Course Quick Facts

  • Course Length: Approximately 1.5 Hour

  • Course Level: Intermediate

  • Field(s) of Study:

  • Management Services - Technical (2.0 NASBA Credits)

  • Business Owner Insurance Solutions (2.0 CFP Credits)

  • Who should attend: CPAs who manage the risk management function within their companies

  • Required Knowledge: Basic knowledge of risk management

  • Advanced Prep: None

Learning Objectives

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.

  • 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

Instructor

CPA, CPCU, MST, MBA

David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 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, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees. 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 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Course curriculum

  • 1

    Introduction

  • 2

    Downloads

    • Downloads

  • 3

    Lecture

    • Lecture #1

  • 4

    Participation

    • Knowledge Check #1

  • 5

    Lecture

    • Lecture #2

  • 6

    Participation

    • Knowledge Check #2

  • 7

    Lecture

    • Lecture #3

  • 8

    Participation

    • Knowledge Check #3

  • 9

    Lecture

    • Lecture #4

  • 10

    Participation

    • Knowledge Check #4

  • 11

    Lecture

    • Lecture #5

  • 12

    Participation

    • Knowledge Check #5

  • 13

    Lecture

    • Lecture #6

  • 14

    Participation

    • Knowledge Check #6

  • 15

    Lecture

    • Lecture #7

  • 16

    Evaluation

    • Final Evaluation

  • 17

    Feedback

    • Final Steps to Receive CE Credit(s)...

    • CE Credit Information

    • Student Feedback

    • Thank You!

Single Course Price

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.


 David Peters Financial

Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111

1657 West Broad Street, #5, Richmond, VA 23220