风险管理的发展趋势和国际化.ppt

风险管理的发展趋势和国际化风险管理人才的培养,专题讲座,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,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,RecentHistory,InsuranceandFinanceareseparate“RiskManagementLabeled”RiskManagementandtheBusinessEnterpriseARM:AssociateinRiskManagementNewFinancialProductsDevelopedDynamicFinancialAnalysis:DFAAsset/LiabilityMatchorMis-matchingEnterpriseRiskManagement,TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),TypesofRiskTreated,InsurancePureRisk/HazardRiskERM:EnterpriseRiskManagementStrategicRisk(e.g.JVs,Partnership)OperationalRisk(e.g.Utilities,Supplies)FinancialRisk(e.g.CurrencyConversion)HazardRisk(e.g.ReductioninValueduetoAccidentalLoss),ARMProgram,ARM54PrinciplesofRiskManagementARM55LossControlSafetyandSecurityARM56RiskFinancing,ARMProgram,ARM54PrinciplesofRiskManagementARM55LossControlSafetyandSecurityARM56RiskFinancing,ARMProgram,ARM54PrinciplesofRiskManagementARM55LossControlSafetyandSecurityARM56RiskFinancing,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,StepsinRiskManagementProcess,IdentifyLossExposuresAnalyzeLossExposuresExamineFeasibilityofRMTechniquesSelectAppropriateRMTechniquesImplementSelectedRMTechniquesMonitorResultsandReviseifRequired,ARM-P:RMforPublicEntities,MunicipalitiesParkDistrictsCounty&StateGovernmentGovernmentAgencies&departments,720ProvidenceRoadP.O.Box3016Malvern,PA19355-0716Phone(610)644-2100Fax(610)640-9676,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,中国企业面临的风险,FinancialRiskOperationalRiskProperty&CasualtyRiskProduct&LiabilityRiskProfessionalLiabilityRiskHumanResourceRisk,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,Agenda,Whyistalentimportant?Whatisatalentpipeline?Howdoweconstructatalentpipeline?Whatdoesaneducationalprogramthatsupportsatalentpipelinelooklike?Howcansucheducationbedelivered?WhatdoesCPCUhavetoofferinordertohelp?,Whyistalentimportant?,TalentedpeopleinyourorganizationarekeyAlwaysadeficitoftalentedpeopleGenerally,talentedpeopleareabletomovebetweencompanieswithsomeeaseTalentedpeopleareessentialtoadvancingtheorganization80/20ruleThesolution:Atalentpipelinethatcontinuouslyprovidesqualifiedpeopletotherightareasoftheorganizationattherighttime.,Whatisatalentpipeline?,Aseriesofprocessesandproceduresthat:IdentifiestalentedpeopleearlyintheircareersProvidesaframeworkfordevelopingtheirskillsGetsthemthenecessaryeducationatthenecessarytimeintheirdevelopmentOutoftheendofthepipelinecomestalented,trainedpeoplewhocanhelpadvanceorganizationalgoalsIncludesbothwork-relatedexperiencesandeducationalopportunities,Howdowemakeatalentpipeline?,DevelopframeworkforprogressionofrequiredtalentsForexample,makeaseriesofincreasinglycomplexskillsandtrainingregimensRiskManagerI-RiskManagerIIIdentifyskillsneededforeachpositionDevelopcompetenciesforeachpositionDefineeducationalrequirementsforeachpositionEvaluateemployeeperformanceateachstepPromotesuccessfulemployeestothenextstep,Whatarecompetencies?,Competenciesare:AskillorsetofskillsthataretobeperformedwithacertainlevelofefficiencyandeffectivenessMeasurableCanbeidentifiedandsegregatefromothercompetenciesJobsconsistofaseriesofcompetencies,ExamplesofCompetencies,1)Assessandpriceriskforcommercialinsuranceaccounts2)Handleasalesnegotiationfordealsover$1MUSDwitha35%successrate3)Successfullyhandleconflictresolutionaccordingtocompanyguidelines4)Managethesalesdepartmentaccordingtoestablishedsalestargetsandwithinbudget,Whatdoesaneducationalprogramthatsupportsatalentpipelinelooklike?,Aprogressiveseriesofeducationalofferingsthat:MeetstheuniqueneedstoemployeesataparticularstageofdevelopmentAremappedtokeyindicatorsofsuccessforajobCanaffordeasyrecognitionbyemployeroroutsideorganizationGetsmoredifficultandchallengingasemployeemovesupthelevels,Example,Howcansucheducationbedelivered?,ByavarietyofmeansDependsonthenatureofthecontentFace-to-faceclassroomtrainingSelf-studyE-learningBlendedlearningVery