2009 Risk Management and Finance Summit for Nonprofits

Sunday to Tuesday, September 20–22, 2009
AT&T Executive Education and Conference Center at the University of Texas at Austin • Austin, TX
 

Main Register Program Location

The 2009 Risk Management and Finance Summit is an educational event that draws nonprofit leaders from across the country, as well as professional advisors (lawyers, CPAs, and insurance professionals) who assist and support nonprofits. The Summit offers a time and place for nonprofit executives, managers and other leaders to network and discuss hot topics and trends that affect the governance and operations of their organizations. At the Summit a spotlight is focused on the topics of risk management, finance and human resources—three disciplines that play a significant role in creating and sustaining a firm foundation on which an effective nonprofit organization can deliver its mission. All three topics are addressed in various aspects of the conference, from inspiring keynote presentations to informative workshops and networking opportunities. Covering a broad spectrum of emerging issues in the field, the Summit is a not to-be-missed event for those who want to strengthen the foundations of their organizations, fine tune risk management practices, and thereby enable greater focus and resources to be devoted to mission fulfillment. The 2009 Summit will be held September 20-22 at the brand-new AT&T Executive Education and Conference Center at the University of Texas in Austin, TX.

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
  • New and veteran board members, including your Chair, Chair-Elect, Treasurer and Secretary
  • Senior staff from foundations and grantmaking nonprofits
  • Local and State Government officials who work with nonprofits
  • Aspiring nonprofit CEOs
  • Professional advisors and consultants serving nonprofits

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.

About the Format

The Summit offers two days of plenary sessions and workshops to help you focus more deeply on topics that are core to high-performing nonprofits. One of the brand-new features of this year’s SUMMIT is our “Curbside Consultants” program. This program offers the opportunity to meet one-on-one with experienced consultants and nonprofit practitioners who volunteer their time and expertise to you during confidential, one-on-one consultations. Topics you may want to explore with a “Curbside Consultant” include effective and legal employment practices, creating a risk-aware culture, to managing the risks of fundraising, putting your insurance program out to bid, and more.

Corporate Sponsors

The following companies have signed on as Corporate Sponsors of the 2009 Summit. Thank you!

Keynote Speakers

Monday, September 21 —9:00 am

PLENARY SESSION: The School of Rough Waters: Managing Risk at Sea and at Home

The Nonprofit Risk Management Center is pleased to announce that Tori Murden McClure will deliver the keynote address at the opening plenary session of the 2009 Risk Management and Finance Summit Nonprofit. Tori is no stranger to the nonprofit world and the discipline of risk management and brings a unique perspective on risk-taking and risk management to this year’s conference. Professionally, Tori has worked as Chaplain at Boston City Hospital, executive director of a shelter for homeless women, and with Muhammad Ali to assist with early efforts to create the Muhammad Ali Center in Louisville.

Tori is best known as the first woman and first American to row solo across the Atlantic Ocean. She was also the first woman and first American to travel over land to the geographic South Pole, skiing 750 miles from the ice shelf to the pole. An avid mountaineer, Tori has climbed on several continents and she was the first woman to climb the Lewis Nunatuck summit in Antarctica. Tori’s accomplishments have been chronicled in ten books, 30 major magazines and an award-winning documentary.

Tori earned her A.B. from Smith College, a Masters in Divinity from Harvard University, a Juris Doctor from the University of Louisville School of Law, and a Masters of Fine Arts in Writing from Spalding University. She was admitted to the practice of law in 1995 and is a lawyer in good standing with the Kentucky Bar Association. She currently serves as Vice President for External Relations, Enrollment Management, and Student Affairs at Spalding University.

Tori is the author of A Pearl in the Storm: How I Found My Heart in the Middle of the Ocean, a new book that chronicles Tori’s two attempts (the second, successful) to row across the Atlantic in a handcrafted boat called “American Pearl.” These ocean trips became extraordinary, life-changing “voyages of self-discovery.” During her Summit appearance Tori will share some of the most important lessons from her life as a risk-taker.

Tuesday, September 22 – 9:00 am

PLENARY SESSION: Life is a Verb! — Six Practices for More Mindful Living (and working)

In October 2003, Patti Digh’s stepfather was diagnosed was lung cancer. He died just 37 days later, a time frame that shocked and scared her. She started asking herself one question every morning, a question that changed her life: “What would you be doing today if you only had 37 days to live?”

Patti will share what she has learned in the six years since that fateful day in this lively keynote filled with stories and learning and laughter—and questions for you to ponder.

Her stories of subtle and shocking change, jarring recognitions, discoveries in everyday routine, and the insights of knowing adults and wise children will touch your heart and mind. Explore with her the six practices she discovered that help us live a fuller, more meaningful life at home and work. You’ll leave refreshed and with new ways to find joy and deeper meaning in the very simple moments of your days.

Patti Digh is the author of Life is a Verb: 37 Days to Wake Up, Be Mindful, and Live Intentionally, a finalist for both the 2008 Books for a Better Life Award and Southern Independent Booksellers Association book of the year, as well as the award-winning blog, 37days. Her first book, Global Literacies, was named a Fortune Magazine "best business book" for the year 2000. Patti is a writer, blogger, speaker, social justice activist, and—most importantly—a mom.

 

Hosts

TANO — The Texas Association of Nonprofit Organizations (TANO) is the statewide association reflecting and promoting Texas’ growing nonprofit community in all its diversity. Envisioning a Texas Nonprofit Sector that works together to be among the healthiest and most vibrant in the nation, TANO’s concern and focus is every nonprofit entity within our state no matter size or budget. Its mission is to connect, strengthen, and support the nonprofit community for the public good of Texas. TANO is the Texas affiliate of the National Council of Nonprofits and is a satellite affiliate of the Nonprofit Risk Management Center.

Texas Municipal League — The Texas Municipal League exists solely to provide services to Texas cities. Since its formation in 1913, the League's mission has remained the same: to serve the needs and advocate the interests of its members.

The TML constitution states that the purpose of the League is to "render services which individual cities have neither time, money nor strength to do alone."

Service Statements:

  • Represent the interests of member cities before state and federal legislative, administrative, and judicial bodies at the state and federal levels.
  • Conduct and sponsor an annual conference and other educational events to facilitate the study and exchange of information on relevant city government issues.
  • Publish and circulate an official magazine and other publications, reports, and newsletters of interest to member cities.
  • Alert member cities to important governmental or private sector actions or proposed actions which may affect city operations.
  • Promote the interests of League affiliates and regions by providing organizational and technical assistance as directed by the Board and consistent with financial resources.
  • Promote constructive and cooperative relationships among cities and between the League and governmental entities, councils of governments, the National League of Cities, educational institutions, and the private sector.
  • Provide in a timely manner any additional services or information which individual members may request, consistent with the member cities' common interests and the League's resources.
  • Provide administrative services to the League's risk pools so that quality coverages at reasonable and competitive prices are available to member cities and their employees.

Austin Community Foundation


Texas Economic Development Council — The Texas Economic Development Council (TEDC) is an Austin-based, statewide, non-profit professional association dedicated to the development of economic and employment opportunities in Texas. The TEDC is the largest state association of economic development professionals, volunteers, and elected officials. The organization provides information, educational and legislative services to nearly 900 members.

The TEDC is a one-stop shop for ideas, information, and influence. Our objective is to support the economic growth of Texas and develop strategies that promote a positive business climate in our state.

Nonprofit Austin / Center for Community-Based & Nonprofit Organizations at Austin Community College — The Center exists to promote, leverage and facilitate community collaborations and partnerships that broaden the horizons and possibilities for the Central Texas Nonprofit Sector. These collaborations reflect the Center's ability to bring business, government and nonprofit sectors together around common goals.

Scholarships

To apply for a scholarship, click here.

Corporate Sponsors

To inquire about enrolling as a Corporate Sponsor of the 2009 Risk Management and Finance Summit for Nonprofits, contact Melanie Herman at (202) 785-3891 or via email.

Recent Summit

To read more about the Summit held in 2008, click here.

A wonderful and comprehensive 'introduction' to all aspects of risk management.

Beth Pratt, Vice President/CFO, Yosemite Association, El Portal, CA

I will use much of what I learned!

Andrea Zeller, Executive Director, Mission Community Services Corp, San Luis Obispo, CA

As a new Executive Director, I was able to get good information from many experts. Thank you for the comprehensive program, good resource book, and great food. My 'to do' list has just gotten longer.

Rona Renner, RN, Executive Director, Childhood Matters, Inc., Berkeley, CA

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Questions?

Contact Melanie Herman at the Nonprofit Risk Management Center via e-mail or by phone at (202) 785-3891.

This conference is a must, and always the first item I put in the budget. I have been a regular participant since 1997 and learn many new things each year. It's really nice to attend a conference focused on nonprofits.

Karen L. Geney, SPHR, VP, Human Resources, Hemophilia of Georgia, Inc.

As a risk manager, I find the annual conference to be a terrific source for up-to-date information and valuable peer networking.

William G. Chapin, Director, Facilities & Risk Management, Diocese of Rockville Centre, NY

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