September Meeting
Thursday the 4th
Cityplace Conference Center
Enterprise Risk Management (ERM)
Meeting 12:00pm - 1:20pm
Registration begins at 11:30pm
Enterprise Risk Management: Beyond Internal Audit
Lee Prillaman, Ernst & Young
Lee plans to take us on a journey into the world of Enterprise Risk
Management and address what is beyond Internal Audit. During his time
with us, he will address the following:
- ERM – a COSO point of view
- The new risk paradigm
- Drivers of ERM
- ERM roles and responsibilities
- A practical approach to ERM
- IT considerations in ERM
 Lee Prillaman is the Southwest Area Section 404 Leader and a Partner in
our Business Risk Services Practice. He has More than 25 years of public
accounting experience. Extensive experience serving various
publicly-traded, multinational organizations, including several large,
multi-location defense contractors and various manufacturing and
consumer products companies. Formerly the managing partner of the Fort
Worth office before joining the BRS Global Center in Cleveland to work
with the multidisciplinary team responsible for the development of our
new Ernst & Young Risk Advisory Services Approach. Lee is heavily
involved in the development of Ernst & Young’s Risk Services Methodology
and the related Risk Assessment training. He has worked closely with
our Global BRS, IT and Tax leaders to validate and implement our
integrated risk services methodology, technology and knowledge platform.
1 Hour Continuing Education
Make your Reservation On line!
Pre-Meeting 10:30am - 11:30am
Recent Developments in Enterprise Risk Management
Charles Westrin, Protiviti
Charles will discuss recent developments in Enterprise Risk
Management (ERM) including approaches companies are utilizing to
better identify, assess, respond and communicate their highest
priority risks. Discussion topics will also include ways Internal
Audit can assist companies in starting their own ERM journey,
critical success factors for implementing ERM and common pitfalls
companies should work to avoid." In this group setting, you and
your co-workers can enhance your knowledge of Enterprise Risk
Management, the different roles an IA function can take in the ERM
process, and have an opportunity to also learn what other companies
are doing in this area.
Learning Objectives:
- Gain a better understanding of the various roles an Internal
Audit Function may play in an Enterprise Risk Management program
for an organization.
- Identify critical Success factors for an Enterprise Risk
Management program.
- Gain a better understanding of the changes and emerging
schools of thoughts about Enterprise Risk Management.
Charles Westrin is a Manager with Protiviti, Inc. who is dedicated
to the Enterprise Risk Management practice. Since joining Protiviti,
Charles has managed numerous Enterprise Risk Assessment (ERA) and
Enterprise Risk Management (ERM) engagements for a wide range of
international companies in the travel & hospitality, retail, energy,
financial services, manufacturing/distribution, non profit and media
industries. Charles assisted with the creation of Protiviti’s ERA &
ERM methodology and has created and delivered multiple training
workshops and online tutorials detailing Protiviti’s approach to ERM
and ERA. Prior to joining Protiviti, Charles worked in the Internal
Audit practice of a Big 4 public accounting firm and as a consultant
for a large public utility in Australia . Charles attended the
University of Michigan where he earned his Bachelor of Business
Administration.
1 Hour Continuing Education
PDF Handouts for the pre-meeting:
Make your Reservation On line!
Post-Meeting 1:30pm - 2:30pm
Panel Discussion: ERM Profiles in Practice
Glenn Onstad, Countrywide (Bank of America)
Michael Wilson, KPMG
Charles Westrin, Protiviti
Lee Prillaman, E&Y
Moderator - Clint McPherson, Protiviti
Submit a question in advance to the panel
This panel of experts from Accounting Firms and Industry will can
discuss their organizational strategies as it relates to the use of
ERM. This will also include their experiences as it relates to ERM
successes, failures, and best practices.
Glenn Onstad is a highly-respected, executive level finance and
audit leader, with nearly 20 years of experience in Fortune 500
companies. He has been a driving force behind establishing finance,
risk assessment and internal audit best practices within Countrywide
(Bank of America), Cadbury Schweppes, and PrimeCo (Verizon).
Currently, Glenn serves as Senior Vice President, within the Bank of
America Countrywide Division. Recruited for his experience, vision,
and work ethic, Glenn developed and launched several initiatives
designed to improve the effectiveness of Enterprise Risk Assessment
finance, strategic planning, internal audit and risk assessment
functions. Under Glenn’s direction, accounting, finance, and cost
control processes and reporting metrics were developed and
implemented, and processes for continual improvement of internal
audit effectiveness were put in place. Glenn continually expands
risk assessment capabilities at Countrywide through leadership of a
cross divisional risk management forum designed to proactively
identify and mitigate emerging business risks – before they become
issues.
Mike Wilson is a Chartered Accountant and a Certified Internal
Auditor and holds a Certification in Control Self-Assessment. He has
master’s degrees in business administration and public management,
in addition to a BA degree in economics from the University of
Alberta. He is a member of the Canadian Institute of Chartered
Accountants and the Institute of Internal Auditors. Mike has 17
years of experience in providing advisory and audit services to
organizations in a variety of industries. Mike is the Southwest
lead partner for KPMG’s Enterprise Risk Management (ERM) services.
He also has experience designing and assessing risk management
programs, conducting risk and control assessments, conducting best
practice/benchmarking reviews, and implementing control
self-assessment programs.
Charles Westrin is a Manager with Protiviti, Inc. who is dedicated
to the Enterprise Risk Management practice. Since joining Protiviti,
Charles has managed numerous Enterprise Risk Assessment (ERA) and
Enterprise Risk Management (ERM) engagements for a wide range of
international companies in the travel & hospitality, retail, energy,
financial services, manufacturing/distribution, non profit and media
industries. Charles assisted with the creation of Protiviti’s ERA &
ERM methodology and has created and delivered multiple training
workshops and online tutorials detailing Protiviti’s approach to ERM
and ERA. Prior to joining Protiviti, Charles worked in the Internal
Audit practice of a Big 4 public accounting firm and as a consultant
for a large public utility in Australia . Charles attended the
University of Michigan where he earned his Bachelor of Business
Administration.
1 Hour Continuing Education
Make your Reservation On line!
 
This meeting is being held at
Cityplace Conference Center
2711 North Haskell Street
Dallas, Texas 75204 |
