This week on Accountable: Why negotiating with insurance brokers doesn’t need to leave CFOs and HR Reps at odds.

This week on Accountable: Why negotiating with insurance brokers doesn’t need to leave CFOs and HR Reps at odds.

In addition to being a SCACPA advisor on B&I topics, David Peters is an acclaimed and in-demand educator about the financial industry. Additionally, he is an adjunct faculty member at Winthrop University and an instructor for many required certification courses for CPAs.

Through his ACCOUNTABLE series, Peters provides relevant and up to date information to financial professionals across multiple industries.

This week on Accountable, Dave is joined by Steve Watson, a CPA, HR expert, and podcaster out of Phoenix, Arizona. Steve shares his career trajectory–from CPA to CFO to Head of HR to podcaster and more–and explains why negotiating with insurance brokers doesn’t need to leave CFOs and HR Reps at odds.

Connect with Steve on LinkedIn here.

Hear Steve’s podcasts here.

Visit us at https://www.davidpetersfinancial.com/

Today’s Episode

“Accountable” Audio Archive

David is SCACPA’s advisor and speaker on Business and Industry topics. Join us often as he chats with today’s business leaders. Visit and “Like” the new David Peters Financial Facebook page.

You can reach David at david@davidpetersfinancial.com with your questions and comments.

You can also watch today’s interview on the David Peters Financial YouTube channel.

Rate and review the podcast on iTunes: https://podcasts.apple.com/us/podcast/accountable/id1529669073

Visit him at David Peters Financial Group.

Previous Installments

May 24: Finding Your Path in the CPA Profession, With Mark Goldman, CPA

May 10: Reworking Your Content Strategy for a Virtual Future, With Linda Newsom-McCurdy

April 26: Staying Connected with Your Audience in a Virtual World, With SCACPA Content Strategist Gregory Hardy

June 7: Forming Better Auditor/CFO Relationships, With Will Hill

*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
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