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Business Risk: Insurance, Treasury, and Tax Risk Management Strategies

Business risk webinar

The Charles River CFO Call Series Webinar: Thursday, October 20, 12:00 - 1:00 PM EST


Inflation reports, tighter capital markets, and layoffs are all in the headlines. CFOs are constantly assessing risks in their organizations. Questions arise regarding the optimal placement of capital raises to manage liquidity and tax liability. Concerns about managing liability, including optimal D&O, clinical trial risks, and cyber security challenges, are often top of mind.

Join Charles River CFO for this month's webinar conversation with Kevin Sarney, CPA, Life Sciences Practice Leader, as he moderates a panel with three leading business risk specialists.

John Diercks

Vice President, Principal

Sullivan Insurance

Marc St. Andre

Senior Portfolio Manager

Capital Advisors Group

Anthony Vernaglia, CPA, MST

Managing Member

Vernaglia Consulting, PLLC

This session is eligible for 1 hour of Continuing Professional Education (CPE) credit for CPAs in the area of Business Management & Organization. Attendees will learn how to look at ways to manage business risk in three areas.

Our 2022 "CFO Call" Series is a monthly, topical conversation with Charles River CFO. Join us for a quick discussion on significant issues impacting your business. Be part of the conversation. Ask questions and get answers that are important to you.


Celebrating our 20th year! Outsource your CFO & accounting needs to a trusted firm. Flexible & scalable so you can focus on your core business.



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