I have slightly revised and updated my simple risk management and decision-making process slide, which is provided below. The process was a ten-step process; however, I have split one of those processes into two processes, resulting in an eleven-step process. And I have also revised some of the wording to be more appropriately descriptive, and to better match real world situations and events. Enjoy. Use the process and pass it along. I hope that you find the process helpful, at least to give consideration and direction to your risk management process.
Best to you, Dave Tate, Esq.
Best to you. David Tate, Esq. (and inactive CPA)
Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.
Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.
My two other blogs are:
Business, D&O, audit committee, governance, compliance, etc. http://auditcommitteeupdate.com
Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com
Best to you, David Tate, Esq. (and inactive California CPA) – practicing in California only.
⁃ Litigation, disputes and trials (primarily in the following areas):
Commercial and business, and business owner, investor, shareholder, D&O, officer, director, governance, accountings, lost income, profits and royalties, and business-related;
Trust, estate, elder abuse, POA, conservatorship, contentious administrations, ethics, etc.;
Workplace and employment, and real property; and
Various other cases and areas (environmental contamination, accidents, insurance, etc.).
⁃ Boards and committees including audit and governance committees, investigations, independence, conflicts, governance, diligence, risk management, ESG, etc. – representation and advising re conduct, authority, duties and responsibilities, rights, and liability.
⁃ Services as a mediator, and dispute resolution.