125  |  In Person Training  |  Intermediate  |  Scheduled

Enterprise Risk Management for Small and Medium-Sized Companies

Tuesday, October 20, 2020 8:30am - 4:00pm

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

All organizations operate in a risk environment; however, generally only the large for-profit organizations pay a lot of attention to risk management. Or, often they equate risk management to insurance and completely miss some of the most important things that create and affect risk. Many years ago, led by the financial industry, large companies introduced systematic analysis in evaluating risk; however, those skills have generally failed to transfer to the small and medium-sized organization. This program seeks to do exactly that. We will explore the needs and concepts of risk management showing how they equally affect both large and small companies as well as both for-profit and not-for-profit organizations. With liberal use of case studies, we will see how companies can face the issues of risk management and systematically develop a system to identify, evaluate, and mitigate those risks. It is important to note that the program is not for the experienced risk manager of the large organization, but is for the finance professional dealing with a small to medium-sized company who desires to establish or refine an integrated enterprise risk management strategy.


Live Stream Option: Can't join us in person? Register for our live stream event and join us remotely!


  • Understand the concepts of enterprise risk management.
  • Determine the nature of risk in all-sized companies.
  • Avoid being blind to obvious risks facing the company.
  • Rid the company of the "silo" approach to risk
  • Perform risk identifications and evaluations.
  • Match risk to insurance in the most economical way.
  • Maximize organizational profits through reduction and transfer of risks.
  • Understand the best approaches to cyber risk.


Designed For

CFOs, controllers and finance professionals

Course Note

This course is also offered as a live stream.


  • The nature of risk in any size or type of organization
  • Risk tolerance and developing a risk plan
  • Risk identification
  • Risk evaluation
  • Risk response
  • Strategy risk
  • Financial risk
  • Marketing risk
  • Compliance and liability risk
  • Operational risk
  • Environmental risk
  • Cyber risk

Your Price: $345.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after September 29, 2020.

Members log in and save $100.00 on this event. Not a member? join today.


Arthur G. Pulis

Arthur Pulis III, MBA, has been active in seminars for both the banking and finance professions and has conducted training in most of the United States, in addition to several international locations including Tibet, Nepal, India, and Dubai.

During his career, he has received many distinguished speaking and training awards, including top honors for several state CPA societies. Pulis started his career on Wall Street at the Bank of New York and was also active in commercial lending at another bank in the New York area. He then joined Horizon Bankcorp in western New Jersey where he started and operated what became the world's largest yacht finance company.

Pulis earned his undergraduate and MBA degrees from Colgate University and New York University.

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