Workshop
Virtual Workshop: ERM in Non-Profit Organizations
Navigating Today’s Complex Risk Landscape
Join us for the 6th annual GRF-NC State ERM for Nonprofits Workshop and earn up to 3.5 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.
Topics Include:
- Top risks and emerging risks that nonprofits should anticipate in 2025
- Strategies for supporting risk champions to make ERM more effective
- Lessons learned: how to avoid common risk management issues
- Fireside chat: a grantmaker’s perspective on ERM
Agenda:
| TIME (ET) | TOPIC/SPEAKER |
|---|---|
| 1:00 pm – 1:05 pm | 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 Jackie Cardello, Managing Director | GRF CPAs & Advisors Melissa Musser, Partner and Director, Risk & Advisory Services | GRF CPAs & Advisors |
| 1:05 pm – 1:30 pm | Executive Perspectives on Top Risks Mark S. Beasley | NC State University |
| 1:30 pm – 2:00 pm | The Complex Risk Environment for Nonprofits in 2025 Amy Boland, Partner and Director of Audit Services | GRF CPAs & Advisors Tricia Katebini, Partner | GRF CPAs & Advisors Max Manley, Partner | GRF CPAs & Advisors Leslie Zeid, Principal | GRF CPAs & Advisors |
| 2:00 pm – 2:30 pm | Beyond Risk Identification and Assessment: Competency-based Training for Risk Owners Paul Miller, Management Analyst | National Institutes of Health Facilitator: Ricardo Trujillo, Partner | GRF CPAs & Advisors |
| 2:30 pm – 2:40 pm | Break |
| 2:40 pm – 3:25 pm | Escaping Common Risk Management Traps Ruth Rhoads Allen, President | CDA Collaborative Learning Lindsay Hamsik, Senior Director, Risk Management | HIAS Kim Valente, Chief Financial Officer | StrongMinds Facilitator: Andreas Alexandrou, Partner | GRF CPAs & Advisors |
| 3:25 pm – 3:55 pm | How Foundations Are Thinking about ERM Kim Matheson, retired Director, Enterprise Risk Management | Margaret A. Cargill Philanthropies Facilitator: Amy Wares, Enterprise Risk Management Specialist | GRF CPAs & Advisors |
| 3:55 pm – 4:00 pm | Closing Remarks Mark S. Beasley | NC State University Melissa Musser | GRF CPAs & Advisors |
Who Should Attend:
This event has been created exclusively for those with significant ERM responsibilities within tax-exempt organizations, such as charities, foundations, trade associations, and higher-education institutions. Roles include:
- Risk management professionals
- C-suite executives like CEOs, CFOs, Chief Compliance Officers, and Chief Audit Executives
- Internal Audit directors and managers
- General Counsel
- Members of the Board of Directors
Multiple individuals from the same institution are welcome to attend.
What Previous Attendees Say:
The best workshop on ERM I have ever attended.”
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!”
I am…expressing my sincere gratitude for being able to attend your ERM conference. It was so well-done and informative. The content was engaging and very relevant.”
Great insights, I always walk away with two or three pages of notes and ideas that I want to implement or learn more about.”
Featured Speakers
Additional Speakers
Mark Beasley
Director, Enterprise Risk Management Initiative, NC State University, Poole College of Management
Learn More About Mark >
Kim Matheson
Retired Director, Enterprise Risk Management, Margaret A. Cargill Philanthropies