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 Repre...
Nov 08, 2021•26 min•Season 1Ep. 23
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 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* Registered ...
Oct 25, 2021•29 min•Season 1Ep. 22
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 ...
Aug 30, 2021•48 min•Season 1Ep. 21
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, ...
Aug 16, 2021•41 min•Season 1Ep. 20
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 throu...
Jul 05, 2021•36 min•Season 1Ep. 19
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 thro...
Jun 21, 2021•46 min•Season 1Ep. 18
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* Regi...
Jun 07, 2021•36 min•Season 1Ep. 17
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 Re...
May 24, 2021•36 min•Season 1Ep. 16
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 L...
May 10, 2021•36 min•Season 1Ep. 15
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 G...
Apr 26, 2021•36 min•Season 1Ep. 14
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://director...
Apr 12, 2021•41 min•Season 1Ep. 13
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.com Visit us at https://www.davidpetersfinancial.com/ ...
Mar 15, 2021•38 min•Season 1Ep. 12
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 ...
Mar 01, 2021•45 min•Season 1Ep. 11
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 V...
Feb 15, 2021•47 min•Season 1Ep. 10
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 twatts@carrollfinancial.com Here's an article on retirement plan options Visit us at https://www.davidpete...
Feb 01, 2021•41 min•Season 1Ep. 9
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...
Jan 18, 2021•37 min•Season 1Ep. 8
"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, 1...
Jan 04, 2021•26 min•Season 1Ep. 7
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 educat...
Dec 21, 2020•57 min•Season 1Ep. 6
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 thro...
Dec 08, 2020•42 min•Season 1Ep. 5
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 here Check out What I’ve Learned During My Decade As a Remote Manager by David Phillips on tlnt.com here...
Oct 19, 2020•47 min•Season 1Ep. 4
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/accountable Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through C...
Oct 09, 2020•30 min•Season 1Ep. 3
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.org Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory ser...
Sep 23, 2020•39 min•Season 1Ep. 2
Dave talks with CPA Toni Berbrick about why CFOs should care about cybersecurity. Visit us at: https://www.davidpetersfinancial.com/accountable 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...
Aug 28, 2020•38 min•Season 1Ep. 1
