Course Quick Facts

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

  • Course Length: 1 Hour and 52 Minutes

  • Field(s) of Study:

  • Management Services – Technical (Enterprise Risk Mgmt) (CPE - 2.0 Credits)

  • Course Level: Intermediate

  • 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, CFOs are responsible for other operational parts of the organization, including risk management. This course is a how-to guide for CFOs who 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.

  • 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

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

    • Course Overview & Instructions

    • About Your Instructor

    • How To Use The Course Interface

  • 2

    Downloads

    • Downloads

  • 3

    Lecture

    • Risk Control vs. Risk Financing

  • 4

    Participation

    • Knowledge Check 1

  • 5

    Lecture

    • Risk Financing Techniques

  • 6

    Participation

    • Knowledge Check 2

  • 7

    Lecture

    • Insurance Terms

  • 8

    Participation

    • Knowledge Check 3

  • 9

    Lecture

    • Types of Policies

  • 10

    Participation

    • Knowledge Check 4

  • 11

    Lecture

    • More Policies

  • 12

    Participation

    • Knowledge Check 5

  • 13

    Lecture

    • Even More Policies

  • 14

    Participation

    • Knowledge Check 6

  • 15

    Evaluation

    • Final Evaluation

  • 16

    Feedback

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

    • CE Credit Information and Feedback Survey

    • 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