The ERM Initiative, in conjunction with Baker Tilly, will be hosting our IN-PERSON ERM in Higher Education workshop on Thursday-Friday, November 9-10, 2023 in Raleigh, NC. This is an invitation-only event for ERM leaders of institutions of higher education who will gather at TowneBank Center at NC State University's Carter Finley Stadium for a CPE-eligible workshop featuring real-world illustrations of university ERM implementations along with discussion sessions for sharing about ERM challenges and successful best practices. Participants are restricted to individuals leading the risk management practices for their college or university.
This is an invitation-only event for ERM leaders serving in higher education institutions. If you are interested, or if you know of others who may benefit from participation, please email us at ERM_Initiative@ncsu.edu with contact information for us to review. Seats are limited.
DAY 1 - THURSDAY, NOVEMBER 9, 2023 | 8:30 - 5:00 PM
TowneBank Center, Carter Finley Stadium
4600 Trinity Road, Raleigh, NC 27607
DAY 2 - FRIDAY, NOVEMBER 10, 2023 | 9:00-12:00 PM
TowneBank Center, Carter Finley Stadium
4600 Trinity Road, Raleigh, NC 27607
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.
Who Should Attend?
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.
Workshop Objectives
- 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 their ERM practices 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.
Program Information
The program will feature ERM leaders at different colleges and universities who will share about their institution's processes - what is working well and opportunities for improvement. And, faculty from the ERM Initiative will share insights about emerging practices in the corporate sector that have implications for institutions of higher learning. Both days will include facilitated networking discussions among participants who will share perspectives and experiences.
Speakers will be addressing these topics:
- Understanding board of trustee expectations for university leaders to design and implement effective processes for navigating the rapidly changing risk landscape in higher ed.
- Engaging your board in risk assessment, with a focus on articulating what risks are acceptable and which are not.
- Preparing for inevitable disruption to strengthen organizational resiliency.
- Getting ahead of ESG expectations before they are dictated to the organization.
- Monitoring ERM-related developments in the corporate sector to leverage insights for institutions of higher learning.
And, our program will include a number of table-top facilitated discussions for participants to share ERM tools and techniques.
TENTATIVE AGENDA (as of September 19, 2023)
THURSDAY, NOVEMBER 09 | DAY ONE
7:00 AM
Shuttle FROM Renaissance Raleigh North Hills Hotel to TowneBank Center, Carter Finley Stadium
7:30 - 8:30 AM
Registration & Networking Breakfast
TowneBank Center, Carter Finley Stadium, NC State University
8:30 - 9:15 AM
Welcome and Pinpointing Emerging Challenges and Opportunities
for ERM in Higher Ed
Mark Beasley, Alan T. Dickson Professor of Accounting
Director, ERM Initiative, Poole College of Management
North Carolina State University
Corey Parker, Director
Baker Tilly
9:15 - 10:00 AM
Session 1: The Journey and (Ongoing) Evolution of an ERM Program
Michelle Bolger, Vice President of Financial Operations & Controller
University of Illinois Foundation
10:00 - 10:15 AM
BREAK AND NETWORKING
10:15 - 11:00 AM
Session 2: Topic TBD
Kim Ginn, Executive Director of Compliance Assurance and Risk Strategies
Stanford University
Cassandra Walsh, Partner and ERM Service Leader
Baker Tilly
11:00 - 11:15 AM
BREAK AND NETWORKING
11:15 AM - 12:00 PM
Session 3: Connecting ERM to Strategic Planning
Lee Currington, Senior Director, Institutional Excellence
Clemson University
12:00 - 1:00 PM
NETWORKING LUNCH
1:00 - 2:00 PM
Session 4: Interactive Session – Boosting Senior Executive & Board Engagement
Don Pagach, Director of Research, ERM Initiative & Professor of Accounting
NC State University
2:00 - 2:15 PM
BREAK AND NETWORKING
2:15 - 3:00 PM
Session 5: Insights from Corporate ERM Practices Applicable to Higher Education
Mark Beasley
NC State University
3:00 - 3:15 PM
Group Discussions and Debrief - Insights from Corporate ERM Practices
3:15 - 3:30 PM
BREAK AND NETWORKING
3:30 - 4:30 PM
Session 6: Interactive Session – Round Robin Focus on
- Tactics for Monitory "Horizon" Risks as They Emerge
- Sucesses in Elevating ERM from Compliance and Operations to Include Strategy and Reputation
- Risk Identification Revisited - Who, What, When?
4:30 - 5:00 PM
Recap of Key Takeaways for Day 1 + Group Discussion
5:15 PM
Shuttle from TowneBank Center TO Renaissance Raleigh North Hills Hotel
6:30 PM - 8:00 PM
Networking and Cocktail Reception
Inner Terrace of Renaissance Raleigh North Hills Hotel
FRIDAY, NOVEMBER 10 | DAY TWO
7:45 AM
Shuttle FROM Renaissance Raleigh North Hills Hotel to TowneBank Center, Carter Finley Stadium
8:10 - 8:35 AM
Networking Breakfast
TowneBank Center, Carter Finley Stadium, NC State University
8:35 - 9:30 AM
Session 7: Panel Discussion Engaging University Leaders in ERM
Corey Parker
Baker Tilly
9:30 - 10:30 AM
Session 8: Interactive Table Session - ERM Maturity Model Assessment
10:30 - 10:45 AM
BREAK AND NETWORKING
10:45- 11:30 AM
Session 9: Panel/Facilitated Discussion TBD
11:30 AM - 12:00 PM
Session 10: Identifying Next Steps
Mark Beasley
North Carolina State University
12:00 PM
Workshop Adjourns
12:15 PM
Shuttle FROM TowneBank Center to RDU International Airport
Conference Fee
Early Bird Rate: $1095 by October 9, 2023
Early Registration cost is $1095 by October 9, 2023. After October 9, 2023 cost is $1250. The conference fee includes conference materials, breakfast and lunch, meeting break refreshments, networking reception on Wednesday, transportation to and from the hotel to TowneBank Center on both days and to the airport at the end of Day 2.
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 Accommodations and Transportation
Hotel Workshop Rate of $209 is SOLD OUT
CURRENTLY the room block is sold out at the Renaissance. The hotel is unable to add more rooms to our block. You may contact the hotel directly for current rates at 919-571-8773. We will be able to provide transportation from the Aloft or the Hyatt House if there are a number of participants staying at these hotels.
Renaissance Raleigh North Hills Hotel
4100 Main at North Hills Street
Raleigh, NC 27609
919-571-8773
Please see the list below for other accommodations.
5-10 MINUTE WALK TO THE RENAISSANCE
Aloft
101 Park at North Hills Street
Raleigh, NC 27606
919-571-2500
Hyatt House
160 Park at North Hills Street
Raleigh, NC 27609
919-363-0771
A 10 MINUTE DRIVE TO THE RENAISSANCE
Hilton Raleigh North Hills
3415 Wake Forest Rd
Raleigh, NC 27609
919-872-2323
Hampton Inn & Suites Raleigh Midtown
1229 Wake Towne Drive
Raleigh, NC 27609
Courtyard by Marriott Raleigh Midtown
1041 Wake Towne Dr, Raleigh, NC 27609
919-821-3400
Transportation from the Renaissance Hotel to TowneBank Center will be provided on both days and to the airport at the end of Day 2.
Renaissance Raleigh North Hills Hotel | Workshop Rate of $209
4100 Main North Hills Street
Raleigh, NC 27609
(919) 571-8773
Format
- Level: Basic
- Prerequisites / Advanced Preparation: None
- Format: Group-Live
- Learning Objective: Understand emerging risk oversight trends
- Recommended CPE: 11.0 (estimated)
- Cost: $1095 by October 9, 2023 and $1250 after October 9, 2023
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.
Refund / Cancellation Policy
Download the Cancellation Policy to read our policy on refunds and cancellations.
- 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.
Questions
Contact the ERM Initiative at erm_initiative@ncsu.edu or call 919-513-0901.
- 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.
Questions
Contact the ERM Initiative at erm_initiative@ncsu.edu or call 919-513-0901.
