Accountable
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/.
The views depicted in this podcast are for informational purposes only, are general in nature, and are not intended to and should not be relied upon or construed as a financial plan or financial/investment advice regarding any specific issue or factual circumstance.
David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC, offers tax preparation services through Peters Tax Preparation & Consulting, PC. and provides insurance services through David Peters Insurance Agency LLC. Peters Professional Education LLC, Peters Financial LLC, Peters Tax Preparation & Consulting, PC and David Peters Insurance Agency LLC are not affiliated.
Accountable
Harnessing the Power of Data, with Senior Data Warehouse Developer Patsy Daniels
You've heard that data is powerful, but how can you make use of it in your own organization? In this episode of Accountable, Patsy Daniels–Senior Data Warehouse Developer at Atlantic Union Bank–shares advice from her 10 years in the field. David and Patsy talk about starting data warehouses, purchasing software, effectively communicating with your IT staff, and more.
Agile Data Warehouse Design by Lawrence Corr
"The Ultimate Guide to Data Warehouse Design"
TWDI data and research analytics education
Connect with Patsy on LinkedIn here.
Visit us at https://www.davidpetersfinancial.com/
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.
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