Insurance Risk Pools

We offer Public Entity Risk Pools (sometimes referred to as insurance pools, joint power authorities, or JPAs) a comprehensive menu of services:

Compliance

• Independent Audits
• Fraud Investigations
• GASB/FASB Requirements

Accounting

• Accounting System Design & Training
• Monthly / Quarterly Accounting
• Temporary Controllership
• Budgeting & Cash Forecasting

Reporting

• Annual Report of Financial Transactions
• Specialized Board & Management reports
• GASB 10 & 30 Reporting Requirements
• Assistance with GFOA Certificate of Excellence in Financial Reporting

Policy Development

• Bylaws & JPA Agreement Revisions
• Dividend & Assessment
• Investment
• New & Withdrawing Members

Special Calculations

• Member Equity
• Investment & Cost Allocations

Other

• Board Presentations
• Strategic Planning
• Loss Control & Risk Management
• Personnel Screening & Interviewing
• Preparation for CAJPA Accreditation with Excellence
• Customized Seminars

Insurance Risk Pools Affiliations