2009 Enterprise Risk Management Summit

1. March 31- April 1, 2009 The 2009
Washington, DC
Enterprise Risk
Optional Pre-Conference
Workshop March 30, 2009
Optional Post-Conference
Workshop April 1, 2009
Management
Summit
Earn up to 18 CPE Credits
Measure and Manage Enterprise-Wide Risk
to Improve Organizational Performance and
Profitability in This New Economic Landscape
You Will Learn How to:
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 ERM
www.ASMIweb.com/Risk

2. Pre-Conference Workshop
March 30, 2009
The 2009 Enterprise Risk Management Summit
Pre-Conference 8:30
Pre-Conference Workshop Registration & Continental Breakfast
Workshops are
9:00
hands-on, interactive
Pre-Conference Workshop
sessions with Workshop A: Enterprise Risk Management: A Complete Guide
specially designed to Implementing ERM
An organization cannot properly assess its risks without the proper risk management tools. It is
exercises and important to identify critical measures and metrics within an enterprise risk management frame-
projects that 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
have immediate best chances for success. In this workshop, you will gain the knowledge necessary to:
application. With this Integrate ERM and Business Process Management
full-day application Reach Universal Agreement on What is Risk
session, you will Use Performance Measurement Tools
Align Your Risk Policy with Your Objectives
enhance your Balance Top Down with Bottom Up Approach
training experience Assess Extent to which Risks Pose a Threat
by establishing a Determine Risk Management Strategies
Use Risk Assessments to Prioritize Strategies
reference point Build an ERM Value Proposition
of knowledge, Discuss the Growing Emphasis on ERM by Credit Rating Agencies
language and Michael Yip
Vice President
methodologies Marsh Risk Consulting
for the rest of the
12:00
event. This seminar Lunch Break
will dive deep into 1:00
risk management Workshop A: Enterprise Risk Management: A Complete Guide to Implementing ERM (Con’t)
to help improve 4:00
your expertise and Workshop Adjourns
gain knowledge of
practical tools to
Top 5 Reasons to Attend:
implement from field
experts. 1. Accurately measure risk with enhanced metrics
2. Discover the framework for managing risk
3. Improve your corporate risk management strategy
4. Use performance measures to minimize the threat of enterprise risk
5. Recognize risk indicators to preemptively mitigate threats
www.ASMIweb.com/Risk
Page 2

3. Day One
March 31, 2009
The 2009 Enterprise Risk Management Summit
8:30
Conference Registration and Continental Breakfast
9:00
Keynote Address
Use Risk Management as a Strategic Resource
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:
Improve corporate performance through proper mitigation plans and risk management
Gain adoption at executive levels by developing a common language and defining your
risk tolerances
Integrate your risk management activities and aggregate your risk information
Laura Izurieta
Vice President
Capital One Financial Corporation
10:00
Refreshment Break
10:15
Examine Risk Management Frameworks to Alleviate Risks and Improve Success
Understand and assess criteria of ERM-related standards, regulations and guidelines
Identify and choose a framework that works for your organization
Focus on what behaviors lead to a more mature ERM program
Increase your propensity for mitigating and averting risk at every level of an organization
Carol Fox
Senior Director of Risk Management
Convergys Corporation
Who Should Attend:
All C-Level, VPs, Managers and Directors of:
Risk Management Compliance Internal Audit
Operations Controllers
Finance Administrators
Risk Reporting
www.ASMIweb.com/Risk
Page 3

4. Day One
Continued
The 2009 Enterprise Risk Management Summit
2:30
11:30
“Every business Establish a Corporate Awareness of Develop Risk Management Tools
takes risks, and in Enterprise Risk to Reduce Resistance to Ensure the Accuracy of Risk
Assessments
Foster a culture of accountability
today’s world those and transparency Utilize performance measures to
risks simply must strengthen risk prediction capabilities
Train employees to see themselves as
individual risk managers Use validation models to measure the
be well managed accuracy of risk assessments
Provide employees with incentives for
minimizing corporate risk
to ensure success.” Review common practices used to monitor
Victoria Wright and manage risk analysis
Risk Management Ric Weis
Lord Levene, Chairman, Lloyd’s
CAO KeyBank Corp Enterprise Risk Manager
FirstEnergy Corp
12:30
Lunch Break 3:30
Integrate Corporate Responsibility and
1:15 Governance into Your ERM Program
Implement Process Measures and
Understand and assess the current
Metrics to Enhance ERM Program relevance of ERM
Management Identify and shape governance
Establish a process focused ERM system to opportunities and structures in your
continually monitor and mitigate risks organization
Align ERM processes to your organization’s Increase your propensity for mitigating
strategic plan and gain executive “buy-in” and averting risk, from insight to oversight
Develop successful risk management navigation
processes and best practices to ensure Silvia King
successful program execution Director, Organizational Controls
Julie Pemberton and Performance
Enterprise Risk Manager Southern Company
Chiquita Brands International Inc
4:30
12:15 Adjourn
Break & Refreshments
www.ASMIweb.com/Risk
Page 4

5. Day Two
April 1, 2009
The 2009 Enterprise Risk Management Summit
8:30
“ As the economy
Continental Breakfast
squeezes
9:00
everyone, from
Keynote Address:
Integrate Performance Measures and Metrics to Enhance Your Enterprise Risk
the insurance
Management
companies to
In a downturned economy, the role of performance risk management is more important than
ever to improve operational efficiencies and increase profitability. One of the most important
business holders
steps in operating a successful enterprise risk management program is to measure the per-
to employees,
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
it’s also an
management program. This keynote will address these challenges and more:
Utilize performance metrics through proper mitigation plans and enterprise risk management
opportunity for
Reinforce effective and strategic risk performance management goals
business leaders
Apply measures to assess the performance of your ERM to reduce organizational risks
Larry Warner
to reassess their
Corporate Risk Manager
Mars, Inc.
risk management
strategies and
10:00
Break & Refreshments
refine plans to
10:15
deal with risk.”
Develop and Implement Effective Key Risk Indicators to Improve
Your ERM Program Charlie Reynolds, EVP, HUB
International
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 Management
JP 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 Duckworth
Master Black Belt
Savvy Consulting
12:30
Conference Adjourns/Workshop Registration/Lunch Break
www.ASMIweb.com/Risk
Page 5

6. Day Two
Continued
The 2009 Enterprise Risk Management Summit
1:30
Post-Conference Post-Conference Workshop B:
Implement Proven Strategies to Ensure a Successful ERM Deployment
Workshops
Despite unplanned market obstacles, natural disasters, internal incidents and IT system shut-
are practical, downs, organizations are still expected to increase their profitability and hit expected earn-
supplementary 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
application sessions to the next level and provide professionals with the information and resources needed to go
which incorporate back and immediately deploy your ERM program. Specifically, you will be able to:
and review tools, Align strategies, tactical goals and objectives for successful deployment execution
techniques and Understand necessary components in a deployment plan including readiness, key focus
areas and change management processes
methods presented Learn to conduct an effective organizational assessment
during the event. Choose measures and metrics to fit with your organizational needs
Participants will Bernice M. Lemaire
President
obtain a further Lemaire Consulting LLC
understanding of how
4:30
to use newly acquired Conference Adjourns
tools and cutting-edge
strategies to improve
risk management
performance. Through
group exercises
and scenario-based
Post-Conference Webinar:
learning, you’ll 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
walk away with
integrate Enterprise Risk Management tools and methodologies.
the expertise and
resources needed Date: April 15, 2009
Time: 2:00-3:30 PM EST
for immediate and
practical application. Assessing ERM Practices: A Rating Agency Perspective
During 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.
www.ASMIweb.com/Risk
Page 6

7. Special Offers
The 2009 Enterprise Risk Management Summit
In-House Training Sponsorship
Opportunities
One 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
As a conference and
challenges and provides a more personal learning experience, while virtually eliminating
training provider, The
travel expenses. Whether you require training for a small group or for an organizational-
American Strategic
wide initiative, the advanced learning methods employed by The Performance Institute will
Management Institute
create an intimate training atmosphere that maximizes knowledge transfer to enhance the
is an expert in bringing
talent within your organization.
together leaders to share
Customization and discuss best practices
We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. and innovations. We
While many training providers will offer you some variation of their standard training, The connect decision-makers
Performance Institute’s subject matter experts will work with you and your team to examine with respected solution
your programs and determine your exact areas of need. The identification of real life ex-
providers. ASMI offers
amples will create a learning atmosphere that resonates with participants while at the same
five different pre-designed
time providing immediate return on your training investment. Using interactive exercises
sponsorship packages:
that employ actual projects or scenarios from your organization, instructors can address
specific challenges and align the curriculum of each session to your objectives. While the • Event Co-Sponsor Session
majority of on-site trainings are focused on smaller groups, The Performance institute also
• Sponsor Luncheon
has the ability to accommodate organizational-wide training initiatives. Utilizing multiple
• Sponsor Cocktail
instructors, The Institute has the capacity to deliver courses to groups of up to 300 partici-
• Hour Sponsor
pants per day.
• Exhibit Booth Sponsor
Areas Of Expertise
For more information on
On-site delivery of single courses, certification programs and entire packages of specialized
sponsorships or to get
courses are available in the following areas:
started, contact Jessica Ward
Strategic Planning
at 703-894-0920 or
Performance Measurement
Ward@PerformanceWeb.org
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 Bryan@PerformanceWeb.org.
www.ASMIweb.com/Risk
Page 7

8. Logistics & Registration
The 2009 Enterprise Risk Management Summit
Venue and Hotel:
Registration Form
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.
To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or
Continental breakfast, lunch and refreshments will be provided for
Visit www.ASMIweb.com/Risk
delegates on each day.
The Performance Institute Conference Center Yes! Register me for 2009 Enterprise Risk Management Summit
1515 N. Courthouse Rd., Suite 600
О Add Pre-Conference Workshop A
Arlington, VA 22201
О Add Post-Conference Workshop B
703-894-0920
О Add the Post-Conference Webinar
A limited number of rooms have been reserved at the Arlington
Please call me. I am interested in a special Group Discount for my team
Rosslyn Courtyard by Marriott at the prevailing rate of $209.00
until March 14, 2009. This rate is based on the Government Per
Delegate Information
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
Name Title
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
Organization Dept.
1533 Clarendon Blvd.
Arlington, VA 22209
Phone: 703-528-2222
Address
Phone: 1-800-321-2211
www.courtyardarlingtonrosslyn.com
Hotel and Travel costs are not included in conference tuition.
City
Tuition & Group Discounts:
The tuition rates for attending the 2009 Enterprise Risk State Zip
Management Summit are:
Early Bird Rate Regular Rate
Telephone Fax
Conference Only -------- $1799
Workshop A -------- $599
Email
Workshop B -------- $399
Payment Information
Webinar -------- $299
Check Purchase Order / Training Form Credit Card
For more information on group discounts for 2009 Enterprise Risk
Management Summit please contact Paul Rogers at 858-866-9386
or email him at PRogers@ManagementWeb.org.
Credit Card Number
CPE Credits
Delivery Method: Group-live Expiration Date Verification no.
Program Level: Beginner
Prerequisites: None
Advanced Preparation: None Name on Card Billing Zip
CPE Credits: Summit Only: 9 CPE, Workshop A
Only: 6 CPE, Workshop B Only: 3 CPE
Priority Code: B288-WEB
Please make checks payable to: The Performance Institute
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 final authority on the acceptance of individual courses for CPE credit.
Quality Assurance ASMI strives to provide you with the most productive and effective educational experience possible. If
Complaints regarding sponsors may be addressed to the National Registry of CPE
after completing the course you feel there is some way we can improve, please write your comments on the evaluation form
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.
provided upon your arrival. Should you feel dissatisfied 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:
Cancellation Policy For live events: ASMI will provide a full refund less $399 administration fee for ASMI: Quality Assurance
cancellations four weeks before the event. If cancellation occurs within two weeks prior to confer- 1515 N. Courthouse Road, Suite 600, Arlington, VA 22201
ence start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the pro-
the event will be charged the entire registration fee. gram. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate
For webinars: ASMI will provide a full refund less $50 administrative fee for cancellations four in the program.
weeks before the event. If cancellation occurs within two weeks prior to conference start date, no If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other
refund will be issued. Registrants who fail to attend and do not cancel prior to the meeting will be costs incurred by registrants, including delegates, sponsors and guests.
charged the entire registration fee.
Discounts
All the cancellation requests need to be made online. Your confirmation email contains links to
• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any
modify or cancel registrations. Please note that the cancellation is not final until you receive a
discount.
written confirmation.
www.ASMIweb.com • Any discounts offered whether by ASMI (including team discounts) must also require payment at the
Payment must be secured prior to the conference. If payment is not received by the conference start
time of registration.
date, a method of payment must be presented at the time of registration in order to guarantee your
• All discount offers cannot be combined with any other offer.
participation at the event.
• Discounts cannot be applied retroactively