CFO Series: Insurance- How to Manage Your Insurance Program?
CFO Series: Insurance- How to Manage Your Insurance Program?
CPE Credit:
2
Overview
Description:
At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance.
Field of Study:
Finance (2.0 CPE)
Instructor
Instructor:
Brian Maturi, MBA, FCA
Additional Details
Who should attend:
Corporate financial leaders, corporate financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in improved management of the risk and insuranc
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- How are risks managed?
- What is risk transfer?
- What does an insurance broker do, how do we choose a broker, and how should we pay them?
- What can insurance protect against?
- Deductibles, self-insurance, and captives.
- Issues affecting different classes of insurance regarding claims and accessibility.
- Actions you need to take in addition to securing insurance.
- Umbrella policies and how they attach above the primary.
Learning Objectives:
After attending this presentation, you will be able to…
- Comprehend insurance law and issues regarding the selection of insurance policies.
- Deploy proven tactics to effectively manage the insurance function.
- Appreciate insurance exceptions and exclusions
Prerequisites:
General understanding of risk and insurance.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
KIBMIHM2
Our Partners
NASBA Sponsor
CFO Series: Insurance- How to Manage Your Insurance Program?
Course Code:
KIBMIHM2
Program Level:
Intermediate
Description:
At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance.
Program Content:
The major topics that will be covered in this course include:
- How are risks managed?
- What is risk transfer?
- What does an insurance broker do, how do we choose a broker, and how should we pay them?
- What can insurance protect against?
- Deductibles, self-insurance, and captives.
- Issues affecting different classes of insurance regarding claims and accessibility.
- Actions you need to take in addition to securing insurance.
- Umbrella policies and how they attach above the primary.
Learning Objectives:
After attending this presentation, you will be able to…
- Comprehend insurance law and issues regarding the selection of insurance policies.
- Deploy proven tactics to effectively manage the insurance function.
- Appreciate insurance exceptions and exclusions
Who should attend:
Corporate financial leaders, corporate financial managers, CEOs, CFOs, Controllers, accountants, Board members, advisors, and consultants. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs and professionals who are interested in improved management of the risk and insuranc
Developed By:
The Knowledge Institute, LLC
Instructor:
Brian Maturi, MBA, FCA
CPE Credit:
2
Field of Study:
Finance (2.0 CPE)
Prerequisites:
General understanding of risk and insurance.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 9/12/2025 @ 11:00 AM
All times are Eastern Time Zone
