2-Part Virtual Workshop Series: ERM in Non-Profit Organizations

February 22, 12-3 PM ET | February 23, 12-2 PM ET

Join us for the 5th annual GRF-NC State ERM for Nonprofits Workshop and earn 5 CPE credits!

This virtual event brings together nonprofit executives and board members from across the U.S. to share their experiences and discuss strategies and tactics for strengthening enterprise risk management at tax-exempt organizations.

There is no “right way” to implement Enterprise Risk Management (ERM) in nonprofits and programs tend to look different across organizations. Exchanging ideas and experiences helps us improve our programs and build a community.

Featured topics:

• Avoiding pitfalls with AI, ESG, and other emerging risks
• ERM as a tool for empowering program and technical staff
• Building a risk-aware culture
• And more!

Agenda

THURSDAY, FEBRUARY 22

• 12:00 – 12:05 | Welcome from NC State and GRF
  • Mark S. Beasley, Alan T. Dickson Distinguished Professor of Accounting and Director of the ERM Initiative | NC State University
  • Melissa Musser, Partner and Director of Risk Advisory | GRF CPAs & Advisors
• 12:05 – 12:25 | Preparing for Advances in Artificial Intelligence
  • Bill Rand, McLauchlan Distinguished Professor of Marketing and Analytics| NC State University
• 12:25 – 1:15 | What is on the Horizon for ERM? AI, ESG, DEIA, and Other Emerging Risks
  • Jeffrey Tenenbaum, Esq., Managing Partner | Tenenbaum Law Group PLLC
  • Andreas Alexandrou, CPA, Partner | GRF CPAs & Advisors
• 1:15 – 1:25 | Break
• 1:25 – 2:15 | Empowering Program Staff to Use ERM as a Strategy Tool
  • Ricardo Trujillo, CPA, Partner | GRF CPAs & Advisors
  • Elise Mugabo, Director of Enterprise Risk Management and Operational Excellence | Population Services International
  • Curt von Boguslawski, Country Representative, Côte d’Ivoire | Population Services International
• 2:15 – 2:55 | Embedding ERM in Project Selection and Strategic Decision-Making
  • Mac Lillard, Senior Manager of Risk & Advisory Services | GRF CPAs & Advisors
  • Michael Patrick, Counsel and Senior Director of Governance, Risk Management, and Compliance | Habitat for Humanity International
  • Terri Wallace, Director of Governance, Risk Management, and Compliance | Habitat for Humanity International
• 2:55 – 3:00 | Closing Remarks
  • Mark S. Beasley, Alan T. Dickson Distinguished Professor of Accounting and Director of the ERM Initiative | NC State University
  • Melissa Musser, Partner and Director of Risk Advisory | GRF CPAs & Advisors

FRIDAY, FEBRUARY 23

• 12:00 – 12:05 | Welcome from NC State and GRF
  • Mark S. Beasley, Alan T. Dickson Distinguished Professor of Accounting and Director of the ERM Initiative | NC State University
  • Melissa Musser, Partner and Director of Risk Advisory | GRF CPAs & Advisors
• 12:05 – 12:50 | Engaging the Board of Directors on ERM
  • Joe Pugh, Senior Director, Enterprise Risk Management & Compliance | AARP
  • Amy Boland, CPA, Partner and Director of Audit | GRF CPAs & Advisors
• 12:50 – 1:40 | Strengthening Risk Culture to Support Growth and Impact
  • Amy Wares, ERM Specialist | GRF CPAs & Advisors
  • Pherabe Kolb, Vice President, Operational Effectiveness & Enterprise Risk Management | Aspen Institute
• 1:40 – 1:55 | Highlights from Executive Perspectives on Top Risks for 2024 & 2033
  • Ericka Kranitz, Professor of Practice & Director, Master of Management, Risk & Analytics Concentration | NC State University
• 1:55 – 2:00 | Closing Remarks
  • Mark S. Beasley, Alan T. Dickson Distinguished Professor of Accounting and Director of the ERM Initiative | NC State University
  • Melissa Musser, Partner and Director of Risk Advisory | GRF CPAs & Advisors

What Last Years Attendees Say:

The best workshop on ERM I have ever attended.”

This was probably the best workshop on this topic. It was practical and timely. The virtual format was perfect. Thank you very much!”

An excellent program which was extremely insightful and informative. Great presenters!”