Turn enterprise risk management into a driver of sustainable success.
Enterprise risk management (ERM) has gone strategic. The best companies, non-profits and professional service firms, are aware that with every new hire, with every email opened, with every AI query, their revenue, reputation and their very viability are at risk. Managing this risk takes more than hard work, good luck, and insurance. The entire enterprise must be recruited to the task of risk awareness, management and rapid response. This goes to the core of enterprise identity: governance, culture, policies, practices, workflows and training. Many employers take a narrow view of enterprise risk, failing to appreciate that it is a strategy for business success, and is not just a fire extinguisher or AED on the wall that you hope someone grabs in time and finds in working order. Well managed enterprise risk is inseparable from effective, enlightened, sustainable and scalable operations. It is not an avoidable cost--nor a waste of time--that smart, disciplined and dutiful businesspeople can do without (Solution) This course will provide business leaders, boards, C-level officers, and firm managers with the tools and tactics they need to create and sustain a comprehensive approach to ERM. Thinking it can't happen to me and limiting, as a result, the planning and resources that protect successful business entities from internal and external threats, can be fatal. In contrast, a best-in-class ERM program informs nearly every aspect of an organization's governance, policies, operations and its very identity. This topic will show business leaders how to reach this higher-plain of leadership by taking clearly identified and concrete steps.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Enterprise Risk Management Overview
- Governance and Culture
- Risk Identification and Assessment
- Risk Management (Prospective)
- Risk Monitoring and Resolution
Governance and Culture
- At the Top: Establish Board or Partner Oversight
- Promote Ethical Behavior in the Face of Pressure to Perform
- Establish Clear and Short Escalation Protocols
- Be Explicit About How All Team Members Are Responsible for Managing Enterprise Risk
Risk Identification and Assessment
- Identify Financial, HR, Cybersecurity, Credit Concentration Exposure, Compliance, Client/Customer Relationships, Reputation Risk, MandA, the New Pro Se Phenomenon, and AI Across All of These Scenarios
- What Are the More Likely Scenarios? Horses, Not Zebras
- What Are the Odds (e.g. 75% of Businesses Have Had a Cyber Intrusion in the Past Year)
- What Is Your Company History and What Do You Know About Your Peers' Issues?
- Adopt and Promote Policies to Address Risk Scenarios, e.g. AI Use, Acceptable Use of Digital Devices, Publishing Work-Related Content on Social Media, Mandatory Training, and More
Risk Management
- The Threat From Outside: Who Are Your Business Partners (Clients/Customers, Vendors)
- The Threat From Within
- Your Best Practices: Legal and Operational Controls
Risk Monitoring and Resolution
- Be Nimble and Be Quick to React. a Stitch in Time Is a Perfect Metaphor.
- Hand out More Compliments Than Criticism in the Aftermath of an Incident. What Went Right? What Valuable Lessons Were Learned?
- Post-Mortem Incidents Including Near Misses
- Revisit and Refine All Controls (Make This an Agenda Item, Not an Afterthought)
- Multiple Locations? out of Sight out of Mind Is Tempting but It Is Not a Good Plan
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 16, 2026.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.0
- Alaska attorneys may receive 1.0 hour(s) of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.1
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hour(s) credit.
- AR CLE 1.0
- This course has been approved for 1.0 hour(s) of CLE by the Arkansas CLE Board.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services/Noggin Guru for auditing purposes. This activity may qualify for up to 1.0 hour(s) toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hour(s) of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- GA CLE 1.0
- This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hour(s).
- HI CLE 1.0
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hour(s).
- IL CLE 1.0
- This course was approved for a total of 1.0 hour(s) of MCLE Credit by the Illinois MCLE Board.
- IN CLE 1.1
- This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hour(s) of Distance Education credit.
- MO CLE 1.3
- This course qualifies for self-study CLE credit in Missouri.
- ND CLE 1.0
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hour(s) of CLE credit.
- NH MCLE 1.0
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services/Noggin Guru believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 63 Minutes.
- NJ CLE 1.2
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 hour(s) of total CLE credit.
- NM CLE 1.0
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hour(s) of credit.
- NV CLE 1.0
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hour(s).
- NY CLE 1.0 including Areas of Professional Practice 1
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hour(s) in the area(s) of Areas of Professional Practice for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.0
- This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hour(s). To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour(s) of substantive law, practice and procedure CLE credit.
- TN CLE 1.05
- This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.05 hour(s) of credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WI CLE 1.0
- This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
- WV MCLE 1.3
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hour(s).
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
- AK CLE 1.0
- Arizona CLE 1.0
- CA MCLE 1.0
- CT CLE 1.0
- HI CLE 1.0
- MO CLE 1.3
- NM CLE 1.0
- VT CLE 1.0
- WV MCLE 1.3
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jonathan S. Ziss, J.D.
Goldberg Segalla
- Partner, Goldberg Segalla LLP, a national litigation firm with nearly 500 attorneys
- Co-chair of the firm’s Management & Professional Liability Practice Group, with over 40 years of experience
- A frequent columnist, author, and lecturer on accountant professional liability risk management and avoidance
- Has appeared in CA, CT, DE, FL, MT, NJ, PA, and NY and has represented clients including professional service firms, non-profits, and for-profit businesses in many other states as well
- Successfully argued to the Supreme Court of Delaware, a leading forum for financial litigation, that in an audit malpractice dispute, management’s unclean hands should be a viable defense even if the auditor’s conduct fell below the standard of due care
- Has tried dozens of cases to verdict and has handled countless administrative investigations and proceedings, mediations, and arbitrations
- Chosen to serve as an expert witness in an accountant malpractice case, addressing the enforceability of engagement letters and the differentiation among attestation levels
- Honors graduate of Franklin & Marshall College (elected Phi Beta Kappa); graduate of Villanova University’s Charles Widger School of Law (staff member, The Villanova Law Review)
- Can be contacted at [email protected] or 267-519-6820 (office), or 215-480-2572 (mobile)
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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