU Professor Lindsay M. Andiola, PhD
December 20, 2021 08:00 - 45 minutes - 31.2 MBThis week, we welcome Lindsay M. Andiola, PhD, back on the show. Lindsay is a professor of Accounting at Virginia Commonwealth University. Dave and Lindsay chat about the effects of the pandemic on the working life of accountants, the evolving wants of newly-graduated CPAs, how CPAs can help sustain the profession for the future, and much more. Connect with Lindsay on LinkedIn here. Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://w...
How CPAs Can Avoid Burnout, with Frank Castillo, CPA
December 06, 2021 09:00 - 34 minutes - 23.9 MBThis week, Dave and Frank Castillo, CPA, chat about how CPAs can maintain a healthy work-life balance and avoid burnout in the highly stressful accounting profession. Find Frank here: https://frankcastillocpa.com/ 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/ Please Note: All tax preparation is performed by Peters Tax Preparation & Consulti...
How You Can Start-Up Your Start-Up, with Advance CPE CEO John Larkin
November 08, 2021 07:00 - 26 minutes - 17.9 MBOn 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* Register...
How You Can Leverage Today's Virtual Environment for Your Firm, with Chris Hervochon, CPA, CVA
October 25, 2021 06:00 - 29 minutes - 20 MBThis 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 here Visit 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* R...
Mental Wellness in the Workplace, with Nikissia Craig, LCSW, CCTP
August 30, 2021 06:00 - 47 minutes - 32.7 MBNikissia 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 ...
Hiring During the Great Resignation, with TalentSource360 Managing Partner Corey Edmonds
August 16, 2021 06:00 - 40 minutes - 27.8 MBThis 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 Netw...
How CFOs can build more cost-effective benefits packages, with Steve Watson, CPA
July 05, 2021 06:00 - 36 minutes - 24.8 MBThis 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...
What Shapes Today's Financial Services Career? with Courtney Huge & Taylor Watts
June 21, 2021 06:00 - 46 minutes - 31.9 MBThis 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 offer...
Forming Better Auditor/CFO Relationships, with Will Hill
June 07, 2021 05:00 - 36 minutes - 24.8 MBThis 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*...
Finding Your Path in the CPA Profession, with Mark Goldman, CPA
May 24, 2021 08:00 - 35 minutes - 24.7 MBOn 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 [email protected]. Visit us at https://www.davidpetersfinancial.com/ *Required Disclosures* Registered ...
Reworking Your Content Strategy for a Virtual Future with VSCPA Senior Director of Learning Linda Newsom-McCurdy
May 10, 2021 07:00 - 36 minutes - 24.8 MBFor 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 w...
Staying Connected with Your Audience in a Virtual World, with SCACPA Content Strategist Greg Hardy
April 26, 2021 06:00 - 36 minutes - 24.9 MBDuring 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. Ema...
How Do We Nurture the Next Generation of Financial Professionals? with VCU Professor Lindsay M. Andiola, PhD
April 12, 2021 06:00 - 40 minutes - 28.3 MBAccountants 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://dire...
How a Recruiter Can Help You Hire Confidently, w/Recruiting Manager Shelby Shoffstall
March 15, 2021 07:00 - 38 minutes - 26.4 MBOn 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 [email protected] Visit us at https://www.davidpetersfinancial....
How a Recruiter Can Help You Hire Confidently, with Recruiting Manager Shelby Shoffstall
March 15, 2021 07:00 - 38 minutes - 26.4 MBOn 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 [email protected] Visit us at https://www.davidpetersfinancial....
Checking Up On Your Employee Health Insurance Benefits, with EBofVA President Brian Marks, CEBS
March 01, 2021 08:00 - 45 minutes - 31.2 MBFor 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...
Navigating the Budgeting Process, with Vic Taylor, CPA
February 15, 2021 08:00 - 47 minutes - 32.7 MBAh, 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. Connec...
Making Retirement Saving a Habit, with Financial Planner Taylor Watts
February 01, 2021 08:00 - 41 minutes - 28.5 MBMany 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) 409-2596 [email protected] Here's an article on retirement plan options Visit us at https://www.da...
Building Effective Data Metrics Dashboards, with Compare.com CEO Allie Feakins
January 18, 2021 08:00 - 37 minutes - 25.5 MBData 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 LinkedIn Visit us at https://www.davidpetersfinancial.com/ Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered ...
Designing Retirement Plans for Your Organization: Why Work with a Financial Planner? with Financial Planner Brice Oldham
January 04, 2021 08:00 - 26 minutes - 17.9 MB"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,...
Harnessing the Power of Data, with Senior Data Warehouse Developer Patsy Daniels
December 21, 2020 09:00 - 56 minutes - 38.8 MBYou'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 analyti...