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Tuesday, March 4, 2025 Live Webcast

More Money: Strategic Ways to Improve Cash Flow (X2-48226)

11:00 AM - 3:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run.

DESIGNED FOR

CPAs in management roles who are looking to improve their company's cash flow.

BENEFITS

After attending this presentation you will be able to...

  • State the relationship between sustainable growth, core earnings, and company cash flow
  • Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients.
  • Identify common behavioral biases which influence how a company spends money
  • List behavioral biases that prevent companies from being streamlined
  • State techniques that may be used to make cost cutting a part of the company's culture and business strategy
  • Identify techniques that may be used to discern whether or not additional headcount is necessary
  • Recognize vertical and horizontal financial statement analysis
  • List contracting and negotiation techniques
  • Recognize the business cycle and how cash flow management changes during each stage

HIGHLIGHTS

The major topics that will be covered in this class include:

  • How do I optimize cash flow?
  • Qualitative Evaluations – Core Earnings & Sustainable Growth
  • Quantitative Evaluations – Liquidity Ratios
  • Increasing

COURSE LEVEL

Overview

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three 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 a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. 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, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 4 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings