A Controller's Guide to Assessing the Risk of Your Organization - Managing Risk and Basic Policies
OL1214 | On Demand Course | Update | Self-Study
Description
Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFOs are responsible for other operational parts of the organization, including risk management. This course is a how-to guide for CFOs that are being asked to take control of managing internal risks through risk controls and risk financing. We also explore common insurance terms and commercial insurance policies.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.50 | Management Services |
Highlights
- Risk Control vs. Risk Financing
- Common Insurance Terms
- Sections of the Insurance Policy
- Common Business Insurance Policies
Objectives
- Distinguish between risk control and risk financing
- Describe the key terms of your insurance policy
- Name the types of insurance policies that may be applicable to your organization
Notes
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Prices
- Member (Early Bird)
- $65.00
- Non-Member (Early Bird)
- $95.00
- Member
- $65.00
- Non-Member
- $95.00
Instructors
David Peters
David Peters 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.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.
He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
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