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

A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 20, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
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 risk controls and risk financing. We also explore common insurance terms and commercial insurance policies.

Learning Objectives:


  • 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

Controllersguide selfstudy
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peters professional education

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He has over fifteen years of financial services experience, including three 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, Kaplan, and Surgent and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes 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, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.

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