Management Services

A Controller's Guide to Assessing the Risk of Your Organization – Managing Risk & Basic Policies

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

Learning Objectives:

After completing this course, participants should be able to:

  • 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


Prerequisites/Advanced Preparation:

Basic knowledge of corporate risk management functions

Speaker / Author:

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.

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Price (USD)

Standard: $49.90

Details

Course Code : 99PET48

Release Date : 04/19/2024
Expire Date : 08/31/2025
Credits :
CPE 2.00
QAS 2.00
Length : 1hr 40min
Course Level : Intermediate
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Management Services

Theme : CFO/Controller Best Practices

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