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Summit for New Risk Champions

St. Petersburg Beach, FL
September 30, 2014

Countdown to Summit

This 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.

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
  • Accreditation Council for Graduate Medical Education (ACGME)
  • Adler's Insurance Agency
  • Adoption & Beyond, Inc
  • Affiliate Demo
  • 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
  • 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
  • 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
  • Early, Cassidy & Schilling Inc
  • Eastern Insurance Group LLC
  • Eaton-Provident Group, LLC
  • Eichlitz, Dennis, Wray & West
  • Elkhart County Community Foundation
  • Emery & Webb, Inc.
  • Family Matters
  • Farallone Pacific Ins. Svcs
  • Field Eddy, Inc.
  • First Nonprofit Group
  • 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
  • Girls on the Run
  • 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
  • Institute of Food Technologists
  • Insurance One Agency, LC.
  • ISU Insurance Services of San Francisco
  • J.D. Fulwiler & Co. Insurance, Inc.
  • James C Jenkins Insurance Service Inc
  • JASON Learning
  • 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
  • Nonprofit Leadership Alliance
  • 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:

To inquire about Corporate Sponsor or Corporate Sustainer status, contact Kay Nakamura at (202) 785-3891 or

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.

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