Registration, Breakfast and Ice-Breaker

WELCOME

Speaker: Pamela Davis, President and CEO, Nonprofits’ Insurance Alliance of California

Are You Under a Rock or Out on a Ledge? Managing Risk in a Changing World

The opening plenary session will explore the concepts of risk perception, risk communication and assigning responsibility for risk management in a social services agency. Learn why reputation risk may be the most ignored but most critical topic on your board’s agenda and what your organization can do to harness fear about the future into a plan of action.

Speaker: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center

Effective and Legal Employment Practices: Hot Topics, Emerging Issues and Proven Strategies

This session will explore employment topics on the radar screen for 2007. What risks lurk in your current employment practices? What changes in law and regulation are most likely to result in errors on the part of even a dedicated nonprofit leader? Learn what your organization can and must do to “take the high road” with its employees while remaining safely within the lanes of legal conduct.

Speaker: Pamela Fyfe, Labor and Employment Risk Manager, Nonprofits' Insurance Alliance of California

Buffet Lunch

Volunteers = Risk + Reward

Without volunteers many nonprofits would disappear. Yet it is foolish and naïve to believe that volunteers bring only benefit to an organization. In addition to hours of selfless service, professionalism and commitment, the presence of volunteers heightens an agency’s exposure to risk. But don’t despair! There are countless (well, at least 30) practical and affordable steps your nonprofit can take to manage the risks associated with volunteer service. After a 15 minute Q&A session, this fast-paced session will offer 30 strategies for managing volunteer risks in 30 minutes.

Insurance: What You Need to Know but Have Been Afraid (or Unwilling) to Ask

D&O, CGL, professional liability, non-owned auto, business interruption, and crime coverage are just a few examples of insurance policies commonly purchased by nonprofit organizations. Depending on the mission, the location, and the services rendered, a nonprofit’s insurance program takes different forms—there is no one-size-fits-all answer. So pull up your socks and get ready for an in-your-face immersion into knowing and getting the coverage you need, what policy covers what risks, how to select and work with an agent or broker, and how insurance fits into a total risk management strategy.

Speaker: Steve Moody, Nonprofits’ Insurance Alliance of California

Risk Management Case Studies

This problem-solving workshop brings cases drawn from real events at real nonprofits (Don’t worry we won’t mention you by name). Alcohol use, pluralism challenges, sexual harassment, improper use of the organization’s credit card and volunteer enthusiasm gone wrong, very wrong. Participants will be presented with interesting case studies and have to answer the burning question, “If this happened at our agency (Heaven Forbid!), how would we deal with it? Strengthen your analytical and problem-solving skills with these thought provoking aerobics for your mind.

Facilitator: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center

Financial Risk Management: 10 Lessons to Live By

This presentation will begin with a fast-paced overview of key financial risks facing nonprofits. The speaker will discuss commonly overlooked and underestimated exposures as well as risks that are more familiar to veteran nonprofit managers. The session will continue with ten essential lessons (and two bonus lessons!) for nonprofit leaders. The practical advice that will be shared during this session is relevant for nonprofit CFOs, senior staff, CEOs and board members. Participants will learn what is required to avoid or mitigate financial risks that could lead to unfortunate and costly if not catastrophic outcomes for their organizations.

Speaker: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center

Presentation of Certificates and Closing