Enterprise Risk Management Initiative, Poole College of Management, North Carolina State University

Providing Thought Leadership, Education and Training on the Subjects of Enterprise Risk Management

Fall 2017 ERM in Higher Education Workshop

Join us for our Fall 2017 ERM in Higher Education Workshop
(by invitation only)

Date:  November 16-17, 2017
Location:  Tally Student Union at NC State University
Cost:  $995 Early Bird Rate until October 16, 2017 
$1095 after October 16, 2017
(online registration will open in June 2017)

Join us for this invitation-only ERM in Higher Education workshop on Thursday and Friday, November 16-17, 2017 in Raleigh, NC. ERM leaders will gather in the Tally Student Union at NC State University for a CPE-eligible workshop featuring real-world illustrations of university ERM implementations including insights from keynote speaker Rick Moyer, Senior Associate Vice President and Chief Risk Officer at Stanford University, along with discussion sessions for sharing about ERM challenges and successful best practices.

Limited to just 50 participants, this intimate and interactive environment promotes greater interaction between attendees and speakers, and allows a greater sharing of experiences with colleagues. Don’t miss this unique learning opportunity.

 If you would like to receive an invitation to this workshop, please contact Raina Rose Tagle, Partner at Baker Tilly, at 703-923-8251 or email raina.rosetagle@bakertilly.com.

Download the flyer.

Reserve Your Seat


Individuals leading university or college ERM efforts and the executives to whom they report. More than one individual may attend from the same institution.

Intensive. Invaluable. Interactive. This high-level workshop provides the tools and hands-on training to confidently and competently explore your questions regarding effective enterprise-wide risk management and oversight. You’ll interact with peers to gather insights and ideas during a real-world, comprehensive workshop.


  • Provide real-world illustrations of actual ERM implementations in college and university settings.
  • Foster discussion among participants about ERM challenges and suggestions of techniques to strengthen ERM for colleges and universities.
  • Enable participating institutions to benchmark relative to best-in-class ERM programs.
  • Provide networking opportunities for participants to connect with ERM leaders in other colleges and universities.
  • Refresh participant understanding of the fundamental elements and objectives of ERM and its relevance to colleges and universities.



12:00 PM - 1:00 PM   Registration & Lite Lunch

1:00 PM - 5:30 PM   Workshop Sessions

6:30 PM - 8:00 PM  Networking and Cocktail Reception | Inner Terrace of Renaissance Raleigh North Hills Hotel


7:30 AM - 8:30 AM  Breakfast

8:30 AM - 12:30 PM Workshop Sessions

12:30 PM Adjourn

CONFERENCE FEE | Early Bird Rate - $995 by October 16, 2017

Early Registration cost is $995 by October 16, 2017. After October 16, 2017, cost is $1095. The conference fee includes conference materials, meeting break refreshments, networking reception on Thursday, transportation to and from the hotel to Tally Student Union on both days, and breakfast and lunch on Friday. 

Reserve Your Seat

Please note that vegetarian options will be provided for both breakfast and lunch but due to the number of participants attending, any dietary restrictions are the responsibility of the participant.

CONFERENCE LOCATION | Tally Student Union at NC State University

The workshop will be held at the

Tally Student Union, Room 3285 at NC State University
2610 Cates Avenue
Raleigh, NC 27606

CONFERENCE ACCOMMODATIONS | $189 by October 27, 2017 

Hotel accommodations at the conference rate of $189 are available at the Renaissance Raleigh North Hills Hotel, Raleigh, NC.    The ERM Initiative has contracted with the hotel a limited number of rooms at the rate for $189 for our conference participants.   This rate of $189 is ONLY available until October 27, 2017 or while rooms are available.

Renaissance Raleigh North Hills Hotel
4100 Main North Hills Street   
Raleigh, NC 27609    
919 571-8773

Book your hotel accommodations for ERM in Higher Education before October 27, 2017.


Level:    Basic
Prerequisites/Advanced Preparation:    None
Format:     Group-Live
Learning Objective:    Understand emerging risk oversight trends
Recommended CPE:    8.5
Cost:    $995 by October 16, 2017
$1095 after October 16, 2017

The ERM Initiative 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.learningmarket.org.


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

Important Cancellation Information:

  • Cancellation without penalty if written cancellation requests are received by 5:00 PM Eastern time, twenty-one (21) days PRECEEDING the date of the event.

  • 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 PRECEEDING the date of the event.  Credit vouchers can be applied towards future ERM Initiative events within 12 months of the cancellation.

  • No refunds or credits will be issued for written cancellation requests received after 5:00 PM Eastern time seven (7) days PRECEEDING the date of the event.


Contact the ERM Initiative at erm_initiative@ncsu.edu or call 919-513-0901.