Accountable

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 Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

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=lmandiola

Or, 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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 [email protected]

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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

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) 409-2596
[email protected]

Here's an article on retirement plan options

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
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 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 through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

"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 [email protected]

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
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 education


Connect 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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220

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 Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220