Customized Training

Recent Speaking Engagements

  • December 2, 2009 - “Risk Management for Social Services Agencies,” Bollinger Insurance – Social Services Division, New York, NY
  • November 25, 2009, “Risk Management Standards for Nonprofit Organizations: Challenges and Opportunities,” International Conference on Risk Assessment and Management, United Nations Economic Commission for Europe (UNECE), Geneva, Switzerland
  • November 21, 2009, “Contemplating Compliance: Likely Legal Issues in 2010 and Beyond,” BoardSource Leadership Forum, Orlando, FL
  • November 20, 2009, “Inspired Governance: Risk Management Tools and Practical Resources,” BoardSource Leadership Forum, Orlando, FL
  • November 5, 2009, “Exposed: A Legal Field Guide for Church Leaders,” Presidents’ Symposium, North American Division of Seventh-day Adventist Conference Presidents, Adventist Risk Management, Inc., Columbia, MD
  • October 8, 2009—“Managing Conduct” (harassment, behavioral misconduct and random drug testing), United Communities Against Poverty, Inc., Washington, DC.
  • October 7, 2009 WEBINAR, “Managing Special Event Risks,” Public Risk Management Association
  • October 6, 2009, “Risk Management 101” and “Volunteer/Staff Screening,” The Glienke Agency, Omaha, NE
  • September 25, 2009, “What’s the Worst That Could Happen?” Annual Association Law Symposium, ASAE/Center for Association Leadership, Washington, DC
  • September 18, 2009, “Managing Governance Risks,” Nonprofit Training Center, United Way of Central Indiana, Indianapolis, IN
  • September 17, 2009, “Developing a Risk Management Plan,” United Way of Elkhart County, Fort Wayne, IN
  • September 16, 2009, “Managing Governance Risks,” United Way of Delaware County, Muncie, IN
  • September 15, 2009, “Managing Governance Risks,” United Way of Greater Lafayette, Lafayette, IN
  • September 14, 2009, “Sustain Your Nonprofit in Turbulent Times: Do's, Don'ts, Sins and Virtues of Managing Risk,” Indiana Nonprofit Resource Network, Evansville, IN
  • July 17, 2009, “Risk Management: Who, What, Where, When and How," Harry and Jeanette Weinberg Fellows Program, Baltimore, MD
  • June 4, 2009, “The ABCs of Risk Management,” 3rd Annual Cenla Boardbuilders Alumni Event, Rapides Foundation, Alexandria, LA
  • May 15, 2009, “Risky Business: Serving on Nonprofit Boards,” Leadership Texarkana and Junior League of Texarkana, Texarkana, AR
  • May 13, 2009, "Managing Risk in Small Nonprofits," Duke Endowment Confab, MERCI Housing Campus, Goldsboro, NC
  • “Managing the Organization’s Risks,” and “Managing the Organization’s Human Resources.” April 24-25, 2009, Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, Austin, Texas
  • April 22, 2009–“Risk Management for Nonprofits,” Colby College, Waterville, ME
  • March 26, 2009: “Managing Risk in Turbulent Times and a Changing World,” and “Fraud Prevention and Internal Controls,” 2009 Nonprofit Summit, “Extreme Makeover—Rebuilding our Nonprofits for Changing Times,” Nonprofit Resource Center of Alabama
  • March 23, 2009, “Project Risk Assessment: The Wide World of Risk and Your Camp,” San Antonio, Texas, International Association of Burn Camps
  • March 18, 2009, “Financial Risk Management,” Partlow Insurance Agency, New Brunswick, NJ
  • March 16, 2009, Seattle, WA—"Managing Governance Risks" and "Managing Staff Layoffs and Terminations," Building a Foundation of Success, 2009 Regional Conference hosted and sponsored by NPIP Nonprofit Insurance Program
  • February 13, 2009—“Practical Risk Management: Tools and Resources,” Executive Conference for Small and Mid-Size YMCAs, Clearwater Beach, FL
  • February 4, 2009, “Managing Risk in a Changing World,” Community Foundation of Broward, Ft. Lauderdale, FL
  • January 28, 2009, Toronto, Ontario—"Risk Management Panel," 2009 Enterprise Risk Management Conference, The Conference Board of Canada
  • January 27, 2009, Toronto, Ontario—"Managing Risk with Confidence," Insurance & Liability Resource Centre for Nonprofits
  • December 10, 2008. "Beyond Background Checking: Savvy Screening Practices in Today's Wired World," Center for Non-Profit Corporations' 25th Anniversary Conference, Jamesburg, New Jersey.
  • December 4, 2008, Iselin, NJ, "Nonprofit Board Governance: Good Governance is Good Risk Management" and "Key Risk Management Policies for Nonprofits," New Jersey Society of CPA’s Education Foundation Annual Nonprofit Conference.
  • November 5-6, 2008, Colorado Springs, CO — "Risk Management Essentials for NGB Leaders," United States Olympic Committee
  • October 31, 2008, Washington, D.C. "How Boards Manage Risk - With and Without Insurance," Roundtable facilitation during Breakfast On Boards, at the BoardSource annual conference.
  • "Managing Risk in a Changing World: Do’s, Don’ts, Sins and Virtues," LEAD! Leadership Education and Development, Williamsburg Community Health Foundation, October 15, 2008, Williamsburg, VA
  • "Putting the Pieces Together," "Volunteer Service - Risky Business?" and "Minimizing Risks While Getting the Most our of Your Volunteers," Blaine House Conference on Volunteerism at the University of Maine, Orono on October 14, 2008
  • “Risk Assessment Boot Camp,” Conference of Southwest Foundations, October 3, 2008, Austin, TX
  • September 20, 2008, Trenton, NJ, "Good Governance: Risk Management in Action," Board retreat facilitation for Womanspace.
  • “Putting Risk Management in Perspective,” 2008 Association Law Symposium, ASAE and The Center for Association Leadership, September 19, 2008, Washington, DC
  • "Key Risk Management Policies — What Are They and How Do We Get Started?" and "Good Governance is Good Risk Management," Lupus Foundation of America, Inc., July 25, 2008, San Antonio, TX
  • “Risk Management: Who, What, Where, When and How," Harry and Jeanette Weinberg Fellows Program, July 18, 2008, Baltimore, MD
  • “Protecting Your People,” Insurance & Liability Resource Centre for Nonprofits, June 5, 2008, Toronto, Ontario, Canada
  • Webinar Series: “Volunteer Discipline and Termination” (February 13, 2008), “The Legal Responsibilities of Nonprofit Board Members” (March 13, 2008), and “Managing Youth Volunteers” (April 3, 2008). Sponsor: Faith in Action.
  • Crisis Management and Disaster Planning For Nonprofits" April 2, 2008 9:00 AM–4:00 PM. For the Alliance for Nonprofit Excellence, Memphis, Tennessee, presented by John Patterson, Senior Program Director, Nonprofit Risk Management Center.
  • "Business Continuity Planning for Nonprofits," March 2008, Arlington County Department of Economic Development, Arlington, VA
  • "Good Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?" Princeton Area Community Foundation, February 28, 2008, Lawrenceville, NJ
  • “Managing Governance Risks” and “Rules and Regulations: What’s New and What You Need to Know,” Executive Leadership Institute, National Network for Youth, January 28, 2008, Washington, DC
  • Good Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?” and “Key Risk Management Policies: What Are They and How Do I Get Started?” — January 25, 2008 at the Risk Management Essentials for Nonprofit Leaders, Portland, Oregon.
  • “Managing Risk in a Changing World: Do’s, Don’ts, Sins and Virtues,” “Employment Risks and Your Nonprofit: Hot Topics for 2008,” “Key Risk Management Policies: What Are They and How Do I Get Started” — January 23, 2008 at the Risk Management Essentials for Nonprofit Leaders, Seattle, WA
  • “Managing the Organization’s Risks,” and “Managing the Organization’s Human Resources.” November 16–17, 2007, Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, Austin, Texas
  • Good Governance = Good Risk Management,” Hostelling International — USA, November 9, 2007, Washington, D.C.
  • “The ABCs of Risk Management,” “Managing Volunteer Risks,” “Risk Management Through Effective Employment Practices,” and “Managing Technology Risks,” Nonprofit Leadership Institute, University of Kentucky, Lexington, KY, November 8, 2007
  • "Managing Technology Risks," October 13, 2007, Assistance League National Conference, Washington, DC
  • “Balancing Risk and Rewards in your Investments,” “Revenue and Risk: Adventures and Disadventures in Raising Funds to Support Your Mission,” “Managing Restricted Funds: When the Donor or Dollars Bite Back,” Camp Finance, October 11–12, 2007, Council of Community Services of New York State, Inc., New Paltz, NY
  • “Managing Risk,” National Conference, National Center on Nonprofit Enterprise, September 28, 2007, Arlington, VA
  • "Risk Management for Nonprofits," Non-Profit Symposium, September 25, 2007, Arthur J. Gallagher & Co., New York, NY
  • "Rx Risk Management: How to Diagnose and Treat Your Foundation's Everyday and Exotic Risks," Council on Foundations, September 16, 2007, San Francisco, CA
  • "Risk Management: Who, What, Where, When and How," Harry and Jeanette Weinberg Fellows Program, July 19, 2007, Baltimore, MD
  • "Risk management in youth serving organizations," For Blátt Áfram, May 24-25, 2007, Reykjavík, Iceland
  • "Accountability, Risk and Governance" and "Risk Management and Your Nonprofit," Georgia Nonprofit Summit, Georgia Center for Nonprofits, May 17, 2007
  • "Risk Management: Monitoring and Reducing Corporate Liability," Austin Community College, Center for Community-Based and Nonprofit Organizations, May 9, 2007, Austin, TX
  • "What Every Association Executive Needs to Know About Risk Management," Virginia Society of Association Executives, April 13, 2007, Richmond, VA
  • "Risk Management 101," "Insurance Boot Camp" and "Evaluating Your Broker and Putting Your Insurance Program Out to Bid," Annual Convention & Trade Show, New Frontiers, Next Stages, Association of Partners for Public Lands, March 19, 2007, Sacramento, CA
  • "Risk Management Do's, Don'ts, Sins and Virtues," and "Hot Topics and Tough Questions: Exploring Risk Management in the 4-H World," Western 4-H Specialists Conference, March 14, 2007, Tucson, AZ
  • "Communicating During a Crisis," Nonprofit Resource Center of Alabama, February 28, 2007, Birmingham, AL
  • "Association Law and You," American Society for Association Executives and The Center for Associaton Leadership, February 27, 2007, San Diego, CA
  • "Board Training," "Personnel Issues," and "Visioning Exercise," Executive Leadership Institute, National Network for Youth, February 6, 2007, Washington, DC
  • "Out of the Fire, Into the Frying Pan: Taking Only Calculated Risks," B'nai B'rith Youth Organization, Staff Professionals Conference, January 10, 2007, Los Angeles, CA
  • "Managing Personnel: Defying the Odds and Avoiding Litigation" and "Preventing Fraud and Mismanagement Through Effective Internal Controls," 2006 Hillel International Professional Staff Conference, December 20, 2006
  • "Insurance for Nonprofits," Young Professionals Network, December 8, 2006
  • "Risk Management, Finance and Your Nonprofit Board: Who, What, When and How," Assembly of Turkish American Associations, November 11, 2006, Arlington, VA
  • "Are You Aware of Your Legal Duties as a Board Member?" and "Board Accountability: Sarbanes-Oxley & Equal Justice Boards," NLADA Annual Conference, November 10, 2006, Charlotte, NC
  • "Risk Management Do's, Don'ts, Sins and Virtues," Mid-Atlantic Network of Youth & Family Services, October 25, 2006, Rocky Gap, MD
  • "Life Savers to Avoid Rough Waters: Risk Management and Insurance Issues for Assistance League Chapters," Assistance League, October 18, 2006, San Diego, CA
  • "Financial Risk Management: 10 Lessons to Live By," and "Risk Communication: Engaging the Board in Forecasting and Managing Risk," Camp Finance, Council of Community Services of New York State, Inc., October 6, 2006, Lake Paltz, NY
  • "Employment Risks in the Nonprofit Workplace: Hot Topics, Emerging Issues and Proven Strategies," Annual Conference, North Carolina Center for Nonprofits, September 22, 2006, Research Triangle Park, NC
  • "Crisis Management and Business Continuity Planning," September 6, 2006, Texas Council on Family Violence, Austin, TX
  • "What Every CFO Needs to Know About Risk Management," American Society of Association Executives (ASAE) Annual Conference, August 21, 2006, Boston, MA
  • "Working Clean-Internal Controls and Fraud Prevention," CONNECT: Partnership for Nonprofit Solutions, July 31, 2006, Santa Ana, CA
  • "Business Continuity and Pandemic Solutions," Produce Marketing Association, August 1, 2006, Web Seminar
  • "Effective Negotiations" and "Avian Flu," Housing Authority Insurance Group, July 11, 2006, Cheshire, CT
  • "Managing Residential High-Rise Risks," Housing Authority Insurance Group, June 28, 2006, Cheshire, CT
  • "Strategic Risk Management for Nonprofits" and "Know the Law: Managing Technology-Related Liability Exposures," Connecticut Society of Certified Public Accountants, June 27, 2006, Southington, CT. View testimonial.
  • "Disaster Planning, Recovery and Asset Protection," "Business Continuity Planning," and "Disaster and Crisis Communications," Nonprofit Resource Center of Alabama, June 20, 2006, Mobile, AL
  • "ABCs of Background Checks and other Screening Techniques" at the National Conference on Service and Volunteerism, June 19, 2006, Seattle, WA
  • "Contract Risk Management," Housing Authority Insurance Group, May 23, 2006, Cheshire, CT
  • "Managing HR Risk and Reward: Do's, Don'ts and Musts for Your Nonprofit," and "Crisis Management and Crisis Communications," Maine Association of Nonprofits, May 12, 2006, Sebasco, ME. View testimonial.
  • "Checking the Backgrounds of Church Workers," National Diocesan Attorneys Association, May 2, 2006, Arlington, VA. View testimonial.
  • "What If? Preparing for the Unexpected," and "The Board's Role in Risk Management," Kansas Nonprofit Association, April 19, 2006, Topeka, KS
  • "Improving Community Response to Crime Victims: An Eight-Step Model for Developing Protocol." Wyoming Crime Victim Services Commission, April 7, 2006, Laramie, WY
  • "Disaster Planning/Recovery, and Asset Protection," The Grant Center, February 3, 2006, Memphis, TN
  • "Am I Covered? Insurance Essentials," and "Building a Risk Management Plan for Your Hillel," Hillel: The Foundation for Jewish Campus Life, December 19-20, 2005, Stamford, CT
  • "Risk Management Process: Risks & Challenges Facing Victim Service Agencies," Bayer Center for Nonprofit Management, December 14, 2005, Moon Township, PA
  • Risk Assessment Training, Dewey & Kaye, December 13, 2005, Pittsburgh, PA
  • "Risk Management, Finance and Your Nonprofit Board: Who, What, When and How," 13th Annual Nonprofit Conference, The ASU Center for Nonprofit Leadership & Management, December 8, Phoenix, AZ
  • "Insurance for Nonprofits," Montgomery, McCracken, Walker & Rhoads, November 29, 2005, Philadelphia, PA
  • "What Every Nonprofit Leader Needs to Know About Risk Management," Not-for-Profit Seminar, Councilor, Buchanan & Mitchell, November 16, Washington, DC
  • "Crisis Management for Nonprofit Organizations," and "Preventing Abuse in Your Nonprofit," Connecticut Association of Nonprofits, November 15, 2005, Hartford, CT
  • "Risk Management and Insurance for RCRC Affiliates: What You Need to Know," Religious Coalition for Reproductive Choice, November 12, Arlington, VA
  • "Privacy, Risk Management and Protecting Member Data," United States Tennis Association, November 11, 2005, Destin, FL
  • "Preparing for the Unexpected: Risk Management for Nonprofits," Hartford Foundation for Public Giving Nonprofit Support Program, November 9, 2005
  • "Managing Risk: The Challenge for Not-for-Profit Organisations," Suncorp Metway, October 27, 2005, Melbourne, Australia
  • "Your Volunteers: An Accident Waiting to Happen?" Association of Corporate Counsel, 2005 Annual Meeting, October 18, 2005, Washington, DC
  • Sexual Harassment Training, Addiction Research and Training Corporation, October 12, 2005, Brooklyn, NY
  • Risk Assessment Training, Dewey & Kaye, October 11, 2005, Pittsburgh, PA
  • "Avoiding and Preparing for Claims & Litigation," 2005 Annual Association Law Symposium, September 23, 2005, Washington, DC, ASAE & The Center for Association Leadership
  • "Working Clean: Internal Controls and Fraud Prevention," ASAE and The Center for Association Leadership 2005 Annual Meeting, August 14, 2005, Nashville, TN
  • "What Every CFO Needs to Know About Risk Management," Nonprofit Day, CompassPoint Nonprofit Services, July 29, 2005, San Francisco, CA
  • "Third Sector Risk Management Conference," July 26, 2005, www.nonprofitrisk.org.uk, Westminster, England
  • "Risk Management," Girl Scouts of the USA New Presidents/Chairs Training, June 26, 2005
  • "Risk Management," Institute of Management Accountants, Long Island Chapter, June 15, 2005
  • "Liability and Insurance Basics for Nonprofits: What You Need to Know," June 1, 2005, Fairfax County Government, Fairfax, VA. View testimonial.
  • "The Accountability Imperative: What Does it Mean for Your Nonprofit?" and "Practical Risk Management for Nonprofits," Maine Association of Nonprofits, May 26, 2005, Sebasco Harbor, ME
  • "Risk Management" and "Employment Practices," North Carolina Society of CPAs, May 24, 2005, Raleigh, NC. View testimonial.
  • "Managing Association Risks: Trends, Opportunities and Challenges," Associations Forum Pty Ltd, May 5, 2005, Sydney, Australia
  • "Managing Risk: The Challenge for Not-for-Profit Organisations," Managing Risk and Controlling the Future, Suncorp Metway, May 4, 2005, Brisbane, Queensland, Australia
  • "Volunteer and Staff Screening: Taking a Strategic Approach to Protect the People You Serve," Volunteering Australia, May 3, 2005, Melbourne, Australia
  • "Insurance Basics: Choose the Right Shield," Stony Brook-Millstone Watershed Association, April 19, 2005, Princeton, NJ
  • "Guide to Nonprofit Resources," National Association of Veterans' Research and Education Foundations, April 12, 2005, Washington, DC
  • "Risk Management Panel Discussion" and "No Surprises: Harmonizing Risk and Reward in Volunteer Management," 2005 National Extension Conference on Volunteerism, April 12, 2005, Little Rock, AR
  • "Liability Insurance for Child Welfare Programs: Navigating the Maze and Protecting Your Organization," Child Welfare League of America, March 9, 2005, Washington, DC
  • "Liability & Insurance: Understand Your Association's Exposures and Risk
  • Financing Strategies" and "50 Great Risk Management Ideas," United States Tennis Association, February 5, 2005, Destin, FL
  • "Deploying Volunteers Safely," and "Board and Nonprofit Liability Basics," Rebuild NW Florida, February 4, 2005, Pensacola, FL
  • "Risk Management for Nonprofit Leaders: The Art of Managing Surprise," Alpern Rosenthal and Kirkpatrick & Lockhart Nicholson Graham LLP, February 1, 2005, Pittsburgh, PA
  • "Ten Costly Employment Mistakes and What You Can Do to Avoid Them," Hillel Professional Staff Conference, December 21, 2004, Stamford, CT
  • "Managing Workplace Risks," and "Hot Employment Topics for 2004," 12th Annual Nonprofit Day, Center for Nonprofit Leadership & Management, Arizona State University, December 2-3, 2004, Phoenix, AZ
  • "Pillars of Accountability: Using Free Resources to Define & Achieve Greater Accountability in Your Nonprofit Organization," Connecticut Association of Nonprofits, November 19, 2004, Farmington, CT. View testimonial.
  • "Risk Management for Managers of Volunteer Programs," Education Mentoring/Successful Students' Partnership Training, November 17, 2004, Camp Hill, PA
  • "Law and Order on the Net," Georgia Center for Nonprofits, November 17, 2004, Atlanta, GA
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Pfizer, Inc., November 8, 2004, Mystic, CT. View testimonial.
  • "Risk Management 101," The Salvation Army, November 4, 2004, Akron, OH
  • "Do's and Don'ts of Insurance for Nonprofits," North Carolina Center for Nonprofits, statewide conference, October 29, 2004, Raleigh, NC
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Pfizer, Inc., The United Way of Tri-State and The United Way of New York City, October 21, 2004, New York, NY
  • "The In's and Out's of Community Tennis Association Legal, Administrative and Insurance Issues," USTA North Carolina, October 9, 2004, Greensboro, NC
  • "Risk Management for Social Services Agencies: Critical Topics in Abuse Prevention, Detection and Response," September 28-29, 2004, Phoenix and Tucson, AZ. Host: Berkley Risk Administrators
  • "Managing Risk in Your Volunteer Program," September 21, 2004, Washington Council of Agencies, Washington, DC
  • "Risk Management," 2004 Annual Conference, Meals on Wheels Association of America, September 9, Colorado Springs, CO
  • "New Topics in Legal Liability," Virginia Commission for National and Community Service, September 1, Richmond, VA
  • "Risk Management for Managers of Volunteer Programs," Massachusetts Service Alliance, August 25, 2004, Worcester, MA
  • "Overview of Assisted Living," Housing Television Network, August 25, 2004, Cheshire, CT (satellite broadcast)
  • "Leaving Nothing to Chance: Achieving Board Accountability Through Risk Management," Volunteering Victoria and Volunteering Australia, August 4, 2004, Melbourne, Australia
  • "Risk Management and the Nonprofit Board," Nonprofit Governance & Management Centre, August 1, 2004, Sydney, Australia
  • "Strategic Risk Management for NPOs," 2004 AICPA Not-For-Profit Conference, June 25, 2004, Washington, DC
  • "Money & Mission: Managing Financial Risk in Your Nonprofit," June 23, 2004, Holiday Inn Fairlane, Detroit, MI.
  • "Managing the Risks of Serving Seniors," Housing Television Network, June 22, 2004, Hartford, CT (satellite broadcast)
  • "Managing Risk and Reward in Community Service," Faith in Action Conference, May 21, 2004, Washington, DC
  • "What Every CFO Needs to Know about Risk Management," April 29, 2004, Edmonton, Alberta, Canada, 18th Annual Spring Conference, The Alberta Association of Rehabilitation Centres (AARC)
  • "Risk Management for Nonprofit Boards," April 27, 2004, New York, NY, Robin Hood Foundation
  • "Managing Risk in Your Employment Practices: Practical Strategies for Nonprofits," April 22, 2004, Benton Convention and Civic Center, Winston-Salem, NC.
  • "What to Do When You're Afraid," "Workplace and Volunteer Safety," and "Teaching Risk Management to Dedicated Volunteers," Forging New Links, March 15, 2004, Columbus, OH
  • "Risk Management," JUMP Cluster Meeting, February 25, 2004, Washington, DC
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," February 4, 2004, Pittsburgh, PA
  • "Employment Practices Briefing," January 27, 2004, Alaska Network on Domestic Violence and Sexual Assault
  • "Disaster Recovery Planning and Dealing with Adverse Media Coverage," January 27, 2004, New York, NY, Alcohol and Substance Abuse Providers of New York
  • "Risk Management and Good Operating Practices for NAMI State Organizations and Affiliates," January 16, 2004, National Alliance for the Mentally Ill, Arlington, VA
  • "How to Create and Nurture a Federal Network for Enterprise Risk Management," Enterprise Risk Management Workshop, January 15, 2004, National Academy of Science/Internal Revenue Service, Washington, DC
  • Risk Management Briefing, Not-for-Profit Organizations Committee, Greater Washington Society of CPAs, January 13, 2004, Washington, DC
  • "Operational Risk Management," The Conference Board of Canada, 2003 Risk Management Conference, December 10, 2003, Toronto, Canada
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Insurance for Nonprofits: What You Need to Know," "Crisis Management for Nonprofit Organizations," Indiana Nonprofit Resource Network (INRN), November 21, 2003, Lafayette, IN
  • "Risk Management for Mental Health and Substance Abuse Prevention Agencies: Critical Issues and Practical Strategies," November 18, 2003, Tucson, AZ, sponsored by Lovitt and Touche
  • "Managing Risk and Reward in Uncertain Times" and "Strategic Risk Management for California Nonprofits," November 15, 2003, San Francisco, CA, CAN Annual Conference, California Association of Nonprofits.
  • "Risk Management for Nonprofit Boards," Philanthropy & Nonprofit Leadership Center at Rollins College, Orlando, FL, October 28, 2003.
  • "Safety and Insurance," Rebuilding Together National Conference, October 3, 2003, Washington, DC
  • "What’s 'Appropriate Insurance Coverage' for My Institute and How Will I Know It’s in Place?" and "Identifying Risks and Taking Action: A Two-Step Approach to Protecting What Matters Most in Your Institute," National Association for Treasurers of Religious Institutes, September 25, 2003, Albuquerque, NM
  • "Risk Management in the Nonprofit World," Crossing Borders: Mission & Ministry, 2003 Risk Management Conference, Adventist Risk Management, Inc., September 8, 2003, Ottawa, Ontario, Canada
  • Presentation at Public Entity Risk Institute Board Retreat, September 4, 2003, Napa, CA
  • "Risk Management for Nonprofit Executive Directors," Weinberg Foundation Fellows Program, July 22, Baltimore, MD
  • "Insurance Havoc: NPO's Price and Coverage Challenges," National Not-For-Profit Industry Conference, AICPA, June 12, 2003, Washington, DC
  • "Risk Management—Beyond Insurance," United Way Financial Management Forum, June 1, 2003, Hershey, PA
  • "Lessons from America: How US Nonprofits Have Dealt with the Civil Liability Crisis," Centre of Philanthropy and Nonprofit Studies, May 12, 2003, Queensland University of Technology, Brisbane, Australia
  • "No Surprises — Managing Risks in Volunteer Hunter Education Programs," International Hunter Education Association, April 26, 2003, Vancouver, BC, Canada
  • "Strategic Risk Management for Nonprofits," and "Insurance and Your Nonprofit: What You Need to Know," Maine Association of Nonprofits, April 17, 2003, Falmouth, ME
  • "Managing Risk, Resources and Reward in Your Volunteer Program," Center for Schools and Communities, April 15, 2003, Grantville, PA
  • "Developing a Risk Management Plan," Hillel International Lay Leadership Conference, April 6, 2003, New York, NY
  • "Managing Risk, Resources and Reward in Your Volunteer Program, " Washington Council of Agencies, March 26, 2003, Washington, DC
  • "Risk Management for Volunteer Programs," American University, Graduate Program in Arts Management, March 24, 2003, Washington, DC
  • "Crisis Management for Nonprofit Organizations: Plan to Survive", "Internet Privacy—Welcome to a Place Where Everyone Knows Your Name," and "Volunteer Screening: What You Can, Can't, Should and Shouldn't Do to Effectively Screen Volunteers," Ohio Community Service Council, March 17, 2003, Columbus, OH
  • "Risk Management Fundamentals," Association of Partners for Public Lands, February 17, 2003, Albuquerque, NM
  • "Compassionate Layoffs: Maintaining Morale and Minimizing Risk," and "Hot Employment Topics for 2003," February 12, 2003, St. Paul, MN, Minnesota Council of Nonprofits
  • "Developing a Risk Management Plan," Hillel's Professional Staff Conference, Hillel: The Foundation for Jewish Campus Life, December 16, 2002, Princeton, NJ
  • University of Texas at San Antonio, Overview of Nonprofit Risk Management Issues, for senior-level nonprofit managers enrolled in a continuing education program sponsored by the Department of Public Administration in UTSA's College of Public Policy. December 16, 2002.
  • "Caution: Volunteers at Work — New Trends in Volunteer Liability," Keep America Beautiful, 49th National Conference, December 5, 2002, Washington, DC
  • "Risk Management for Recovery," Community Support Programs, December 4, 2002, Baltimore, MD
  • National Association of Treasurers of Religious Institutes, "Managing Technology Risk in a Religious Institute," and "Risk Management: A Framework for Religious Institutes," November 22, 2002, Tampa, FL
  • "Insurance Issues," Solano Community Foundation, November 14, 2002, Fairfield, CA. This presentation will cover directors' and officers' liability insurance, liability issues related to fundraising events, and insuring volunteers.
  • "Risk Management for Mentoring Programs," Juvenile Mentoring Programs (JUMP), October 24, 2002, Washington, DC
  • "Risk Management Through Effective HR Programs, Practices and Workplace Culture," at "Linking Mission, People and Performance: Strategic Human Resources for Nonprofit Leaders," sponsored by Nonprofit HR Solutions and the Washington Council of Agencies. This conference is a one day event "designed to provide senior-level nonprofit executives with the tools needed to leverage human resources in mission-driven organizations." October 22, 2002, Washington, DC
  • Washington Community Mental Health Council, Administrative Services Division 2002 Conference, "Managing Risk & Reward in Uncertain Times," "Crisis Management," and "Effective Employment Practices," October 17, 2002, Bellevue, WA
  • Big Brothers Big Sisters of America, Regional Conference, October 11, 2002, Chicago, IL
  • Pfizer Inc., and the United Way of New York City, "Strategic Legal Thinking for Not-For-Profit Executives," October 9, 2002, New York, NY
  • N.C. Center for Nonprofits, 2002 Statewide Conference, "The ABCs of Risk Management," Mini-Plenary Session, September 20, 2002, Research Triangle Park, NC
  • The Patricia M. Sitar Center for the Arts, Volunteer Training. "Managing the Risks of Child Sexual Abuse," September 19 and 21, 2002.
  • South East Project Directors Association (SEPDA) Conference, luncheon presentation, July 15, 2002, St. Petersburg Beach, FL
  • National Legal Aid and Defender Association, "Where Reality Meets Theory: Risk Management for Public Defense Programs." May 18, 2002, Santa Rosa, CA
  • Governor’s Community Service Conference, "Managing Risk, Resources and Reward in Your Volunteer Program," May 14, 2002, Lincoln, NE
  • Davidson Institute, "Preventing Child Abuse in Youth-Serving Nonprofits," May 10, 2002, Reno, NV
  • Goodwill Industries International, Inc., "What Every Goodwill CFO Needs to Know About Risk Management," May 6, 2002, Seattle, WA
  • Washington Council of Agencies, Brownbag Lunch: "Managing the Risk of Board Discontent," May 1, 2002, Washington, DC
  • Michigan Nonprofit Association, "Managing Risk in Uncertain Times," April 29, 2002, Lansing, MI
  • Council of Administrators for Schools and Programs for the Deaf, "Responding to the Media During a Crisis," April 28, 2002, San Francisco, CA
  • Robin Hood Foundation, "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," April 22, 2002, New York, NY
  • National Association of State and Local Equity Funds, Keynote: "Managing Risk and Reward in Affordable Housing," April 18, 2002, Portland, OR
  • Minnesota Council of Nonprofits, "Crisis Management for Nonprofit Organizations," April 10, 2002, St. Paul, MN
  • Wisconsin Department of Corrections, "No Surprises — Managing Your Mentoring Program in Today's Risk Climate" Tuesday April 9, 2002, Milwaukee, WI
  • Kinship of Rice Lake, "Risk Management for Mentoring Programs," April 8, 2002, Hudson, WI
  • Robin Hood Foundation, "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," March 25, 2002, New York, NY
  • National Association of Veterans' Research and Education Foundations, "Risk Management: A Framework for Managing Uncertainty," March 19, 2002, Washington, DC
  • Ohio Governor's Community Service Council, "Crisis Management for Nonprofit Organizations", "Managing Volunteer Risks" and "Managing Risk on the Web," March 18, 2002, Columbus, OH
  • Child Welfare League of America, National Conference, "Thunderclouds in the Sky: Creating a Crisis Response Plan," March 6, 2002, Washington, DC
  • Goodwill International, Conference of Executives, "Insurance Costs, Workers' Compensation and Health Insurance," February 15, 2002, Washington, DC
  • Association of Junior Leagues International, Inc., Presidents' Elect Conference, "Risk Management: A Framework for Managing Risk and Maximizing Reward in Uncertain Times," February 2, 2002, Orlando, FL