CPE & Events Catalog

INCPAS On-Demand: 2025 Corporate Finance Forum Session - Corporate Insurance

This course explores best practices in corporate insurance as a critical component of risk management for organizations. Led by Bruce Klineman, CPCU, CIC, a seasoned insurance professional, the session provides practical guidance on identifying essential coverages, aligning insurance programs with organizational risk tolerance, leveraging market dynamics, and avoiding common pitfalls. Participants will gain actionable insights to better advise their organizations or clients on strategic insurance solutions.

Learning Objectives

Identify essential insurance coverages and understand when to engage with brokers

Assess and align insurance programs with organizational risk tolerance and cost containment strategies

Apply best practices to improve insurance outcomes and minimize risk exposure

Highlights

Key elements of effective corporate insurance and risk management programs

Strategies for optimizing insurance purchasing and renewal processes

Common coverage pitfalls and how to avoid them

Event Level: Basic

Field of Study: Management

Advanced Prep

None

Who Should Attend

CPAs, finance professionals, and business leaders responsible for risk management or insurance decisions, Small to medium-sized business owners and managers seeking to optimize their insurance programs and anyone advising organizations or clients on insurance and risk management strategies

Required Knowledge