2008 Regional Conferences
Risk Management & Finance Essentials for Nonprofit Leaders
June 19, 2008 • Montana State University Billings • Billings, MT
The Center is grateful to the Public Entity Risk Institute for its generous sponsorship of this conference.
I attended the regional conference in Denver last week. Thank you for putting together such an informative day! It was just what I needed to help get our agency going in the right direction in looking at these risk issues.
— Tamra Schmitt, Adoption Alliance, Denver, CO
For the third year in a row, the Nonprofit Risk Management Center and the Montana Nonprofit Association are teaming up to present a conference designed to help nonprofit leaders effectively integrate sound finance and risk management principles into day-to-day operations. At this fast-paced event you’ll learn what steps are needed to achieve a greater measure of accountability and harness practical tools to strengthen your mission. The conference offers a time and place for the sharing of ideas, the opportunity to acquire information for informed decision-making and a welcoming environment for champions of effective financial and risk management in the nonprofit sector. The conference is designed for nonprofit CFOs, finance professionals, CEOs, program managers, board members, department heads and professional advisors serving nonprofit organizations. Veteran nonprofit professionals, as well as new managers, will feel at home at this challenging, information-packed educational event. Join us in Billings on June 19th for an opportunity to strengthen the mission of your nonprofit.
This Training Is for You
- executive directors
- chief operating officers
- chief financial officers and treasurers
- fiscal managers
- professional risk managers
- program managers
- board members
- advisors to nonprofits
If you are responsible for finance or risk management or have volunteered as your nonprofit’s treasurer or risk management champion, don’t wait to reserve a place at this upcoming seminar. Click here to enroll today.
Conference Agenda
| 8:00–9:00 am | Registration, Breakfast and Ice-Breaker |
| 9:00–10:30 am | OPENING PLENARY SESSIONGood Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?Nonprofits are facing greater scrutiny than ever in how they manage their organizations and their finances to achieve their missions. Your board members may be dedicated to mission, excellent ambassadors and donors of substantial time and money, but are they engaged in basic financial oversight? Aware of best practices in governance? This session will illuminate the risks facing organizations in today's environment and how and why paying careful attention to good governance practice is good risk management. Speaker: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center |
| 10:45 am-Noon | The New 990: Friend or Foe? What You Need to Know to Prepare Your Organization and the Board for the Road AheadThe IRS released the new Form 990 in December 2007. The new form will be required beginning in 2009 (Covering tax year 2008). This workshop will give your organization’s staff and board members a head start in preparing for the significant reporting changes required by the new IRS Form 990, and provide background on policy and procedural changes helpful in ensuring compliance with the new requirements. As a bonus you’ll also learn how to turn your organization’s annual financial reporting process into a significant risk management tool. Speaker: Jennifer Chandler Hauge, Senior Counsel and Director of Special Projects, Nonprofit Risk Management Center |
| Noon–1:00 pm | Lunch Break |
| 1:00–2:30 pm | Employment Risks and Your Nonprofit:
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| 2:45–4:00 pm | Key Risk Management Policies: What Are They and How Do I Get Started?Designing corporate policies that will keep your nonprofit out of trouble sounds like a great idea, but how exactly can that be accomplished? Using real-life situations that have derailed other nonprofits, this workshop will identify critical policies that every nonprofit needs to have in their arsenal of risk management strategies. Workshop participants will also gain valuable insight in techniques for working with board members and staff to integrate risk management policies into the nonprofit’s everyday operations. Speaker: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center |
| 4:00-4:30 pm | Presentation of Certificates; ClosingCertificates of completion will be presented to all attendees who are present for the program conclusion. |
About the Faculty
Melanie Lockwood Herman serves as Executive Director of the Nonprofit Risk Management Center, a position she has held since 1996. As the Center’s CEO Melanie has written and co-authored more than 15 books on various risk management topics, and has delivered countless workshops and keynote presentations to nonprofit leaders in the U.S. and abroad. Melanie provides expert help to nonprofit boards and senior staff seeking risk management advice on topics ranging from governance risk to employment practices, financial risk management, protecting vulnerable clients, volunteer risk management and merger/collaboration risks. She also regularly delivers presentations on insurance topics for audiences seeking to better understand their insurance needs and existing insurance policies. In 2007 Melanie was named to the 10th annual NonProfit Times Power & Influence Top 50, a list of "executives and thinkers ... selected for the impact they have now and for the innovative plans they are putting in place to evolve the charitable sector." Melanie graduated from American University and George Mason University School of Law.
Jennifer Chandler Hauge serves as Senior Counsel and Director of Special Projects for the Nonprofit Risk Management Center. For the past 16 years Jennifer has served as legal counsel to public charities and private foundations. During 2006, she served a one-year appointment as Assistant Director of the Panel on the Nonprofit Sector (Washington, D.C.) during the Panel’s focus on recommendations for ethical governance practices for all charitable organizations. Jennifer has served on a variety of pubic charity and foundation boards, and has been a frequent presenter of workshops and seminars for the Nonprofit Risk Management Center over the years. She has authored numerous articles and several texts on personnel practices and risk management topics germane to nonprofits, most recently as co-author (with Melanie Herman) of Taking the High Road: A Guide to Effective and Legal Employment Practices for Nonprofits—2nd Edition (2006). Jennifer graduated from Dartmouth College and Boston College Law School.
Conference Workshops
- Good Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?
- The New 990: Friend or Foe? What You Need to Know to Prepare Your Organization and the Board for the Road Ahead
- Employment Risks and Your Nonprofit: Hot Topics for 2008
- Key Risk Management Policies: What Are They and How Do I Get Started?
Sponsors
Host
Conference Registration Fee
- $75 for each registration if your organization is a member of the Montana Nonprofit Association
- $125 for each registration if your organization is not a member of MNA
The Conference Registration Fee includes breakfast and lunch. Registrants will also receive a resource guide containing handout materials and a copy of Ready in Defense: A Liability, Litigation and Legal Guide for Nonprofits
Refund Policy
Cancellations received in writing by June 12, 2008 will be eligible for a refund, minus a $50 processing fee. No refunds will be given after June 12, 2008, however all registrations are transferable.
Questions?
Call (202) 785-3891 or send an email.