Stop guessing your risk coverage and learn how to build a bulletproof insurance program that protects your bottom line.
Part of being a CFO or controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies—the package policy, the building and property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these policies cover, as well as what they do not cover.
By examining the intricate details of standard commercial coverages, financial professionals will gain a clearer understanding of how to identify vulnerabilities within their organization's risk profile. The discussion delves into common policy structures, highlighting the crucial differences between what is explicitly covered and the often-overlooked exclusions that can leave a company exposed to significant financial loss. This strategic overview explores the foundational knowledge required to evaluate insurance portfolios, communicate effectively with brokers, and ensure robust protection against everyday business liabilities and unforeseen disasters.
Who Should Attend:
CPAs who manage the risk management function within their companies.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
