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: Approximately 1 Hour

  • Field(s) of Study: Business Management & Organization (1 CPE)

  • 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 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.

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

  • Describe succession planning issues in an organization



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 - 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


    • Course Overview & Instructions

    • About Your Instructor

    • How To Use The Course Interface

  • 2


    • Downloads

  • 3


    • Employee Termination

  • 4


    • Knowledge Check 1

  • 5


    • Succession Planning Documents

  • 6


    • Knowledge Check 2

  • 7


    • The Impact of Succession Planning

  • 8


    • Knowledge Check 3

  • 9


    • Summary

  • 10


    • Final Evaluation

  • 11


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

    • CE Credit Information and Feedback Survey

    • Thank You!

Single Course Price