Supercharging Your ERM Program Masterclass

**Only limited seats remaining for the ERM Masterclass**

Supercharging your ERM Program

Taking place October 18, 2017

Hear from and network with Craig Spielmann, former Global Head of Enterprise Risk Management Strategy, First Data who will be leading the masterclass.

A walkthrough of ERM processes leading up to and during the financial crisis and how the function has evolved, hear practical examples, case studies and experiences from the course leader alongside interactive group activities to provide an in depth understanding of the objectives, processes and requirements for an effective ERM framework.

Earn Up To 7 CPE Credits

Registration will open at 8:30am, the Masterclass will commence at 9am, aiming to conclude by 5pm. There will be refreshment breaks and lunch served during the course of the day.


  • Build an ERM function that will effectively compete for funding.
  • Create a point of view on of major processes that drive successful firms and business.
  • Learn to evaluate your ERM function as a business.
  • Gain an understanding of the financial crisis to guide businesses through normal and stressed conditions.
  • Identify the products and services that are value added to the businesses.
  • Build your conceptual view of an ideal ERM team.
  • Develop your sense of linking business goals through a strategic business perspective.
  • Create a view of the best skills and expertise to staff a successful ERM function.
  • Working with others, develop your own game plan for “Super Charging” your ERM function.

CraigAbout the Leader

Craig has over 30 years of governance, enterprise risk management, business development, technology and audit experience gained from working with the world’s top institutions (First Data, RBS, Citigroup, J.P. Morgan, Dean Witter, & Merrill Lynch). Craig is the former Head of Enterprise Risk Management Strategy at First Data and is also the CEO & Founder of RiskTao, LLC which specializes in Enterprise Risk Management training.

Prior to these roles, Craig was RBS’s Global Head of Operational Risk Systems & Analytics and was responsible for providing strategic direction and oversight. In addition, Craig was Head of Operational Risk Management for RBS – Americas where he was responsible for driving the buildout of Americas ORM practice, Compensation Initiative, 2nd line challenge and managing regulatory relationships. In addition, Craig co-chaired the Americas Compliance and Operational Risk Committee and represented ORM on several domestic and international senior risk committees.

Overview of the day

  • Introduction
  • ERM Defined
    Opportunities and Challenges
    Evaluating your ERM function as a business
    Developing a perspective on product and services and value they bring
  • ERM’s Lesson Learned in the Financial Crisis
    Major Causes
    Culture & Behavior
    Role of Compensation
  • Frameworks & Tools – Quick Review
    RCSA, Scenario Analysis, Internal & External Loss Data, Issue Management, Risk Appetite, Culture , Philosophy
  • Evaluating your ERM function as a business
    Developing a perspective on ERM’s product and services and value they bring to the business
  • Define ERM’s Place in the organization and master the below Major Processes such as:
    Business Strategy Management
    Compensation Management
    Client Relationship Management
    Regulatory Management
    Technology Management
  • Staffing – Capabilities , Required Skills and Career Path
Early BirdStandard Rate
Supercharging Your ERM Program Masterclass
October 18, 2017
Register by September 29
(save $100)
Registrations after September 29
Masterclass + Congress
October 18-20, 2017
Save an extra $100 when registering for both!
Register by September 29
(save $500)
Registrations after September 29
Good learning and great discussions. We were able to think about risk function as a business

Manulife Financial

This was a very enlightening course with a broad view and provided useful skills for risk management. The instructor was very knowledgable and helpful in providing more information, if needed.

Allianz Global Investors

The presenter, Craig, was very good at facilitating discussion

First Technology Federal Credit Union

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