COSO: ERM for Small and Medium-Sized Enterprises WEBCAST

Friday, October 16 8:30am - 4:30pm PDT

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8 Credits

Member Price $295.00

Non-Member Price $395.00


Learn to apply COSO’s Enterprise Risk Management (ERM) process in a Small and Medium-sized Enterprise (SME) environment. Also, how to identify whether a business is ready for ERM, and review ten ERM-related action items to implement right away. Enterprise risk management initiatives continue to mature in many large public companies, as well as nonpublic enterprises. Still, most nonpublic firms do not have the time, financial resources or personnel to fully implement ERM even though a partial ERM implementation can serve as the first line of defense against fraud and as a catalyst for more profitable operations. Learn how the S-C-O-R-E card can assist your ERM implementation plan. Finally, we’ll cover the fundamentals, and provide an overview of software and other related ERM resources.


Enterprise risk management fundamentals, Importance of ERM, Benefits and challenges of implementing ERM, ERM fundamentals in the SME implementation.



Designed For

CPAs and financial professionals.


Recognize how to apply ERM fundamentals to the SME environment. Determine how to apply COSO’s ERM process in an SME environment. Identify how a partial ERM implementation can help prevent fraud in your firm. Recognize how ERM can increase your operation’s efficiency and profitability. Identify 10 ERM-related action to implement. Determine how to develop an ERM risk inventory and use ERM as a fraud identification tool. Identify your organization’s readiness for ERM. Identify ERM-related software and other online resources.







William O'Brien

William O’Brien is a Lecturer in the Accounting and Finance Department at San Jose State University. He received his B.S. in economics from Santa Clara University (1970) and his M.B.A. from Pepperdine University (1979). He is a CPA licensed in California and a member of the American Institute of CPA’s and the California Society of CPA’s. Prior to joining the Santa Clara faculty in 1992, he spent over twenty years in public accounting and in various corporate and entrepreneurial settings in the dynamic Silicon Valley region of Northern California.

Mr. O’Brien is an internationally recognized consultant, author and lecturer in the fields of corporate planning, financial management, financial statement analysis and performance measurement. He has been a frequent speaker at professional seminars since 1979 and in 1994 was awarded the “Instructor Excellence” Award by the California CPA Education Foundation.

Active in the San Jose State University community, Mr. O’Brien is a co-chair of the Silicon Valley Financial Management Institute. He has also served on the boards of numerous private organizations in Santa Clara County.

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Non-Member Price $395.00

Member Price $295.00