8 episodes

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 1657 West Broad Street Unit 5 Richmond, VA 23220

Accountable David R Peters

    • Business
    • 5.0 • 3 Ratings

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 1657 West Broad Street Unit 5 Richmond, VA 23220

    Building Effective Data Metrics Dashboards, with Compare.com CEO Allie Feakins

    Building Effective Data Metrics Dashboards, with Compare.com CEO Allie Feakins

    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...

    • 37 min
    Designing Retirement Plans for Your Organization: Why Work with a Financial Planner? with Financial Planner Brice Oldham

    Designing Retirement Plans for Your Organization: Why Work with a Financial Planner? with Financial Planner Brice Oldham

    "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...

    • 26 min
    Harnessing the Power of Data, with Senior Data Warehouse Developer Patsy Daniels

    Harnessing the Power of Data, with Senior Data Warehouse Developer Patsy Daniels

    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...

    • 56 min
    Motivating Employees with Quality Professional Training, with Galasso Learning Solutions CEO Melisa Galasso

    Motivating Employees with Quality Professional Training, with Galasso Learning Solutions CEO Melisa Galasso

    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...

    • 42 min
    Cultivating Team Productivity From a Distance, with Remote Manager David Phillips

    Cultivating Team Productivity From a Distance, with Remote Manager David Phillips

    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...

    • 47 min
    Building a Risk Management Program From the Ground Up, with ECM Solutions Senior VP Matt Thompson

    Building a Risk Management Program From the Ground Up, with ECM Solutions Senior VP Matt Thompson

    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...

    • 29 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Nin2837382994 ,

Great insight

It’s nice to learn about some of the many other CFO responsibilities. David and Toni are so on point about Cyber Risk and the role the CFO plays in protecting the companies data. I’m looking forward to more Accountable podcasts.

shoelover17000 ,

Cyber security CFO concerns

Listened to the podcast with Toni Berbrick and it was fantastic. Insightful into the challenges CFOs face as all businesses become more technologically driven.

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