Mark Your Calendar for 2011!

Risk Management & Finance Summit for Nonprofits
September 18-20, 2011
Bell Harbor Conference Center — Seattle, WA
Register Now!

 

Pre-conference workshops will be held at The Edgewater on Sunday, September 18, from 2-5 pm. Plenary sessions and workshops will be held on 19th and 20th at the state-of-the-art Bell Harbor International Conference Center on Seattle’s waterfront. Sleeping rooms and pre-conference networking events will be available beginning Saturday, September 17th at The Edgewater, a one-of-a-kind hotel offering breathtaking views of the Olympic Mountains and Elliott Bay. Seattle’s only waterfront hotel promises a warm and unforgettable welcome for attendees at the Center’s 16th annual fall conference. Discounted rates for Summit attendees include: a city-side rate of $189 or water-side rate of $209 for single or double accommodations. To reserve a room in our limited block, mention the Nonprofit Risk Management Center when you call the hotel at (800) 624-0670 or you can reserve your room online.

A registration discount of $ is available for members of select associations. The discount is only applicable to Early-Bird, Full Summit registrations. Click here to see the list of organizations whose members are eligible for the special discounted rate.

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  • Alabama Association of Nonprofits
  • Maine Association of Nonprofits
  • Texas Association of Nonprofit Organizations
  • YMCA of the USA

Artistry Unleashed: Tapping Your Qualitative Powers to Manage in an Uncertain World

Hilary Austen - AuthorProblem-solving savvy is a skill that every effective nonprofit leader needs from time to time, if not every day. Yet fewer and fewer challenges facing leaders today are the kind that come with a clear set of instructions or simple solutions. Instead, many of the mission-threatening challenges organizations face involve multiple factors, diverse constituencies, varying perspectives and an overall lack of clarity about the means or the ends. Consultant, professor and author Hilary Austen refers to these challenges as "enigmatic problems." In her thought-providing book, Artistry Unleashed, Austen invites leaders to Book - Artistry Unleashedtap into their fundamental human capabilities, and seek, rather than fear ambiguity. You won't want to miss this dynamic plenary session and the opportunity to learn why your nonprofit might be better served when you embrace, rather than avoid surprises. With Hilary Austen as our guide, Summit attendees will have a chance to re-think risk and learn how demanding problems may in fact be priceless opportunities for artistry and organizational transformation.

Between the Lines: What We're Learning from What We're Reading

Join our panel of enthusiastic, voracious readers for an unforgettable and unconventional “book group” session. Each panel member will share their favorite books of 2011 and two or three key lessons or insights from each book. If you love to read you’ll leave this session with a terrific list of “must reads.” If you don’t like to read this session offers answers and insights without the work!

30 Winning Ideas in 30 Minutes…

The Closing Plenary will feature rapid-fire advice you can adapt and apply immediately upon returning home. Our panel of experts will share tried and true risk management tips that will help you getter a bigger bang for your risk management buck. After delivering 30 Winning Ideas in 30 Minutes we’ll distribute conference give-aways and prizes. Only attendees present for the conference closing will be eligible to win.

Corporate Sponsors

The following companies have signed on as Corporate Sponsors of the 2011 Summit. Thank you!

WHO SHOULD ATTEND?

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

Long-time nonprofit professionals, as well as those new to their positions or the sector, will feel at home at this challenging, information-packed event.

 

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Workshop Descriptions

30 Winning Ideas in 30 Minutes

The Closing Plenary will feature rapid-fire advice you can adapt and apply immediately upon returning home. Our panel of experts will share tried and true risk management tips that will help you get a bigger bang for your risk management buck.

After delivering 30 Winning Ideas in 30 Minutes we’ll distribute conference give-aways and prizes. Only attendees present for the conference closing session will be eligible to win.

Alert at the Wheel: Driving Success Through Performance Management

The most commonly cited reason for the departure of valued employees is not compensation but supervision. A wide range of risks exist long after the screening process has been completed. Effective supervision and evaluation of staff is essential to ensure the success and good health of a nonprofit. And it doesn’t have to be unbearable or even painful.  Attend this program to hear practical supervision and performance management tips including methods of engaging employees in performance management and giving staff a voice in mapping out their path and increasing morale, productivity and satisfaction.

The program is intended to be helpful to supervisors who lack formal management training as well as helpful to experienced supervisors who are eager to broaden their perspective and improve their supervisory skills.

Artistry Unleashed: Tapping Your Qualitative Powers to Manage Risk in an Uncertain World

Problem-solving is a skill that every effective nonprofit leader needs from time to time, if not every day. Yet fewer and fewer challenges facing leaders today are the kind that come with a clear set of instructions or simple solutions. Instead, many of the mission-threatening challenges organizations face involve multiple factors, diverse constituencies, varying perspectives and an overall lack of clarity about the means or the ends. Consultant, professor and author Hilary Austen refers to these challenges as "enigmatic problems." In her thought-providing book, Artistry Unleashed, Austen invites leaders to tap into their fundamental human capabilities, and seek, rather than fear, ambiguity. You won't want to miss this dynamic plenary session and the opportunity to learn why your nonprofit might be better served when you embrace, rather than avoid, surprises. With Hilary Austen as our guide, Summit attendees will have a chance to re-think risk and learn how demanding problems may in fact be priceless opportunities for artistry and organizational transformation.

Avoiding a Finance Related Crisis

Illustrating the range of potential finance-related crises threatening nonprofit missions would require a palette with many colors and hues. Each year countless nonprofit leaders find themselves in "panic mode" due to cash flow shortages, inaccurate revenue projections, losses attributed to theft, and more. This workshop will explore a range of practical strategies that will help you recognize and act on warning signs and other indicators of potential trouble ahead. 

Best Practices in Youth Protection

Leaders of nonprofits that serve vulnerable populations—including youth—are increasingly aware of the importance of thoughtful, concerted efforts to protect clients from harm. This workshop will explore the current state of the youth protection field as well as challenges on the horizon for youth-serving nonprofits. Attend this workshop to learn from experienced practitioners. In addition to addressing risks related to serving youth, the panel will also touch on strategies applicable to serving other vulnerable populations.

Between the Lines: What We're Learning from What We're Reading

Join our panel of enthusiastic, voracious readers for an unforgettable and unconventional “book group” session. Each panel member will share their favorite books of 2011 and two or three key lessons or insights from each book. If you love to read you’ll leave this session with a terrific list of “must reads.” If you don’t like to read this session offers answers and insights without the work!

Beyond Financial Oversight: Expanding the Board's Role in the Pursuit of Financial Health and Sustainability

Fiscal oversight is a widely accepted responsibility of nonprofit boards, despite varying interpretations of what effective oversight really looks like. This workshop will explore the nonprofit board’s broader leadership role in assuring good fiscal health and mission sustainability. Attend this workshop to learn how to empower your board to fulfill its ultimate responsibility for the health and well-being of the organization.

Calibrating Your Nonprofit's Risk Appetite: Candid Conversations at the Board Table

Many nonprofit leaders report a sense of being either “risk takers” or “risk averse.” Yet it is unusual for the entire leadership team to share the same level of comfort with highly uncertain outcomes. This workshop will explore the concept of “risk appetite” in a nonprofit organization. The presenter will discuss ways to engage the board in conversation about the nonprofit’s appetite for uncertainty, and to ensure that decision-making at all levels of the organization is in sync with the overall risk appetite defined by the board. Find out how to have a conversation about taking bold risks with a board that clings to the status quo, or how to raise risk issues gracefully in an environment where “anything goes!”

Common Ground

Join leaders from faith-based organizations and denominations for a high-spirited roundtable discussion of risk issues of mutual concern.

Conducting an Audit of Volunteer Risks

Volunteer roles, responsibilities and associated risks are as varied as the nonprofits that depend on volunteers for mission fulfillment. Gone are the days when assumptions could be safely made about the types of harm a volunteer may suffer or cause. This workshop offers a practical approach to identifying and appreciating the risks that arise when you recruit and deploy volunteers. If you occasionally lose sleep wondering what your volunteers are up to, you won't want to miss this session.

Cyber Attacks and Financial Fraud: What You Need to Know

Unlike a hurricane or other weather event that can be tracked on radar, cyber attacks come without warning or clearly marked evacuation routes. This workshop will explore some of the risks that organizations bear when they collect and store personal and financial information. Learn what steps you can take before an attack to shore up your defenses and test the effectiveness of your security procedures. Find out what you should and must do in the wake of a cyber attack or financial fraud.

Directors' & Officers' Coverage and Claims

Nonprofit Directors’ and Officers’ Liability policies have evolved from the early days of providing limited protection for lawsuits naming Ds and Os. This workshop will highlight the ways that the coverage has been broadened in recent years and continue with a review of common D&O claims. Presenters will place a special focus on non-employment D&O claims.

Financial Due Diligence: It's More Than Checking Boxes

Due diligence and risk management are inextricably linked. CFOs typically think of due diligence in the context of managing the risks of contractual arrangements, partnerships or new business ventures. But many finance professionals view due diligence as a checking-the-box process of confirming facts, which trivializes the process. Good due diligence requires an understanding of materiality and a willingness to look for indicators that may signal unusual or unexpected risks. Done properly, due diligence should offer information and insights beyond re-statements of fact. This session will focus on financial due diligence using actual financial statements. The presenter will illustrate how to derive maximum benefit from an investigative process.

Got Risk? Legal All Stars

Every year liability risks leave visible scars on nonprofit leaders and the organizations they serve. Leaders lose sleep and focus, and missions suffer while attention is focused elsewhere. Worst case scenario? Reputation harm, financial loss, and a mission that is off the rails. Exacerbating the complexity of legal risk is a landscape whose shifts are not easily visible. What will state and federal courts and legislatures do next? Attend this workshop to hear a panel of legal “all stars” weigh in on trends that are already impacting nonprofit organizations. Learn about the danger areas that are worth losing sleep over and find out if some of your worries are exaggerated and should be put to bed.

He Said, She Said: Managing Workplace Disputes

In a perfect world every nonprofit employee would be “content” 100% of the time. Few if any nonprofits live in such a world. This session will explore the risks associated with discontent and offer practical suggestions for managing complaints, learning how to respond with finesse and fairness. The workshop will cover systematic approaches such as authentic open door policies, training employees on the complaint process, adopting a practical complaint investigation process, and determining witness credibility. Mediation and other dispute resolution techniques will also be discussed.

Insurance 101

Join a member of the Nonprofit Risk Management Center’s board of directors for an entertaining and informative look at the intersection of two very different worlds: the nonprofit sector and the insurance industry. During this fast-paced program you’ll learn how to read an insurance policy, practical tips for evaluating your insurance needs, and the role of an independent agent or broker. You’ll also learn about the coverages most commonly purchased by nonprofits as well as rarer policy types that may be worth considering.

Joined at the Hip or Split at the Seams: Managing Merger and Separation Risks

Whether it’s something in the sector’s drinking water or simply challenging economic circumstances, it seems as if a record number of nonprofits are considering mergers and partnerships or the opposite—separations and organizational divorces. Attend this workshop to learn about the range of risks associated with mergers and separations. Learn practical steps to take long before you “ink” the deal on a collaboration or divorce.

KNRMC Talk Radio — Insurance Questions and Answers

This workshop will be conducted as a mock call-in talk radio program featuring questions about insurance coverage, the insurance-buying process, and claims handling. If you’re responsible for managing your nonprofit’s insurance program (hint: it’s your job to make certain your organization has the policies and limits it needs), you won’t want to miss this opportunity to pose your thorny insurance questions to our panel of insurance experts.

Leveraging Assets and Structures

This workshop is designed for experienced CFOs and finance managers. Topics that will be explored include: utilizing nonperforming assets, identifying core competencies, exploring business structures, taxable vs. nontaxable options, and strategies for capital and investments.

Managing Social Media Risk and Reward

Social media tools offer low cost, engaging and creative ways to engage a wide array of stakeholders. Yet like any tool deployed to advance your nonprofit’s mission, there’s plenty of risk along with potential reward. Attend this workshop to learn about risks caused by intentional as well as unintentional conduct on the part of employees, volunteers, members and others. Learn what you can do to better appreciate and manage the risks that arise from social media use, including uses within and outside your direct control.

Managing UBIT Risk

This workshop will address a variety of increasingly common, but often misunderstood revenue streams and income strategies that trigger unrelated business income tax (UBIT). Topics that will be covered include corporate sponsorships, advertising, licensing arrangements, endorsements and royalties, and cause-related marketing. Learn about the key distinctions, IRS enforcement patterns, expense allocation strategies, and practical planning and defensive strategies.

Nonprofit Risk Management 101 Sold Out

This pre-conference workshop will feature an introduction to the risk management process, tips on forming and managing a risk management committee, an overview of “top risks” facing nonprofit organizations, and practical suggestions for engaging a nonprofit board in risk oversight. This workshop is ideal for leaders who are relatively new to the discipline of risk management as well as leaders seeking a refresher before the Summit begins.

Only attendees who signed up for Nonprofit Risk Management 101 when they registered for the Summit may attend this workshop. The session is now completely full.

School of Hard Knocks: Learning From Loss

Accidents, Injuries, Embezzlement, Fraud and Corruption. On an almost daily basis a local newspaper reports on tragedies such as these which impair or hamstring nonprofit missions from coast to coast. In almost every instance stakeholders can't help but wonder: "how could this have happened?" In this highly interactive workshop participants will take a close-up look at highly publicized incidents in order to learn the steps for identifying root causes and preventing similar events from occurring in their organizations.

Should I or Shouldn't I: Resolving Ethical Dilemmas in Nonprofit Life

Some situations defy the simple choice between right and wrong. When there is no obvious answer, no precedent to follow, or conflicting demands of stakeholders, decisions must satisfy not only the immediate problem but must also be aligned with the organization’s mission and values. The ethical challenges facing nonprofits are unique. What is needed to “do the right thing” is often unclear. Answers may be as complex as the underlying questions.  Learn through actual experiences how to be aware of and balance stakeholder expectations, the ethical options available and how to approach the decision making process in a way that is consistent with long term viability.

Top 10 Legal Risks Facing Nonprofit Organizations

Attend this workshop for a guided tour of legal exposures your nonprofit can't afford to overlook. You'll learn about liability risks that could drain your nonprofit's human and financial resources. Find out what your leadership team should be doing now to understand and manage your exposure to claims arising from your governance, HR, fiscal oversight, service delivery and other activities. 

We're All Human: Human Behavior and Risk Management

When a nonprofit adopts a risk management “framework,” deputizes members of a risk management committee, and approves a set of slick policies that have been blessed by counsel, one would expect that the risk management journey will be smooth and uneventful. But not if there are human beings in the mix. This workshop will explore how predictable human behavior impedes the realization of risk management strategies and policies. Learn how to anticipate and address common behaviors that paralyze otherwise sound risk management programs.

What Do You Mean We're Not Covered?! A Closer Look at Insurer Disputes

Each year many nonprofit leaders receive word that the claim they have filed with an insurer falls outside the scope of coverage. Attend this workshop to learn about some of the reasons for the denial of claims filed by nonprofit insureds. Attendees will also explore the “anatomy” of a claims dispute with a carrier. Find out what you need to know and do now to minimize the risk of a dispute, plus tips that will increase your chances of prevailing, should that dreaded day arrive.

What You Don't Know Could Hurt: Federal and State Employment Law Update

This workshop will examine the changing landscape of federal and state employment laws. Attend this session to learn about new laws (e.g., "ban the box" legislation and the Lilly Ledbetter Fair Pay Act), amendments to existing laws (e.g., Dodd-Frank Act amendment to the Fair Credit Reporting Act), and new interpretations of long-standing laws (e.g., whether the use of organization-provided smart phones by non-exempt workers is compensable time under the Fair Labor Standards Act). You won't want to miss this fast-paced, informative workshop.

Why Can't We All Get Along? Managing a Multi-Generational Workforce

Within a year, five generations of workers will be represented in the nonprofit workforce. Whether you’re a CEO, CFO, HR Director or other senior leader in a nonprofit, you’ve probably encountered a few challenges stemming from the varying perspectives and priorities that workers from different generations bring to your organization. Conflict between generations is increasingly cited as a driver of low engagement. Attend this workshop to learn about managing risk in a workplace with workers representing three, four or five generations. Find out how to manage a changing workforce that may include workers from the Silent Generation (born before 1945), Baby Boomers (born between 1946-1964), Generation Xers (born between 1965-1980), Millennials (born between 1981-1995), and the very youngest employees—called Generation Z or “Digital Natives” (born after 1996).

To inquire about participating as a sponsor if this year’s conference, contact Melanie Lockwood Herman at (703) 777-3504 or Melanie@nonprofitrisk.org.

Recent Summit

To read more about the Summit held in 2010, click here.