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Join us for our Navigating Risks in Higher Education virtual interactive workshop that will be held in two parts on November 16 and 18, 2021. Leaders in higher education institutions with risk management-related responsibilities will gather virtually for a CPE-eligible workshop for facilitated discussions about the unfolding issues that continue to emerge for colleges and universities during these uncertain times and to exchange insights with one another about lessons learned for moving forward. Each session will consist of a blend of speakers, highly interactive Q&A and participant commentary, and opportunities for participant discussions with one another in smaller group breakout rooms.  It will be fast-paced and loaded with rich content.

WHO SHOULD ATTEND?

Leaders of existing and emerging ERM programs at a college or university and other members of the institution’s leadership team helping lead the ERM efforts such as members of the executive team, institutional Chief Compliance Officers, Chief Audit Executives and/or Directors of Internal Audit, General Counsel, CFOs as well as the executives and board members to whom they report. Multiple individuals from the same institution are welcomed to attend. Participants are limited to those having significant responsibilities for the design and leadership of the ERM process and employed by a university or college or a member of its board.

OUR DISCUSSION WILL FOCUS ON

  • Adjusting how we think about the “new normal” to embrace the realities that the environment will constantly change – what are the implications to how we should be thinking about risk management?
  • Evaluating how colleges and universities managed risk through the pandemic – what positive risk management learnings need to be carried forward in a post-pandemic world?
  • Looking ahead 3-5 years – what risks are emerging that should be on our “watch lists”?
  • Examining the intersection of ERM and compliance – how should ERM and compliance functions collaborate?
  • Seeking to be a forward-thinking leader – What ways can innovation be embedded in ERM programs?
  • Leveraging lessons learned from the corporate sector – what are emerging ERM areas of focus among those outside higher education?

DAY 1 | TUESDAY, NOVEMBER 16, 2021 | 2:00 - 5:00 PM

2:00 - 2:10 PM
Welcome and Overview of 2021 Workshop
Mark Beasley, KPMG Professor of Accounting & Director of the ERM Initiative | NC State University
Cassandra Walsh, Partner | Baker Tilly

2:10 - 2:40 PM
It's Not a New Normal, We Should Always Be Evolving
Alan Whitman, Chief Executive Officer | Baker Tilly

2:40 - 3:05 PM
Breakout Room Discussion & Debrief
How is your institution viewing the next new normal?

3:05 - 3:15 PM
Stretch Break

3:15 - 3:55 PM
Insights from Corporate Risk Programs: Benefits They Are Carrying Forward from Navigating the Pandemic
Mark Beasley, KPMG Professor of Accounting & Director of the ERM Initiative | NC State University

3:55 - 4:10 PM
Group Discussion
How has your risk management approach changed/evolved during the pandemic?

4:10 - 4:30 PM
Looking Ahead 3-5 Years: What is of Highest Concern?
Presenter TBD

4:30 - 4:55 PM
Breakout Room Discussion & Debrief
What risks have changed the most at your institution?

4:55 - 5:00 PM
Wrap-up and Preview of Day 2

DAY 2 | THURSDAY, NOVEMBER 18, 2021 | 3:00 - 5:00 PM

Welcome, Recap of Day 1 and Overview of Day 2
Corey Parker, Risk, Internal Audit, and Cybersecurity Senior Manager | Baker Tilly

3:05 - 3:35 PM
Interview Discussion - Intersection of Risk Management and Compliance
Facilitator: Meghan St. George, Consulting Manager | Baker Tilly
Interviewees:  Terra Dubois, Chief Compliance and Ethics Officer and Carrie Bush, Chief of Staff to the COO | University of Florida

3:35 - 3:50 PM
Group Discussion
What are some of the ways risk management collaborates with other key risk partners at your institution (e.g., compliance, internal audit, legal, insurance)?

3:50 - 4:00 PM
Stretch Break

4:00 - 4:25 PM
How to Be an Innovative Leader in Risk Management
Facilitator: Kimberly Macedo, Director of Risk Advisory Services | Baker Tilly
Presenter:  Sharon Minnich, Executive Vice Chancellor, Administration and Finance | Pennsylvania State System of Higher Education (PASSHE)

4:25 - 4:50 PM
Breakout Room Discussion & Debrief
How do you try to bring innovation into your role? What else does your institution need to continue its risk management journey?

4:50 - 5:00 PM
Key Takeaways from the 2021 Workshop

Optional HAPPY HOUR - WINE TASTING

We will conclude Day 2 with an optional social hour that will feature a fun wine tasting event!  Corey Parker, a Director in Baker Tilly’s Risk Advisory Practice, will lead participants through a fun-filled virtual wine tasting. Participants will be sent a list of suggested wines that may be purchased in advance of the event, but there is no requirement to purchase any of the wines that will be discussed.  We look forward to closing out the conference in this educational and entertaining final session. Join us as we make a toast to our time together!

ERM FELLOWS

ERM Fellows designation.

CANCELLATION AND REFUND POLICY

To view our detailed refund and cancellation policy, click here or email erm_initiative@ncsu.edu or call 919-513-0901.

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: www.nasbaregistry.org.

Event Essentials
  • Dates

    TUES, NOV 16, 2021 | 2 - 5 PM EST
    THUR, NOV 18, 2021 | 3 - 5 PM EST
    Happy Hour 5 - 6:15 PM (optional)

  • Cost

    $395 - for access to the 2-session workshop

    CPE 
    5.5 CPE for BOTH sessions combined

    In order to receive the full 5.5 CPE credit, participants must attend both sessions, will be required to respond to at least 3 polling questions per CPE credit hour and participate in break-out discussions.

    FIELD OF STUDY | Management Services:  Enterprise Risk Management

    PREREQUISITES & ADVANCED PREPARATION | None

    PROGRAM LEVEL |  Basic

    DELIVERY METHOD | Group Internet Based

  • Contact

    erm_initiative@ncsu.edu
    919-513-0901

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