Risk Strategies to Drive Growth Through the Economic Downturn


Today’s business climate is challenging to say the least. With higher costs, decreasing sales figures and eroding investments, operational budgets are being squeezed like never before. One of the biggest concerns organizations have is their risk tolerance. How much exposure do they actually have and is their current strategy effective in attaining their goals. To answer these questions CFO’s and their teams need to allocate time and resources, both of which are in short supply. The purpose of our panel discussion is to help CFO’s and finance professionals better understand the risk universe and develop a workable strategy that balances time, protection and cost.




  • Michael Cummings, Vice President at Willis (Moderator)
  • Melissa Cruz, Chief Financial Officer, Picis
  • Brad Kimler, Executive Vice President of Consulting Services for Fidelity Investments
  • Michael Feinberg, Executive Vice President at Willis
  • Mark Forkey, Senior Investment Advisor at SageView Advisory Grou

Learning Objectives: 

After completing this course, you should be able to:

  • Identify the top risk issues and latest trends facing employers today, and capitlize on opportunities.
  • Develop a workable short and long term strategy to sustain and grow.
  • Select the most effective risk management programs for your organization.
  • Lead a meaningful discussion regarding risk reducing measures within your organization. 

Program Content: 

  • Synopsis of current risk climate: The positive and negative
  • Human capital: Maintaining a healthy and productive workforce, while staying on budget 
  • Liability: Recognizing key exposures.
  • Risk prevention: Aggressive program management.
  • Plan sponsor: Liabilities and exposures.
  • Case studies: How leaders are changing the paradigm.
  • Questions: Asking the right ones saves time and lowers cost.

Registration Information: 

You may register online at http://cfort14may2009.eventbrite.com   Attendance is free to members of the CFO RoundTable.  Financial executives who are not members of the CFO RoundTable can attend for $60.  Attendance to this session is limited to financial executives.


Refunds and Complaints:

For information regarding refund, complaint, or program cancellation, please email Jack McCullough at jack@thecforoundtable.com  


Other Information:

Recommended CPE Credits:  2.0

Program Level:  Intermediate

Program prerequisites:  None

Advanced Preparation:  None

Delivery Method:  Group-Live


The CFO RoundTable 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Name Sales End Price Fee
Members of the CFO RoundTable Ended Free
VIP (Steering Committe Members, Panelists, and Partners) Ended Free
Other Financial Exeuctives Ended $60 $1.5

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