2008 Risk Management and Finance Summit for Nonprofits

Sunday to Tuesday, September 7–9, 2008
Marriott City Center • Minneapolis, MN
 

Main Register Program Hotel

Mark Your Calendar!

The 2008 Risk Management and Finance Summit for Nonprofits will be held September 7–9, 2008 at the Marriott City Center in Minneapolis, MN. Mark your calendar today and plan to attend this annual gathering of leaders committed to bringing risk management to life in their organizations.

Hosts


The Center is grateful to the following companies who will serve as hosts of this year’s Summit in Minneapolis:

Minnesota Council of Nonprofits

Conference-at-a-Glance

Sunday, September 7

Noon–5:00 pm Registration
1:00–5:00 pm Exhibit Set up
1:00–3:00 pm

Concurrent Sessions

  • Session #1 Risk Management 101, Part I
  • Session #2 Change, Flexibility and Influence: Roundtable for Experienced Risk Managers
  • Session #3 When Bad Things Happen to Good Nonprofits: Effective Crisis Communications
  • Session #4 Nonprofit Financial Basics
  • Session #5 Forum for Insurance Agents and Brokers, Part I
3:15–5:00 pm

Concurrent Sessions

  • Session #6 Risk Management 101, Part II
    (this session will include: Working with an Agent or Broker & Managing Your Insurance Program)
  • Session #7 Liar Liar: What to Do When an Employee’s Pants Are on Fire and Other Risk Management Challenges in Today’s Workplace
  • Session #8 Advanced Financial Management — Doing More with Less (Or at Least Holding Your Own) (topics to include risks associated with commercial activities)
  • Session #9 Forum for Insurance Agents and Brokers, Part II
  • Session #10 Over There and Overseas: Managing Risk in International Programs—Stories from the Field
5:00–7:00 pm

OPENING RECEPTION

Monday, September 8

Today’s programs and events are generously sponsored by ChoicePoint.

8:00 am–5:00 pm Registration
8:00–9:00 am Breakfast and Exhibits
9:00–10:15 am

Opening Plenary Session

“The Art of Leadership”

Featuring: Erik Wahl
10:15–11:45 am

Concurrent Workshops

  • Session #11 Can You Hear Me Now? Avoiding A Crisis In Confidence Through Financial Transparency
  • Session #12 Who’s Lending a Hand? (ChoicePoint track)
  • Session #13 Nonprofit LifeCycle Risks: Plain Talk About Succession Planning
  • Session #14 Insurance Boot Camp and Coverage Clinic
  • Session #15 Special Risks for Grantmakers
Noon–1:00 pm

LUNCHEON SESSION

Partnering for Safety — A New Approach

Featuring: Shamus O’Meara and Tom Heffelfinger

Today’s luncheon keynote presentation is generously sponsored by Riverport Insurance Company.
1:15–2:45 pm

Concurrent Workshops

  • Session #16 Risk Prevention Through Effective Emergency Management
  • Session #17 State of the Art Screening for Paid and Volunteer Staff: What’s New and What You Need to Know (ChoicePoint track)
  • Session #18 Bloggers, Hackers, Viruses and Trusted Employees: How Not to be Roadkill on the Information Superhighway
  • Session #19 Compassion Fatigue: Managing the Risk of Burnout
  • Session #20 Project Risk Assessment: Conducting a State of the Art Evaluation of Your Nonprofit’s Exposures
3:00–4:30 pm

Concurrent Workshops

  • Session #21 How to Develop a Meaningful Ethics Program in Your Nonprofit
  • Session #22 Fair Credit Reporting Act in Depth (ChoicePoint track)
  • Session #23 Any Day But Friday: Compassionate Layoffs and Staff Terminations
  • Session #24 Religious Nonprofits Rethinking Risk Management: A Roundtable
  • Session #25 Insuring Your Foundation for a Future of Giving
4:30–6:30 pm

Reception in the Exhibit Area

Tuesday, September 9

8:00 am–5:00 pm Registration
8:00–9:00 am Breakfast and Exhibits
9:00–10:00 am

Plenary Session

Beauty and the Beast: Lessons from My Life as a Contestant
10:15–11:45 am

Concurrent Workshops

  • Session #26 Swimming Pools, Gyms and Camps: Risk Management Tools, Resources and Strategies for Facility-based Programs and Activities

  • Session #27 Risk Management in Grantmaking

  • Session #28 Managing Governance Risks: What the Board Needs to Know and Why

  • Session #29 Litigation Trends and Nonprofits

  • Session #30 Fraud Prevention
  • Session #31 Managing the Risks of Mentoring

Here’s what attendees are saying about the 2007 Summit held in Winston-Salem, NC:

Our risk management, accounting, and marketing will be improved thanks to the Summit.

 

The single most important thing I learned was how to communicate risk management to board, staff, and volunteers.

 

I would refer all of our insured nonprofits to the conference because the topics are cutting edge and the resources and perspectives gained are invaluable.

 

The Summit offers inspiration and a road map to effective risk management. At the conclusion of the 2007 Summit, we asked attendees to share their plans for the future based on what they learned at the Summit. Some of these ambitious “to do” items and plans include:

  • “Initiate streamlined and effective risk management best practices.”
  • “Implement more effective risk control overall for my organization.”
  • “Develop a risk management committee for my church and nonprofits.”
  • “Implement new risk assessment tools and new public relations practices and refocus our strategic plan.”
  • “We’ll complete a business continuity plan within the next 12 months.”
  • “Review our risk management program with a fresh perspective and reiterate the value of board involvement in risk management.”
  • “We have already posted the organization’s web address to our members and also made positive verbal comments at our risk management meeting yesterday in New York City.”

Scholarships Sponsor

To apply for a scholarship, click here.

Corporate Sponsors

The Center is grateful for the generous support provided by the following Corporate Sponsors of the 2008 Risk Management and Finance Summit for Nonprofits:

To inquire about enrolling as a Corporate Sponsor of the 2008 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 October 2007, 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

top

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

top