Lorman offers professional resources regarding COVID-19 and the 2020 Elections

Show navigation

Available in:

MP3 Download
OnDemand Course

Understanding the Importance of Various Types of Insurance and Risk Management

Gain insight into certain features in an insurance policy that are often overlooked and how to lower premiums while ensuring adequate coverage.

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.

Runtime: 78 minutes
Purchase Options

More Program Information

Why Lorman?

Over 33 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
Purchase Options

More Program Information

Why Lorman?

Over 33 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

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

This course was last revised on November 16, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 33 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
Purchase Options

More Program Information

Why Lorman?

Over 33 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.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 408108
Published 2020
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!