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Monday, October 19, 2020 Webcast

Enterprise Risk Management for Small and Medium-Sized Companies (E2010203)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Webcast

8.0 CPE Credits in MT

OVERVIEW

All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, often they equate risk management to insurance and completely miss some of the most important things that create and affect risk. Many years ago, led by the financial industry, large companies introduced systematic analysis in evaluating risk; however, those skills have generally failed to transfer to the small and medium-sized organization. This program seeks to do exactly that. We will explore the needs and concepts of risk management showing how they equally affect both large and small companies as well as both for-profit and not-for-profit organizations. With liberal use of case studies, we will see how companies can face the issues of risk management and systematically develop a system to identify, evaluate and mitigate those risks. It is important to note that the program is not for the experienced risk manager of the large organization, but is for the finance professional dealing with a small to medium-sized company who desires to establish or refine an integrated enterprise risk management strategy.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CFOs, controllers, and finance professionals.

BENEFITS

  • Understand the concepts of enterprise risk management
  • Determine the nature of risk in all-sized companies
  • Avoid being blind to obvious risks facing the company
  • Rid the company of the “silo” approach to risk
  • Perform risk identifications and evaluations
  • Match risk to insurance in the most economical way
  • Maximize organizational profits through reduction and transfer of risks
  • Understand the best approaches to cyber risk

HIGHLIGHTS

  • The nature of risk in any size or type of organization
  • Risk tolerance and developing a risk plan
  • Risk identification
  • Risk evaluation
  • Risk response
  • Strategy risk
  • Financial risk
  • Marketing risk
  • Compliance and liability risk
  • Operational risk
  • Environmental risk
  • Cyber risk

COURSE LEVEL

Intermediate

PREREQUISITES

Experience in financial management of a small or midsize company.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

David Peters

David R. Peters

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting PC, a financial advisor for Peters Financial, LLC, and an outside representative for Carroll Financial Associates. He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He also teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He is a recipient of the 2019 NextGen Financial Services Professional Award from The American College in Bryn Mawr, PA. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$389.00 - Non Member

$289.00 - Member

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Note: Online pre-registration will close 24 hours prior to this event.

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COURSE DEVELOPER

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