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®, ChFC®, CLU®, CPCU, CGMA, MST, MBA David Peters

David Peters, CPA, CFP ®, ChFC ®, CLU ®, CPCU, is the founder of Peters Professional Education and a top-tier continuing education instructor in tax and financial services. With more than 20 years of experience across public accounting, insurance, and financial planning, David has taught through national CPE providers, state CPA societies, and firm-specific trainings nationwide. Participants consistently praise his energy and his ability to turn complex tax and accounting concepts into practical, immediately usable guidance. He has authored books on partnership taxation, S-corporation taxation, small business, and personal tax savings, and has earned the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024. Peters Professional Education is an approved NASBA, IRS, and CFP Board provider with over 125 courses serving CPAs, Enrolled Agents, and financial professionals nationwide.

Course curriculum

    1. Course Overview & Instructions

      FREE PREVIEW

    2. About Your Instructor

    3. How To Use The Course Interface

    1. Notes Sheet

    1. Watch the episode!

    1. Review Questions

    1. Final Evaluation

    1. Thank You!

About this course

  • $29.00
  • 8 lessons
  • 0 hours of video content

Single Course Price

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  • $100.00

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

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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.