Risk Management/Employee and Business-Owner Planning

ATLANTA - Rezul -- In today's dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks. Updated and now in its seventh year this course covers key aspects such as operational, financial, compliance, and strategic risks, ensuring that professionals are equipped to protect their organizations and clients.

Navigate how to effectively choose among the various methods of addressing risk in order to avoid a catastrophic loss and, through real-life scenarios and practical guidance, gain knowledge of the following topics:

• The risk management process, starting with basic concepts such as hazard and peril and how the six steps in the risk management process pertain to a personal financial planning engagement
• Legal elements of insurance contracts, including the principle of indemnity, offer and acceptance, consideration, competent parities, and legal purpose
• Regulatory environment including professional responsibilities, compensation methods, and insurance company ratings
• Types of insurance contracts including annuities, life insurance, disability, long-term care, and property and casualty
• The risk management process
• Legal elements of insurance contracts
• Regulatory environment
• Types of insurance contracts

Experts in the Field: Susan and Thomas Tillery

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Susan and Thomas Tillery are recognized experts in risk management and personal financial planning. Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. Their insights and teachings have helped thousands of professionals understand complex risk scenarios and develop robust strategies to address them. Their contributions to the field make them valuable resources for anyone looking to deepen their understanding of risk management and personal financial planning.

Course Highlights

• Comprehensive Coverage: In-depth modules on various risk types and management strategies.
• Practical Insights: Real-world examples and case studies to illustrate effective risk management in personal financial planning.
• Expert Instruction: Learn from industry leaders Susan and Thomas Tillery.
• CPE Credits: 2.5 hours

For more information and to enroll in the course, visit the AICPA-CIMA course page (https://www.aicpa-cima.com/cpe-learning/course/risk--management).

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