Complimentary

September 23, 2026


Live Webcast


NYSED 1
NASBA 1

Protecting the Decisions Behind the Balance Sheet

September 23, 2026
Live Webcast
NYSED 1
NASBA 1

Protecting the Decisions Behind the Balance Sheet

  • View Bio

    Instructor

    Joe
    Sellitto

    View Bio

Learning Objectives

  • Explain where a business decision becomes a personal allegation.
  • Analyze how a D&O claim can hit three balance sheets.
  • Evaluate a CFO’s annual D&O stress test.

Major Topics

  • Business decisions that can lead to personal allegations
  • The financial impact of D&O claims across three balance sheets
  • Key considerations in the CFO’s annual D&O stress test

CPE Credits Available

NYSED 1
NASBA 1
1
Advisory Services (NYSED) - NYSED
1
Management Advisory Services (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Anyone responsible for the financial liability or risk mitigation.

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