Skip to main content

Business Partnerships: Managing Supplier Relationships

Monday, Jun. 16
 5:00pm - 6:00pm

(Check-In )

Add to Calendar

Online

1.00 Credits

Member Price $55.00

Non-Member Price $75.00

Overview

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.

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

Highlights

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

Designed For

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

Prerequisites

Basic understanding of contracts and corporate negotiations

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

David Peters, Peters Professional Education LLC

David R. Peters, CPA, CFP, CPCU, MST, MBA

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen 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 more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s 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. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Return to Top

Non-Member Price $75.00

Member Price $55.00