What is enterprise risk management (ERM)? Why is it critical for good corporate governance and management of financial institutions? Why must the credit union industry move aggressively to understand and adopt this fundamentally new and comprehensive means of measuring, monitoring, and controlling risk? Financial institution directors and senior managers must have a good understanding of how to assess enterprise-wide risk in an integrated manner. Implementing such a program must begin with the board. A good program will link risk management with strategic and capital planning and enhance the institution’s ability to be competitive and to operate more efficiently and profitably.


  • Aligning the board and management on ERM
  • Identifying an institution’s current risk profile and translating that into risk appetite
  • Developing an initial framework to establish the ERM language and communication channels
  • Identifying and aligning risk managers within the organization
  • Creating and measuring key risk indicators in a manageable, replicable process
    • A “getting started” guide and ERM checklist
    • A list of outside resources, reference materials, and websites


This informative session is designed for directors and senior and middle managers seeking to establish an enterprise risk management system or in search of a better system and tools with which to supplement their current program.

Attendance verification for CE credits provided upon request.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Patrick Kennedy, Jr. & Dub Sutherland, Kennedy Sutherland LLP

Patrick Kennedy is a managing partner in the law firm of Kennedy Sutherland LLP.  Pat and his firm specialize in representing financial institutions on corporate, securities, and regulatory matters.  He served as Chair of the International Law Section of the State Bar of Texas, Chair of the World Affairs Council of San Antonio, Chair of the Retail and Consumer Banking Law Subcommittee of the American Bar Association and as a board member of the Independent Bankers Association of Texas.  Pat has chaired a number of professional conferences on international and financial institution law and is a frequent author and lecturer on these subjects.  Pat obtained a Bachelor’s from Georgetown University in 1975 and a JD from St. Mary’s University School of Law in 1978.  He is a member of the State Bar of Texas.

William “Dub” Sutherland is a partner at Kennedy Sutherland LLP, where his focus is providing guidance to financial institutions in strategic and succession planning, management and management structure, and improving risk-management practices.  Dub has spent most of his career in executive management in the banking and manufacturing industries.  He continues to focus on risk management and management theory and the practical application of these theories in the financial services industry.  Dub is member of the American Bar Association, Banking Law Committee, and the State Bar of Texas.  He received a Bachelor’s. in Government from The University of Texas at Austin in 2003 and a JD from St. Mary's University School of Law in 2007.


Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.




Listen to the
archived web link on your




Instructions will be emailed to you with
the archived link.

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.


Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived web link. This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither the link nor CD will be available after this time.


Options 1 and 2 described above


*CD ROM is for Mac and PC use only

Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

March 27th, 2013 2:00 PM   through   3:30 PM

Event Info


March 27th, 2013 2:00 PM   through   3:30 PM


Phone: 314.542.1321

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