风险管理的发展趋势和国际化-风险管理人才的培养

风险管理的发展趋势和国际化--风险管理人才的培养2024/3/29风险管理的发展趋势和国际化--风险管理人才的培养主讲人TerrieE.TroxelAICPCU/IIA总裁兼首席执行官国际风险管理的发展现状风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养RecentHistory InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养TypesofRiskTreatedInsurance–PureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss)风险管理的发展趋势和国际化--风险管理人才的培养ARMProgramARM54–PrinciplesofRiskManagementARM55–LossControl–SafetyandSecurityARM56–RiskFinancing风险管理的发展趋势和国际化--风险管理人才的培养ARMProgramARM54–PrinciplesofRiskManagementARM55–LossControl–SafetyandSecurityARM56–RiskFinancing风险管理的发展趋势和国际化--风险管理人才的培养ARMProgramARM54–PrinciplesofRiskManagementARM55–LossControl–SafetyandSecurityARM56–RiskFinancing风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养StepsinRiskManagementProcess IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired风险管理的发展趋势和国际化--风险管理人才的培养ARM-P:RMforPublicEntitiesMunicipalitiesParkDistrictsCounty&StateGovernmentGovernmentAgencies&departments风险管理的发展趋势和国际化--风险管理人才的培养720ProvidenceRoad·P.O.Box3016·Malvern,PA19355-0716

Phone(610)644-2100·Fax(610)640-9676风险管理的发展趋势和国际化--风险管理人才的培养主讲人乔培伟CPCU国际风险管理和保险学院大中华区主席中国企业面临的风险问题分析风险管理的发展趋势和国际化--风险管理人才的培养中国企业面临的风险FinancialRiskOperationalRiskProperty&CasualtyRiskProduct&LiabilityRiskProfessionalLiabilityRiskHumanResourceRisk

风险管理的发展趋势和国际化--风险管理人才的培养主讲人PeterL.MillerAICPCU/IIA执行副总裁培养国际水平风险管理人才的解决方案风险管理的发展趋势和国际化--风险管理人才的培养AgendaWhyistalentimportant?Whatisatalentpipeline?Howdoweconstructatalentpipeline?Whatdoesaneducationalprogramthatsupportsatalentpipelinelooklike?Howcansucheducationbedelivered?WhatdoesCPCUhavetoofferinordertohelp?风险管理的发展趋势和国际化--风险管理人才的培养Whyistalentimportant?TalentedpeopleinyourorganizationarekeyAlwaysadeficitoftalentedpeopleGenerally,talentedpeopleareabletomovebetweencompanieswithsomeeaseTalentedpeopleareessentialtoadvancingtheorganization80/20ruleThesolution:Atalentpipelinethatcontinuouslyprovidesqualifiedpeopletotherightareasoftheorganizationattherighttime.风险管理的发展趋势和国际化--风险管理人才的培养Whatisatalentpipeline?Aseriesofprocessesandproceduresthat:IdentifiestalentedpeopleearlyintheircareersProvidesaframeworkfordevelopingtheirskillsGetsthemthenecessaryeducationatthenecessarytimeintheirdevelopmentOutoftheendofthepipelinecomestalented,trainedpeoplewhocanhelpadvanceorganizationalgoalsIncludesbothwork-relatedexperiencesandeducationalopportunities风险管理的发展趋势和国际化--风险管理人才的培养Howdowemakeatalentpipeline? DevelopframeworkforprogressionofrequiredtalentsForexample,makeaseriesofincreasinglycomplexskillsandtrainingregimensRiskManagerI->RiskManagerIIIdentifyskillsneededforeachpositionDevelopcompetenciesforeachpositionDefineeducationalrequirementsforeachpositionEvaluateemployeeperformanceateachstepPromotesuccessfulemployeestothenextstep风险管理的发展趋势和国际化--风险管理人才的培养Whatarecompetencies?Competenciesare:AskillorsetofskillsthataretobeperformedwithacertainlevelofefficiencyandeffectivenessMeasurableCanbeidentifiedandsegregatefromothercompetenciesJobsconsistofaseriesofcompetencies风险管理的发展趋势和国际化--风险管理人才的培养ExamplesofCompetencies1)Assessandpriceriskforcommercialinsuranceaccounts2)Handleasalesnegotiationfordealsover$1MUSDwitha35%successrate3)Successfullyhandleconflictresolutionaccordingtocompanyguidelines4)Managethesalesdepartmentaccordingtoestablishedsalestargetsandwithinbudget风险管理的发展趋势和国际化--风险管理人才的培养Whatdoesaneducationalprogramthatsupportsatalentpipelinelooklike?

Aprogressiveseriesofeducationalofferingsthat:MeetstheuniqueneedstoemployeesataparticularstageofdevelopmentAremappedtokeyindicatorsofsuccessforajobCanaffordeasyrecognitionbyemployeroroutsideorganizationGetsmoredifficultandchallengingasemployeemovesupthelevels风险管理的发展趋势和国际化--风险管理人才的培养Example

UnderwritingClaimsMarketingLevel1Competency1Competency2Competency1Competency2Competency1Competency2Level2Competency1Competency2Competency1Competency2Competency1Competency2Level3Competency1Competency2Competency1Competency2Competency1Competency2Level4Competency1Competency2Competency1Competency2Competency1Competency2风险管理的发展趋势和国际化--风险管理人才的培养Howcansucheducationbedelivered?ByavarietyofmeansDepe