Fall CPE Conference
Member Price $515.00
Price will increase by $50 on 9/6
Non-Member Price $575.00
Price will increase by $50 on 9/6
Overview
Save the date!
What 2023 conference attendees had to say about this event:
- "Always well put on by the ISCPA - thank you!"
- "This was my first time at this conference after just leaving a large firm that did mostly internal CPE. I had a very positive experience at the conference and was glad I chose it. The speakers were high quality and brought great energy. Doing the courses in 2 hour increments is perfect."
- "The tax sessions with David Peters is one of the best instructors I've ever had. Made many of the more complex
topics much simpler and easier to understand. Brought energy."
Highlights
- The tax track will be led by David Peters, CPA, CFP, CLU, CPCU, MST, MBA
- The A&A track will be led by Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq.
- The personal development track will be led by Jeff Vaske, Ed.D., ACC and Heather Woody, MCC
Designed For
CPAs and accounting professionals.
Thank you to our Premier Staffing Partner
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
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 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.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 fifteen years of experience in financial services, including 3 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 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 & industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Masters degrees, and is currently pursuing his PhD 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.
Jason Carney, Information Security Compliance Analy
Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq., is a senior manager at ABS, Inc., a boutique consulting firm based in the Washington, DC metro specializing in complex accounting issues. He is also the principal for IRS Problem Free, a tax resolution service. He has more than 15 years of experience in public accounting, consulting, and industry. His specialties include technical accounting, financial statement audit, information security, and tax controversy. Jason has worked in the financial services, software, and federal finance sectors. Jason has taught more than 100 CPE courses for audiences across the country. He has been consistently well-received and specializes in adapting content for the unique needs of each audience. He believes that relevant and engaging training is essential for career development and business success. Jason is a member of the Minnesota Society of CPAs and was a President’s Scholar at the University of Saint Thomas Law School. He is a member of the Minnesota Bar and holds CPA licenses in five jurisdictions. He is Treasurer for Fort Safety, a non-profit focused on keeping families and children safe online. He wrote “What is Business Intelligence and Why Should CPAs Care?” for Footnote magazine and contributed to the upcoming publication What Every Lawyer Needs to Know About Client Trust Accounts. Jason and his CPA wife enjoy reading, spending time with their two children, and playing with their pet Giant Schnauzer, Sarge.
Jeff Vaske, CPE Leadership Solutions LLC
Dr. Jeff Vaske, Ph.D., is founder and owner of CPE Leadership Solutions, a coaching, consulting and training firm. With a dedicated focus on leadership development, Jeff emphasizes the “Constant Pursuit of Excellence” to drive individual and organizational growth and evolution. He specializes in executive coaching on leader development, organizational culture, change management, succession planning and more. His services are specifically tailored to individual clients, teams and departments.
Non-Member Price $575.00
Member Price $515.00