This course is a comprehensive guide for CFOs who are increasingly responsible for operational parts of the organization, including risk management. It covers various aspects of risk management, including measuring and scoring risks, implementing an on-going risk assessment program, and taking control of managing internal risks through risk controls and financing. Additionally, the course discusses common insurance terms and policies and non-insurance avenues for managing internal risks. Finally, the course emphasizes the importance of implementing a succession plan and provides steps for doing so.
Meet your instructor! David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. David is a national CPE Instructor and regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States.
David holds four Masters 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. He was awarded AICPA’s Outstanding Facilitator Award for the 2021 CPE Year.
David has a prolific YouTube channel with hundreds of informative shorts and interviews. Check out his channel here.
David also hosts a podcast (Accountable) where he chats with the industries top business leaders. You can listen to Accountable on his YouTube channel or subscribe wherever you listen.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
9100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842Get Directions
Basic knowledge of corporate risk management functions
Risk managers, CFOs, Controllers, and others who are involved in the risk management function at their firm.