Course Quick Facts

This course is designed for CFO's, Controllers, or anyone who is involved in the risk management function of their business.

  • Course Length: Approximately 1 Hour

  • CPE Hours: 1

  • Course Level: Intermediate

  • Field(s) of Study: Management Services

  • Prerequisites: None

What We'll Cover...

Gone are the days where the CFO simply manages the preparation of financial statements for the organization. Now, more than ever, CFO’s are responsible for other operational parts of the organization, including risk management. This course is a how to guide for CFO’s that are being asked to take control of managing internal risks through non-insurance avenues. Most importantly, this course addresses the importance of and steps needed to implement a succession plan.

  • Non-Insurance Risk Management Issues

  • Employee Exit Best Practices

  • Succession Planning

Instructor

CPA, CFP, CLU, CPCU, MST, MBA David Peters

David Peters is the Founder of Peters Professional Education in Richmond, VA, and a SEC-registered Investment Advisor Representative with Peters Financial LLC. With 20+ years in financial services—including hedge funds, insurance, and corporate leadership as the first CFO of Compare.com—he brings expert insight in accounting, finance, insurance, and financial planning.

A nationally recognized CPE instructor, David has authored 125+ on-demand courses and leads live seminars and webinars across the U.S. He holds four master’s degrees, multiple professional certifications (CFP®, CLU®, ChFC®, CPCU®, CGMA®, CPA), and has earned awards including the AICPA Outstanding Facilitator Award and Surgent’s Outstanding Discussion Leader Award.

David also co-authored the Virginia CPA Ethics course and serves on boards including Leadership Metro Richmond and the VCU Accounting Advisory Council.

Course curriculum

    1. Course Overview & Instructions

      FREE PREVIEW

    2. About Your Instructor

    1. Downloads

    1. Webinar

    1. Thank You!

About this course

  • $125.00
  • 5 lessons
  • 0 hours of video content

Single Course Price

Bundle and Save

  • $100.00

    A Controller's Guide to Assessing the Risk of Your Organization

    Save 33% by purchasing our entire 3-part risk management series!
    Buy Now

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 and 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.