Advanced ERM Workshop

Evaluating Your Organization’s ERM Approach

Limited to just 50 participants, this Advanced ERM Workshop builds upon an ERM evaluation tool that outlines key aspects of an effective ERM process focused on the integration of risk oversight with strategic planning.

Who Should Attend?

Business executives who play a major role in leading ERM efforts within an enterprise, including those who serve on the board of directors or in senior executive roles, such as CEOs, chief risk officers, COOs, CFOs, controllers, chief audit executives, and others who lead the ERM process in the organization. The course assumes that participants have a fundamental understanding of ERM and whose organizations have implemented some aspects of ERM.

You’ll have the opportunity to benchmark your organization’s current ERM approach and pinpoint successful strategies for enhancing the value of ERM within your organization.

The hands-on workshop will help you assess the following about your organization:

LEARNING OBJECTIVES (updated May 30, 2025)

• Understand the foundational principles of Enterprise Risk Management (ERM), including risk identification, assessment, prioritization, response strategies, and the role of key risk indicators (KRIs).
• Explore the integration of ERM into strategic planning, including defining and applying risk appetite, evaluating organizational ERM approaches, and ensuring alignment with business goals.
• Develop effective ERM governance and communication, focusing on building and managing risk committees, clarifying roles, navigating group dynamics, and implementing best practices in risk reporting.
• Enhance ERM engagement and advocacy, by addressing challenges ERM champions face, promoting ERM through branding and messaging, and increasing organizational buy-in.
• Recognize and manage human and organizational factors in ERM, including cognitive biases, leadership dynamics, and maintaining effective risk management during uncertainty.

AGENDA | DAY 1, THURSDAY, JUNE 5, 2025
(updated May 21, 2025)

7:30 – 8:30 am | Registration & Breakfast

8:30 – 9:10 am
Session 1 – Ensuring Your Organization’s Risk Culture is Supportive of ERM
Mark Beasley
Alan T. Dickson Distinguished Professor of Accounting
Director, ERM Initiative
Poole College of Management, NC State University

9:10 – 9:45 am
Session 2 – Leadership – Part 1 – the Champion
Mark Beasley

9:45 – 10 am | Break

10:00 – 10:40 am
Session 3 – Leadership – Part II – Risk Committees and CRO
Ericka Kranitz
Director, Master of Management, Risk & Analytics Concentration
ERM Initiative, Poole College of Management, NC State University

10:40 – 11:20 am
Session 4 – Evaluating the Integration of ERM with Strategic Planning
Bruce Branson
Professor and Associate Director, ERM Initiative, Poole College of Management, NC State University

11:20 am – 12:00 pm
Session 5 – Risk Appetite
Mark Beasley

12:00 – 1:00pm | Lunch

1:00 – 1:50 pm
Session 6 – Risk Identification, Assessment and Prioritization
Bruce Branson

1:50 – 2:30 pm
Session 7 – Evaluating Risk Responses and KRIs
Ericka Kranitz

2:30 – 2:45 pm | Break

2:45 – 3:45 pm
Session 8 – Discussion Questions: Round Robin
Mark Beasley, Bruce Branson, and Ericka Kranitz

3:45 – 4:25 pm
Session 9 – Risk Reporting and Communication
Bruce Branson

4:25 – 5:00 pm
Session 10 – Pinpoingint Next Steps
Mark Beasley

5:30 – 7:00pm
Networking Cocktail Reception

DAY 2 | FRIDAY, JUNE 6, 2025

7:30 – 8:30am | Breakfast

8:30 – 9:20am
Session 11 – Recognizing How Biases Affect ERM
Mark Beasley

9:20 – 9:30am | Break

9:30 – 10:45 am
Session 12 – Insights from a Risk Management Professional
Angela Hoon, Partner | Implement Consulting Group

10:45 – 10:55 am | Break

10:55 – 11:35 am
Session 13 – Managing in Uncertain Times
Ericka Kranitz

11:35 am – 12 pm
Session 14 – Evaluating Your Organization’s Approach to ERM
Ericka Kranitz

ERM FELLOW

This workshop qualifies as one of our Foundations workshops for those interested in obtaining the ERM Fellows designation.

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 Internet Based
Learning Objectives:	Click HERE
Recommended CPE:	Estimated 12.0 (Please review the Event Attendance Policy for CPE Credit)
Cost:	$1395 Early Bird by May 5, 2025 $1495 Regular Rate after May 5, 2025

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.