Virtual Navigating the World of Uncertainties Impacting ERM in Non-Profit Organizations

Thursday, February 23, 2023 | 12:00 - 3:00 PM EST
Friday, February 24, 2023 | 12:00 - 2:00 PM EST

5.25 Estimated CPE Credits

Hosted in partnership with 

Join us for a virtual workshop on Navigating the World of Uncertainties Impacting Non-Profit Organizations that will be held across two afternoons on February 23 and 24, 2023.

Individuals leading risk management and strategic planning efforts at non-profit organizations and members of non-profit boards will come together to share their insights about managing the unfolding issues that continue to emerge during these uncertain times and lessons being learned for moving forward.

This workshop qualifies as credit that can be applied towards earning your NC State ERM Fellows Designation. To learn more, visit https://erm.ncsu.edu/courses/course/erm-fellows.

WHO SHOULD ATTEND?

This workshop is targeted to individuals who have risk management-related responsibilities (e.g., leaders of existing and emerging ERM programs, institutional compliance, internal audit, general counsel, and other related and supporting roles) and the executives and board members to whom they report at a non-profit organization. More than one individual may attend from the same organization.

Register Now

DATES


This workshop will span two afternoons, as noted below.

February 23, 2023   12:00 – 3:00 PM EST
3.25 CPE Credit Hours (estimated)

February 24, 2023   12:00 – 2:00 PM EST
2.0 CPE Credit Hours (estimated)

Total of 5.25 CPE credit hours (estimated) for two afternoons.

LEARNING OBJECTIVES


  1.  Leverage insights from peer non-profit executives who are navigating the massive volume of risks.
  2.  Engage in discussions with other peers to exchange ideas about how to confront the challenges we are now facing.

AGENDA (updated February 1, 2023)


DAY 1 - Thursday, February 23, 2023

12:00 – 12:05 - Welcome from NC State and GRF
Mark Beasley - NC State University
Melissa Musser – GRF CPAs & Advisors

12:05 – 12:40 - ERM 3 Years After the Pandemic - What Have We Learned? What Do We Need to Do Differently Going Forward?
Mark Beasley – NC State University

Mark will discuss how ERM practices and the way we think about ERM have been shaped by the pandemic. He will highlight some of the best practices that the pandemic triggered related to managing risks caused by the pandemic and how organizations are working to continue those practices going forward.

12:40 – 1:05 - Management-Level Risk Committees
Michael Bryant and Brandon Juhaish, Mecklenburg County, NC Government

1:05 – 1:25 - Using ERM to Add Value Throughout the Organization
Jake Trees, Internews

1:25 – 1:35 - Break

1:35 – 2:15Maintaining Momentum with ERM Initiatives
Shaun Farmer - Illinois Tollway
Tessa Lucey - University of Vermont

2:15 – 2:55Highlights from Executive Perspectives on Top Risks for 2023 & 2032 Report
Ericka Kranitz, NC State University

Ericka will highlight key insights about risks on the minds of boards and executives for 2023 and 2032.

2:55 - 3:00 - Closing Remarks for Day 1
Mark Beasley - NC State University
Melissa Musser – GRF CPAs & Advisors

DAY 2 - Friday, February 24, 2023

12:00 – 12:05Welcome from NC State and GRF
Mark Beasley - NC State University
Melissa Musser – GRF CPAs & Advisors

12:05 – 12:20Climate Disclosure Requirements:  Potential Impact on Non-profits
Mark Beasley, NC State University

Mark will discuss rapidly shifting expectations in the marketplace for organizations to provide greater disclosures of risks related to environmental, social, and governance (ESG) issues. He will highlight proposed new disclosure requirements from the U.S. Securities and Exchange Commission and how those requirements, if passed, may have a trickle down effect on non-profit entities.

12:20 – 12:35 - Risk Appetite:  Overview
Mark Beasley, NC State University

12:35 – 1:35Panel Discussion on Risk Appetite
Sherrhonda Roach, American Cancer Society
Elizabeth Folsom, Population Services International
Carolyn McDonald, Cystic Fibrosis Foundation

1:35 – 1:55Blind Spots
Ericka Kranitz, NC State University

We are familiar with blindspots that we have when driving a car. Unfortunately, as business leaders we sometimes have blindspots that keep us from seeing things that sometimes staring right at us. Ericka will discuss the importance of naming your organization’s blindspots and she will provide some techniques that ERM leaders can use to tease those out for consideration.

1:55 – 2:00Closing Remarks
Mark Beasley - NC State University
Melissa Musser – GRF CPAs & Advisors

COST


$299

CPE


5.25 (estimated)

In order to receive the full estimated 5.25 CPE credit per session, participants will be required to respond to at least 3 polling questions per CPE credit hour and participate in break-out discussions.

FORMAT


Level:  Basic
Prerequisites & Advanced Preparation:  None
Format:   Group Internet Based
Recommended CPE:   5.25 CPE (estimated)
Cost:   $299

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.

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, seven (7) days or more PRECEEDING the date of the event, the registration fee will be refunded less a $50 processing fee.
    • A credit voucher equal to 50% of the registration fee will be issued if a cancellation request is made within one (1) to six (6) 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 on the day 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.

Event Essentials
  • Dates

    Thursday, February 23, 2023
    12:00 PM - 3:00 PM EST

    Friday, February 24, 2023
    12:00 PM - 2:00 PM EST

  • Location

    VIRTUAL

    VIRTUAL

  • Contact

    erm_initiative@ncsu.edu
    919-513-0901

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