April 21, 2026

Webinar

1 CPE

Webinar (CPA Crossings): Business Partnerships: Managing Supplier Relationships🗓️

April 21, 2026
Webinar
1 CPE

Webinar (CPA Crossings): Business Partnerships: Managing Supplier Relationships🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, 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. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the basic elements in a typical supplier contract
  • Recall when it is necessary to obtain a Form W-9
  • Recognize company risks when working with suppliers

Major Topics

The major topics that will be covered in this course include:

  • Overview of supplier contracts
  • Case studies of successful and not-so-successful supplier relationships
  • Risk potentials

CPE Credits Available

1 CPE
1
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business Management
  • Business and Industry
  • Reporting

Prerequisites

Basic understanding of contracts and corporate negotiations

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs who manage relationships with outside contractors or vendors for their organization

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.