A Controller’s Guide to Assessing the Risk of Your Organization – Coverages and Exclusions for Basic Business Policies

Description

Part of being a CFO or Controller is protecting the assets of theorganization 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 business & property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these
policies cover, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers.

Learning Objectives

• Identify the basic parts of a P&C insurance policy
• Recognize the basic approach to building an insurance program
for a company
• State the coverages and exclusions for commercial package,
building & property, and cyber insurance policies
• Identify techniques to building a better partnership with outside
insurance brokers

Major Topics

• Risk Control & Risk Financing
• Parts of the Property & Casualty Insurance Policy
• Coverages and exclusions for ISO commercial package policies
• Coverages and exclusions for ISO Building & Property policies
• Other Commercial Policies
• Coverages and exclusions for Cyber Insurance policies
• Tips & Tricks to working with insurance brokers

Provider
Peters Professional Education L.L.C.
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Management Services
2.0
Who Should Attend

CPAs who manage the risk management
function within their companies

Instructor(s)
David Peters
Prerequisites

Basic knowledge of risk management

Advanced Preparation

None

Location
Online
Event Information
When
Feb 17, 2023
10:00 am - 11:45 am EST
Location
Online
Total CPE Credits
2.0
Format
Webcast Replay

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$90.00

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$110.00
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A Controller’s Guide to Assessing the Risk of Your Organization – Coverages and Exclusions for Basic Business Policies


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