B288

Measure and Manage Enterprise-Wide Risk to Improve Organizational Performance and Profi tability in This New Economic Landscape

March 31- April 1, 2009 Washington, DC

Implement Strategies to Mitigate Risks and Enhance Your

ERM Program

Implement Best Practices to Minimize Exposure to

Operational Risk

Identify Emerging Trends to Forecast and Accurately

Gauge Risks

Develop Measures to Protect Your Organization from

Current Market Risks

Featuring an Interactive Pre-Conference Workshop: The Complete Guide to Implementing ERMwww.ASMIweb.com/Risk

You Will Learn How to:

The 2009

Enterprise Risk ManagementSummit

Optional Pre-Conference Workshop March 30, 2009Optional Post-Conference

Workshop April 1, 2009

Earn up to 18 CPE Credits

Page 2

www.ASMIweb.com/Risk

Top 5 Reasons to Attend:Accurately measure risk with enhanced metrics1.

Discover the framework for managing risk2.

Improve your corporate risk management strategy3.

Use performance measures to minimize the threat of enterprise risk4.

Recognize risk indicators to preemptively mitigate threats5.

Pre-Conference WorkshopMarch 30, 2009

Pre-Conference Workshops are

hands-on, interactive sessions with

specially designed exercises and projects that

have immediate application. With this

full-day application session, you will

enhance your training experience

by establishing a reference point of knowledge, language and

methodologies for the rest of the

event. This seminar will dive deep into risk management

to help improve your expertise and gain knowledge of

practical tools to implement from fi eld

experts.

8:30 Pre-Conference Workshop Registration & Continental Breakfast

9:00 Pre-Conference WorkshopWorkshop A: Enterprise Risk Management: A Complete Guide to Implementing ERMAn organization cannot properly assess its risks without the proper risk management tools. It is important to identify critical measures and metrics within an enterprise risk management frame-work to avoid imposing threats to the progress of the organization. However, building a case for ERM and aligning risk management needs to the strategic process allows organizations the best chances for success. In this workshop, you will gain the knowledge necessary to:

Integrate ERM and Business Process Management Reach Universal Agreement on What is Risk Use Performance Measurement Tools Align Your Risk Policy with Your Objectives Balance Top Down with Bottom Up Approach Assess Extent to which Risks Pose a Threat Determine Risk Management Strategies Use Risk Assessments to Prioritize Strategies Build an ERM Value Proposition Discuss the Growing Emphasis on ERM by Credit Rating Agencies

Michael YipVice PresidentMarsh Risk Consulting

12:00 Lunch Break

1:00 Workshop A: Enterprise Risk Management: A Complete Guide to Implementing ERM (Con’t)

4:00 Workshop Adjourns

The 2009 Enterprise Risk Management Summit

Page 3



Who Should Attend:All C-Level, VPs, Managers and Directors of:

Risk Management

Operations

Finance

Risk Reporting

Day OneMarch 31, 2009

Compliance Internal Audit

Controllers

Administrators

8:30Conference Registration and Continental Breakfast

9:00Keynote AddressUse Risk Management as a Strategic Resource

Improve corporate performance through proper mitigation plans and risk management

Integrate your risk management activities and aggregate your risk informationLaura IzurietaVice PresidentCapital One Financial Corporation

10:00Refreshment Break

10:15Examine Risk Management Frameworks to Alleviate Risks and Improve Success

Understand and assess criteria of ERM-related standards, regulations and guidelinesIdentify and choose a framework that works for your organizationFocus on what behaviors lead to a more mature ERM programIncrease your propensity for mitigating and averting risk at every level of an organization

Carol FoxSenior Director of Risk ManagementConvergys Corporation

No organization is immune to risks, regardless of the market conditions. Today’s leading corporations are focused on risk management as a requirement for minimizing severity and frequency of unfavorable events and improving the overall performance of the organization. ERM has become a strategy-defining tool rather than an activity that imposes on daily operations. In this keynote address you will learn to:

Gain adoption at executive levels by developing a common language and defining your risk tolerances

Page 4



Day OneContinued

“Every business takes risks, and in

today’s world those risks simply must be well managed

to ensure success.” Lord Levene, Chairman, Lloyd’s

11:30 Establish a Corporate Awareness of Enterprise Risk to Reduce Resistance

Foster a culture of accountability and transparency

Train employees to see themselves as individual risk managers

Provide employees with incentives for minimizing corporate riskVictoria Wright Risk Management CAO KeyBank Corp

12:30 Lunch Break

1:15 Implement Process Measures and Metrics to Enhance ERM Program Management

Establish a process focused ERM system to continually monitor and mitigate risksAlign ERM processes to your organization’s

strategic plan and gain executive “buy-in” Develop successful risk management

processes and best practices to ensure successful program execution Julie PembertonEnterprise Risk ManagerChiquita Brands International Inc

12:15 Break & Refreshments

2:30 Develop Risk Management Tools to Ensure the Accuracy of Risk Assessments

Utilize performance measures to strengthen risk prediction capabilities

Use validation models to measure the accuracy of risk assessments

Review common practices used to monitor and manage risk analysisRic WeisEnterprise Risk ManagerFirstEnergy Corp

3:30 Integrate Corporate Responsibility and Governance into Your ERM Program

Understand and assess the current relevance of ERM

Identify and shape governance opportunities and structures in your organization

Increase your propensity for mitigating and averting risk, from insight to oversight navigationSilvia KingDirector, Organizational Controls and PerformanceSouthern Company

4:30 Adjourn

Page 5


“ As the economy squeezes everyone, from the insurance companies to business holders to employees, it’s also an opportunity for business leaders to reassess their risk management strategies and refine plans to deal with risk.”Charlie Reynolds, EVP, HUB International

8:30 Continental Breakfast

9:00Keynote Address: Integrate Performance Measures and Metrics to Enhance Your Enterprise Risk ManagementIn a downturned economy, the role of performance risk management is more important than ever to improve operational effi ciencies and increase profi tability. One of the most important steps in operating a successful enterprise risk management program is to measure the per-formance of that program. In many corporations, there is a lack of understanding on how to use performance measures to determine the effectiveness and quality of their enterprise risk management program. This keynote will address these challenges and more:

Utilize performance metrics through proper mitigation plans and enterprise risk management Reinforce effective and strategic risk performance management goals Apply measures to assess the performance of your ERM to reduce organizational risks

Larry WarnerCorporate Risk ManagerMars, Inc.

10:00 Break & Refreshments

10:15 Develop and Implement Effective Key Risk Indicators to Improve Your ERM Program

Identify and understand the various types of key risk indicators Build an assessment tool for your ERM toolkit Assess the effectiveness key risk indicators add to your overall business strategy

Carolyn J.J. Hodges VP, Risk ManagementJP Morgan Worldwide Securities Services

11:30 The Future of Risk Management: Measure and Mitigate the Effects of Emerging Market Risks on Your Organization

Discuss emerging market risks for different industries and how they affect ERM Improve risk scenarios by incorporating assumptions into your ERM Add credibility to your business cases by incorporating a risk assessment

Holly DuckworthMaster Black BeltSavvy Consulting

12:30 Conference Adjourns/Workshop Registration/Lunch Break

Day TwoApril 1, 2009


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Post-Conference Workshops

are practical, supplementary

application sessions which incorporate and review tools,

techniques and methods presented

during the event. Participants will obtain a further

understanding of how to use newly acquired

tools and cutting-edge strategies to improve

risk management performance. Through

group exercises and scenario-based

learning, you’ll walk away with

the expertise and resources needed for immediate and

practical application.

Day TwoContinued

1:30 Post-Conference Workshop B:Implement Proven Strategies to Ensure a Successful ERM DeploymentDespite unplanned market obstacles, natural disasters, internal incidents and IT system shut-downs, organizations are still expected to increase their profi tability and hit expected earn-ings. It is vital for organizations to use and deploy bullet-proof risk management strategies to add economic value. This workshop will allow you to take your initiative and knowledge to the next level and provide professionals with the information and resources needed to go back and immediately deploy your ERM program. Specifi cally, you will be able to:

Align strategies, tactical goals and objectives for successful deployment execution Understand necessary components in a deployment plan including readiness, key focus

areas and change management processesLearn to conduct an effective organizational assessment Choose measures and metrics to fi t with your organizational needs

Bernice M. LemairePresidentLemaire Consulting LLC

4:30 Conference Adjourns

Post-Conference Webinar:Post-conference webinars are an extension of learning beyond the two-day event. This 90-minute webinar will enhance your program experience and provide additional resources to integrate Enterprise Risk Management tools and methodologies.

Date: April 15, 2009Time: 2:00-3:30 PM EST Assessing ERM Practices: A Rating Agency PerspectiveDuring this interactive webinar, you will learn how ERM will become part of Standard and Poor’s credit rating process and how organizations have prepared for an assessment from S&P to understand the overall credit rating of an organization and its impact.


Page 7



Special Offers

In-House TrainingOne of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilita-tion in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for a small group or for an organizational-wide initiative, the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization.

CustomizationWe realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. While many training providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identifi cation of real life ex-amples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specifi c challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance institute also has the ability to accommodate organizational-wide training initiatives. Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up to 300 partici-pants per day.

Areas Of ExpertiseOn-site delivery of single courses, certifi cation programs and entire packages of specialized courses are available in the following areas:

Strategic Planning Performance Measurement Project Management Lean Six Sigma Workforce Management Performance-Based Budgeting Performance-Based Contracting Performance Reporting Program Evaluation Administrative Management Leadership and Change

For more information about in-house training options available to you, please contact Mark Bryan at 703-894-0481 x 225 or email him at [email protected].

Sponsorship Opportunities As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solution providers. ASMI offers fi ve different pre-designed sponsorship packages:

Event Co-Sponsor Session• Sponsor Luncheon • Sponsor Cocktail • Hour Sponsor • Exhibit Booth Sponsor •

For more information on sponsorships or to get started, contact Jessica Ward at 703-894-0920 or [email protected]

www.ASMIweb.com


Logistics & Registration

Venue and Hotel: 2009 Enterprise Risk Management Summit will be held at the Performance Institute Conference Center in Arlington, VA. A public parking garage is located inside of the building for $10/day. Continental breakfast, lunch and refreshments will be provided for delegates on each day.

The Performance Institute Conference Center 1515 N. Courthouse Rd., Suite 600Arlington, VA 22201703-894-0920

A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $209.00 until March 14, 2009. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly and reference code “Risk Management” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience.

Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd.Arlington, VA 22209Phone: 703-528-2222Phone: 1-800-321-2211 www.courtyardarlingtonrosslyn.com

Hotel and Travel costs are not included in conference tuition.

Tuition & Group Discounts:The tuition rates for attending the 2009 Enterprise RiskManagement Summit are:

Early Bird Rate Regular Rate

Conference Only -------- $1799

Workshop A -------- $599

Workshop B -------- $399

Webinar -------- $299

For more information on group discounts for 2009 Enterprise Risk Management Summit please contact Paul Rogers at 858-866-9386or email him at [email protected].

CPE CreditsDelivery Method: Group-liveProgram Level: Beginner Prerequisites: NoneAdvanced Preparation: NoneCPE Credits: Summit Only: 9 CPE, Workshop A

Only: 6 CPE, Workshop B Only: 3 CPE The American Strategic Management Institute (ASMI) 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 fi nal authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.

Registration FormTo Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit www.ASMIweb.com/Risk

Yes! Register me for 2009 Enterprise Risk Management Summit

Add Pre-Conference Workshop AОAdd Post-Conference Workshop BОAdd the Post-Conference WebinarО

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Please make checks payable to: The Performance Institute Priority Code: B288-WEB

Cancellation Policy For live events: ASMI will provide a full refund less $399 administration fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to confer-ence start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. For webinars: ASMI will provide a full refund less $50 administrative fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee. All the cancellation requests need to be made online. Your confi rmation email contains links to modify or cancel registrations. Please note that the cancellation is not fi nal until you receive a written confi rmation. Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event.

Quality Assurance ASMI strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfi ed with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to:ASMI: Quality Assurance1515 N. Courthouse Road, Suite 600, Arlington, VA 22201Note: As speakers are confi rmed six months before the event, some speaker changes or topic changes may occur in the pro-gram. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

DiscountsAll ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any • discount.Any discounts offered whether by ASMI (including team discounts) must also require payment at the • time of registration.All discount offers cannot be combined with any other offer.• Discounts cannot be applied retroactively•