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Live Webinar

90-minute live streaming program
  • December 23
  • 1:00 - 2:30 pm EST

Understanding the Importance of Various Types of Insurance and Risk Management

December 23

Gain insight into certain features in an insurance policy that are often overlooked.

This material will provide you with strategies that will result in lower premiums, yet ensure adequate coverage is still in place. It will help you differentiate claims made policies vs. occurrence policies and this knowledge will always ensure that coverage is in place in the result of a claim. This topic will provide information on how to select features in an insurance policy that are overlooked such as sublimits and endorsements that can broaden coverage.

Learning Objectives

  • You will be able to discuss contractual exclusions.
  • You will be able to identify excluded ownerships.
  • You will be able to recognize covered security breaches.
  • You will be able to explain covered trustee services.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Financial Planning Covered?
  • Cost of Correction
  • Fiduciary
  • Contractual Exclusions
  • Discretionary
  • Sale of Products
  • Life Insurance
Trustee Services Covered
  • Limited to Personal Trusts
  • May Exclude Excess Fees
  • Excess Coverage
Outside Director of Officer Services
  • Profit vs. Nonprofit
  • Excluded Services
  • Excluded Ownerships
Security Breaches Covered
  • Professional Services vs. Legal Liability
  • First-Party Costs
  • Nonclaim Costs
  • Wi-Fi
Who Is a Named Insured
  • Spouse
  • Independent Contractor
  • Outside Firms Working on Behalf of the Firm
  • Non-Accountants Working on Behalf of the Firm
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.8 including Management Services 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Management Services for 1.8 hours. Prerequisite: basic knowledge of the banking industry. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Advisory Services for 1.5 hours.
     

Who should attend?

This live webinar is designed for presidents, vice presidents, accountants, branch managers, directors, loan officers, loan department personnel, and estate and financial planners.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John Raspante, CPA, MST

John Raspante, CPA, MST

McGowanPRO

  • McGowanPRO’s director of risk management
  • Oversees the industry specific expertise and risk management for McGowanPRO’s accounting and financial clients
  • Former director of compliance and risk management as well as the director of education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors
  • Prior to joining Graf Repetti, he worked nine years for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance; his primary responsibility at CAMICO was providing loss prevention services to the organization’s largest insured’s
  • Frequent speaker within the accounting profession on issues relating to risk management and professional ethics; he presents regularly at different conferences for accounting firm associations and CPA State Societies
  • He is a published author and contributor for accounting firm periodicals such as Journal of Accountancy and Accounting Today
  • MST degree, Washington Institute for Graduation Studies; CPA license, New York State; NJCPA editorial board; NCCPAP, past Central New Jersey president
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405871
Published 2019
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