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.
- 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
- None required.
Who Should Attend
CPAs, accountants, and bookkeepers seeking to proactively implement and offer innovative solutions to their clients.
- Sr. Partnership Marketing Manager
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, 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
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Date & Time
Thursday, May 13, 2021
1:00 PM EDT (see additional timezones)
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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