Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies

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Instructor

Marc
Hamilton

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Marc Hamilton

Bio

Marc Hamilton is a strategy-oriented finance executive with proven successes in change management.  Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.

As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure.  He also frequently presents AICPA cybersecurity content.

Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.

All organizations operate in a risk environment, but all too often, they either don't realize it or they don't develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation.

Learning Objectives

Understand how risks can both positively and negatively affect the organization
Determine the nature of risk in both large and small organizations
Understand the tolerance for risk in the organization
Match risks to proper strategy
Perform risk analysis and evaluations
See how the strategy of the organization represents risk

Major Topics

Overview of ERM and how it affects all organizations
Risk tolerance and developing a plan
Risk identification
Risk analysis
Risk responses
Strategy risk

CPE Credits Available

4 CPE

4: Advisory Services

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Management Advisory Services

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

None

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent McCoy CPE