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

Fall 2018 ERM Roundtable Summit and Post Roundtable Workshop

Fall 2018 ERM Roundtable Summit Plus Post Roundtable Workshop

DATES:    ERM Roundtable Summit
Thursday, November 8, 2018 | 8:30 AM - 3:00 PM
Post Roundtable Workshop
Thursday, November 8, 2018 | 3:45 - 5:00 PM
Friday, November 9, 2018| 8:30 AM - 12:00 PM

LOCATION:    Raleigh Marriott Crabtree Valley Hotel, Raleigh, NC

COST:    $650 | ERM Roundtable Summit (only) - Limited Seating
$650 | Post Roundtable Workshop (Limited to 50 participants)
$1200 | Both Events - SAVE $100!
    Reserve Your Seat

Join us on Thursday, November 8, 2018 for our Fall 2018 ERM Roundtable Summit featuring real-world examples of top-down enterprise-wide risk oversight 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, November 9, 2018 from 8:30 AM - 12:00 PM.   See agendas below.

ERM ROUNDTABLE SUMMIT (Limited Seating)
THURSDAY, NOVEMBER 8, 2018 | 8:30 AM - 3:00 PM


Our Fall 2018 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 Hilton, Grant Thornton, SunTrust Banks, Inc., and VF Corporation.

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 be viewed as a trusted risk advisor for your management team
  • Pinpoint key elements of your organization’s culture that might impact risk taking and risk management, and learn of ways those elements can be measured and assessed
  • Hear about a tactical framework for finding ways to articulate your organization’s risk appetite and risk tolerances
  • 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


ERM ROUNDTABLE SUMMIT AGENDA
THURSDAY, NOVEMBER 8, 2018 | 8:30 AM - 3:00 PM


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


8:30 AM - 8:40 AM
Welcome and Overview
Mark Beasley, Deloitte Professor of Enterprise Risk Management
Director, ERM Initiative, Poole College of Management
North Carolina State University


8:40 AM - 9:30 AM
Enterprise Risk Advisory – ERM the Hospitable Way
Samantha Coster, Head of Enterprise Risk Advisory
Hilton


9:30 AM - 10:00 AM
BREAK


10:00 AM - 10:50 AM
Assessing Culture and Its Impact on Risk Management
Sharon Whittle, Principle, Human Capital Services Practice Leader
Grant Thornton


10:50 AM - 11:10 AM
BREAK


11:10 AM - 12:00 PM
Cracking the Code on Risk Appetite
Spyro Karetso, Executive Vice President - Head of Enterprise Risk Services
Suntrust Banks, Inc.


12:00 - 12:45 PM
NETWORKING LUNCH


12:45 - 1:30 PM
Table-Top Discussion and Exchange of Ideas RE: ERM Techniques


1:30 – 1:45 PM
BREAK


1:45 - 2:45 PM
Future Forces of Change: Risks and Opportunities
Mick Reed, Senior Director - Strategy and Enterprise Risk Management
VF Corporation


2:45- 3:00 PM
Summary of Key-Take Aways
Don Pagach, Professor and Director of Research
ERM Initiative, NC State University

ERM ROUNDTABLE SUMMIT SPONSORS


PLATINUM SPONSOR

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SILVER SPONSOR

DIXON HUGHES GOODMAN
                  ERM ADVISORY BOARD SPONSORS

POST ROUNDTABLE WORKSHOP

THURSDAY, NOVEMBER 8, 2018 | 3:45 - 5:00 PM + COCKTAIL RECEPTION
FRIDAY, NOVEMBER 9, 2018 | 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.

Topics include:

  • Strengthening Tone at the Top Regarding Risk Management
  • Techniques to Strengthen ERM's Connection with Strategy
  • Using Risk Events Affecting Others to Tease Out Your Entity’s Blindspots
  • Extending the Reach of ERM: Techniques for Engaging More Employees
  • Plus other topics
  • Earn 5.0 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 5.0 but will be determined with the final agenda.


POST ROUNDTABLE WORKSHOP AGENDA (Tentative)


Thursday, November 8, 2018

3:45 - 5:00 PM
Strengthening Tone at the Top Regarding Risk Management
Don Pagach, Director of Research, ERM Initiative, NC State


5:30 - 7:00 PM
Cocktail Reception for Networking Among Participants
(for Pre-Roundtable Workshop Attendees ONLY)

Friday, November 9, 2018

7:30 - 8:30
Breakfast


8:30 - 9:45 am
Using Risk Events Affecting Others to Tease Out Your Entity’s Blindspots
Mark Beasley, Director, ERM Initiative, NC State


9:45 - 10:05 AM
Break


10:05 - 10:55 AM
Techniques to Strengthen ERM's Connection with Strategy
Bruce Branson, Associate Director, ERM Initiative, NC State


10:55 - 11:10 AM
Break


11:10 AM - 12:00 PM
Extending the Reach of ERM: Techniques for Engaging More Employees
Mark Beasley, Director, ERM Initiative, NC State


ERM ROUNDTABLE SUMMIT & POST ROUNDTABLE WORKSHOP
CONFERENCE FEES


ERM ROUNDTABLE SUMMIT | $650

Registration fee for the ERM Roundtable Summit is $650. 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, April 27, 2018.

POST ROUNDTABLE WORKSHOP | $650

Registration fee for the Post Roundtable Workshop is $650.    The conference will start on Thursday, November 8, 2018 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, November 9, 2018 from 8:30 AM- 12:0 PM. Your registration includes all program materials, the cocktail reception on Thursday, November 8, 2018 and breakfast on Friday, November 9, 2018.

ERM ROUNDTABLE SUMMIT & POST ROUNDTABLE WORKSHOP | $1200 (SAVE $100)

You save $100 when you register for both the ERM Roundtable Summit and Post Roundtable Workshop. Total cost is $1200. 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
$192 by October 9, 2018


The Workshop and Summit will be held at the Raleigh Marriott Crabtree Valley Hotel. The cut-off date to make reservations at the conference rate is October 9, 2018.

Raleigh Marriott Crabtree Valley Hotel
4500 Marriott Drive
Raleigh, NC 27612
919-781-7000

FORMAT


Level:    Basic
Prerequisites/Advanced Preparation:    None
Format:     Group-Live
Learning Objective:    Understand emerging risk oversight trends
Recommended CPE:    Estimated 5.5 | Post-Roundtable Workshop
Thursday-Friday,November 8-9, 2018
5.0 | ERM Roundtable Summit
Thursday, November 8, 2018
Cost:    $650 | ERM Roundtable Summit
Thursday, November 8, 2018
$650 | Post Roundtable Workshop
Thursday-Friday, November 8-9, 2018
$1200 for BOTH EVENTS

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.

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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