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

Spring 2017 ERM Roundtable Summit

Spring 2017 ERM Roundtable Summit

Date of Event:     Friday, April 28, 2017 | 8:30 AM - 3:00 PM
Location:     Renaissance Raleigh North Hills Hotel, Raleigh, NC 
Cost:     $495
    Reserve Your Seat
    Download Flyer
Hotel Reservation:     $189 by April 10, 2017

Join us for the  Spring 2017 ERM Roundtable Summit on Friday, April 28, 2017 in Raleigh, NC at the Renaissance Raleigh North Hills Hotel.  The conference will feature real world examples of top-down risk oversight and the integration of ERM practices and strategy.  The day will feature practical examples of ERM implementations presented by different speakers who each lead ERM in their organizations and it will include an update about COSO's proposed revisions to its ERM Framework.  The day will also include a session for participants to discuss ERM issues with other participants.

Video Transcript

Reserve Your Seat


Individuals serving in risk oversight roles, including chief risk officers, CFOs, CEOs, COOs, general counsels, internal and external auditors, treasurers, members of boards of directors, and other risk management professionals who can benefit from the presentations and dialogue.

Reasons to Attend

  • Gain insights of practical ways to engage your organization's key leaders to ensure the “E” in Enterprise Risk Management (ERM) is achieved.
  • Learn about techniques used to generate “playbooks” for your organization’s top risk issues.
  • Obtain an understanding of risks that may create barriers to the long-term sustainability of your organization’s ERM efforts.
  • Hear an update from COSO’s project team working on the proposed revision to COSO’s ERM Framework.
  • Engage in information exchange with fellow participants about a number of ERM techniques and challenges.
  • Take home ideas about examples and tools organizations are using in the ERM process.
  • Earn 5.0 hours CPE.



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Don't miss insights from these ERM leaders!

7:30 AM - 8:30 AM
Registration and Breakfast

8:30 AM - 8:45 AM
Welcome and Overview
Dr. Mark Beasley
Deloitte Professor of Enterprise Risk Management and Director, ERM Initiative
NC State University

8:45 AM - 9:45 AM
Christol Bordovsky
Manager, Enterprise Risk & Advisory Services
Tesoro Corporation

Emphasizing the “E” in ERM

Most organizations engage in a number of activities to identify and assess risks, but often those processes fail to help key leaders understand how risks affect different aspects of the business. Christol Bordovsky will share insights on how emphasizing the “E” in ERM takes an enterprise-wide set of experiences and knowledge to mature an ERM program. She will provide insights on how Tesoro Corporation (a Fortune 100 refiner and marketer of petroleum products) has engaged key leaders across the entity to strengthen the “enterprise” aspects of “ERM”.

9:45 AM - 10:15 AM
Networking Break

10:15 AM - 11:15 AM
Fred Stuckel
Vice President of Enterprise Risk & Audit
Express Scripts

Developing Playbooks for Top Risks

One of the challenges organizations face when engaging in ERM is that they sometimes spend so much energy and focus to arrive at their top 10 list of risk concerns that they sometimes fail to ensure that they are comfortable with how the organization is actually managing those risk exposures. More attention and focus is sometimes needed to gain a rich understanding of whether and how the organization may need to enhance the effectiveness of their risk responses. This session will focus on how Express Scripts (a Fortune 25 prescription benefits provider) is working to develop “playbooks” of risk responses that the organization can be prepared to use in the event certain risks emerge. Fred Stuckel will walk us through the approach the company takes to develop these potential risk responses.

11:15 AM - 11:30 AM

11:30 AM - 12:00 PM
ERM Advisory Board and Conference Participants

Table-Top Discussions about ERM Implementation Challenges

This session will involve members of our ERM Initiative Advisory Board who will lead table discussions with Roundtable participants about a number of ERM related topics, and participants will also be able to pose additional questions to peers at their table. Conversation will continue over lunch so that participants can share rich insights with one another.

12:00 PM - 12:45 PM
Networking Lunch and Continued Table Top Discussions

12:45 PM -1:45 PM
Debby Fisher, Institute Risk Officer
Meghan Devaney, Manager of Institutional Risk Services    
Massachusetts Institute of Technology (MIT)

Analyzing the Risks of Creating and Sustaining an ERM Program

Like any corporate initiative, an organization’s approach to ERM is subject to risks that may affect the success and value of the entity’s ERM efforts. If ERM leaders fail to recognize and manage risks that might impact the organization’s ERM goals, the desired intended benefits of ERM to the organization may not be realized. This session will focus on how the ERM leadership team at MIT (one of the most prestigious private research universities in the world) conducted a risk assessment to identify and manage risks that might affect the long-term sustainability of their ERM program.

1:45 PM - 1:50 PM
"Stretch" Break

1:50 PM - 2:45 PM      
Frank Martens
COSO Project Lead Director

Update on COSO’s Proposed Revision to its Enterprise Risk Management – Integrated Framework

In June 2016, COSO issued an exposure draft of a revision to its 2004 Enterprise Risk Management – Integrated Framework to update and strengthen that framework in response to the growing complexity and speed of risk and the importance of risk management that has transpired over the last decade. The COSO Board, with project leadership from PwC, is in the process of considering the insights received through the exposure process with hopes of issuing an updated framework in 2017. Frank Martens, PwC’s Project Lead Director on this COSO project, will provide an update about the revision.

2:45 PM - 3:00 PM

Wrap Up


Registration fee is $495.  The conference will be from 8:30 AM – 3:00 PM with registration and breakfast beginning at 7:30 AM.  Your registration includes all program materials, breakfast and lunch on Friday.  Seating is limited.  

Please review the cancellation policy below before registering.

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.  Items will be labeled accordingly.

$189 by April 10, 2017

The conference will be held at the Renaissance Raleigh North Hills Hotel.  The cut-off date to make reservations at the conference rate is April 10, 2017.  

Renaissance Raleigh North Hills Hotel
4100 Main at North Hills Street
Raleigh, NC 27609


Level:    Basic
Prerequisites/Advanced Preparation:    None
Recommended Field of Study:    Specialized Knowledge | Accounting
Format:     Group-Live
Learning Objective:    Understand emerging risk oversight trends
Recommended CPE:    5.0
Cost:    $495

The  ERM Initiative within NC State University's 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.learningmarket.org.


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, twenty-one (21) days PRECEEDING the date of the event, the registration fee will be refunded less a $50 processing fee.
  • 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.

For further information, call the ERM Initiative at 919-513-0901.


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