Courtyard by Marriott, Historic Fredericksburg
620 Caroline Street
Instructional time: 1-3:00 PM
Registration opens: 12:30 PM
David R. Peters, CPA, CFP, ChFC, CPCU
David Peters, CPA, CFP, ChFC, CPCU, CLU, is the head of legal, admin, finance and MIS at Comparenow.com, a price comparison website currently focused in the auto insurance space. Before joining Comparenow, David was the technical accountant in charge of insurance accounting and financial compliance functions at Elephant Auto Insurance. He was instrumental in Elephant’s early success in the U.S. Prior to coming to Elephant, David worked as a technical accountant for Chesapeake Capital, a hedge fund located in Richmond.
David is currently pursuing a Ph.D. in financial planning at The American College in Bryn Mawr, Penn. Additionally, he is the adjunct accounting professor at Strayer University in Chesterfield, Va. He also regularly teaches insurance classes in the Richmond area, and is a member of the board of directors for the Richmond CPCU Society. He also occasionally speaks at local high schools and colleges on behalf of the Virginia Society of CPAs (VSCPA).
He holds an MBA from Virginia Commonwealth University, a master’s degree in taxation from the University of Illinois, a master’s degree in financial services from The American College, a master’s degree in theology from Pittsburgh Theological Seminary, as well as a B.S. in business administration from Valparaiso University in Indiana.
David grew up in Chicago and currently resides in Richmond.
Developed using the Virginia Board of Accountancy's (VBOA) "Virginia-Specific Ethics Course Outline" as the course framework, VSCPA Ethics 2015 accomplishes the following fundamental objectives: Update CPAs on regulatory developments and provide guidance regarding the relevance of those laws, rules and regulations for their areas of interest and/or practice; Provoke thought and discussion among CPAs on the role and practical application of ethics within the profession.
This course challenges participants to apply ethics and relevant regulatory developments within their professional fields.
To this end, participants will:
- Review the VBOA's revised fee structure
- Examine the AICPA Professional Ethics Executive Committee's (PEEC) Revised and New Interpretations of Ethics Rulings
- Examine the AICPA Accounting & Review Services Committee's (ARSC) New Statements on Standards for Accounting and Review Services (SSARSs) regarding Association With Unaudited Financial Statements and Compilations of Financial Statements
- Understand documentation requirements and the resources available to assist with compliance (to those requirements)
Course complies with the ethics requirements in Virginia, the District of Columbia and Maryland. Satisfies the 2015 VBOA ethics CPE requirement. Relevant to Virginia CPAs working in public practice, industry, government, not-for-profits and academe. Uses case-based instruction to consider relevant ethical dilemmas. Review of VBOA's revised fee structure. American Institute of CPAs (AICPA) Professional Ethics Executive Committee (PEEC) update. AICPA Accounting & Review Services Committee (ARSC) update. Review of documentation issues with a focus on AU-C Section 230, PRP Sections 4300 & 4400, SSARS No. 19, SSAE No. 11 and IRS Circular 230. Includes handouts of actual VBOA enforcement cases (relevant to current trends). Includes course materials which serve as reference resources.
Designed for: All Virginia CPAs
If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $20 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $30 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.