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

4.5 (90)

David Peters, CFP, CPA, ChFC®, CLU

Peters Tax Preparation & Consulting, PC

Friday, March 27, 2020 | 11:00 AM EDT

  • CIA

1 Credit


Subject Area

Specialized Knowledge

Upcoming Webinars

Course Description

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.

Learning Objectives

  • Distinguish between risk control and risk financing
  • Understand the key terms of your insurance policy
  • Name the types of insurance policies that may be applicable to your organization

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Cybersecurity Pros
  • Enrolled Agent
  • Entrepreneurial CPA
  • Outsourced CFO
  • QB Pro Advisor
  • Young CPA


    [no_of_record] => 90
    [average] => 4.5333