IN-PERSON ERM Roundtable Summit

Join us on THURSDAY, APRIL 27, 2023, for our IN-PERSON ERM Roundtable Summit.  The Summit will be from 8:30 AM - 3:00 PM featuring real-world examples of top-down enterprise-wide risk oversight from ERM leaders.

ERM ROUNDTABLE SUMMIT AGENDA (updated February 9, 2023)
THURSDAY, APRIL 27, 2023 | 8:30 AM - 3:00 PM

The Summit will feature a number of speakers who will share about their organization’s ERM practices, highlighting what is working well and opportunities for improvement.

8:30 AM - 8:40 AM
Mark Beasley
Alan T. Dickson Distinguished Professor of Accounting
Director of the ERM Initiative
NC State University

8:40 AM - 9:40 AM
Enhancing the Strategic Connection of ERM and Strategy: Insights from Caterpillar
Shankar Kumar
Director, Corporate Strategy and Enterprise Risk | Caterpillar Inc.

The integration of ERM in the context of an organization’s strategy is key to enhancing ERM’s value for important decision making. At Caterpillar, leadership of ERM is positioned within the strategic planning function. Shankar Kumar will share practical insights about how Caterpillar’s ERM process is interconnected with its strategy leadership and techniques they use to increase risk considerations in the context of the entity’s strategy.

9:40 AM - 9:55 AM | BREAK

9:55 AM - 10:55 AM
Managing Risks in a Rapidly Evolving Digital Economy: Lessons from Finastra
Elona Ruka-Wright
Chief Risk and Compliance Officer | Finastra

Digital transformation is affecting all aspects of our economy. Finastra is a leading provider of an open software platform that is changing the future of banking. Elona Ruka-Wright leads risk management, compliance and cybersecurity at Finastra helping the organization navigate a complex risk landscape as they serve over 8,600 financial institutions across the globe. She will provide an overview of the company’s ERM process with an emphasis on the importance of managing the “tone in the middle” and integrating the variety of assurance and compliance initiatives within a highly regulated financial services industry.


11:05 AM - 12:05 PM
ERM's Role in Navigating Risks at Coca Cola
Roxane Hamilton
Finance Director, Enterprise Risk | The Coca-Cola Company

An effective ERM process plays a critical role in proactively navigating the wide range of emerging risk issues, with a goal of helping strengthen an organization’s long-term viability. Roxane Hamilton leads Coca Cola’s ERM program, which involves monitoring sustainability risks and initiatives and facilitating risk dialogue with the Public Affairs, Communications & Sustainability team. Roxane will share insights about Coca-Cola’s ERM process and how it helps business leaders navigate risks that affect its long-term business success so that the company continues to serve future generations.

12:05 PM - 12:40 PM | NETWORKING LUNCH

12:40 PM - 1:40 PM
The Grey Rhino of Cultural Risk: How to Recognize and Respond to It
Charles Follett
Principle | Business Ingenuity

Every organization has an overarching culture or “state of mind” that influences how business leaders communicate, behave, and make decisions that ultimately impact – positively or negatively – strategic performance. Additionally, sub-cultures often emerge that vary across different business units within the organization, creating elements of confusion and complexity that may impede success. Unfortunately for some organizations, challenges associated and triggered by the existing culture may represent one of the largest looming, but unrecognized risks that leaders may be failing to address – it’s the grey rhino staring right at them that they cannot see. In this session, Charlie Follett is going introduce us to the science on culture to help ERM leaders better understand what is meant by “culture”, its impact on performance, and tips on how to recognize and measure it. His insights will help ERM leaders engage others in determining whether culture may be an organization’s most important strategic risk to address.


1:50 PM - 2:50 PM
A Day-in-the Life of a Strategically-Focused ERM Program:  Tools and Tips
Whitney Heflin
Senior Director, ERM | GuideWell Mutual Holding Company
Lisa Owusu
ERM Analyst | GuideWell Mutual Holding Company

Most ERM program leaders aspire for their program to become an important strategic tool that informs executive leadership on emerging risks that they can use for strategic decision making. Whitney Heflin and Lisa Owusu will provide an overview of tools and techniques they are using at GuideWell, a health solutions company and parent company to Florida Blue and Triple-S, the Blue Cross Blue Shield Plans for Florida and Puerto Rico, to facilitate their enterprise-wide risk assessments with executive leaders. They will describe how they have found techniques, such as the bowtie analysis and pre-mortem tools, helpful in drilling down to meaningful strategic insights.

2:50 PM - 3:00 PM
Closing Remarks and Summary of Key-Take Aways
Frank Buckless
Dean, Poole College of Management | NC State University


Video Transcript


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.



  1.  Understand the integration of ERM in the context of an organization’s strategy is key to enhancing ERM’s value in decision-making.
  2.  Gain insights into managing risks in a rapidly evolving digital economy.
  3.  Develop strategies to engage executives in navigating risks that affect long-term business success.
  4.  Learn the true meaning of “culture” as it impacts performance and how to recognize and measure it.
  5.  Learn tools and techniques to facilitate an enterprise-wide risk assessment with executive leaders.


Registration fee for the ERM Roundtable Summit is $695. 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 27, 2023.

Please review the cancellation policy below before registering.


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.

$199 BY APRIL 7, 2023

The Summit will be held at the Renaissance Raleigh North Hills Hotel. The cut-off date to make reservations at the conference rate of $199 is by APRIL 7, 2023 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



Level:    Basic
Prerequisites & Advanced Preparation:    None
Format:     Group-Live
Learning Objective:    Understand emerging oversight risk trends
Recommended CPE:    Estimated 5.5
Cost:    $695

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:


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.


Contact the ERM Initiative at or call 919-513-0901.

Event Essentials
  • Dates

    Thursday, April 27, 2023
    8:30 AM - 3:00 PM

  • Location

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

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

  • Cost

    Estimated 5.5 CPE Hours

  • Accommodations

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

    $199 by APRIL 7, 2023 or while rooms are available.

  • Contact

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