The Changing Nature of Personal Risk

Date:  Wednesday, April 4, 2018
Time:  10–11 a.m. Central time
CPE Credit:  One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance.
Presenters:  Wesley Madara, Chubb Personal Risk Services & Kama Warwick Moseley, Lockton Signature Client Group

A family office typically faces unique risk exposures when managing its family’s wealth legacy. Join Wesley Madara and Kama Warwick Moseley as they look at how risk management fits into the wealth management and transition process. They’ll review recent case studies, identify common red flags and discuss means to effectively assess and mitigate risk exposures.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Identify common risk management red flags for successful families
  • Discuss activities that can help reduce and manage risk
  • Discuss how proper risk management can be incorporated into a family office


CPE Information

Audience:  CFOs, controllers, business executives and family office executives
Program Level:  Basic
Delivery Method:  Group internet-based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.

Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com, at 800.472.2745 or visit BKD’s FAQs.


BKD, LLP 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:  www.nasbaregistry.org.

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