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 2019 ERM Roundtable Summit and Post Roundtable Workshop

Spring 2019 ERM Roundtable Summit Plus Post Roundtable Workshop

DATES:      ERM Roundtable Summit
Thursday, April 25, 2019 | 8:30 AM - 3:00 PM
Post Roundtable Workshop
Thursday, April 25, 2019 | 3:45 - 5:00 PM
Friday, April 26, 2019 | 8:30 AM - 12:00 PM
LOCATION:      Renaissance Raleigh North Hills, Raleigh, NC | $189 EXTENDED TO FRIDAY, APRIL 5, 2019
COST:      ERM Roundtable Summit (only) | $650
Post Roundtable Workshop (Limited to 50 participants) | $650
Both Events | $1200

 

Join us on Thursday, April 25, for our Spring 2019 ERM Roundtable Summit featuring real-world examples of top-down enterprise-wide risk oversight by ERM professionals from Advance Auto Parts, Conagra, McDonald's and Stanford University from 8:30 AM - 3:00 PM.  At the conclusion of our highly-popular one-day Summit, we will also be offering a Post Roundtable Workshop that will begin at 3:45 PM, followed by a cocktail reception with sessions continuing on Friday, April 26, 2019 from 8:30 AM - 12:00 PM.   See agendas below.

ERM ROUNDTABLE SUMMIT (Limited Seating)
THURSDAY, APRIL 25, 2019 | 8:30 AM - 3:00 PM


Our Spring 2019 ERM Roundtable Summit will feature practical examples of ERM implementations presented by different speakers who each lead ERM in their organization.  Don't miss insights from ERM leaders from Advance Auto Parts, Conagra, McDonald's and Stanford University.

                   

The day will also include a session for participants to compare notes and discuss with other participants those ERM issues that they find most pressing.

Attendees for the Thursday only ERM Roundtable Summit will be eligible to earn approximately 5.0 hours of CPE.

Video Transcript

WHO SHOULD ATTEND?


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 position your ERM function to strengthen management's ability to recognize emerging risks
  • Learn about techniques ERM leaders are using to engage management and the board in enterprise-level risk conversations
  • Hear about a tactical framework for finding ways to strengthen the value of your ERM process
  • Obtain insights about broader trends affecting all types of industries and entities that are creating forces of change in how we do business<
  • 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 CPE hours (estimated


ERM ROUNDTABLE SUMMIT AGENDA TO BE DETERMINED
THURSDAY, APRIL 25, 2019 | 8:30 AM - 3:00 PM


 

ERM ROUNDTABLE SUMMIT ADVISORY BOARD SPONSORS

POST ROUNDTABLE WORKSHOP

THURSDAY, APRIL 25, 2019 | 3:45 - 5:00 PM + COCKTAIL RECEPTION
FRIDAY, APRIL 26, 2019| 8:30 AM - 12:00 PM


Limited to 50 participants…the Post Roundtable Workshop will be taught by faculty who lead NC State’s ERM Initiative and it will consist of presentations and table-top exercises designed to facilitate dialogue and exchange of ERM practice insights among participants.

Download the agenda >>

Topics AND agenda.

  • Executive Perspectives about Emerging Issues on the Horizon: Is Your Organization Ready?
  • Developing Effective Key Risk Indicators to Monitor Emerging Risks
  • Integrating ERM and Sustainability to Identify Risks Emerging Over Longer-Term Horizons
  • Pinpointing Opportunities to Strengthen Your Organization’s Oversight of Risks on the Horizon
  • Earn 4.5 CPE hours

The afternoon on Thursday will conclude with a networking cocktail reception for workshop attendees to continue the dialogue.

The number of eligible CPE credit is approximately 4.5 but will be determined with the final agenda.

POST ROUNDTABLE WORKSHOP AGENDA


Thursday, April 25, 2019

3:45 - 4:00 PM
Welcome and Brief Overview of Workshop
Mark Beasley, Professor and Director, ERM Initiative, NC State University

4:00 - 5:00 PM
Session 1:
Executive Perspectives about Emerging Issues on the Horizon: Is Your Organization Ready?
Jim Deloach, Managing Director, Protiviti, Inc.

This session will provide an in-depth understanding of top risks on the minds of executives as they look out over the near-term horizon. These insights are based on joint research conducted by Protiviti and NC State’s ERM Initiative. The session will highlight executive and board top risk concerns and how those vary across industry, size of organization, geography, and executive positions. Topping the list of potential emerging risks include concerns about whether an organization’s technology and other processes are sufficiently agile to compete with upstart, “born-digital” businesses and other disruptive innovators. Jim will provide insights about other top 10 risks on the minds of executives, which should help participants assess the completeness of their organization’s list of top risks.


5:15 - 7:00 PM
Cocktail Reception for Networking Among Participants
(for Post-Roundtable Workshop Attendees ONLY)

Friday, April 26, 2019

7:30 - 8:30
Networking Breakfast


8:30 - 9:45 am
Session 2:
Developing Effective Key Risk Indicators to Monitor Emerging Risks
Bonnie Hancock, Professor of Practice and Executive Director, ERM Initiative, NC State University

While management reports and dashboards are often loaded with key performance metrics that summarize the organization’s performance over time, often those dashboards are not linked to risks and therefore may not provide forward-looking information about how risks may be trending. This session will highlight real-world examples of how different companies have developed key risk indicators (KRIs) to monitor emerging risks. The examples are based on a recently completed case study of several real-world company applications of KRIs. The session will highlight examples and include best practice suggestions for how to design and implement effective KRIs.


9:45 - 10:05 AM
Break


10:05 - 10:55 AM
Session 3:
Integrating ERM and Sustainability to Identify Risks Emerging Over Longer-Term Horizons
Bruce Branson, Professor of Accounting and Associate Director, ERM Initiative, NC State University

Most ERM processes engage management and the board in discussions about risks on the horizon, but so often those processes mostly focus on near-term risks (e.g., risks over the next 2-3 years). Stakeholder expectations are growing for boards and C-suite executives to pay more attention to longer-term risks that may impact the organization, particularly issues that may be tied to issues that may impact the long-term sustainability of the entity, such as evolving risks related to the environment, social change, and governance issues. Some organizations have dedicated efforts related to sustainability, but often those efforts and the ERM efforts are disconnected. This session will highlight emerging best practices that illustrate the benefits of integrating ERM and sustainability thinking, including COSO’s recently issued thought paper, Enterprise Risk Management: Applying ERM to Environmental, Social, and Governance-related Risks.


10:55 - 11:10 AM
Break


11:10 AM - 12:00 PM
Session 4:
Pinpointing Opportunities to Strengthen Your Organization’s Oversight of Risks on the Horizon
Mark Beasley, Professor of Accounting and Director, ERM Initiative, NC State University

By this point in the program, participants will have heard insights from the ERM Roundtable Summit and the Post Roundtable sessions. Hopefully, a number of possibilities have emerged for how their organization’s ERM process can be strengthened. To ensure that participants gain the most value from their participation and engagement, this session will guide participants through a hands-on set of activities to help them pinpoint more explicit next steps for when they return to their offices following the workshop. Participants will work individually on pinpointing “low hanging fruit” to strengthen their organization’s risk oversight efforts.

CONFERENCE FEES


ERM ROUNDTABLE SUMMIT | $650

Registration fee for the ERM Roundtable Summit is $600 by December 31, 2018.  The regular fee is $650 after December 31, 2018. 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 Thursday, April 25, 2019.

POST ROUNDTABLE WORKSHOP | $650

Registration fee for the Post Roundtable Workshop is $600 by December 31, 2018.  The regular fee is $650 after December 31, 2018.    The conference will start on Thursday, April 25, 2019 after the conclusion of the ERM Roundtable Summit from 3:45 PM - 5:00 PM followed by a cocktail reception. The workshop will continue on Friday, April 26, 2019 from 8:30 AM- 12:00 PM. Your registration includes all program materials, the cocktail reception on Thursday, April 25, 2019 and breakfast on Friday, April 26, 2019.

ERM ROUNDTABLE SUMMIT & POST ROUNDTABLE WORKSHOP
$1200

You save $50 when you register for both the ERM Roundtable Summit and Post Roundtable Workshop by December 31, 2018.  The regular fee for both events is $1200 after December 31, 2018. Your registration for both events includes all program materials, breakfast, lunch and cocktail reception on Thursday and breakfast on Friday.

Please review the cancellation policy below before registering.

Reserve Your Seat

Please note that vegetarian options will be provided but due to the number of participants attending, any dietary restrictions are the responsibility of the participant.  Items will be labeled accordingly.

CONFERENCE LOCATION & ACCOMMODATIONS
$189 EXTENDED TO FRIDAY, APRIL 5, 2019


The Workshop and Summit will be held at the Renaissance Raleigh North Hills Hotel. The cut-off date to make reservations at the conference rate is NOW BY FRIDAY, APRIL 5, 2019 or while rooms are available within the room block for the conference.

Renaissance Raleigh North Hills Hotel   
4100 Main at North Hills Street   
Raleigh, NC 27609
919-571-8773

FORMAT


Level:    Basic
Prerequisites & Advanced Preparation:    None
Format:     Group-Live
Learning Objective:    Understand emerging oversight risk trends
Recommended CPE:    ERM Roundtable Summit
Thursday, April 25, 2019
Estimated 5.0
Post-Roundtable Workshop
Thursday-Friday, April 25-26, 2019
Estimated 4.5
Cost:    ERM Roundtable Summit | $650
Post Roundtable Workshop | $650
BOTH EVENTS | $1200

 

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.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, 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.
  • 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.
  • 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.

QUESTIONS


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

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