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 A forward looking view on Risk and Ethics management

2/25/2013 8:00 AM
2/25/2013 5:30 PM
Bentley University |

Event Title & Speaker:            Ethics and Risk Management (3 Topics)

·         Part I: Creating the Best Projections You Can: Insights and Techniques (4 hours)
·         Part II: Ethics of Risk Management (2 hours)
·         Part III: Resolving Ethical Conflicts (2 hours)
Speaker: Robert A. Angell III, MS, CPA
Date:                                       Monday, February 25th, 2013
Agenda:                                    8:00 am – 8:30 am       Registration and Continental Breakfast
 8:30 am – 12:30 pm    Part I (4 hrs)
 1:30 pm – 5:30 pm      Part II (2 hrs) and Part III (2 hrs)                  
Location:                                 Bentley University
                                                              *LaCava Campus Center # 300
                                                              175 Forest Street
                                                              Waltham, MA 02452
                                                              Phone: 781 891 2273
* Please see signs on first floor for the conference room information. &   parking is included.
Member Price:                         $150
Nonmember Price:                   $175
CPE Credit:                             8.0
Event Contacts:                       Vikram Rao and Jeff Sardelli
Contacts E-mail:             and
To Register, please click HERE
Event Summary and Speaker Bio:
Part I: Creating the Best Projections You Can (4 hours)
Insights and Techniques
All we really know is the past but what really matters is the future!  Examine best practices for preparing budgets and projections, looking at the critical roles strategic planning and risk management have on this process.
·         How strategic planning and risk management play critical roles
·         Current budgeting and projections best practices
·         How benchmarking and metrics have changed the budget process
·         Why “black swans” can make your projections off by a mile.
Part II: Ethics of Risk Management (2 hours)
Corporations often work with large amounts of "other people's money" with executive's reaping huge rewards for providing investors a good return.  But what happens when their bets turn sour?  How do you tell what reasonable and ethical risks are and which ones are not?  This session will examine the ethical issues relating to risk management and financial management's role in the risk management process. 
        How do ethics and risk concepts interrelate? 
        What behavioral aspects of risk assessment could lead us down an unethical path?
        What criteria should we use to determine how much risk we can sleep with at night?
        Understand factors that distort our perceptions in framing risk and making risk decisions
Part III: Resolving Ethical Conflicts (2 hours)
At some point in his or her career, every financial manager will face a choice of doing the right thing or taking the easy way out.  Skillfully handling ethical conflict can make a big difference in your career’s trajectory.
        Standards and techniques for resolving ethical conflicts
        How to have a conversation about a tough issue and still keep your job
        What to do when talking fails
Speaker Bio:
Robert A. Angell III, MS, CPA
Robert A. Angell is Managing Director of AMS, a provider of interim and part-time CFOs, controllers, and accountants. An experienced CFO and COO with a public accounting background before joining AMS, Rob held senior executive positions at several high growth public and privately owned companies. He started his career at Ernst & Young, leaving there as a Senior Manager. A graduate of Brown University, Rob earned his MS in accounting from NYU’s Stern School of Business.
Capacity Limited to 65, so reserve your seat now!