Webinar Details
Course Description

Risk is everywhere! Have you ever wished that your clients would call you before something bad happens? Sadly, risk assessment and management seems to be an afterthought for too many clients.  Despite the fact that we are all tired of dealing with the pandemic, we need to be prepared for the next disruption.  In this session we will discuss how to explain risk management in ways the client will understand the importance and review several approaches to identify and evaluate risk.

Learning Objectives
  • Recognize the benefits of proactively identifying and managing risk
  • Discover how to explain risk management to clients in a way that calls them to action
  • Recognize effective approaches to identify and evaluate risk
Prerequisites
  • None required.
Who Should Attend

CPAs, accountants, and bookkeepers seeking to proactively implement and offer innovative solutions to their clients. 

Advanced Preparation

None required.

Presenter Details
  • Chad Waite
    • Sr. Partnership Marketing Manager
    • Divvy

    Chad finds joy in creating content and planning events that resonate with Divvy's customers (and future customers!). As a Senior Partnership Marketing Manager, Chad helps highlight how sometimes, the path less traveled is actually less risky than sticking to the well-worn trail. In this way, he encourages others to try something new!


  • Jennifer Elder

    Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA helps financial leaders become more strategic, stay ahead of the competition, and be more successful. 

    Jennifer has a track record of success helping organizations develop a business strategy to rise above the herd, capture their market, and be consistently successful and profitable.  For more than 25 years, Jennifer has been speaking and consulting for organizations in all 50 states and 9 countries.  Her clients include privately held companies, not-for-profits, trade associations, the Fortune 500, and state and Federal governments.

    In addition to being a CPA, Jennifer is also a Chartered Global Management Accountant (CGMA), Certified Management Accountant (CMA), C... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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 website: NASBAregistry.org.
Date & Time
Thursday, May 13, 2021

1:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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