Business Management & Organization

In this updated presentation, Rob Ferrini will bring his experience counseling clients to discuss how to best protect your organization’s brand, value, and assets in the face of a challenging insurance market, ever-growing attacks of accounting firms, and increasing cyber security requirements. He will also provide practical steps your firm can take to reduce risk and qualify for Cyber Liability coverage at a reasonable price. Discussion Leaders: Rob Ferrini and Stephen Vono

In this presentation, we will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business in today’s business climate. Topics will include ongoing issues around the current pandemic, Employee Retention Credit, Restaurant Revitalization Program, and other topics. Discussion Leader: John F. Raspante

With the commercial insurance market constantly evolving, understanding the latest trends and forecasts is crucial for making informed decisions. This webinar will not only provide an update on the current state of the commercial market across various lines of insurance but will also introduce innovative cost-saving opportunities. Specifically, the presentation on group self-insurance captives will highlight how they can offer long-term financial stability and savings, presenting a potentially valuable strategy for many businesses. Highlights include medical stop-loss, property, workers compensation, and professional & general liability insurance.

Moreover, the webinar will share best practices and practical tips for preparing for insurance renewals. This guidance can be invaluable in ensuring that you are well-prepared, potentially leading to more favorable terms and conditions in your insurance arrangements. This webinar offers critical insights and strategies that can help optimize your insurance portfolio and contribute to your organization’s overall financial health.
Discussion Leader: Adam Allen and William Render

Female CFOs have made great strides in recent years and are even expected to exceed 50% representation in the next 10 years. As the CFO role has continued to push for a strategic mindset, female CFOs have stood out by developing and honing communication skills, adapting to both organizational and technological changes, and driving empathic leadership.

Join this session to learn more about the skills that set female leaders apart and how they are specifically suited to success in the CFO role and beyond. Discussion Leaders: Diane Gardner, Jessica McClain, Lori Palmer, and Janice Stucke

Financial statements are a window into what is going on in the day-today operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user. Discussion Leader: David Peters

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and Controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization. Discussion Leader: David Peters

Succession planning is one of those things that is never at the top of the list, yet it is often among the most important things a company does. The successful passing of the torch to tomorrow’s leaders can often mean the difference between a business thriving or faltering in the next generation. Through case studies and the review of research, this course will examine what succession planning is, what makes it successful, and why we put it off! Discussion Leader: David Peters

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 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. Discussion Leader: David Peters

We all hear things in the news about cybercrimes and the devastating effects that they have on companies, employees, and customers. Cyber liability insurance can help – but do you really know what it does? What is covered under cyber insurance? What isn’t? What happens if you face regulator penalties? Does cyber liability insurance help with that? In this episode of Accountable, Dave answers these burning questions about cyber liability insurance and much, much more! Discussion Leader: David Peters

Whether you are new to the risk management process or you are a seasoned pro, 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. Discussion Leader: David Peters