OVERVIEW AND TOPICS


The risk financing program, insurable risks from risk manager and insurance professional perspectives, quantitative tools used to help set insurance program deductibles and retention levels.
Characteristics and factors involved in choosing financing methods and determining which option is best for you client.
Mechanics used in comparing various risk financing options so agents can customize insurance programs.
Explore how insurance providers, actuaries, accountants, auditors and other team members are required to properly manage a risk financing program.
Learn the reasons for the growth of the alternative risk financing market and explore the characteristics, advantages, and disadvantages of pooling arrangements.

COURSE DETAILS


DURATION
16 Hours

PRICE
$475

FORMAT
Classroom

CE CREDIT
Varies by State

INSTRUCTION LEVEL
Advanced

FINAL EXAM
Dec 08, 2025 - Dec 11, 2025

EVENT LOCATION


To Be Determined - Dallas Area

UNKNOWN ADDRESS
Dallas, TX
75301



FACULTY BIO


David Hershey


David Hershey is the Corporate Risk Manager for Lexa International. Prior to joining Lexa, his experience includes the role of Risk Manager for Sprague Operating Resources (SLRP), and Sotheby Holdings, NYC (NYSE: BID) one of the world’s premier auction houses and Day & Zimmermann, a large international military contractor providing military base, nuclear and fossil fuel power plant maintenance / support services. David is the Past President of the Massachusetts RIMS Chapter, Board Member of the NH CPCU, MA RIMS, and a Member of the Hartford Global Specialty Lines Advisory Council. He is a published author of several pollution coverage and insurance related articles such as Finite Risk, The Risk Management of Brownfields, Pollution Liability Coverage Loopholes, Maritime Employers Liability, Indemnitees, Additional Insured and the Insurance Certificate. His accomplishments include being a finalist as the manager of the Workers’ Compensation Best Managed Workers’ compensation Program sponsored by National Underwriter and recipient of the 2014 Risk Management All Star and the Risk Manager Responsibility award by Risk & Insurance and Liberty Mutual. Other notable accomplishments include instructor of insurance related courses and the Insurance Library of Boston and the Philadelphia Insurance Library. David is also an expert witness, past Board Member of RIMS External Affairs Committee, current member RIMS Standards & Practices Committee, 2009 winner of Zurich Award for largest decrease in WC claims, and co-author of RIMS Claims Handling Guidebook for Risk Managers. He is a current member of the Association of Certified Fraud Examiners, and proficiency in nuclear liability, munitions manufacturing and international coverage placement and coordination, large casualty, program agreement negotiation, risk financing and pollution coverage.

John Neal


John Neal has over 20 years’ experience in both personal and commercial lines insurance company operations with specific emphasis in the areas of risk management, risk analysis and risk financing. Within the Personal Lines market, John supported Farmers Insurance expansion into seven new Eastern states. Within Liberty Mutual’s Commercial Market Lines, John was Manager of Analysis for Risk Management Solutions where he managed a team of twelve Risk Management Consultants responsible for supporting Liberty Mutual's Commercial Market Distribution and Service Management Department. John provided analytical support for consulting projects, risk financing design and structuring, finite (financial) insurance products, cost allocation projects, loss analysis, captive support, and industry benchmarking. Over the course of his insurance career, John has interacted with hundreds of agent/brokers and risk managers in industries ranging from high tech computers to cattle ranching. Currently, John is the Risk and Operations Manager at Cleanetics, a design-build clean room specialist serving an array of industries. Prior to entering the insurance and risk management field, John worked ten years in the pollution control and medical device industries as a chemical and manufacturing engineer, accountant, and financial manager. John's academic background includes a BS from the University of California, Santa Barbara and an MBA from the University of Pittsburgh. He earned his CRM designation in 2005 and has been a CRM National Faculty member for The Alliance since 2005. Currently, John supports faculty development for both CIC and CRM curriculums and also serves as an educational consultant.

WHO SHOULD REGISTER


Agency Owner
Risk Manager

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