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The past several months have reminded us that change is a reality that ushers in all kinds of uncertainties that trigger both risks and opportunities. Organizations benefit when their boards and management teams embrace change as the "new normal" and run with its advantages. 

To help non-profit organization leaders and their boards embrace the opportunities that change presents, we are pleased to host our 3rd annual 3-part on-line workshop series on ERM in Non-Profit Organizations: Embracing Change as the New Normal. Each fall individuals leading risk management and strategic planning efforts at non-profit organizations and members of non-profit boards come together to share their insights about managing the unfolding issues in 2021 that continue to emerge during these uncertain times and lessons being learned for moving forward.

This year's workshop will focus on these key issues:

  • Integrating risk insights when designing strategies and developing budgets for the future.
  • Nurturing culture and talent to deal with the opportunities and challenges of the "new normal" hybrid workforce.
  • Embracing innovation and technology while managing the ever-present cyber risk.
  • And more!

WHO SHOULD ATTEND?

This annual workshop is designed for 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.

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 non-profit organizations 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 in the for-profit sector?
  • Exploring online tools in the recently released Getting Started with ERM, A Guide for Nonprofits.
  • Plus more!

INTERACT WITH OTHER NON-PROFIT LEADERS

Each session will consist of a blend of speakers, interactive Q&A and participant commentary, and opportunities for participant discussions with one another in smaller group breakout rooms. It is fast-paced and loaded with rich content.

NOVEMBER 4, 2021 | DAY 1: Using a Strategic Approach to ERM

2:00 - 2:05 PM | Welcome and Overview of Day 1
Mark S. Beasley, KPMG Professor of Accounting & Director of the ERM Initiative | NC State University
Melissa Musser, Partner | GRF CPAs & Advisors

2:05-2:30 PM | Start with What Drives Value
Mark Beasley, ERM Initiative, NC State University
Mark will illustrate the importance of building risk identification from a robust understanding of what currently drives value, including new initiatives in the strategic plan.

2:30-2:45 PM | Breakout Room Discussions
What are your organizations biggest risk management challenges?

2:45-3:15 PM | Embedding Risk Insights into Budgeting
Sergey Hayrapetyan, Catholic Relief Services
Sergey will share insights from the ERM process at Catholic Relief Services about how they are integrating risk insights into key strategic decisions, including budgeting.

3:15-3:30 PM | Breakout Room Discussions
How are risk considerations embedded into your organizations key strategic decisions?

3:30-3:50 PM | Leveraging Tools in the Recently Issued Guide for ERM in Non-Profits
Amy Wares, GRF CPAs & Advisors
Amy will share insights about the recently issued Guide for ERM in Non-Profits, including an overview of the downloadable templates and tools included in the Appendices.

3:50-4:00 PM | Key Insights from Day 1 and Overview of Day 2
Melissa Musser, GRF CPAs & Advisors

Themes for the Next Two Sessions Include:

DECEMBER 9, 2021 | DAY 2:  Managing Talent and Culture Challenges in 2021

This session will focus on the ongoing challenges of managing a workforce as it continues to deal with the uncertainties triggered by the pandemic and shifts in social expectations.

FEBRUARY 24, 2022 | DAY 3:  Enhancing the Engagement of the Board in Risk Oversight

This session will focus on techniques for communicating risk information to the board of directors to benefit from their insights about risks on the horizon.

MARK YOUR CALENDAR NOW AND RESERVE YOUR SEAT!

ERM FELLOWS

This workshop qualifies as one of our Foundations workshops for those interested in obtaining the 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.

Please note:  There is no partial refund if you register for all three workshops at the discounted price of $299 if you are unable to attend a session.

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

    NOVEMBER 4, 2021
    DECEMBER 9, 2021
    FEBRUARY 24, 2022

    ALL WORKSHOPS HELD VIRTUALLY FROM 2:00-4:00 PM EST

  • Cost

    $299 - ENTIRE 3-PART SERIES OR
    $150 - PER INDIVIDUAL SESSION

    CPE

    2.0 CPE per session
    6.0 CPE for all three sessions

    In order to receive the full 2.0 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.

    FIELD OF STUDY | Management Services:  Enterprise Risk Management

    PREREQUISITES & ADVANCED PREPARATION | None
    PROGRAM LEVEL |  Basic
    DELIVERY METHOD | Group Internet Based

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