Course Description

Gone are the days when the CFO simply managed 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 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.

Learning Objectives

  • List non-Insurance methods of mitigating risk within an organization

  • Describe succession planning issues in an organization

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Business Management & Organization

  • Who Should Attend: Risk managers, CFOs, Controllers, and others who are involved in the risk management function at their firm.

  • Required Knowledge: Basic knowledge of corporate risk management functions

  • Advanced Prep: None

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.