Go beyond the jargon to understand how to identify, categorize, and finance risk in any organization.
Whether you are new to the risk management process or you are a seasoned professional, it always comes back to the fundamentals. Just like any other industry, insurance professionals have their own language. Through plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a good risk register, as well as what sections make up a standard insurance policy. Whether you are an insurance professional trying to brush up or you are simply trying to better understand the terms in your insurance policy, this course provides a solid foundation for understanding risk management.
The curriculum delves deeply into the core concepts of the insurance industry, covering essential topics such as policy structures, underwriting basics, claims processes, and the vital role insurance plays within a broader corporate strategy. By illustrating how precise risk assessment informs insurance needs, this overview provides a thorough examination of how modern enterprises protect their assets, manage liability, and ensure long-term resilience against unpredictable challenges.
Who Should Attend:
CPAs who are involved in the risk management function of their company
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.
