Effective Leadership Strategies for Remote and In-Office Teams
You have probably heard the saying that “employees quit managers - not companies.” Perhaps this has never been more true than now – when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important parts of being a leader is cultivating a good team. But how do you do that – especially if you don’t have a background in human resources? In this course, we will explore how financial leaders can be better managers. Through case studies, statistics, and sharing best practices, we will explore how to get the best from employees and create an environment that employees want to come back to day in and day out.
This program has been approved for 2.5 HR (General) recertification credit hours towards aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through the HR Certification Institute.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
