2012 Risk Management and Finance Summit for Nonprofits

Sunday to Tuesday, August 26-28, 2012 

 

Main Program Location

Conference Program

Sunday, August 26, 2012

12:30 pm-5 pm — Early Registration

2 pm-5 pm — Sponsor/Host Set-up

 

Representatives of our Corporate Sponsors and local hosts are invited to set up their booths and tables in preparation for the Welcome Reception.

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Dennis M. Kirschbaum, ARM

Dennis M. Kirschbaum is Hillel’s Associate Vice President for Campus Services. Prior to coming to Hillel, Dennis served as executive director the of Public Risk Management Association, a professional association serving risk managers in state and local government and as manager of information technology for the Nonprofit Risk Management Center. He has a B.A. from Guilford College in Greensboro, N.C. and a M.A. degree in Jewish Studies from Baltimore Hebrew University. He also holds the Associate of Risk Management designation from the Insurance Institute of American. He is a published writer and poet and was recognized by his colleagues as the “person most likely to run into a burning building to save his iPhone.” He resides with his family in Washington Grove, Md.


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Melanie Lockwood Herman

In a world that is fraught with danger, it is comforting to know that Melanie Lockwood Herman is holding on tight to the handlebars of the Nonprofit Risk Management Center. The Center provides training, technical assistance and informational resources to help nonprofits take a practical approach to managing risk so that they can fulfill their missions and stay out of trouble.

A prolific author of a more than a dozen comprehensive (and comprehensible!) guides on various risk management topics, Melanie has delivered countless workshops, seminars, and keynote presentations for organizations simply unwilling to leave success to chance. Melanie earned a Bachelor of Arts Degree in Urban Affairs from American University (Washington, DC) and a Juris Doctor from George Mason University (Arlington, VA). She is a member of the District of Columbia Bar Association.

On August 1, 2014, Melanie was named to The NonProfit Times Power & Influence Top 50, the “17th annual celebration of some of the sector’s top executives and strategists.” This is Melanie’s sixth appearance on the list: she was first recognized in 2007, and then again in 2008, 2011, 2012 and 2013.

Melanie is the former chair of the Legal Section Council of ASAE/The Center for Association Leadership, and during 2010-2013 she served on the Not-for-Profit Advisory Committee (NAC) of the Financial Accounting Standards Board (www.fasb.org).

A calculated risk taker, Melanie loves raw fish, scalding coffee, and riding her 2009 Buell Blast, 1964 Norton Electra or 1970 BSA Bantam motorcycles (she always wears her helmet). She also embraces risk by serving on three nonprofit boards. To be on the safe side, she is a certified lay speaker for the United Methodist Church.


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Chris Croll

As the Center’s Marketing & Communications Director, Chris is responsible for making risk management approachable and fun—a seemingly impossible task for which she is uniquely qualified! Chris has spent the past 20 years helping companies launch interactive programs and marketing campaigns. Chris started her career on Madison Avenue producing multimedia on floppy disks. It took nine separate disks to load "The Absolut Museum," the first program Chris worked on, which was an interactive virtual walk through of Absolut Vodka's artist print ads.

Then after Al Gore invented The Internet in the early 1990's, Chris was hired by large telco and cable companies to help them launch broadband programming for their high speed networks. Chris was then recruited to help IT research and advisory firm GartnerGroup (now Gartner) play in the dotcom space. Next Chris relocated to Virginia to spearhead the launch of AOL's first brand extension - AOL for Small Business, which signed up 400,000 small business subscribers in its first year. While at AOL, Chris led teams responsible for AOL's classifieds content channels (Autos, Real Estate, Jobs, Computing and Yellow Pages), which generated in excess of $100M in revenue for the company. Chris has been an invited speaker at Comdex, Symposia in Australia and for Paul Kagan conferences and she has been interviewed by CNN, "USA Today" and other national media. For the past several years, Chris has been serving as President of Croll Ventures, LLC which provides management consulting and writing services to help companies achieve greater return on investment from their marketing and social media initiatives. In her off hours, Chris writes articles and pens an advice column called "Ask Chris: What to Say When..." for a lifestyle magazine that reaches 250,000 women in the metropolitan Washington D.C. area.

Chris earned a Master's in Interactive Telecommunications from New York University and a Bachelor of Science in Television & Radio from Ithaca College. Chris has also been known to brag about earning a PhD in GSD (getting stuff done!) Chris speaks French which came in handy when she moved to Paris in early 1992 to serve as an Assistant Manager at Disneyland Paris. Chris is now learning Mandarin which will come in handy when she orders takeout. Chris lives in Leesburg with her patient husband, her even more patient Yellow Lab Maggie and her two extraordinarily impatient children, ages 5 and 7. Follow Chris on Twitter at @chriscroll or become a fan of Croll Ventures, LLC on Facebook.


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Chris Romm

Chris Romm is the Director of Risk Management at the Non Profit Insurance Program (NPIP), where she leads the development and delivery of a wide array of Risk Management Tools and Services.  Chris has been a featured presenter at the SUMMIT for the past two years, as well as other Conferences throughout the Pacific Northwest.  Chris earned her Master’s in Education and spent nearly 20 years as a professional educator before joining NPIP.  During this time she received local and regional honors and recognitions.  Chris is very active as a volunteer for many community organizations and has chaired a variety of fine art programs and co-founded a local music festival. 


2 pm-5 pm — Pre-Conference Workshops

 

“I’ll Be Watching You” and “You’ve Lost That Lovin’ Feeling”

Featuring: Dennis M. Kirschbaum, ARM (BIO), Hillel: The Foundation for Jewish Campus Life, Washington, DC

This two-part program explores very different facets of HR risk: poor supervision and employee separation. Attend one or both segments.

PART 1 - "I’ll be Watching You" - Supervision: What's the Risk?

Supervision is perhaps more art than science. Few managers ever receive formal training on how to supervise others. And there are no clear benchmarks to measure effectiveness. Is it how well the employee performs? How happy he or she is? Or how much the employee produces? What are the qualities that employees most desire in a supervisor and do those qualities mesh with the interests of the organization? This workshop will explore the differences between substandard and inspired supervision, the significant risks facing nonprofits when poor supervision is the norm, and practical strategies for improving your management skill and those of the other managers in your nonprofit.

PART 2 - "You've Lost That Lovin' Feeling" - Managing the Risks of Employee Separation

Employee terminations, layoffs and “right sizing” represent the riskiest phase of the employment relationship. This workshop will explore risk management do’s and don’ts when it’s time to shift gears, cut ties, and say “bye-bye” to members of your nonprofit’s professional, service and support teams.

 

“Like a Bridge Over Troubled Waters” - Leading in Times of Crisis

Featuring: Melanie Lockwood Herman (BIO), Nonprofit Risk Management Center, Leesburg, VA and Chris Croll (BIO), Croll Ventures and the Nonprofit Risk Management Center, Leesburg, VA

*AFFILIATE Exclusive* - The Center is pleased to offer this complimentary, pre-conference workshop exclusively for our AFFILIATE members. The program will feature practical crisis management guidance as well as hands-on media relations training. If you work for one of our AFFILIATES, or if your nonprofit employer is a member of one of our AFFILIATES, you are eligible to participate. Space is limited for this special program. Want to attend? Become a Center AFFILIATE at: www.nonprofitrisk.org/affiliates/default.asp.

 

“Space Oddity” and ”Think!”

Featuring: Chris Romm (BIO), Canfield, Ephrata, WA

This two-part pre-conference workshop offers the opportunity to delve into two thought-provoking topics. Attend one or both parts.

PART 1 - “Space Oddity” - Risk Management IS Customer Relations – “Sales experience” and “customer relations” skills rarely appear on the position descriptions of nonprofit CFOs and risk managers. Yet let’s face it, your innovative, mission-protecting risk management program will be yesterday’s news if you’re unable to sell it to those who must comply and provide outstanding customer service when you’re called on to sort out a crisis or prevent the roof from falling down on your participants. Attend this workshop to learn the tricks of the trade from two skill areas that are essential to your success in risk management.

PART 2 - “Think!” – Is My Nonprofit Liable…or Not? – This workshop explores the intersection of legal liability and nonprofit programs. Decisions that expose… or protect against liability are sometimes made in less time than the catchy number that plays during the Final Jeopardy! Countdown (Hint: if you “think!” hard enough the name of the song will come to you). This workshop explores discrete areas of liability exposure for nonprofits and offers a practical approach to evaluating your exposures. Instead of guessing the answer, find out how to make an informed calculation.

5 pm-6:30 pm — Welcome Reception

 

Join Center staff, board leaders and SUMMIT faculty for a light reception at the Hard Rock Hotel.

Monday, August 27, 2012

8 am-9 am — Continental Breakfast, Exhibits and Networking

8 am-5 pm — Conference Registration

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Dr. Jeff Salz

Adventure is a matter of attitude-not altitude. Either change affects you, or you affect change. When you choose to affect change, life becomes an adventure. Your vision becomes a creative force that inspires everyone and everything around you. In times of transformation, success depends on maintaining the positive, pro-active perspective of adventure.
            -Dr. Jeff Salz

Dr. Jeff Salz—cultural anthropologist, explorer, and journalist-has made a life out of adventure. He has traversed most of the remaining blank spots on the map, living with the Turkestani Khazaks of Central Asia, riding with the Gauchos of Argentina and nomads of Mongolia, and searching for Shangri-La among the lost valleys of the Himalayas. For three months, he led the Chinese army on a merry chase while traveling in disguise with the Khampa nomads of Tibet. Traveling the Andes on horseback, skis, and foot, he traversed the Southern Patagonian Ice Cap, scaled its unclimbed summits, and followed in the footsteps of Butch Cassidy and the Sundance Kid. He has explored lost cities along the Amazon. And, sailing in a traditional reed boat, he became the first person to sail around Lago Titicaca, the sacred lake of the ancient Incas and the world's highest navigable waterway.

Salz has successfully translated his lifetime of explorations into motivational presentations. As one of the nation's foremost authorities on bringing the spirit of adventure into daily life, he is founder and president of Salz & Associates, a management consulting organization dedicated to innovative approaches to personal and organizational change. A partial list of his recent clients includes Aetna, Motorola, GTE, Pacific Bell, Hewlett Packard, and The Walt Disney Company.

Salz is also the author of The Way of Adventure: Transforming Your Life and Work with Spirit and Vision.

He takes his audiences on a lively exploration of the adventure perspective as a strategy for increasing effectiveness on the job and in daily life. To successfully negotiate adverse and unexpected circumstances, an adventurer must be creative. This ability must now belong to us all. In unfamiliar territory, the leader is the person with the map. Salz offers that map. Sharing colorful slides and thought-provoking insights gained from his worldwide expeditions, he skillfully guides audience members through the uncertainties of a changing world, inspiring them to chart their own course, achieve their goals, and turn each day into a "peak experience." His humorous style and profound sense of humanity make each presentation a memorable event, and audiences come away with a new sense of enthusiasm for their lives and careers.

Salz holds a bachelor's degree in outdoor education from Prescott College, a master's degree in education from International College, and a doctorate of philosophy in cultural anthropology from Ryokan College. He taught for ten years at San Diego State University, where he was named Outstanding Professor, drawing the university's largest enrollment for a non-required course. Let him instill the adventure of change at your next event!


9 am-10:15 am — Opening Plenary Session

 

“Shake It Up” - Opening Plenary Session

Featuring: Dr. Jeff Salz (BIO), Adventurer, Cultural Anthropologist, and Filmmaker

“Shake It Up!” A presentation by Dr. Jeff Salz, adventurer, filmmaker and cultural anthropologist. You don’t have to climb mountains in Patagonia, sleep in a NY train station or apprentice with a Peruvian shaman--all things Jeff Salz, Doctor of Anthropology, has done--to find adventure in your life. In this insightful and motivating keynote session, this “real life Indiana Jones” will share with us not only amazing stories about his adventures to the corners of the earth but his secrets to rekindling the spirit of discovery and wonder in even the most mundane corners of your life.

Welcome: 

  • Neil J. Nicoll, President and Chief Executive Officer, YMCA of the USA
  • Pier C. Rogers, Director, Axelson Center for Nonprofit Management, North Park University
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Michael Gurtler

Mike Gurtler is a risk management professional who enjoyed 25 years as a YMCA professional before forming Safe-Wise Consulting in 2007. Safe-Wise works with nonprofits all over the US helping to nurture sound safety and risk management practices. Mike subscribes to the Center’s broad but practical approach to risk management and tries to avoid being type-cast as an expert who tells people what they cannot do. Mike is a key team member in the Center’s youth-protection, aquatic safety and recreation consulting practice. According to Mike, “I think the challenge for insightful risk consulting is being able to say “Yes” in a responsible way that is acceptable to the organization and its mission.” Mike has produced a substantial body of topical resources on various risk management topics and is a capable and popular trainer and presenter.

Mike lives in Maine with his family: Michele (spouse of 17 years), Mason (son of 9 years going on 30), Bella (the dog) and Lucy (a very independent cat). The Gurtler family braves the New England winters in order to enjoy the mountains, lakes, ocean and small town community living. An avid basketball player, Mike can often be found at the local Y chasing after his errant shot attempts and setting up orange safety cones.


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Joan Dove

Joan has over 33 years of commercial lines insurance underwriting, marketing, and brokerage experience. Her background enables her to assess risk, properly identify exposures and effectively negotiate pricing, terms and conditions to satisfy all stakeholders.

Joan specializes in providing insurance and risk management solutions for  YMCAs, cultural institutions, universities & colleges, nonprofit  and real estate clients throughout the country.  She is a producer and Unit Manager for Gallagher San Francisco and works with clients across the U.S. Joan gives numerous seminars on risk management for nonprofits in the areas of child abuse prevention, supervisor training, claims management, employee and volunteer safety. She helps organizations develope cost effective insurance and risk management programs to protect their assets and reputation.

 

Joan prides herself on providing superior service and expertise to her clients. She was named  “Power Broker” in the nonprofit sector by Risk & Insurance Magazine for her work with YMCAs in 2009 and again in 2011.


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Paula Cozzi Goedert

Paula Cozzi Goedert is a partner in the Chicago office of Barnes & Thornburg LLP where she chairs the Associations and Foundations Practice Group.  She concentrates her practice on the representation of non-profit organizations, including professional societies, trade associations, public charities and private foundations.  She is listed in the 2012 edition of The Best Lawyers in America® in the Non-Profit/Charities area.


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Cynthia A. Pierce, CPA

Cynthia A. Pierce, CPA - Cindi is the Managing Partner of Crowe Horwath LLP’s National Not-for-Profit and Higher Education Practice. Based in Crowe’s Chicago office, she has over 30 years of audit, tax, and consulting experience in the public sector industry. Her leadership positions with the firm include two terms on the Firm’s Executive Committee, Chair of the Crowe Horwath Foundation, and Past Chair of the Crowe Horwath Audit Committee.

Cindi has been appointed to her second term as a member of the Financial Accounting Standards Board Not-for-Profit Advisory Committee. She is currently a board member and Audit Committee Chair of the National Outdoor Leadership School (NOLS) based in Lander, Wyoming. She has also served on a number of not-for-profit boards, including the Lincoln Park Zoo Planned Giving Advisory Council and Treasurer of Taltree Arboretum & Gardens.


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Brian Zygmunt, CPA

Brian Zygmunt, CPA - Brian is partner at Crowe Horwath with over sixteen (16) years of total professional experience. This includes over thirteen years of audit and business advisory experience with the majority in the Public Sector arena, specializing in audit and accounting matters impacting higher education and not-for-profit organizations. Brian has significant experience in relation to financial reporting, budgeting, and governmental regulations. 

Certifications:
• Certified Public Accountant
• Professional Affiliations: American Institute of Certified Public Accountants, Illinois CPA Society (Member of the Illinois CPA Society’s Not-For-Profit Committee)


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Kimberly A. Pendo, Esq.

"Kimberly A. Pendo is a founding Member of Chicago Law Partners, LLC, where she practices not-for-profit and corporate law. Kimberly counsels not-for-profit organizations on all aspects of their business and operations.  She is a frequent speaker on association-related topics and a regular contributor to association magazines and newsletters.

Kimberly is the current chair of the Association Forum of Chicagoland’s Public Policy Committee, and a past chair of the Chicago Bar Association Trade & Professional Associations Law Committee.  She is also a member of the American Society of Association Executives, for which she serves on the Chicago Legal Symposium Planning Committee.  In 2006, the Cook County Bar Association presented Kimberly with its President Award in recognition of her outstanding service to the association.As part of her work within the association community, Kimberly played a key role in authoring a series of recent amendments that updated and modernized the Illinois Not For Profit Corporation Act on behalf of the Association Forum of Chicagoland."              


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Sally J. Scott

Sally J. Scott is a partner in the Labor & Employment and Education Practice Groups at Franczek Radelet P.C.  She represents management in both the private and public sectors in all aspects of labor and employment law.  She counsels clients and litigates matters relating to discrimination and civil rights claims, sexual harassment, wrongful discharge, breach of contract and the enforcement of non-competitive agreements. Sally uses her substantial experience to provide day-to-day counseling to employers on how to best achieve their business objectives while limiting the risks of litigation.  Her labor experience includes collective bargaining, arbitrations, union organizing campaigns and defending unfair labor practice claims. 


10:30 am-12 pm — CONCURRENT WORKSHOPS

 

“Cats in the Cradle” - Effective Youth Protection Strategies

Featuring: Michael Gurtler (BIO), Safe-Wise Consulting, Bar Harbor, ME and Joan Dove (BIO), Arthur J. Gallagher Risk Management Services, San Francisco, CA

The youth involved in many nonprofit programs can be exposed to mistreatment from peers as well as adults. Is your organization hard wired to protect youth, staff and the organization? This workshop will offer a thought-provoking look at best in class youth protection practices, as well as some commonly overlooked danger signs.

 

“Don't Stop Thinking About Tomorrow” - Top 10 Legal Risks That Keep Nonprofit Leaders Awake at Night

Featuring: Paula Cozzi Goedert (BIO), Barnes & Thornburg, LLP, Chicago, IL

This workshop will help you sleep easy by outlining the “top 10” legal risks for 2012. Some may be familiar and others will be surprising. You won’t want to miss this opportunity to learn about areas of danger as well as practical steps and approaches to reducing worry and taking action in the face of legal risk.

 

“It's All About the Benjamins” - Advanced Accounting Issues for CFOs

Featuring: Cynthia A. Pierce, CPA (BIO), Crowe Horwath, LLP, Chicago, IL and Brian Zygmunt, CPA (BIO), Crowe Horwath, LLP, Chicago, IL

This workshop will explore transactions that are unique to nonprofit organizations, (e.g., complex contribution agreements, accounting for revenue derived from endowments, accounting for split interest agreements, accounting treatments for donated goods and services) and include an update on recent or pending FASB developments relevant to nonprofits.

 

“Shiny Happy People” - Ask The HR Experts

Featuring: Kimberly A. Pendo, Esq. (BIO), Chicago Law Partners, LLC, Chicago, IL and Sally J. Scott (BIO), Franczek Radelet P.C., Chicago, IL

This session will explore top human resources risks facing nonprofit organizations and will provide an opportunity to glean valuable insights from a panel of human capital experts.

12 pm-12:45 pm — Conference Luncheon

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Diana Del Bel Belluz

Diana Del Bel Belluz is President and founder of Risk Wise Inc. Since 1990, Diana has been providing advice and support to executive leadership teams and boards who want to achieve more effective, proactive and strategic management and oversight of risk. She is a talented facilitator who helps her clients to custom-design and implement their Enterprise Risk Management (ERM) program to ‘fit’ their particular business context and unique culture while also ensuring it is compatible with leading ERM standards and practices.  Her forte is helping leaders to solve the people issues associated with bringing ERM to life in their organizations.

Diana advances the practice of ERM through her thought leadership as an educator, conference organizer, speaker, and author of ERM resources including numerous articles, book chapters, and the Risk Management Made Simple Advisorya quarterly publication of ERM implementation tips & resources available at www.riskwise.ca


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Matt Eshleman

Matthew Eshleman, Director of Professional Services, CITI As the Director of Community IT Innovators’ Professional Services group Matthew Eshleman helps to identify and shape the company’s strategy in assessing and recommending technology solutions to a wide variety of non-profit organizations. With over 10 years of experience in advanced network engineering and infrastructure design, he fundamentally understands how technology works and is able to blend both traditional and cloud technologies into practical IT solutions. Matt has dual degrees in CS and CIS and an MBA from the Carey School of Business at Johns Hopkins University. He lives in Baltimore MD with his beautiful wife and 2 year old daughter. When not at work you may find him singing with the Baltimore Choral Arts Society or brewing a hoppy IPA.


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Edward M. Mulherin, CPA, Esq.

Ed has over 30 years of experience providing audit, accounting and consulting services to hundreds of nonprofit clients. He is an expert in nonprofit financial management and accounting is a frequent speaker on a range of nonprofit finance matters at conferences and schools each year. Ed and his Team are extremely mission driven and take great pride in helping their clients achieve their mission thru strong financial management.

Ed is the Founder of  eCratchit, a revolutionary concept for web based bookkeeping and accounting services. The company currently has 25 employees and has worked with hundreds of nonprofit clients located nationwide.

Ed is a graduate of Boston College and Suffolk University Law School and is a member of the Massachusetts Bar and a CPA


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Cynthia A. Pierce, CPA

Cynthia A. Pierce, CPA - Cindi is the Managing Partner of Crowe Horwath LLP’s National Not-for-Profit and Higher Education Practice. Based in Crowe’s Chicago office, she has over 30 years of audit, tax, and consulting experience in the public sector industry. Her leadership positions with the firm include two terms on the Firm’s Executive Committee, Chair of the Crowe Horwath Foundation, and Past Chair of the Crowe Horwath Audit Committee.

Cindi has been appointed to her second term as a member of the Financial Accounting Standards Board Not-for-Profit Advisory Committee. She is currently a board member and Audit Committee Chair of the National Outdoor Leadership School (NOLS) based in Lander, Wyoming. She has also served on a number of not-for-profit boards, including the Lincoln Park Zoo Planned Giving Advisory Council and Treasurer of Taltree Arboretum & Gardens.


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David W. McConnell

David McConnell is currently the Executive VP / Chief Financial Officer for One Hope United as well as the founder/owner of McConnell Financial LLC.  OHU provides protective services to children and their families while McConnell Financial specializes in merger and other fiscal related services to the NFP community. David’s other employments include: Senior VP for Administration and then M&A Services for the Gateway Foundation, CFO of the Lutheran Social Services of Illinois, Business Manager  of the Boston YWCA, Manager of Financial Operations of  Cambridge (MA) Public Schools, and Assistant Controller of Morgan Memorial Goodwill Industries.

In his 42 years of human service employment, he has led or otherwise had a vital role in six mergers including a purchase of 4 early childhood centers, merger with a mental health / addiction treatment center, and others.


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Brian Zygmunt, CPA

Brian Zygmunt, CPA - Brian is partner at Crowe Horwath with over sixteen (16) years of total professional experience. This includes over thirteen years of audit and business advisory experience with the majority in the Public Sector arena, specializing in audit and accounting matters impacting higher education and not-for-profit organizations. Brian has significant experience in relation to financial reporting, budgeting, and governmental regulations. 

Certifications:
• Certified Public Accountant
• Professional Affiliations: American Institute of Certified Public Accountants, Illinois CPA Society (Member of the Illinois CPA Society’s Not-For-Profit Committee)


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Woods Bowman

Woods Bowman, PhD, is an economist and Emeritus Professor of Public Services Management at DePaul University in Chicago. Before joining the faculty he served as Chief Financial Officer of Cook County, Illinois, where he was responsible for risk management. Earlier he served as an elected member of the Illinois House of Representatives, where he was chair of an appropriations committee. His nonprofit experience includes consulting, service on boards, and interim CEO of Goodwill Industries of Metropolitan Chicago, for which he received the 1998 Chairman’s Award from Goodwill Industries International. He is the author of numerous papers that have appeared in peer-reviewed and practitioner journals, and as chapters in edited volumes and entries in edited encyclopedias. He writes the “Nonprofit Ethicist” column for the Nonprofit Quarterly.


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Dana M. Pearl

Dana M. Pearl is a human resources consultant specializing in training programs on EEO issues, including sexual harassment awareness and prevention, age, pregnancy, national origin, race, religious, and other forms of employment discrimination. Ms. Pearl also assists companies with their internal investigations into most types of employment discrimination. She started her own company, The HUMAN Organization, Inc., in 1992 to provide these, and other, EEO services to her clients.

 Ms. Pearl has a BA in Spanish and Sociology from Northwestern University in Evanston, IL and a MBA in Personnel Management from Loyola University in Chicago, IL.She has held human resources management positions in both the private and the non-profit sectors and spent over three years with the U. S. Equal Employment Opportunity Commission as an investigator. Professional memberships include the Evanston, Wilmette, Gay/Lesbian and Illinois Chambers of Commerce, and NELA-IL (National Employment Lawyers Association) as a non-attorney member."


1 pm-2:30 pm — CONCURRENT WORKSHOPS

 

“Leader of the Band” - Influencing Risk Management Culture

Featuring: Diana Del Bel Belluz (BIO), Risk Wise Inc., Toronto, Ontario

Setting the right tone for your organization comes from the top down. This workshop will explore the essential role of leadership in developing a healthy, risk-aware culture.

Plan to attend this workshop to learn about:

  • Setting the tone: Articulating a solid risk management vision
  • Socializing your plans: Understanding—and overcoming—risk management resistance
  • Maintaining the culture: Practical strategies for continuing good risk management habits
 

“Mr. Roboto” - IT Governance: Out of Sight, Not Out of Mind

Featuring: Matt Eshleman (BIO), CITI, Washington, DC

As a leader, how do you take ownership of IT issues for your organization? This workshop will explore strategies for creating effective, sustainable and accountable IT governance, and will include tips for determining how to integrate outsourced functions with a strong in-house capacity

 

“Take The Money and Run” - Ask the CPAs

Featuring: Edward M. Mulherin, CPA, Esq. (BIO), eCratchit, Inc., Braintree, MA, Cynthia A. Pierce, CPA (BIO), Crowe Horwath, LLP, Chicago, IL, David W. McConnell (BIO), One Hope United, Chicago, IL and Brian Zygmunt, CPA (BIO), Crowe Horwath, LLP, Chicago, IL

The role of the CFO continues to evolve as nonprofit boards embrace their responsibility for fiscal oversight and increasingly insist on the use of financial dashboards and other tools for evaluating and monitoring a nonprofit’s fiscal health. This session will begin with a discussion of tools and strategies our panelists have found helpful and continue with questions from the audience about accounting topics, financial management and fiscal oversight.

 

“Whole Lotta Love” - Everything You Ever Wanted to Know About Workplace Relationships, But Were Afraid to Ask

Featuring: Woods Bowman (BIO), DePaul University, Chicago, IL and Dana M. Pearl (BIO), The HUMAN Organization, Inc., Evanston, IL

High performing nonprofits model integrity and ethical behavior while encouraging trust and caring among staff and volunteers. This session will explore how to manage the risks that arise from close personal relationships at the office or in the field. Hear practical advice about how to protect your nonprofit before a messy situation arises. Our presenters will define what constitutes sexual harassment, explain "third-party" harassment, and will provide examples of the legal consequences. Find out how even consensual relationships can lead to costly legal issues for an organization, including claims of differential compensation and gender discrimination.

2:30 pm-3 pm — Networking Break

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Mark Hessel

Mr. Hessel has specialized in the appraisal of real and personal property for public entities and nonprofit organizations for over 27 years. The primary purposes of his work have included property insurance and cost accounting/depreciation studies. Clients served include large property carriers, risk pooling organizations, individual units of government and special districts, educational concerns at all levels, and individual nonprofits such as religious institutions and private schools. His responsibilities at Hirons currently include overseeing their national insurance appraisal practice, managing key accounts and devlopment of new business. Affiliated with professional organizations too numeous to list, he was formally educated at the University of WI - Milwaukee


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Paula Cozzi Goedert

Paula Cozzi Goedert is a partner in the Chicago office of Barnes & Thornburg LLP where she chairs the Associations and Foundations Practice Group.  She concentrates her practice on the representation of non-profit organizations, including professional societies, trade associations, public charities and private foundations.  She is listed in the 2012 edition of The Best Lawyers in America® in the Non-Profit/Charities area.


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Gary K. Moore

Gary K. Moore attended the University of Illinois, earning a Bachelor of Arts Degree in 1969 and a Master of Arts Degree in 1971.  In 1974, he received his Juris Doctor Degree from Loyola University School of Law.  He has tried more than 75 jury trials, dozens of bench trials and has successfully argued appeals before the Illinois Appellate Court and the Supreme Court of Illinois.  Throughout his career Mr. Moore has been privileged to defend clients in an array of large damages cases with intense media exposure.  His defense of the country's most prominent youth mentoring organization in a sexual abuse case culminated in a landmark Appellate Court opinion favorable to national youth services organizations.  He has authored articles on the defense of sex abuse cases and is widely sought after to speak at conferences on the subject.   


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Matt Eshleman

Matthew Eshleman, Director of Professional Services, CITI As the Director of Community IT Innovators’ Professional Services group Matthew Eshleman helps to identify and shape the company’s strategy in assessing and recommending technology solutions to a wide variety of non-profit organizations. With over 10 years of experience in advanced network engineering and infrastructure design, he fundamentally understands how technology works and is able to blend both traditional and cloud technologies into practical IT solutions. Matt has dual degrees in CS and CIS and an MBA from the Carey School of Business at Johns Hopkins University. He lives in Baltimore MD with his beautiful wife and 2 year old daughter. When not at work you may find him singing with the Baltimore Choral Arts Society or brewing a hoppy IPA.


3 pm-4:30 pm — CONCURRENT WORKSHOPS

 

“For What It's Worth” - Property Appraisals for Nonprofits

Featuring: Mark Hessel (BIO), HCA Asset Management, Milwaukee, WI

The process of evaluating property for placement/coverage has evolved significantly in recent years. No longer is it sufficient to simply roll old values over on inaccurate schedules and obtain the same rate year after year. This session will explore the actual process and methodology involved in valuing property exposures; discuss new challenges senior nonprofit leaders face during renewals; and outline specific data requirements underwriters/reinsurers are looking for in submittals. It will also detail specific approaches for more challenging types of property, such as historic structures, and work through practical examples and sample reports.

Learning Outcomes:

  1. Understand the appraisal process and methodologies employed.
  2. Review key underwriting data looked for by underwriters/reinsurers.
  3. Discover the importance of more frequent property reviews/appraisals.
 

“I Am The Law” - Ask the Lawyers

Featuring: Paula Cozzi Goedert (BIO), Barnes & Thornburg, LLP, Chicago, IL, Barbara F. Dunn, Howe & Hutton Ltd., Ballwin, MO and Gary K. Moore (BIO), Moore Strickland, Chicago, IL

Attend this workshop to receive practical advice from a panel of respected legal counsel with deep experience advising mission-driven organizations. Learn more about legal risks you’ve overlooked, and get answers to your stickiest legal dilemmas.

 

“Lucy In the Sky With Diamonds” - Managing Risk and Reward in the “Cloud“

Featuring: Matt Eshleman (BIO), CITI, Washington, DC and Jeff Avilla, Intacct, San Jose, CA

Are you leery of cloud computing? Many nonprofit leaders considering the upsides of cloud computing remain concerned about data security in the cloud, among other issues. This workshop will explore security risks in a cloud computing environment and offer actionable tips and recommendations to smooth your transition to the cloud.

 

10 Risk Lessons from the London Games

Featuring: Chris Sullivan, MARSH, Chicago, IL

Whether you’re a fan of swimming, beach volleyball, track and field, gymnastics, soccer or water polo, inspiration was in great supply as the years of training and dedication paid off for the members of Team USA. In addition to inspiring your own personal fitness goals, the athletes, teams, training regimens and competitions offer valuable insights on risk-taking and risk management. This workshop will celebrate the games by exploring the “risk lessons” from the event. Topics on our list include cyber security, privacy liability, broker-client relations, and more.

4:30 pm-6:30 pm — Reception

Tuesday, August 28, 2012

8 am-9 am — Continental Breakfast, Exhibits and Networking

8 am-4 pm — Conference Registration

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Mark Addleson

Mark Addleson is an Associate Professor of Management Economics at George Mason University School of Public Policy.

Before joining George Mason University in 1994, Professor Addleson taught for more than 20 years in his native South Africa at the University of the Witwatersrand's Graduate School of Business Administration, where he was head of the General Management program (marketing, strategy, economics).

From 1996 until 2006 Professor Addleson directed the Masters program on Organization Development and Knowledge Management. The program focus is on group and team-based approaches to organizing, including understanding the role of communities of practice in the workplace. Managing projects requires managing and assessing knowledge and knowledge transfer in addition to work flow.

In 2001 Professor Addleson introduced a Masters program in Knowledge Management in the School of Public Policy.

From 1989 to 1994, Professor Addleson was a director of Econometrix, a firm of consultants with clients across all sectors of the economy. He has consulted with many companies and public and non-profit organizations both in the United States and South Africa. Most recently, he consulted on the University of Maryland's TAMAR Project (Trauma, Addictions, Mental health And Recovery), using organizational learning ideas and practices in an integrated trauma treatment and education program for women with co-occurring disorders who are inmates in detention centers. Currently he is working in the area of organizational coaching, to develop new approaches to organizational change.

Professor Addleson publishes regularly in academic journals and has authored books, newspaper articles, and papers presented at local and overseas conferences. Topics include urban and regional policy and regional manufacturing in South Africa, and the foundations of social theory and the nature of management decisions. He has been awarded numerous research grants and the Wits Business School's award for teaching excellence.


9 am-10:15 am — Plenary Session

 

“Come Together” - Collaboration is the New Black

Featuring: Mark Addleson (BIO), George Mason University, Fairfax, VA

The nonprofit sector attracts extraordinarily creative leaders to support a wide range of causes. Yet many nonprofit missions languish under traditional, top-down management structures that are learned in graduate schools or in the halls of for-profits and nonprofits around the world. In his new book, “Beyond Management: Taking Charge at Work,” author, professor and management consultant Mark Addleson explores the failure of traditional management practices in 21st Century workplaces. During a provocative keynote at this year’s SUMMIT, Professor Addleson will share his thoughts on the role of collaboration in a nonprofit workplace, how to overcome common roadblocks to achieving real collaboration, and the best ways to “break the mold” of revered management systems with grace and savoir faire. Learn how to empower your paid and volunteer knowledge workers to make collective decisions that bolster your mission and propel your organization forward.

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Cecil A. Lynn III

Cecil A. Lynn is a highly-regarded thought-leader in the area of electronic discovery. He speaks and publishes on a wide variety of eDiscovery topics, including:

•Data retention

•Data collection

•Document review

•Data accessibility

•International eDiscovery

Cecil serves as an instructor for the National Institute for Trial Advocacy where he teaches courses in e-discovery, deposition skills and trial advocacy. He has also taught a university-level eDiscovery certification program at California State University at Fullerton and is a former adjunct professor at Loyola Law School in Los Angeles, California.

 Previously, Cecil worked as general counsel for an international apparel company which gave him an understanding of the corporate law department environment. Prior to working in-house, he litigated several civil and criminal cases while working at two prestigious California-based law firms. In addition, he served as a trial attorney for the Civil Rights Division, Criminal Section of the United States Department of Justice and served as a special prosecutor for the National Church Arson Task Force.

Cecil A. Lynn is a highly-regarded thought-leader in the area of electronic discovery. He speaks and publishes on a wide variety of eDiscovery topics, including:

 

•Data retention

•Data collection

•Document review

•Data accessibility

•International eDiscovery

Cecil serves as an instructor for the National Institute for Trial Advocacy where he teaches courses in e-discovery, deposition skills and trial advocacy. He has also taught a university-level eDiscovery certification program at California State University at Fullerton and is a former adjunct professor at Loyola Law School in Los Angeles, California.

 

Previously, Cecil worked as general counsel for an international apparel company which gave him an understanding of the corporate law department environment. Prior to working in-house, he litigated several civil and criminal cases while working at two prestigious California-based law firms. In addition, he served as a trial attorney for the Civil Rights Division, Criminal Section of the United States Department of Justice and served as a special prosecutor for the National Church Arson Task Force.

 

 


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Michael A. Schraer

Michael Schraer is Senior Vice President, Global Employment Practices Liability & Not-for-Profit-Manager for Chubb Specialty Insurance (CSI), the Warren, N.J.-based executive protection and professional liability underwriting division of the Chubb Group of Insurance Companies. In this role he has responsibility for underwriting, management, and new product development in the not-for-profit market area.  Michael joined Chubb in 1989 as an underwriting trainee, was elected Vice President in 2001, and assumed his present position in May 2004.  Since 2007, Michael has been a member of the Board of Directors and is currently President of the Nonprofit Risk Management Center (NRMC) in Leesburg, VA.  NRMC is a nonprofit organization that provides risk management services to community-serving nonprofit organizations.  Michael has a B.S. in marketing and finance from the University of Virginia.


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Lisa Prinz

Lisa Prinz is vice president of human services for Harleysville insurance company. In this role, she manages the growth, profitability and development of the company’s human services business. Lisa has earned a bachelor’s degree from West Chester University and a juris doctor from the Widener University School of Law. She also holds the professional designations of Chartered Property Casualty Underwriter (CPCU), Associate in Reinsurance (ARe) and Registered Professional Liability Underwriter (RPLU), and is a member of the Pennsylvania Bar Association. Her outside activities include her position as a board member of Ivy Hill Equestrian Center, a program for special needs children and adults and a board member of the Non Profit Risk Management Center

Lisa currently resides in Limerick, Pennsylvania with her husband and daughter. 


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Phil Shirk

Phillip A. Shirk joined Great American Insurance Group’s Specialty Human Services Division as a Divisional Vice President in August 2011. Mr. Shirk joined Great American from Liberty Mutual where he recently held the title of Senior Director for Commercial General Liability and Construction teams. He brings 28 years of insurance product development, underwriting and marketing   management experience to Great American. Since joining SHS Product Management Team he has been instrumental in updating the Abuse or Molestation and Professional coverage forms to industry leading status, and recently coordinated the rollout of SHS new Cyber (Net) product. Mr. Shirk holds a Bachelor degree from the College of Business from The Ohio State University with a major in Insurance and Risk Management. In addition, he has obtained the CPCU, CIC, CRM and APA professional designations.


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John Prichard

John began his career with Marsh, Inc in 1991 in their Casualty Risk Management division in San Francisco.  After several years of learning insurance, John joined Heffernan Insurance Brokers, which was a small regional independent brokerage firm.  John spent 16 years at Heffernan starting as a P&C producer, and eventually becoming a senior partner and executive of the organization.  In 2009, John became President of Tangram Insurance Services which is a Managing General Agency specializing in Non Profit Workers Compensation.


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Debra L. Zborowski

Deb has enjoyed a long career in the insurance industry and joined First Nonprofit Insurance Company's Underwriting Department in 2004.  Deb is currently Vice President of Regional Operations & Programs.  Her responsibilities include strategic planning and directing the regionalization of operations as First Nonprofit expands across the United States.  Her experience in the nonprofit industry is not limited to insurance. Deb has been an active volunteer with various organizations and implemented a reading program in Texas that still operates after more than 10 years. Her unique blend of insurance and nonprofit experience gives her an invaluable perspective on challenges that today’s social service organizations face.


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Edward M. Mulherin, CPA, Esq.

Ed has over 30 years of experience providing audit, accounting and consulting services to hundreds of nonprofit clients. He is an expert in nonprofit financial management and accounting is a frequent speaker on a range of nonprofit finance matters at conferences and schools each year. Ed and his Team are extremely mission driven and take great pride in helping their clients achieve their mission thru strong financial management.

Ed is the Founder of  eCratchit, a revolutionary concept for web based bookkeeping and accounting services. The company currently has 25 employees and has worked with hundreds of nonprofit clients located nationwide.

Ed is a graduate of Boston College and Suffolk University Law School and is a member of the Massachusetts Bar and a CPA


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Andreason Brown

Andreason has close to twenty years of financial and administrative experience in the nonprofit sector spanning a broad spectrum of organizations including social service, alternative design,  performing arts, and for membership/volunteer organizations.  Prior to joining Donors Forum, Andreason served as Vice President of Finance, Information, and Administration with the Executive Service Corps of Chicago.

Andreason was elected in 2004 to the Board of Chicago Dance Crash, a multi-disciplined contemporary dance company and currently serves as Board President.  A Michigan native, he graduated from Central Michigan University with a B.S. in Economics.


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Diana Del Bel Belluz

Diana Del Bel Belluz is President and founder of Risk Wise Inc. Since 1990, Diana has been providing advice and support to executive leadership teams and boards who want to achieve more effective, proactive and strategic management and oversight of risk. She is a talented facilitator who helps her clients to custom-design and implement their Enterprise Risk Management (ERM) program to ‘fit’ their particular business context and unique culture while also ensuring it is compatible with leading ERM standards and practices.  Her forte is helping leaders to solve the people issues associated with bringing ERM to life in their organizations.

Diana advances the practice of ERM through her thought leadership as an educator, conference organizer, speaker, and author of ERM resources including numerous articles, book chapters, and the Risk Management Made Simple Advisorya quarterly publication of ERM implementation tips & resources available at www.riskwise.ca


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Tracy-Elizabeth Clay

Tracy-Elizabeth Clay provides legal counsel, guidance, and strategic advice in support of Teach For America. She ensures legal and regulatory compliance while promoting Teach For America’s interests in matters related to contracts and general business law, real estate, litigation, employment and labor law, intellectual property, risk management, and insurance. Clay also serves as corporate secretary for Teach For America. In addition, Clay was the founding general counsel and corporate secretary for Teach For All, Inc., a 501(c)(3) organization which provides technical assistance and support to social entrepreneurs in more than 25 countries who are applying the teacher-leadership development model pioneered by Teach For America to educational inequities that exist within their countries. Clay also serves as general counsel for Leadership for Educational Equity, a social welfare organization dedicated to fostering the public leadership of Teach for America. Tracy-Elizabeth Clay clerked for the Hon. Anne E. Thompson of the US District of New Jersey and is a graduate of Stanford University and Harvard Law School (magna cum laude).


10:30 am-12 pm — CONCURRENT WORKSHOPS

 

“Call Me” - Personal Devices at Work...Smart Savings or Unacceptable Risk?

Featuring: Cecil A. Lynn III (BIO), Littler Mendelson, Phoenix, AZ

A growing number of nonprofit employees are asking to use personal devices for business purposes, including devices containing apps, music collections, photos and more. This workshop will explore the downside risks and upside rewards in the "Bring Your Own Device" movement. The session will offer practical advice on managing the risks of dual-use devices in a nonprofit workplace, including technological safeguards, organizational policy and employee education.

 

“Don't Stop Believin” - Ask the Underwriters

Featuring: Michael A. Schraer (BIO), Chubb Specialty Insurance, Warren, NJ, Lisa Prinz (BIO), Harleysville Insurance, Harleysville, PA, Phil Shirk (BIO), Great American Insurance Group, Cincinnati, OH, John Prichard (BIO), Tangram Insurance Services, Petaluma, CA and Debra L. Zborowski (BIO), First Nonprofit Insurance Company, Chicago, IL

In many respects, your nonprofit’s insurance program is at the mercy of an underwriter you may never meet. This workshop offers an opportunity to meet the people behind the “curtain,” take a behind the scenes factory “tour” and find out how insurance comes to life. Members of the panel will share stories about insurance applicant missteps and oversteps and take your questions about the process, the coverage and the industry.

 

“Money, Money, Money” - Transitioning to Financial Sustainability

Moderator: Thomas D. Bonomo, First Nonprofit Insurance Company, Baltimore, MD

Featuring: Edward M. Mulherin, CPA, Esq. (BIO), eCratchit, Inc., Braintree, MA and Andreason Brown (BIO), Donors Forum, Chicago, IL

When the financial statements of a nonprofit reveal less than desired results, it is time to take a closer look at the nonprofit’s sources and uses of revenue. Significant changes in the methods and strategies for generating revenue and the nonprofit’s approach to spending are often required to achieve a better bottom line. This session will explore the role of the CFO and CEO in inspiring the governing body’s transition from financial reporting and oversight to the harder but necessary challenge of ensuring financial sustainability.

 

“Taking Care of Business” - Enterprise Risk Management

Featuring: Diana Del Bel Belluz (BIO), Risk Wise Inc., Toronto, Ontario, Paul Duke, World Vision, Federal Way, WA and Tracy-Elizabeth Clay (BIO), Teach For America, Chicago, IL

The intent of enterprise risk management (ERM) is to enable an organization to advance its mission in an environment of continuing uncertainty. Over the past decade ERM has been gaining traction across the corporate, government and nonprofit sectors. But how can you tell when your nonprofit is ready for ERM? How do you get started? What are standard metrics for measuring success? What standards, frameworks and tools can help? Don’t miss out on this opportunity to get advice from a panel of executives who are implementing ERM in their respective nonprofit organizations. Hear firsthand from pioneering ERM leaders and about what ERM can and can’t do.

12 pm-1 pm — Conference Luncheon

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Debbie Johnson

Debbie Johnson is Chief Financial Officer for the American Diabetes Association, the nation’s largest voluntary health organization leading the fight to Stop Diabetes.  She joined the Association in 1998 after developing an extensive background at KPMG in auditing and consulting for nonprofit organizations.

 Since taking the lead as Chief Financial Officer in 2005, Debbie has spearheaded numerous campaigns to streamline and automate the Association's financial practices to reduce overhead and expedite the flow of funds to key Association programs.  She believes that a critical part of her job is to find the right balance ensuring the Association complies with required laws and regulations while still enabling the organization to operate efficiently.  This perspective is directly relevant to her role as staff liaison to the Association’s Board Conflict of Interest SubCommittee.

 Debbie is a graduate of the University of Virginia and currently lives in Reston, Virginia, with her husband and three fabulous sons.


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Woods Bowman

Woods Bowman, PhD, is an economist and Emeritus Professor of Public Services Management at DePaul University in Chicago. Before joining the faculty he served as Chief Financial Officer of Cook County, Illinois, where he was responsible for risk management. Earlier he served as an elected member of the Illinois House of Representatives, where he was chair of an appropriations committee. His nonprofit experience includes consulting, service on boards, and interim CEO of Goodwill Industries of Metropolitan Chicago, for which he received the 1998 Chairman’s Award from Goodwill Industries International. He is the author of numerous papers that have appeared in peer-reviewed and practitioner journals, and as chapters in edited volumes and entries in edited encyclopedias. He writes the “Nonprofit Ethicist” column for the Nonprofit Quarterly.


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Ann Shanklin

Ann Shanklin is the Director of Loss Control for the Nonprofits Insurance Alliance group of companies.  Joining the organization in 2005, she works in collaboration with the member-insured nonprofits and their insurance brokers to improve all aspects of loss control and safety in the delivery of the many key services nonprofits provide in their communities.

Ann has spent the majority of her career in the nonprofit sector. She joined the group after 23 years with the National Safety Council, where she was the Director of the Western Region Office.


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Chris Croll

As the Center’s Marketing & Communications Director, Chris is responsible for making risk management approachable and fun—a seemingly impossible task for which she is uniquely qualified! Chris has spent the past 20 years helping companies launch interactive programs and marketing campaigns. Chris started her career on Madison Avenue producing multimedia on floppy disks. It took nine separate disks to load "The Absolut Museum," the first program Chris worked on, which was an interactive virtual walk through of Absolut Vodka's artist print ads.

Then after Al Gore invented The Internet in the early 1990's, Chris was hired by large telco and cable companies to help them launch broadband programming for their high speed networks. Chris was then recruited to help IT research and advisory firm GartnerGroup (now Gartner) play in the dotcom space. Next Chris relocated to Virginia to spearhead the launch of AOL's first brand extension - AOL for Small Business, which signed up 400,000 small business subscribers in its first year. While at AOL, Chris led teams responsible for AOL's classifieds content channels (Autos, Real Estate, Jobs, Computing and Yellow Pages), which generated in excess of $100M in revenue for the company. Chris has been an invited speaker at Comdex, Symposia in Australia and for Paul Kagan conferences and she has been interviewed by CNN, "USA Today" and other national media. For the past several years, Chris has been serving as President of Croll Ventures, LLC which provides management consulting and writing services to help companies achieve greater return on investment from their marketing and social media initiatives. In her off hours, Chris writes articles and pens an advice column called "Ask Chris: What to Say When..." for a lifestyle magazine that reaches 250,000 women in the metropolitan Washington D.C. area.

Chris earned a Master's in Interactive Telecommunications from New York University and a Bachelor of Science in Television & Radio from Ithaca College. Chris has also been known to brag about earning a PhD in GSD (getting stuff done!) Chris speaks French which came in handy when she moved to Paris in early 1992 to serve as an Assistant Manager at Disneyland Paris. Chris is now learning Mandarin which will come in handy when she orders takeout. Chris lives in Leesburg with her patient husband, her even more patient Yellow Lab Maggie and her two extraordinarily impatient children, ages 5 and 7. Follow Chris on Twitter at @chriscroll or become a fan of Croll Ventures, LLC on Facebook.


1:15 pm-2:45 pm — CONCURRENT WORKSHOPS

 

“Double Vision” - Managing Conflicts of Interest

Featuring: Debbie Johnson (BIO), American Diabetes Association, Alexandria, VA and Woods Bowman (BIO), DePaul University, Chicago, IL

Attend this workshop to gain a nuanced and practical view about conflicts of interest in a nonprofit organization. Conflicts of interest arise in every nonprofit. The difference is whether leaders choose to manage them or ignore them. Learn how to develop a fit-to-suit approach to surfacing and managing conflicts of interest, including those that have the potential to bolster your mission in the long-term.

 

“Livin' on a Prayer” - Developing a Risk-Aware Culture

Featuring: Ann Shanklin (BIO), Nonprofits Insurance Alliance Group, Santa Cruz, CA

Governance expert Nancy Axelrod’s proclamation that “culture… trumps strategy” is a truism when it comes to risk management in a nonprofit organization. An impressive new risk management policy may be “DOA” when determined staff and volunteers have a “workaround” plan in play before the ink on the new policy is dry. This workshop will explore practical strategies for inspiring a deep and lasting commitment to safety and mission-protection in your nonprofit.

 

“Lyin’ Eyes” — Myths, Trends, and Innovations in Screening and Background Checks

Featuring: Katie Zwetzig, Tandem Select - A Sterling Infosystems Company, Fort Collins, CO

The applicant pool for paid and volunteer positions in nonprofit organizations includes some individuals whose backgrounds render them unsuitable for service. And although leading organizations now have decades of experience developing and implementing screening protocols, the industry has evolved a great deal since the early days when background check meant a long wait and a big price tag. Attend this workshop to learn about the myths associated with screening, recent innovations in the industry, legal and regulatory changes affecting the use of information gleaned through background checks, and best practices for employee and volunteer screening.

 

“With A Little Help From My Friends” - Managing Social Media Risk and Reward

Featuring: Chris Croll (BIO), Croll Ventures and the Nonprofit Risk Management Center, Leesburg, VA

This workshop will explore how best to protect an organization from any number of risks that are unique to social networks. Learn how to get--and stay--educated on the risks, how to integrate social-specific clauses into current risk management policies, engage input from a cross-sections of users, create clearly defined objectives for using social media, and establish sustainable strategies for monitoring social media use and anticipating misuse.

2:45 pm-3 pm — Refreshments and Networking

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Connie L. Lindsey

Connie L. Lindsey is Executive Vice President and Head of Corporate Social Responsibility at Northern Trust, Chicago. She is the first African-American woman to achieve the title of Executive Vice President in the history of the firm. She is responsible for the design and implementation of the global Corporate Social Responsibility strategy for Northern Trust and the development of goals, policies, and programs appropriate to the brand and business unit strategies. In addition, Ms. Lindsey provides oversight and leadership to the firm's response to environmental matters as well as social issues within the marketplace, workplace, and the community. 

Ms. Lindsey is National Board President of Girl Scouts of the USA, the highest ranking volunteer of this 3.4 million member organization. As Board President Connie is an integral part of the Girl Scout transformation, committed to building and sustaining membership growth and ensuring girls receive a premier leadership development experience. She is also a Delegate for Vision 2020, a national project focused on advancing gender equality by energizing the dialogue about women and leadership. Ms. Lindsey is a founding member of the Advisory Board of the Center for Green Schools, a member of the Economic Club of Chicago, Board member of the Executives' Club of Chicago, and serves on the Board of Governors of the Metropolitan Club of Chicago. She is a Leadership Greater Chicago Fellow in the class of 2001, and a former board member of the Joffrey Ballet, Women Employed, and Inroads, Inc. Ms. Lindsey attended the University of Wisconsin-Milwaukee, where she majored in finance and has completed the Harvard Business School Executive Education Corporate Social Responsibility program.

Ms. Lindsey has been profiled on national television on PBS' 30GoodMinutes and ABC's Heart and Soul. She is the recipient of numerous awards, including the National Diversity Council's Most Powerful and Influential Women Award, Women's Bar Association of Illinois-Advocacy Award, N'Digo Corporate Leadership Award, Ebony Magazine's 2009 Power 150, Chicago United's Business Leaders of Color Award, Alpha Kappa Alpha Women Changing the World Award, Life Directions-Guiding Light Award, and the Chicago Defender Women of Excellence Award. In 2011 Ms. Lindsey was honored with the Spirit of Achievement award by Loretto Hospital Foundation. She was the first woman to receive the award in its eight year history. The recognition established the Connie L. Lindsey, Cancer Resource Center at Loretto Hospital in Chicago. She is a recipient of Northern Trust's Chairman's Diversity Award and Volunteer of the Year Award; she is an Inroads, Inc. Alumna and has been inducted into the Inroads Alumni Hall of Fame.


3 pm-4 pm — Closing Plenary Session

 

Closing Plenary - “All That Jazz”

Featuring: Connie L. Lindsey (BIO), Executive Vice President, Northern Trust, Chicago, IL

The most effective leaders in both corporate America and the nonprofit sector bring wisdom, courage and an appetite for risk-taking to their roles. And leading a 21st Century business or nonprofit requires passion and talent as well as great "choreography." Connie Lindsey, is a seasoned risk-taker in both worlds. As EVP and Head of Corporate Social Responsibility at Northern Trust in Chicago, Ms. Lindsey leads the firm's response to environmental matters and social issues in the marketplace, workplace and community. As National Board President of Girl Scouts of the USA, Ms. Lindsey has served in a leadership role in the transformation of the organization. With a "laser-like" focus on sustainable membership growth and ensuring that its members receive a premier leadership development experience, there is no doubt that her efforts "to get her there" will do just that. Attend the closing plenary at the 2012 RISK SUMMIT to hear the risk-taking lessons and insights from an experienced and inspired leader who is at home in the spot light and on the hot seat.