Five Non-Negotiables of a Forward Looking ERM Program

Stifel Solutions: Five Non-Negotiables of a Forward Looking ERM Program
Thursday, April 3, 2025 | 1:00 - 2:00 p.m. ET

Enterprise risk management (ERM) is a key planning tool for community banks, but there are several challenges than can impact its effective implementation, including getting buy-in from the board and others, integration throughout the organization, and developing a sustainable systems approach for its operation and reporting.
This session will discuss a proven ‘top-down’ approach to ERM implementation and integration and address ERM and strategic planning integration.

• Five phase approach for proper implementation
• Five non-negotiables of a forward looking ERM program
• Importance of project plans to summarize process over a pre-determined period of time

Continuing Professional Education
Attendees who meet registration and participation requirements can earn 1 CPE credit for this presentation. If you have any questions or need additional information, please contact your Stifel representative or email FixedIncomeEvents@stifel.com.

Register Here

ICBA and Stifel
This webinar is being presented for state associations and other community banks by ICBA Securities and its exclusively endorsed broker/dealer, Stifel.

Continuing Professional Education
Attendees who meet registration and participation requirements can earn 1 CPE credit for this session. For additional questions regarding this webinar, concerns and/or cancellation policies, please email us at fixedincomeevents@stifel.com.

Cost
There is no cost to attend this webinar. Due to this program being offered free of charge, there will be no refunds issued.

Prerequisites
Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management who have the working knowledge necessary to benefit from the content of this webinar.

Instructions for Audio/Video
You will receive instructions to access the webinar after your registration is confirmed. If you do not receive a registration confirmation email, please contact your Stifel representative.

Additional Information
Field of Study: Specialized Knowledge
Advance Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet-Based
Participants can earn 1 hour of CPE credit

Questions?
For additional questions regarding this webinar, concerns, etc. please contact Jim Reber at 901-262-1353 or email jreber@icbasecurities.com.

ICBA Securities 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. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website: www.nasbaregistry.org.

This material is intended for institutional use only. It has been prepared for general information purposes only and does not consider investment objectives, financial situation or particular needs of any specific institution. Institutional investors should seek financial advice as to the appropriateness of investing in any security or investment strategy mentioned or recommended. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. Stifel Nicolaus & Company, Incorporated is a broker-dealer and a member of NYSE, FINRA and SIPC.

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