St. Petersburg Beach, FLSeptember 30, 2014 Countdown to SummitThis brand new event is for leaders who are new to risk management. Join us on the beautiful Gulf Coast for a gentle introduction to the discipline of risk management. The conference program is packed with practical information. You'll be joined by leaders who are also new to risk responsibility, so there's no need to worry that the content or atmosphere will be intimidating. Program Schedule Location Member and Sponsor Discount A registration discount is available for registrants whose organizations are Affiliate Members, or customers of Corporate Sustainers. Click here to see the list of organizations whose members or customers are eligible for the discount. Become a member now. Nonprofit Affiliate Membership is just $75 a month; for-profit Affiliate Membership is $125 a month. 501c Agencies Trust Ability Beyond Adler's Insurance Agency Adoption & Beyond, Inc Ahmann & Martin Alaska USA Insurance Brokers Alim Corporation Alliance Marketing & Ins Svcs Alliant Insurance Services, Inc. American Jewish World Service American Mensa Ltd ANCOR (American Network of Community Options and Resources) Arizona Science Center Arkansas Nonprofit Alliance Armgroup of Oregon, Inc Arroyo Insurance Services Arthur J. Gallagher & Co. And our Group of Companies Associated Ins. Brokers Inc Association for Energy Affordability, Inc. Assured Partners of Colorado, LLC Austin Community College Center for Community Based & Nonprofit Organizations Baker Romero & Associates Barney & Barney BB&T Insurance Services, Inc. Bell-Anderson Insurance, Inc. Berkley Public Entity Managers Bethany Christian Services Boardman-Hamilton Company Bollinger Inc Bolton & Company Borden-Perlman Insurance Agency, Inc Bridge House Corporation Brown & Brown Ins Svc of CA Brown & Brown Insurance of Georgia, Inc. Brown & Brown of New York, Inc. Brownrigg Companies LTD Calender-Robinson Company Inc CapSpecialty Care Net Care Providers Insurance Services Career Opportunities Development, Inc. Catholic Charities Community Services Catholic Memorial School Center for Nonprofit Stewardship Chapman Insurance Charity First Insurance Services, Inc. Charles L. Crane Agency Charles W Merriam & Son Inc Cherry Creek Insurance Agency, Inc Children's Institute, Inc. Chubb Group of Insurance Companies Cobb B LLC Communities In Schools Community Action Partnership Compass Rose Services Inc Conover Insurance Services, LLC Council on Accreditation Council Services Plus, Inc. Cragin & Pike Insurance Crutchfield & Graves Ins. De Palma Insurance Agency, Inc. DeForest Group Inc DeMolay Dempsey and Siders Der Manouel Insurance Group Domenick & Associates Don Withrow Consulting LLC Early, Cassidy & Schilling Inc Eastern Insurance Group LLC Eaton-Provident Group, LLC Eichlitz, Dennis, Wray & West Emery & Webb, Inc. Farallone Pacific Ins. Svcs Field Eddy, Inc. First Nonprofit Group Florida Nonprofit Alliance Florida Nonprofit Alliance Foundation for Jewish Philanthropies Frisco Family Services Gallagher SKS Geisen Insurance Brokers, Inc. Gencorp Insurance Group, Inc. George Petersen Insurance Agency Inc GIA Group, LLC Girl Scouts of Greater Atlanta, Inc. Girl Scouts of Greater Los Angeles Goodwill Industries International Great American Insurance Group Guided Discoveries, Inc Gulf Coast Community Foundation Gulf Coast Social Services H.U Dove and Company Inc HAI Group Hamby and Aloisio Inc. Hanover Insurance Group Heffernan Insurance Brokers Hillel: The Foundation for Jewish Campus Life HMS School for Children with Cerebral Palsy Hobart Institute of Welding Technology Hub International Ins. Svcs Hub International Ins. Svcs. Hylant Group, Inc. Illinois Select Risk LLC Independent Living Services Insurance One Agency, LC. ISU Insurance Services of San Francisco J.D. Fulwiler & Co. Insurance, Inc. James C Jenkins Insurance Service Inc Jewish Family and Children Services, Inc. John L. Kirby & Associates, Inc. Keenan & Suggs Insurance, Inc. Kibble & Prentice Holding Co. KR Insurance Solutions Land Trust Alliance Lebaum Company, Inc. Lighthouse Insurance Group, Inc. Lindsay Insurance Group, Inc. Lobo Development Corporation Loudoun Wildlife Conservancy LPGA Foundation, Inc. Lutheran Social Services Maine Association of Nonprofits Maine Commission for Community Service Marsh & McLennan Agency LLC Marshall & Sterling Inc Maryland Nonprofits Maury Donnelly & Parr Inc Mennonite Mutual Insurance Company Mesirow Insurance Services, Inc Michigan Nonprofit Association Ministry Pacific Financial Momentous Institute Morris & Garritano Ins Svcs Munich Reinsurance America, Inc. N.C. Center for Nonprofits National Association of Free & Charitable Clinics National FFA Organization National Indigenous Women National MS Society National Wildlife Refuge Association Nationwide NEK Insurance, Inc. New Castle Insurance Limited Non Profit Risk Services, Inc Palmer & Cay PAR Parenting Resource Center Inc. Parker, Smith & Feek, Inc Peliton Insurance Pennsylvania Association of Nonprofit Organizations Pennsylvania School Boards Association People's United Insurance Agency Inc Philadelphia Insurance Companies Plan International USA Professional Insurance Associates Inc Providence Academy PSA Insurance & Financial Services Public Health Management Corporation Rancho Mesa Insurance Services, Inc Redish Insurance Group, Inc. Renaissance Alliance Ins Svc Riggs, Counselman, Michaels & Downes Riverport Insurance Company Robbins & Assoc Ins Agncy Inc Robbins Insurance Agency Inc Robert G. McGraw Insurance Agency, Inc. RSC Insurance Brokerage, Inc Russell Insurance Group, Inc. SecureRisk Shoff Darby Companies, Inc. Smith Scholarship Foundation Society for the Promotion of Japanese Animation Southwest Key Programs Special Olympics Florida Speech and Language Development Center Starkweather and Shepley Insu Summers, Thompson, Lowry Inc TD&T CPAs and Advisors, P.C. TechImpact Ten Eyck Group Texas Association of Nonprofit Organizations The Arc of the United States The Association of Junior Leagues International, Inc. The CIMA Companies, Inc. The Flea Theater The Ford Family Foundation The Glienke Agency, LLC The Hays Group, Inc The Insurance Board The Maryland-National Capital Park and Planning Commission The Nature Conservancy The New York Public Library The Rapides Foundation The Salk Institute The Salvation Army, National Corporation Thrive Alabama Tracy Driscoll Company Inc Transitional Services, Inc. TrueNorth Companies, L.C. United Community Ministries United States Breastfeeding Committee, Inc. United Valley Insurance Services United Valley Insurance Services, Inc. US Olympic Committee USI Insurance Services, LLC - 570623 - UUSC Virginia Beach Community Development Corporation Virginia Main Street Wagner Agency Incorporated Waltz Sheridan Crawford Incorporated Wells Fargo Ins Svcs USA Inc Wells Fargo Insurance Services USA, Inc. Whitfield's United Insurance Willhite & Associates, LLC YMCA of the USA How to Avoid the Top 10 Risk Management Traps The Summit for New Risk Champions begins with a fast-paced keynote on the traps that often ensare nonprofit leaders and missions. If you're committed to becoming an effective, risk aware champion of sound risk maangement practice you won't want to miss the opportunity to hear the wit and wisdom of a trusted risk advisor to nonprofit management and governing teams. For nearly 20 years, Melanie Herman has provided sage counsel to nonprofit leaders unwilling to leave their missions to chance. You'll learn: why some traps are more dangerous or common than others practical steps to avoid being caught in a trap how to gracefully extricate yourself and others from a trap you couldn't avoid Summit Sponsors The Summit for New Risk Champions would not be possible without generous support from our sponsors. The following Corporate Sustainers of the Center are sponsors of the 2014 Summit for New Risk Champions: Berkley Public Entity Managers Harleysville Insurance 501c Agencies Trust Great American Insurance Group Charity First Insurance Services Chubb Group of Insurance Companies Munich Reinsurance America, Inc. Philadelphia Insurance Companies Riverport Insurance Company Arthur J. Gallagher & Co. And our Group of Companies First Nonprofit GroupAn AmTrust Financial Company United States Liability Insurance Group Hanover Insurance Group, Inc. SureID Trust Network To inquire about Corporate Sponsor or Corporate Sustainer status, contact Kay Nakamura at (202) 785-3891 or Kay@nonprofitrisk.org. Who Attends the Summit for New Risk Champions? Nonprofit leaders who have recently accepted responsibility for risk management, risk oversight, risk and safety, insurance buying, risk and compliance, and other risk-related roles in a nonprofit or public entity Nonprofit managers and professionals seeking a refresher course on risk management, liability risks, insurance-buying, crisis management, and other vital risk topics Professional advisors to nonprofits, including lawyers, CPAs, and management consultants who want to add risk management to their portfolios. Workshop Descriptions Crisis Management Being versed in crisis management can be an organization’s saving grace during a sensitive situation. Attend this workshop to learn tips for keeping your nonprofit’s reputation and mission-critical services intact during a crisis. You'll also learn how to devlop a crisis management plan, select and train a confident spokesperson, and respond effectively and compassionately to victims and other stakeholders during a crisis. Fraud Prevention Mission-focused nonprofits require every available resource to deliver vital services to individuals, families and communities. When a trusted staff member or volunteer misappropriates a nonprofit’s cash or other assets, the organization can’t deliver on its promises to stakeholders. This workshop begins by dispelling common myths about fraud, including wrongful assumptions about employees who steal, the duration of a typical fraud scheme, and the manner in which a nonprofit can be robbed of its assets. The workshop continues with a practical framework for identifying vulnerabilities in financial management, internal controls, and security. The presenter will also outline steps to reduce the likelihood and the duration of a fraud scheme, and how to create a culture hostile to fraud. Get Ready to Champion Risk Management! The final 45-minute educational segment of the Summit for New Risk Champions is a fast-paced tour of must-have risk resources for nonprofit leaders. The program will be taught by the presenters of the preceding segments in small group settings. You will leave this short, but content-packed session with a practical "to do" list and the confidence to get it done. Insurance 101 New to the wide world of commercial insurance? Perplexed about how to make certain your nonprofits gets the coverage you need at a fair price? Attend this workshop to stop worrying and learn how to manage a nonprofit insurance program with the confidence of a veteran. This fast-paced session, geared to newcomers (or professionals who need a "refresh"), will cover: The major categories and types of commercial insurance typically purchased by nonprofits How to read an insurance policy Key players and relationships in the world of commercial insurance Risk Management and Liability Basics New to risk management? This session will help you dive in with confidence! The presentation will begin with an overview of common RM terms, concepts, roles and and processs. Then we'll practice a simple risk identification exercise that you'll be able to replicate back at your nonprofit. The session conclkudes with a fast-paced review of legal risk fundamentals. Special topics that will be covered include: key terms in the world of liability risk, including negligence, gross negligence and more waivers and releases: when and how to use liability shields for maximum effect vulnerable clientele: providing appropriate care without undue riskwith risk management Risk Management Policies That Work Creating risk policies for a nonprofit is as simple as using a 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 the fundamentals of policy design, development and implementation. Learn about common missteps in policy design and find out how to create custom policies that actually work. You'll learn: how to ask stakeholders what they think before telling them what you think, and how to stand in the shoes of the people who must comply with your policies. Staff Departures: Unemployment Challenges, Claims, and Coverage High rates of unemployment during the recent recession took a costly toll on State Unemployment Insurance Funds, which are running an aggregate deficit of over $14 billion. As a result, lawmakers have turned their focus on the Unemployment Insurance system and implementing major change. This workshop will explore: changes to state unemployment systems and the impact of federal requirements and pending legislation on nonprofit employers unemployment insurance coverage options currently available to 501(c)(3) nonprofits tips on handling lack of work, voluntary quit and discharge separations how to prepare for an unemployment hearing This session is ideal for new risk champions from organizations with 10 or more staff. Volunteer Risk Management: Keep Your Nonprofit's Heart Beating Strong Nonprofit staff members say it all the time: ‘Volunteers are the heart of our mission.’ While volunteers offer us passion, hard work, and countless hours of selfless service, they also expose a nonprofit to risk. Is the nonprofit liable if a volunteer is injured? What if a volunteer’s actions lead to client injury or worse? What can your nonprofit do to make the volunteer experience rewarding AND safe? What steps are in order to minimize the likelihood and potential severity of risks suffered by or caused by volunteers? Find practical answers to these and other questions and return to your organization better informed and prepared for volunteer risks.