April 3, 2026

Webinar

4 CPE

Webinar (CPA Crossings): More Money: Strategic Ways to Improve Cash Flow🗓️

April 3, 2026
Webinar
4 CPE

Webinar (CPA Crossings): More Money: Strategic Ways to Improve Cash Flow🗓️

  • 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.

Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit 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. 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...

  • State the relationship between sustainable growth, core earnings, and company cash flow
  • Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients.
  • Identify common behavioral biases which influence how a company spends money
  • List behavioral biases that prevent companies from being streamlined
  • State techniques that may be used to make cost cutting a part of the company's culture and business strategy
  • Identify techniques that may be used to discern whether or not additional headcount is necessary
  • Recognize vertical and horizontal financial statement analysis
  • List contracting and negotiation techniques
  • Recognize the business cycle and how cash flow management changes during each stage

Major Topics

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

  • How do I optimize cash flow?
  • Qualitative Evaluations – Core Earnings & Sustainable Growth
  • Quantitative Evaluations – Liquidity Ratios
  • Increasing Customer Base vs. Payment Terms
  • Business Cycle & Cash
  • Investing Company Cash
  • What keeps companies from becoming streamlined?
  • Behavioral Finance Biases
  • Information Processing Biases
  • Emotional Biases
  • Dealing with Behavioral Biases

CPE Credits Available

4 CPE
4
Management Services

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business/Practice Management

Prerequisites

None

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 in management roles who are looking to improve their company's cash flow.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 149 149
    Join

  • COCPA Non-Member

    $ 194 194
    Your Price

Please login to register.