COSO: ERM for Small and Medium-Sized Enterprises WEBCAST

Tuesday, February 23 8:30am - 4:30pm PST

Add to Calendar

Your Desk

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 F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting, and financial reporting in both domestic and international settings. Bill has served on the faculties of Santa Clara University and San Jose State University.

Return to Top

Non-Member Price $395.00

Member Price $295.00