Chapter 2 - Managing Risks and Basic Policies
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 risk controls and risk financing. We also explore common insurance terms and commercial insurance policies.
Delivery Method: Self Study
CPE Credit: Management Services, 1.50 credit hours
Program Level: Intermediate
Instructor: David Peters, CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. 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 a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. 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
Date Recorded: August 2019