Management Services

A Controller's Guide to Assessing the Risk of Your Organization: Coverages and Exclusions for Basic Business Policies v1.1

Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies – the package policy, the business & property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these policies cover, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers.

Learning Objectives:

After completing this course, participants should be able to:

  • Identify the basic parts of a P&C insurance policy
  • Recognize the basic approach to building an insurance program for a company
  • State the coverages and exclusions for commercial package, building & property, and cyber insurance policies
  • Identify techniques to building a better partnership with outside insurance brokers


Prerequisites/Advanced Preparation:

None

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: $62.38

Details

Course Code : 99PET32-v1.1

Release Date : 05/09/2024
Expire Date : 05/31/2025
Credits :
CPE 2.50
QAS 2.50
Length : 2hr 5min
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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