Maggiano’s Little Italy
Tyson’s Galleria Mall
Complimentary Valet Parking Available
Enterprise Risk Management - Keys to Successful Implementation
Companies are building enterprise risk management (ERM) functions and capabilities in order to manage risk and take advantage of opportunities related to accomplishing business objectives. As such ERM is critical to an organization’s success. This training will provide an examination of what an effective ERM program should include and how an effective program can serve as the foundation for key regulations including ORSA requirements for insurance companies.
· ERM framework
· Challenges to implementation
· Timeline for implementation
· Keys to success
· Maturity model
· Foundation for regulatory requirements
o Own Risk and Solvency Assessment (ORSA) Model Act
· Alignment of risk assessments to capital allocations
· IAD role regarding ERM
Fred E. Lutzeier, CPA
Fred Is a National Director with Experis Finance specializing in Enterprise Risk Management. Fred has over 25 years of governance, enterprise risk and compliance experience with leading consulting firms working with various Fortune 500 organizations. Fred’s governance, risk and compliance prior experience includes: being an Enterprise Risk Management and Advisory Services Partner with KPMG; a Director focused on enterprise risk management, compliance and internal audit with Citigroup; an Executive Vice President of Governance and Audit with a $14 Billion global energy company and an external audit senior manager with PricewaterhouseCoopers.
Fred has also as served in various Project Management Office positions assisting various companies with the implementation of enterprise risk management, compliance risk management, third-party / vendor management programs, new business processes, organizational structures and technology systems. Fred’s industry experience includes: Financial Services (insurance, banking, credit cards and mortgage operations), Technology, Consumer Markets, Industrial Markets and Energy and Chemicals. Fred is a licensed Missouri CPA, a graduate of the Olin Business School at Washington University, and holds an MBA from Webster University.
Crispy Zucchini Fritte
Sausage & Peppers
Baked Rigatoni Pomodoro
Profiteroles, Vanilla Bean Ice Cream, Hot Fudge
Attendees will earn 2 CPE credits
Please RSVP*** by 12PM, September 5, 2014. Payment must be received through PayPal via our Chapter website prior to the meeting.
***When you RSVP, please provide your name, organization, IIA membership number and contact phone number.