ERM Fundamentals | VIRTUAL | June 5 & 7

ERM Fundamentals: The Basics of Launching ERM for Strategic Value offers a unique professional development opportunity to equip business leaders, board members and aspiring risk management professionals with the core concepts of a value-adding ERM process.

Wednesday, June 5, 2024 | 1:00 PM – 5:00 PM
Friday, June 7, 2024 | 12:00 PM – 4:00 PM

8.0 estimated CPE Hours

$650 EARLY BIRD by May 5, 2024
$700 after May 5, 2024

INTENSIVE.  INVALUABLE. INTERACTIVE.

We are pleased to offer our popular high-level ERM Fundamentals workshop in an online format.  This workshop is designed for business leaders seeking a base-level understanding of the key elements of a strategically focused, ongoing, value-adding ERM process. Join us for this high-level workshop that introduces the tools and hands-on training to confidently and competently address your questions regarding effective enterprise-wide risk oversight.

AGENDA DAY 1
WEDNESDAY, JUNE 5, 2024 | 1:00 PM – 5:00 PM EDT

1:00 PM – 1:10 PM 
Welcome and Overview of Workshop

1:10 PM – 1:30 PM 
Session 1:  Drivers for ERM and How Does ERM Differ from Traditional Risk Management
Mark Beasley
KMPG Professor of Accounting and Director, ERM Initiative
Poole College of Management, NC State University

1:30 PM – 1:50 PM 
Breakout Session – What does risk management look like at your organization?

1:50 PM – 2:20 PM 
Session 2:  Starting ERM from a Strategic Lens
Mark Beasley

2:20 PM – 2:35 PM 
Break

2:35 PM – 3:00 PM 
Session 3:  Techniques for Identifying Risks
Bruce Branson
Professor of Accounting
Associate Director of Research & Communications, ERM Initiative
Poole College of Management, NC State University

3:00 PM – 3:25 PM 
Session 4:  Techniques for Assessing Risks
Ericka Kranitz
Professor of Practice
Director of Risks and Analytics Masters Program, ERM Initiative
Poole College of Management, NC State University

3:25 PM – 3:45 PM 
Breakout Session – How does your organization identify and assess risks today?

3:45 PM – 4:00 PM 
Break

4:00 PM – 4:45 PM 
Session 5:  Real World Example TBD
Speaker TBD

4:45 PM – 5:00 PM 
Session 6: Highlights of Top Risks for 2024 and 2034
Bruce Branson

5:00 PM
Adjourn

AGENDA DAY 2
THURSDAY, JUNE 7, 2024 | 12:00 PM – 4:00 PM EDT

12:00 PM – 12:20 PM
Session 7 – Leveraging Insights from Day 1
Ericka Kranitz

12:20 PM – 1:15 PM
Session 8:  Considering Risk Appetite in Light of Risks & Pinpointing Responses to Risks
Mark Beasley

1:15 PM – 1:30 PM 
Break

1:30 PM – 2:00 PM 
Session 9:  Developing KRIs to Monitor Risks
Ericka Kranitz

2:00 PM – 2:30 PM 
Session 10:  Communicating Risk Information to Boards
Bruce Branson

2:30 PM – 2:45 PM 
Breakout Session:  What challenges are you facing with communicating risk information to the C-Suite and Board?

2:45 PM – 3:00 PM 
Break

3:00 PM – 3:25 PM
Session 11:  Leveraging Benefits of Risk Owners and Management Level Risk Committees
Ericka Kranitz

3:25 PM – 3:50 PM 
Session 12:  Importance of Developing a Long-Term Watch List
Bruce Branson

3:50 PM – 4:00 PM 
Session 13:  Pinpointing Your Organization’s Next Steps on Your ERM Journey
Mark Beasley

4:00 PM 
Wrap Up
Mark Beasley

LEARNING OBJECTIVES

• Understanding Relationship of ERM and Traditional Risk Management Tactics
• Addressing Increased Expectations for Stronger Risk Oversight
• Pinpointing Critical Elements of an ERM Process
• Ensuring ERM is Integrated with Strategic Planning – Creating a Strategic Lens on Risks
• Highlighting Strategies for Risk Identification and Assessment
• Assessing Adequacy of Current Risk Responses and Developing Key Risk Indicators to Monitor Emerging Risks
• Communicating Risk Information to the C-Suite and Board
• Illustrating Practical Tools and Templates to Support an ERM Process

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 8.0
Cost:	$650 Early Bird by May 5, 2024 $700 Regular Rate after May 5, 2024

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.