2010 Risk Management & Finance Summit for Nonprofits

2010

RISK MANAGEMENT & FINANCE SUMMIT FOR NONPROFITS

SUNDAY TO TUESDAY, OCTOBER 10–12, 2010 | LOEWS HOTEL IN PHILADELPHIA

]CORPORATE)SPONSORS} The Nonprofit Risk Management Center is deeply grateful for the generous contributions of the following companies, whose support has made the 2010 Summit possible.

Arthur J. Gallagher Risk Management Services, Inc. Bollinger Insurance Solutions Charity First Chubb Group of Insurance Companies First Nonprofit速 Insurance Company Great American Insurance Group The Hanover Insurance Group, Inc. Harleysville Insurance LexisNexis Munich Re Mutual of America Non Profit Insurance Program Philadelphia Insurance Companies The Redwoods Group Riverport Insurance Company

Hosts: PANO & NonProfit Issues

]ABOUT)THE)SUMMIT}

The 2010 Risk Management and Finance Summit is an opportunity for nonprofit leaders from across the country and professional

advisors (lawyers, CPAs, and insurance professionals) who assist and support nonprofits to meet and learn from one another.

The Summit offers the time and place for nonprofit executives, managers and other leaders to expand their knowledge, grapple with the challenges confronting them, and network among like minded professionals who are seeking to strengthen risk management practices in their nonprofit organizations.

We can’t know what lies ahead, but we all want to be prepared. Join us in Philadelphia to learn and be inspired by thoughtful

risk-aware nonprofit leaders and advisors from around the country.

The Summit will begin Sunday afternoon, October 10 and wrap at noon on Tuesday, October 12. For attendees who want to take advantage of the entire program, we recommend arriving either Saturday evening, October 9 or Sunday morning, October 10.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

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3 4 ]ABOUT)THE)FORMAT} The Summit offers two days of plenary sessions and workshops and the opportunity to focus on a wide range of topics selected for leaders of high performing nonprofits.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

WHO SHOULD ATTEND? KEYNOTE SPEAKERS

Long-time nonprofit professionals, as well as those new to their positions or the sector, will feel

Randy Park

at home at this challenging, information-packed

The opening keynote

event.

speaker for the 2010

• Nonprofit staff, board members and other volunteers • CEOs, Presidents, executive directors and founders • CFOs, CFOs, Directors of Human Resources, Volunteer Coordinators, Senior Program Staff • Professional Risk Managers from the nonprofit and public sectors • Insurance professionals serving nonprofits, associations and religious organizations • New and veteran board members, including your Chair, Chair-Elect and Treasurer • Senior staff from foundations and grantmaking nonprofits • Local and State Government officials who work with nonprofits • Aspiring nonprofit CEOs • Professional advisors and consultants serving nonprofits, including lawyers, insurance agents and brokers, CPAs, management consultants and more.

Risk Management and Finance Summit for Nonprofits is Randy Park, a Toronto-based expert in the practical aspects of decision making and problem solving.

Randy’s presentation on October 11th in Philadelphia will guide you through the essential steps that are necessary prior to the implementation of effective risk management strategies: understanding

CONFERENCE HOTEL—Loews Philadelphia Hotel

tech fitness, lap-pool and pampering

your own biases, beliefs, assumptions,

spa treatments. 42,000 square feet

and the way you make decisions.

of unbeatable function space for up to

Drawing on his experiences from a wide

1,000, includes historic Millennium Hall

range of industries and activities, his

with 180 degree panoramic views.

background in Physics and Engineering,

building, the nation’s first modern

The discounted group rate for the Sum-

and his extensive study of how humans

skyscraper, Loews Philadelphia Hotel

mit is $179 per night for single or double

is a true classic. Directly across from

rooms. For attendees who want to take

NEW TO THE SUMMIT THIS YEAR

the Pennsylvania Convention Center, it

advantage of the entire program, we

is within walking distance of shopping,

recommend arriving either Saturday

theater, eclectic South Street, cultural

evening (10/9) or Sunday morning

Certificate Program for Agent and Broker Specialists

attractions and restaurants. Oversized

(10/10).

This new conference feature is a one-day

guest rooms with loft-like high ceilings

educational program for agents and brokers who

and timeless decors offer spectacular

To book your reservation online at the

specialize in serving nonprofits. The program will

views and impeccable service, while

begin with a workshop covering “what you need to

Concierge Club rooms rise to new

In the architectural landmark Philadelphia Saving Fund Society (PSFS)

know about nonprofits” and continue with an

standards of elegance. SoleFood

intensive, two-part coverage clinic focusing on

offers innovative cuisine and a specialty

nonprofit risks. The sessions in this Certificate

martini bar for socializing and relaxing.

Program will go beyond the basics and delve into

For working out or chilling out, Balance

the nuances of serving nonprofits effectively.

Spa & Fitness center combines high

Participants in the program will earn two (2) Continuing Education credits. Note: approval is pending in 50 states.

Loews Hotel, CLICK HERE. Or visit http://bit.ly/ctfCyL.

look at situations and make decisions, Randy will take Summit attendees on an entertaining, enlightening look into the strengths and pitfalls of human decision making. When can the future be predicted? And what is a practicallyminded leader to do when it can’t?

While listening to Randy Park you will gain valuable insights and practical tools for preparing effectively for the future.

If you wish to make your reservations by phone please call 1-800-23LOEWS or 215-627-1200 and indicate that you would like the group rate for the 2010 Risk Management and Finance Summit for Nonprofits.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

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sunday time

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Workshop Key: q TOP 10

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activity

ALL DAY

ARRIVAL OF CONFERENCE ATTENDEES

12:00-5:30pm

REGISTRATION AND BOOKSTORE

2:00-5:00pm

EXHIBIT SET UP

1:00-2:45pm

CONCURRENT WORKSHOPS

Get a jump start on the Summit by being among the first to register. Peruse the Bookstore and Online Tools kiosk to check out the resources available from the Nonprofit Risk Management Center.

Representatives from the Summit Corporate Sponsors are invited to set up their booths and displays.

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Risk Management 101

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Insurance Boot Camp

2:45-3:15pm

BREAK

3:15-5:00pm

CONCURRENT WORKSHOPS @

Traits of Successful Leaders

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Top 10 Coverage Mistakes and How to Fix Them

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On the Go: Managing Transportation and Fleet Risks

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Conducting a Fraud Risk Assessment

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Alternative Risk Financing: Whatâ&#x20AC;&#x2122;s New and What You Need to Know

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Understanding and Managing Privacy Risk Exposures

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Top 10 Client Protection Principles

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Mission-Forward vs. Safety-Forward Organizations...Are they the same thing?

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time

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CONFERENCE REGISTRATION

8:00-9:00am

BREAKFAST AND NETWORKING IN THE EXHIBIT AREA

9:00-10:15am

OPENING PLENARY SESSION: “The Prediction Trap”: Featuring: Randy Park

10:30-12:00pm

CONCURRENT WORKSHOPS q

Top 10 Tips for Avoiding Employment Practices Liability

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Effective Risk Communication: Say What?!

noon-1:15pm

NETWORKING LUNCH

1:30-3:00 pm

CONCURRENT WORKSHOPS q

Top 10 Legal Risks Facing Nonprofit Organizations

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ERM Lessons and Tools

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Appearance Matters: Managing Reputation Risk

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Policy Development Boot Camp

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Nonprofit Law: (Almost) Everything You Need to Know in One Meeting

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Inspired Governance

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Certificate Program for Agents and Brokers, Part 1

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Making Risk Management Part of Your Y

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Certificate Program Youth Protection for Ys: for Agents and Reviewing and Renewing our Brokers, Part 2 Commitment to Youth*

CONCURRENT WORKSHOPS q

Top 10 Partnership and Collaboration Risks

5:30–6:30pm

monday

activity

8:00-5:00pm

3:30-5:00 pm

< POTPOURRI

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Family Matters: Managing Parent/Affiliate Risks

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Social Media Risks: What You Need to Know

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Business Interruption Boot Camp

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Certificate Program for Agents and Brokers, Part 3

RECEPTION IN THE EXHIBIT AREA CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

7 8

tuesday time

Workshop Key: x TOP 10

@ BOOT CAMP

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activity

8:00-10:30am

REGISTRATION

8:00-9:00am

BREAKFAST AND NETWORKING IN THE EXHIBIT AREA

9:00-10:00am

PLENARY SESSION

10:15-11:45am

CONCURRENT WORKSHOPS ?

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Top 10 Financial Risk Management Challenges

12 noon

q

Top 10 Volunteer Risk Management Challenges

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Culture of Safety: Who, What, How and Now

CONCLUSION OF 2010 RISK MANAGEMENT & FINANCE SUMMIT FOR NONPROFITS

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

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Forum for Insurance Agents and Brokers

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]THE)WORKSHOPS}

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CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

Q Click to return to Sunday’s schedule

Sunday 1:00 –2:45pm

delivery. Others offer transportation as a core function. Whether

@ Risk Management 101

the hiring of drivers and purchase or use of vehicles are reflected in

Featuring: Michael Gurtler, Safe-Wise Consulting

During this boot camp Summit session you’ll be introduced or re-introduced to core risk management principles and practical management strategies and techniques. After our intellectual “warm up” the camp will turn to real-life risk management challenges with the opportunity for active participation. No sit-ups, we promise.

Working in small groups we will tackle some of the toughest challenges facing nonprofits today and tap the “wisdom of crowds” to identify practical solutions. The format for this boot camp will be one that you can adapt for use in your own organization.

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@I nsurance Boot Camp

Featuring: Colleen Lazanich, Riverport Insurance Company

and Carlye Christianson, Nonprofit Risk Management Center

&O, CGL, professional liability, non-owned auto, business D interruption, and crime coverage are just a few examples of insurance policies commonly purchased by nonprofit organizations.

Depending on the mission, the environment, and the services provided, a nonprofit’s insurance program takes different forms— there is no one-size-fits-all answer. And the components of an appropriate insurance program change over time as the nonprofit’s programming changes and the organization grows in size or scope. This fast-paced workshop will offer a quick study of key insurance topics, including how to understand an insurance policy and an overview of the policies commonly purchased by nonprofit organizations. You’ll leave this workshop with a clear picture of what to look for in the coverage you purchase, and new insights on the value or gaps in your insurance program.

? On the Go: Managing

Transportation and Fleet Risks Featuring: Nick Schneider, Riverport Insurance

Nonprofit organizations often provide transportation services as an adjunct to recreation programs or social or educational services Workshop Key: q TOP 10

@ BOOT CAMP

a long-range plan or exemplify “organic” growth, when you’ve got vehicles and drivers, you’ve got transportation risk. This workshop will explore proven strategies for keeping your transportation exposures off the shoulder and back in the line of traffic.

qTop 10 Client Protection Principles

Featuring: Mark E. Chopko, Stradley Ronon Stevens & Young, LLP Serving vulnerable clients young and old, has its own set of unique risks and nonprofit organizations that provide services to them have a responsibility to minimize the risk of harm. Every organization that has potential exposure can be a model of preparedness. Learn about managing the risks associated with serving a vulnerable client population and join Mark Chopko as he explores policy development, training, screening, client and staff education, crisis response, crisis communication, learning from loss and more.

w Alternative Risk Financing: What’s

New and What You Need to Know

Featuring: Cathy Green, Insurance Board-United Church of Christ and Peter Persuitti, Gallagher’s Religious & Nonprofit Practice Group

During this workshop a panel of experts will discuss how alternative risk financing has changed over time, the impact of technology in making alternative risk financing more accessible, what we know about market partners, and the availability of diagnostic tools to bring alternative risk financing within reach. Learn what others have discovered through long-standing alternative programs.

Sunday 3:15 –5:00pm

@ Traits of Successful Leaders

Featuring: Joe Geiger, Pennsylvania Association of Nonprofit Organizations Leadership skills are a must for nonprofit managers responsible for risk oversight in their organization. Lessons on the art of leadership can be found in both obvious and not so obvious places. Effective w MONEY MATTERS

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Description of the Workshop categories.

q TOP 10 If you prefer a fast-paced educational briefing over an interactive workshop with small group exercises, the Summit Top 10 Series is for you. We promise that you’ll leave each session with a minimum of ten take-away lessons.

@ BOOT CAMPS The Summit Boot Camp series offers intensive programs covering who, what, why and how on a wide range of risk-inspired topics. Boot camp sessions are ideal for leaders who seek to increase their fitness levels in key areas within the discipline of risk management.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

leaders are intentional, precise with language, and action oriented.

This session will highlight some very common sense approaches to successful leadership, including references to leadership in nature.

This session promises to be different from any other leadership seminar you have attended!

w MONEY MATTERS The link between financial management and risk management is indisputable.

q Top 10 Coverage Mistakes

and How to Fix Them

The line-up for this year’s

When insurance consultants take a close-up look at a nonprofit’s insurance policies it’s not unusual to find a host of errors and potential problems. With policies chock full of legal jargon it’s not surprising that insurance consumers often miss the trouble spots.

Attend this session to learn about common coverage mistakes and leave armed with a strategy to uncover the errors and fix what needs fixing in your nonprofit’s insurance program.

Summit includes a Money Matters series of workshops exploring fiscal oversight, risk financing and exposures to financial loss.

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POTPOURRI

organization types. The

I n its recent Report to the Nation on Occupational Fraud and Abuse, the Association of Certified Fraud Examiners estimates that 7% of organization revenues are lost to fraud. Across all three sectors of our economy, fraud losses amount to a staggering $994 billion annually. Increasing awareness of fraud risk is the first step in preventing losses. Attend this workshop to learn how to undertake a fraud risk assessment that reflects your changing internal and

sessions will offer varying

external environments as well as best practices in fraud prevention.

assortment of workshops covering a range of hot topics.

In some cases, programs will be geared to specific

learning formats, including panels of experts, and single presenter lectures with Q&A.

Organizations...Are they the same thing?

Featuring: Kevin Trapani, The Redwoods Group

Nonprofit leaders attending this session will gain an understanding of the intersection between social responsibility and risk management. This workshop explores the concept of a safety-forward organization and how that concept is an essential foundation for your nonprofit’s mission. Relegating risk management to a series of protocols and trainings is just bolt-on risk management. Learn why gaps between protocols and practices

w Conducting a Fraud Risk Assessment

Featuring: Gerry Zack, Zack P.C. and Nonprofit Resource Center

year’s Summit offers an

< Mission-Forward vs. Safety-Forward

are detrimental to your mission and how to transform the culture of

The potpourri series at this

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manage privacy exposures in a holistic fashion. Learn who in your organization must be aware and involved to ensure that what should Click to return to Sunday’s be private remains that way. schedule

your organization and fulfill your social responsibility.

Monday 10:30–12:00pm

qT op 10 Tips for Avoiding

Employment Practices Liability

Employment-related claims are a “risk” of doing business by deploying paid personnel. Yet despite what appears to be a growing list of potential bases for claims, nonprofit employers have within their reach the keys to keeping this exposure at a manageable level.

Attend this session to practical steps to reduce the potential for claims and create the strongest possible position if the day comes when you face a claim alleging wrongful employment practices.

< Understanding and Managing

Privacy Risk Exposures Featuring: Monica Merrifield, YMCA of Greater Toronto Privacy risks arise in various aspects of nonprofit service delivery and operations. From the enrollment of clients or participants to the processing of donor contributions, the collection of confidential information in a nonprofit is commonplace. Scrutiny of the data collection and privacy protection policies of organizations has never been greater. Attend this session to increase your knowledge of privacy exposures and fine tune the skills that are necessary to Workshop Key: q TOP 10

@ BOOT CAMP

< Effective Risk Communication: Say What?

Featuring: Chris Youngberg, Canfield Solutions

The pressure on nonprofit leaders to explain their motives and actions to stakeholders has never been greater. Sustainability increasingly depends on the ability to lead through communicating. The discipline of risk communication reminds us of the need to talk about risks and risk response, but simply understanding that imperative is a long way w MONEY MATTERS

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11 12 Q

Click to return to Monday’s schedule

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

Q Click to return

from successful execution. This presentation will offer practical tips to improve the communication of difficult concepts, news, feedback

to Monday’s schedule

@ Certificate Program for

Agents and Brokers Part 1

and more. The speaker will offer suggestions for strengthening

Featuring: Melanie Lockwood Herman, Nonprofit Risk Management Center, Paul Siragusa and Eric Martinson, Philadelphia Insurance Companies

interpersonal and group communication, listening techniques, overcoming communication apprehension, conducting effective meetings, message analysis and development, vocal and physical delivery, and communicating under pressure.

< Appearance Matters:

Managing Reputation Risk

What’s in a reputation? According to one source* reputation represents “50% of the median value of a public company.”

What about the reputation of a nonprofit that relies on generous,

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committed individual and institutional donors? Your nonprofit’s

sound risk management and reputation stewardship. Learn what steps and strategies are in order before your reputation is tarnished, in the midst of a crisis, and while the flood waters are receding.

*RIMS 2010 Conference Program, www.rims.org

<N onprofit Law: (Almost) Everything

You Need to Know in One Meeting F eaturing: Don Kramer, Montgomery, McCracken, Walker & Rhoads, LLP

Attend the “annual meeting” of the board of the Lancaster Opera Singers Troupe (a “LOST” organization) and learn or review the basics about maintaining tax-exempt status, unrelated business income,

< Making Risk Management Part of Your Y*

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representing nonprofits of all types and sizes.

Workshop Key: q TOP 10

@ BOOT CAMP

interactive workshop with small group exercises, the Summit Top 10 Series is for you. We promise that you’ll leave each session with a minimum of ten take-away lessons.

BOOT CAMPS The Summit Boot Camp series offers intensive programs covering who, what, why and how on a wide range of risk-inspired topics. Boot leaders who seek to increase

Monday 1:30–3:00pm

qT he 10 Biggest Legal Risks Facing

the “meeting” and real stories from more than 35 years of experience

*This workshop is part of a special two-part series for leaders of YMCAs

educational briefing over an

camp sessions are ideal for

structure, board governance, fiduciary duty and personal liability for

will lead a fun discussion and illustrate points with incidents from

Featuring: John Flynn, YMCA of Philadelphia and Vicinity

By using a team approach every YMCA can create a culture of safety that inspires the entire organization. Attend this workshop to learn how to ensure participation at all levels while strengthening your overall risk management program.

a Philadelphia lawyer and editor of Don Kramer’s Nonprofit Issues(s),

TOP 10 If you prefer a fast-paced

excess benefit transactions, charitable solicitation, organizational board members, indemnification, and a whole lot more. Don Kramer,

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During the first hour of the Certificate Program you’ll dive into the world of nonprofit organizations, with an introduction to the most diverse sector in the economy and the opportunity to take a peek under the “hood” of typical organizations. Find out what you need to know to meet the service needs of your nonprofit clients.

You’ll also learn what distinguishes “well-run” organizations from the rest according to nonprofit watchdog and other oversight and advisory groups. This segment will conclude with a thirty-minute presentation on coverages for nonprofits, which continues after lunch during “Part 2.”

“value” in the charitable marketplace may be even more reputationdependent. Attend this session to explore the intersection between

Description of the Workshop categories.

Nonprofit Organizations

Featuring: Jeffrey S. Tenenbaum, Venable, LLP uring this top 10 session a top-rated speaker from the 2009 D Summit will offer a no-nonsense overview of critical legal risks. The presenter, a nationally-known advisor to nonprofits and head of a large legal practice group dedicated to serving nonprofits, will offer practical tips for dealing with and resolving complex issues that expose your nonprofit to liability. You’ll have ample opportunity to ask questions and get understandable, practical answers to the legal questions that prevent you from sleeping soundly. w MONEY MATTERS

< POTPOURRI

their fitness levels in key areas within the discipline of risk management.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

< ERM Lessons and Tools w MONEY MATTERS

Featuring: Dorothy M. Gjerdrum, ARM-P, Public Entity & Scholastic Division, Arthur J. Gallagher

“Enterprise Risk Management” sounds expensive, time-consuming, out of reach and even a bit technical. Yet according to author Michael Power, ERM “…should be understood as referring to any broadly based conception of risk management…It signifies any aspiration for a form of risk management practice which is all encompassing in scope, business-focused, and is suggestive of a bird’s eye view of organizational life.” Attend this informal but informative roundtable to share your experiences, success stories and questions. The facilitator will begin with a survey of ERM lessons and tools and continue by leading a discussion of how ERM can be brought to life (without exhausting available resources) in a nonprofit.

The link between financial management and risk management is indisputable.

The line-up for this year’s Summit includes a Money Matters series of workshops exploring fiscal oversight, risk financing and exposures to financial loss.

?

POTPOURRI The potpourri series at this

@ Policy Development Boot Camp

Featuring: Carlye Christianson, Nonprofit Risk Management Center

reating safety, HR and governance policies for a nonprofit is as C simple as using one of the world’s most popular search engines, right? Leaders of nonprofits saddled with overly complex, poorly written and unsuitable policies might beg to differ. This hands-on workshop will explore a more effective process for creating custom policies that actually work. The session facilitator will discuss the need to ask stakeholders what they think before telling them what you think, and the importance of standing in the shoes of the people who must comply with your policies. Attendees will also learn how to use free and affordable policy development resources.

year’s Summit offers an assortment of workshops covering a range of hot topics.

In some cases, programs will be geared to specific organization types. The sessions will offer varying learning formats, including panels of experts, and single presenter lectures with Q&A.

handful of policies in place. Attend this fast-paced session led by the Center’s Executive Director to explore a new interpretation of what it means to govern effectively. This session will explore “hallmarks” of effective governance and offer practical examples that can be adapted to suit the needs of even the most “unique” organization.

< Inspired Governance

Featuring: Melanie Lockwood Herman, Nonprofit Risk Management Center

he subject of “good governance” has garnered great attention and T interest from the boards of the largest publicly traded corporations to small, mid-sized and large nonprofits, not to mention the regulatory agencies that exercise oversight authority. Yet in many cases the board and staff’s understanding of what constitutes “good governance” is too narrowly focused on the importance of having a

Workshop Key: q TOP 10

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@ Certificate Program for

Agents and Brokers Part 2

Featuring: Paul Siragusa and Eric Martinson, Philadelphia Insurance Companies During part two of the program, attendees will participate in a discussion of the coverage wants and needs of nonprofit organizations, including agencies serving vulnerable clients, social service programs, educational institutions and more. This intensive coverage clinic will be a valuable refresher for experienced agents and brokers and offer many “ah ha” moments for those who are still getting their sea legs in the nonprofit world.

Monday 3:30–5:00pm

q Top 10 Partnership and

Collaboration Risks

Featuring: Robert M. Adler, Strategic Marketing Advisory Services, LLC

F ew seasoned nonprofit leaders shy away from mutually-beneficial partnerships. Yet things don’t always work out the way that we intend or hope they will. Attend this top 10 session to hear wisdom from a panel with deep experience in nonprofit public relations and partnering mishaps. You’ll learn what “not to do” and in the process pick up valuable tips to steer your collaborations into calm waters.

< Family Matters: Managing Parent/

Affiliate Relations and Risk

What’s harder? Operating as an affiliate of a national or international organization that has adopted a web of changing rules and costly compliance requirements, or operating as a national organization that seeks to support its affiliates while ensuring w MONEY MATTERS

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13 14 Q

Click to return to Monday’s schedule

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

Q Click to return

appropriate protection of the national brand? Parties on both

to Monday’s schedule

relationship. Recognizing and addressing these risks openly is

sides of the aisle encounter risks related to the parent/affiliate the first step in keeping parent/affiliate disputes and discord to a minimum. Attend this workshop to hear practical strategies and insights from experienced leaders on both sides.

< Social Media Risks

Featuring: Jeffrey S. Tenenbaum, Venable, LLP

Attend this workshop to learn about the risks and legal exposures associated with the use of Web 2.0 applications and social media tools, including blogs, wikis, audio and video postings, and virtual trade shows. Learn how to advance your mission while protecting it

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from assault by creating clear guidelines, click-wrap licenses, user

@ Certificate Program for

Description of the Workshop categories.

Featuring: Merry Palmer, Canfield Solutions, John Cox, Hillcrest Educational Centers, and Eric Sauter, Wilson Elser

q

Agents and Brokers Part 3

should be applied to allocate risk appropriately. Covered topic areas will include defamation, harassment and other accusations of bad behavior; copyright and trademark protection and infringement, including fair use; privacy issues; antitrust concerns; and employment-related issues, among others.

This boot camp session will explore the myths and realities of business interruption coverage. Learn from seasoned practitioners what you need to know and do to recover under a business interruption policy as well as how long you can expect to wait for that “check in the mail.” If you currently purchase this coverage for your nonprofit and can imagine any number of potential interruptions of normal operations, you won’t want to miss the opportunity to find out how to increase the odds that your coverage investment will pay off if and when you need it.

Summit Top 10 Series is for

come together to recommit and update their youth protection

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practices in order to effectively prevent child abuse. Best practices in

BOOT CAMPS

youth protection will help your Y manage the risks associated with

The Summit Boot Camp series

caring for children and youth work. Attend this workshop to learn

offers intensive programs

more about the work in neighbor states and how you can apply the

covering who, what, why and

lessons learned and new strategies at your Y.

how on a wide range of

*This workshop is part of a special two-part series for YMCAs.

risk-inspired topics. Boot

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w Top 10 Financial Risk

Management Challenges

Click to return to Tuesday’s schedule

Featuring: Tom Bonomo, First Nonprofit Insurance Company

The regulatory spotlight on fiscal oversight and finance-related risks has caused some leaders to sweat more than usual. This top 10 session will explore some of the recurring and evolving financial risk management challenges facing nonprofits across the sector.

Learn what your organization can and should do to keep cool in a include the dilemma of operating reserves; the board’s role in fiscal oversight; unmasking conflicts of interest; and more. Expectations

@ BOOT CAMP

small group exercises, the

lessons.

challenging environment. Topics that will be covered in this session

Workshop Key: q TOP 10

interactive workshop with

minimum of ten take-away

Featuring: LuAnn Aversa, YMCA of Hunterdon County, NJ

Tuesday 10:15–11:45pm

educational briefing over an

leave each session with a

YMCA networks in Massachusetts and New Jersey have recently

avoid them. Find out how indemnification and insurance provisions

If you prefer a fast-paced

you. We promise that you’ll

< Youth Protection for Ys: Reviewing and Renewing our Commitment to Youth*

requirements and more. Learn about common mistakes and how to

@ Business Interruption Boot Camp Featuring: Robert N. Brown, Jr., CPA, CFE, The CPA Solution, LLC

TOP 10

During the final segment in the program a panel of experts will field calls from listeners in a virtual radio show format. You can anticipate questions on the risks and exposures of nonprofits as well answers to coverage challenges and dilemmas. Expected outcomes include helping participants acquire an understanding of important coverage issues and limitations for the nonprofits they serve.

w MONEY MATTERS

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camp sessions are ideal for leaders who seek to increase their fitness levels in key areas within the discipline of risk management.

CLICK TO REGISTER TODAY! Or visit nonprofitrisk.org/training/conference/registration.asp

and interest in fiscal transparency and close scrutiny continue to grow: are you ready for your close-up?

w MONEY MATTERS

qT op 10 Volunteer Risk

Management Challenges

The link between financial management and risk management is indisputable.

The line-up for this year’s

Featuring: Beverly McIntosh, LexisNexis Screening Solutions and Les Nichols, Boys and Girls Clubs of America

The mega “industry” of volunteer service continues to evolve with every imaginable task assigned to volunteers. Dependence on volunteers arguably grew during the economic downturn as did the motivation to “cut corners” in volunteer screening and supervision in order to get the work done. Attend this fast-paced session to learn about rapidly morphing challenges in managing volunteer-associated risks. The session will include practical suggestions for managing the risks that arise whether a nonprofit deploys a small cadre or vast army of volunteers.

Summit includes a Money Matters series of workshops exploring fiscal oversight, risk financing and exposures to financial loss.

?

POTPOURRI The potpourri series at this year’s Summit offers an assortment of workshops covering a range of hot topics.

In some cases, programs will be geared to specific organization types. The

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? Culture of Safety: Who, What,

How and Why Now

Featuring: Tom O’Neill, Hanover Insurance

It is well known that a true culture of safety cannot be accomplished without the support from top leaders in the organization; however, the ultimate culture is determined by the day to day buy in of the front line supervisors, direct care employees and the clients and participants themselves. This presentation will look at the over

sessions will offer varying

reliance on having the best tools of the trade, and offer practical

learning formats, including

strategies on how to persuade key staff to bring your policies and

panels of experts, and single

strategies to life.

Q Click to return

presenter lectures with Q&A.

to Tuesday’s schedule

Workshop Key: q TOP 10

@ BOOT CAMP

CLICK HERE TO REGISTER TODAY!

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