The ERM Roundtable Summit brings together every Fall and Spring leading risk management professionals to cultivate thought leadership around emergent ERM issues. Our day will feature a number of ERM leaders from organizations across different industries who will share insights about their ERM processes, including ideas and examples of tactical approaches for increasing ERM’s effectiveness.

FEATURED ORGANIZATIONS

NEW LOCATION: WESTIN RDU AIRPORT HOTEL

Thursday, April 24, 2025 | 8:30 AM – 3:00 PM, with check-in and breakfast beginning at 7:30 am

5.5 estimated CPE Hours

Cost: $795 per person – includes all program materials, breakfast and lunch (cancellation policy) 

LOCK IN YOUR HOTEL ACCOMMODATIONS – rate extended to April 4!

FEATURED SPEAKERS

John Berry, The Coca-Cola Company
“Leveraging the Benefits of Generative AI for Risk Insights”

John will highlight how generative AI tools are being used to help identify insights from the large number of risks identified across a large multi-national organization.  He will highlight how AI tools can provide unique perspectives about emerging trends and hidden issues that can be gleaned through this innovative technology.

Hayden Lee, TIAA
“Who’s Watching Whom?  Overseeing Supplier Risks”

TIAA helps millions of individuals manage their retirement accounts. Like every organization, they partner with all kinds of suppliers and third parties to help them serve their clients through safe and sound operations.  Hayden will highlight how TIAA assesses supplier risks and controls that are in place for managing vendors in and out of the organization.

Fran Maxwell, Protiviti
“Managing Talent and Labor Risks”

Challenges related to talent availability and the organization’s ability to attract and retain needed skills, particularly related to emerging AI technologies, comprise four of the top 10 risks in the Executive Perspectives on Top Risks – 2025 report issued by NC State and Protiviti. As a Global Practice Leader for People and Organizational Change, Fran Maxwell works with organizations around the world helping them manage people related risk challenges and opportunities. Fran will share insights to help risk leaders better understand risks related to talent, particularly in light of emerging technologies that are changing the workforce landscape.

Panel Discussion
“Strategies for Engaging Reluctant Business Leaders”

Suzannah DiMasi, Nike
Eric Mai, Delta Airlines
Jennifer Nicolosi, McDonald’s Corporation

ERM leaders sometimes struggle to engage management across the organization in risk related tasks and discussions. Often business leaders are reluctant to invest in risk conversations given they fail to see the value of ERM in the context of how they already lead their functions. Our panel of ERM leaders will focus on techniques and strategies they have found helpful in strengthening relationships and engagement with other executives in the organization.

Lora Jex, HomeTrust Bank
“Resilience During Disaster”

HomeTrust Bank is headquartered in the mountain city of Asheville, NC.  In September 2024, Hurricane Helene imposed massive and sudden devastation throughout western North Carolina, cutting off power and water supplies, and destroying highways and roads in a widespread region. Despite the huge disruption, HomeTrust Bank was able to restore core operations quickly to resume services to its customers.  Lora is going to share insights from that experience to highlight key attributes of a successful business continuity plan and its implementation.

LEARNING OBJECTIVES

• Understand how generative AI can identify emerging trends and hidden risks within a multinational organization.
• Recognize key attributes of a successful business continuity plan based on real-world crisis response.
• Gain insights into talent-related risks and strategies for attracting, retaining, and developing critical skills in the evolving AI-driven workforce landscape.
• Learn effective strategies for assessing and managing supplier risks to ensure operational resilience.
• Explore techniques for demonstrating the value of ERM to engage business leaders in risk management discussions.

REFUND/CANCELLATION POLICY

Download the Cancellation Policy to read our policy on refunds and cancellations.

Important Cancellation Information:

• If written cancellation requests are received by 5:00 PM Eastern time, twenty-one (21) days PRECEDING the date of the event, the registration fee will be refunded less a $50 processing fee.
• Due to financial obligations incurred by the ERM Initiative, a credit voucher equal to 50% of the registration fee will be issued for written requests received by 5:00 PM Eastern time, seven (7) days PRECEDING the date of the event. Credit vouchers can be applied towards future ERM Initiative events within 12 months of the cancellation.
• A FULL refund shall only be given for an event that is cancelled by the Initiative for any reason (speaker issues/conflicts, unexpected low attendance #s, etc.). NOTE: All other costs (exchange rate fees, airfare, etc.) incurred by the registrant for the event are the responsibility of the registrant with no additional refunds from the ERM Initiative.
• No refunds or credits will be issued for written cancellation requests received after 5:00 PM Eastern time seven (7) days PRECEDING the date of the event.

CPE INFO / FORMAT

Level:	Basic
Prerequisites & Advanced Preparation:	None
Field of Study:	Management Services: Enterprise Risk Management
Format:	Group-Live
Learning Objectives:	TBD
Recommended CPE:	Estimated 5.5
Cost:	$795

The NC State University Executive Education, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.nasbaregistry.org.