Strategic cash flow optimization techniques to streamline operations and build a cost-saving culture.
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in startups or established companies, nonprofits or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations.
The course provides a deep dive into the strategic financial management practices required to optimize cash inflows and intelligently control outflows. It explores the critical mechanics of cash movement, offering practical approaches to analyzing financial health, streamlining accounts receivable, managing vendor terms, and tightening operational budgets. By examining the common bottlenecks that trap capital, the curriculum provides a clear roadmap for establishing sustainable, proactive financial habits. Professionals will gain the strategic foresight needed to protect profit margins, build robust cash reserves, and navigate economic fluctuations with confidence, ensuring greater financial stability and more money at the end of every month.
Who Should Attend:
CPAs in management roles who are looking to improve their company’s cash flow.
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.
