August 12, 2025

Live Webcast

NYSED 8
•
NASBA 8

CFO - Enhancing Productivity Webinar

August 12, 2025
Live Webcast
NYSED 8
•
NASBA 8

CFO - Enhancing Productivity Webinar

  • View Bio

    Instructor

    Brian
    Maturi

    View Bio

    Brian Maturi, CA, MBA

    Bio
    Brian Maturi, MBA, CA, has over 35 years’ financial management experience in the UK and US, including five years with Deloitte Touche and over 20 years with BorgWarner, Inc. where he was a divisional VP-Finance and Corporate Director of Risk Management. His favorite topics include ERM, management accounting and currency, commodity and interest rate hedging. Brian holds a bachelor’s in Economics, an MBA and is an English Institute of Chartered Accountants fellow.
  • • What is ERM and why is it important?
    • What is your risk appetite and risk tolerance?
    • The COSO framework for ERM and its recent updates
    • The ERM Steering Committee – what is it for and what does it do?
    • Risk heat maps – evaluating what is hot and what is not
    • Risk owners and the risk control plan
    • Measuring the effectiveness of the implementation
    • The role of leading and lagging indicators
  • KRIs
    • Making it part of everyday management
    • The need to integrate ERM into strategic planning
    • How are risks managed?
  • What is risk transfer?
    • What does a broker do, how do we choose a broker, and how should we pay them?
    • What can insurance protect against?
    • Deductibles, self-insurance, and captives
    • Issues affecting different classes of insurance regarding claims and accessibility
    • Actions you need to take in addition to securing insurance
    • Umbrella policies and how they attach above the primary
    • Defining risk as it impacts organizations
    • Understanding external and internal risks o Examples of these risks o How do we identify and assess? o What can be done about the risks?
    • Developing a risk mitigation strategy and plan
    • Monitoring and mitigating risk
    • What do we mean by quality?
    • Why does quality pay off?
    • Total quality management, including lean and six sigma
    • The four elements of the cost of quality
    • Practical prevention activities
    • The necessity of appraisal and why quality cannot be inspected into a process
    • Sources of internal failure and other sources you may not have considered
    • External failure and the hidden costs of 'shortcuts'
    • Creating an effective and actionable cost of quality report

Learning Objectives

  • Understanding the process to determine the cost of quality within your organization. Why does quality matter? Why is quality so valuable?
  • To have a better understanding of the various external and internal risks present today and expected tomorrow
  • and to understand methods to mitigate risk
  • Review insurance law and discuss issues regarding the selection of insurance policies. What is valuable to know about insurance exceptions and exclusions?
  • How to successfully implement ERM and integrate it into everyday business practice

Major Topics

  • • What is ERM and why is it important?
    • What is your risk appetite and risk tolerance?
    • The COSO framework for ERM and its recent updates
    • The ERM Steering Committee – what is it for and what does it do?
    • Risk heat maps – evaluating what is hot and what is not
    • Risk owners and the risk control plan
    • Measuring the effectiveness of the implementation
    • The role of leading and lagging indicators
  • KRIs
    • Making it part of everyday management
    • The need to integrate ERM into strategic planning
    • How are risks managed?
  • What is risk transfer?
    • What does a broker do, how do we choose a broker, and how should we pay them?
    • What can insurance protect against?
    • Deductibles, self-insurance, and captives
    • Issues affecting different classes of insurance regarding claims and accessibility
    • Actions you need to take in addition to securing insurance
    • Umbrella policies and how they attach above the primary
    • Defining risk as it impacts organizations
    • Understanding external and internal risks o Examples of these risks o How do we identify and assess? o What can be done about the risks?
    • Developing a risk mitigation strategy and plan
    • Monitoring and mitigating risk
    • What do we mean by quality?
    • Why does quality pay off?
    • Total quality management, including lean and six sigma
    • The four elements of the cost of quality
    • Practical prevention activities
    • The necessity of appraisal and why quality cannot be inspected into a process
    • Sources of internal failure and other sources you may not have considered
    • External failure and the hidden costs of 'shortcuts'
    • Creating an effective and actionable cost of quality report

CPE Credits Available

NYSED 8
NASBA 8
5
Advisory Services (NYSED) - NYSED
3
Auditing (NASBA) - NASBA
3
Auditing (NYSED) - NYSED
4
Finance (NASBA) - NASBA
1
Management Services (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED)
  • Auditing (NASBA)
  • Auditing (NYSED)
  • Finance (NASBA)
  • Management Services (NASBA)

Prerequisites

None, preferred exposure to product and process quality issues.

Advanced Preparation

None, preferred exposure to product and process quality issues.

Intended Audience

Managers who want to develop a thoughtful approach towards risk and a method to optimize a practical strategy towards managing risk; corporate financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs, and professionals interested in managing risk and understanding the value of quality.

Provider

The Knowledge Institute

This event has ended.