Through this webinar, you will learn the difference between traditional and enterprise-wide risk management, describe how to find risks within your organization, list the elements of a good risk register, and compute risk scores.
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 on the role of risk manager for their companies. We will explore how to measure and score risks in an organization. We will also talk about the Entity-Wide risk management approach and both the importance and difficulties of implementing an on-going risk assessment program.
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Peters Financial, LLC in Rock Hill, SC. 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, financial planning, and ethics throughout the United States. He holds four Masters degrees, and is currently pursuing his PhD in Financial Planning as well as a Juris Doctor degree from University of Dayton School of Law. 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.
Peters Professional Education provides high quality continuing education courses to financial professionals across several industries, including insurance, financial planning, and accounting. David Peters, the company’s founder, has over 14 years of experience in financial services and has taught courses in financial planning, taxation, risk management, data analytics, and business law for the AICPA, Kaplan Professional, Surgent, the Charlotte CPCU Society, the Virginia Society of CPA’s, and the SC Association of CPA’s. Peters Professional Education works with both CPA societies and financial firms to provide timely content that empowers financial professionals to better serve the evolving needs of their clients.
MY-CPE LLC - PENDING APPROVAL FOR QAS SELF STUDY DELIVERY METHOD
(Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.