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 2018 ERM in Higher Education

Join us for our Fall 2018 ERM in Higher Education Workshop
(by invitation only)

DATE:     Wednesday-Thursday, November 14-15, 2018
WORKSHOP LOCATION:     Carter Finley Stadium at NC State University
COST:     $995 Early Bird Rate until October 14, 2018 
$1095 after October 14, 2018
Reserve Your Seat

Join us for this invitation-only ERM in Higher Education workshop on Wednesday-Thursday, November 14-15, 2018 in Raleigh, NC. ERM leaders will gather in the at Vaughn Towers in NC State's football stadium for a CPE-eligible workshop featuring real-world illustrations of university ERM implementations (including from Duke University and the University of Virginia) 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 at 919-513-0901 or email ERM_Initiative@ncsu.edu.

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 for college and university settings. You’ll interact with peers at other institutions 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 - 1:00 PM
Registration & Networking Lunch
Vaughn Towers, Carter Finley Stadium, NC State University

1:00 - 1:15 PM
Welcome and Workshop Overview
Mark Beasley, Professor of Enterprise Risk Management
Director, ERM Initiative, Poole College of Management, North Carolina State University

Raina Rose Tagle, Partner and National Higher Education Consulting Practice Leader
Baker Tilly

1:15 - 1:45 PM
Session 1: Insights from Corporate ERM Practices Applicable to Higher Education
Mark Beasley North Carolina State University

1:45 - 2:30 PM
Session 2: Tabletop Discussion: What is on the Minds of Board Members?

2:30 - 2:45 PM

2:45 - 3:30 PM
Session 3: Duke's Evolution of ERM
Leigh Goller
Chief Audit, Risk and Compliance Officer
Duke University

4:30 - 4:45 PM

4:45 - 5:30 PM
Session 4: Facilitated Discussion: Sharing of ERM Practices at Participant Institutions - Identifying and Managing the Upside of Risk

5:30 Pm

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


7:45 - 8:15 AM
Networking Breakfast
Vaughn Towers, Carter Finley Stadium, NC State University

8:15 - 8:45 AM
Discussion: Highlights from Day One

8:45 - 10:00 AM
Session 5: Panel Discussion: Lessons from Leading ERM Programs
Deborah Fisher
Chief Risk Officer

Nancy Loucks
Director, Enterprise Risk Management
Yale University

Jim Matteo
Associate Vice President and Treasurer
University of Virginia

10:00 - 10:45 AM
Session 6: Facilitated Discussion: Putting Risk Appetite into Practice

10:45 - 11:00 AM

11:00 - 12:00 PM
Session 7: Facilitated Discussion: Leveraging the Intersection of Internal Audit, Compliance and ERM
Rick Moyer
Senior Associate Vice President and Chief Risk Officer
Stanford University

12:00 - 12:30 PM
Discussion: Key Takeaways from the ERM in Higher Education Workshop

12:30 PM
Workshop Adjourns

CONFERENCE FEE | Early Bird Rate - $995 by October 14, 2018

Early Registration cost is $995 by October 14, 2018. After October 14, 2018, cost is $1095. The conference fee includes conference materials, meeting break refreshments, networking reception on Wednesday, transportation to and from the hotel to Carter Finley Stadium on both days, and breakfast and lunch on Thursday.

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.

Carter Finley Stadium at NC State University

The workshop will be held at

Vaughn Towers
Carter Finely Stadium
NC State University
5400 Trinity Road
Raleigh, NC 27607


Hotel accommodations at the conference rate of $189 are now sold out. Rooms may still be available at the Renaissance but at their current rate. Please contact the Renaissance directly for pricing and availability.

Other hotels in walking distance to the Renaissance are provided below. Participants should contact the hotel for pricing and availability.

AC Hotel by Marriott Raleigh North Hills
101 Park at N. Hills Street
Raleigh, NC 27690

Hyatt House Raleigh North Hills
160 Park at N. Hills Street
Raleigh, NC 27609

Renaissance Raleigh North Hills Hotel | Workshop Rate of $189 SOLD OUT
4100 Main North Hills Street   
Raleigh, NC 27609    


Level:    Basic
Prerequisites/Advanced Preparation:    None
Format:     Group-Live
Learning Objective:    Understand emerging risk oversight trends
Recommended CPE:    8.5
Cost:    $995 by October 14, 2018
$1095 after October 14, 2018

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: www.nasbaregistry.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.

  • 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.


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

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