Enterprise Risk Management for Associations and Nonprofits

Webinar: group live presented online  ||  Attendance: 25 Associations  || Excellent webinar! Thank you so much! || Really helpful since I’m new to this! || Practical tips, use of experts, examples of plans. || I found it valuable that ERM is also about identifying areas that will Make our business better not just “keep us out of trouble” || Thanks for this great presentation.  || The session was interesting, well organized and presented. Both presenters had helpful information and were clearly well prepared. I really appreciate the excellent slides. Thanks for a great learning opportunity! ||

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title Enterprise Risk Management for Associations and Nonprofits
Date Wednesday, December 9, 2020
Time 11:00 am – 12:30 pm (Eastern Time)
Description How to develop and monitor an enterprise risk management for your organization.  The role of the association executive to identify key risks facing the organization now extends beyond financial risk management and now includes additional issues such as compliance, strategic, operational, and reputational risks. Discussion around the topic of Enterprise Risk Management (ERM) will help prepare the financial executive to contribute to the long-term health of their organization.
Instructor Name and Bio Rob Eby, CPA, CGMA

As the lead partner in Aronson LLC’s Nonprofit & Association Services Group, Rob Eby is a strategic leader with more than 25 years of professional experience. He is a results-driven practitioner who specializes in assurance and consulting services for clients that include associations, faith-based organizations, foundations, schools and service organizations.

Rob’s diverse leadership experience spans the professional and personal divide. In addition to his role at Aronson, he was an adjunct college professor and a winning high school soccer coach. He also chairs the board of the Aronson Foundation and was a board member of Interfaith Works, a nonprofit that serves the needs of poor and homeless populations in Montgomery County. Formerly an executive for a nonprofit organization, Rob is uniquely qualified to understand the demands of nonprofit accounting and leadership.

As an active participant in the accounting profession, Rob has taught numerous CPE classes and presented financial accounting and auditing topics at events that include the National Business Officers Association’s Annual Conference, Greater Washington Society of CPA’s Annual Nonprofit Symposium, and Virginia Society of CPA’s Annual Nonprofit Conference.

He was a contributing author to ASAE’s The Financial Management Handbook for Associations and Nonprofits, and the Nonprofit Controllers Manual, published by Warren, Gorham and Lamont, Inc.


Kathy Trahan, CAE, CEO

President, Alliance Safety Council

Since joining Alliance in 2004, Kathy has shifted the focus of the organization more toward its members by streamlining processes and developing products and services that empower member companies to make more effective use of their time and resources.

For more than 12 years, Kathy has been a member of digitalNOW’s Advisory Board, comprised of some of the most accomplished and respected names in association leadership. The group focuses on best and next practices in the world of association management and exposes organizations to strategic ways in which organizations can use technology solutions to assist associations on their digital transformation journey. She’s also been an active member of Louisiana State University’s Construction Industry Advisory Council (CIAC) for seven years and previously served as president. CIAC actively and passionately works to develop tomorrow’s leaders in the world of construction management by making certain the university-level coursework is in alignment with the needs of those hiring the graduates.

Prior to Alliance, Kathy was Director of the Louisiana Center for Petrochemical Training at the Baton Rouge Community College. Kathy spent 10 years working at the PPG chemical plant in Lake Charles as an operator, lab analyst, instrument specialist and active member of PPG’s emergency squad. In 2004, she was awarded the Alden Andre PTEC Service Award for her contribution to workforce development projects. In 2013, Kathy was presented the Craft Education Champion Award by the Greater Baton Rouge Industry Alliance. Most recently, Kathy was recognized as a 2019 Influential Women in Business by the Greater Baton Rouge Business Report.

Kathy holds a bachelor’s degree in electronics from McNeese State University and is a Certified Association Executive.

Level Intermediate
CPE (NASBA Category) Business Management & Organization
CAE (Field of Study) Administration
Prerequisites or advance preparation At least 1-year experience in public or private industry in operations.  No advance preparation needed.
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives
  • Learn what Enterprise Risk Management entails
  • Learn how to examine your organization for financial, compliance, strategic, operational, and reputational risks
  • Learn how to offer boards new governance insights and how to communicate key insights regarding your organization.

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