2008 Regional Conferences

Risk Management & Finance Essentials for Nonprofit Leaders

May 29, 2008 • River Park Inn • Tucson, AZ


The Center is grateful to the Public Entity Risk Institute for its generous sponsorship of this conference.

I added a recent Regional Conference. Excellent real life examples
presented a practical view of risk management and the risk assessment process.

 

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

Conference Agenda

8:30–9:00 am

Welcome

Registration, Breakfast and Ice-Breaker
9:00–10:15 am

Opening Session

Managing Risk in a Changing World: Do’s, Don’ts. Sins and Virtues

Risk management is a process for dealing with uncertainty. This workshop addresses the increased importance of risk management in a world that looks increasingly different than what we have grown to expect. The workshop cannot predict the future, but offers guidance for addressing the uncertainties a changing world may bring.

Speaker: Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center
10:30 am –12:00 pm

Key Risk Management Policies: What Are They and How Do I Get Started?

Designing 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.

Speakesr: Melanie Lockwood Herman and John C. Patterson, Senior Program Director, Nonprofit Risk Management Center

12:00–1:00 pm

Luncheon

SSCIP Recognition Awards

Larry Prather, Southwest Risk Services

Introduction to “My Risk Management Plan”

Speaker: Melanie Lockwood Herman
1:00–2:30 pm

10 Steps for Surviving Litigation

The prospect of becoming entangled in a law suit may be causing you to lose sleep. This workshop may help ease your anxieties and restore some of your lost sleep. During the workshop, you will learn what to expect at each stage of the process, the roles insurers, lawyers and other parties to the lawsuit play. The workshop will explain why sometimes it is necessary to pay a settlement rather than take the case to court—even when the organization doesn’t feel that it should be held responsible for the incident.

Speaker: Melanie Lockwood Herman
2:45–4:00 pm

They Did What?

After an accident, injury or crisis, take the time to look at what occurred, why it happened and what could be done to keep that situation from re-occurring. This workshop will provide a framework for after-the-fact analysis and implementation of changes through policies, procedures, education and risk financing tools using actual cases. Staff of the Nonprofit Risk Management Center and claims adjusters from Southwestern Risk Services will lead the discussion.
4:00–4:30 pm

Wrap up Q&A and Presentation of Certificates

Certificates of completion will be presented to all attendees who are present at the program conclusion. Thank you for completing the conference evaluation!

About the Faculty

Melanie Lockwood Herman, Esq. serves as Executive Director of the Nonprofit Risk Management Center, a Washington, DC-based resource center serving the nonprofit sector. The Center provides training, technical assistance and informational resources on a wide range of topics, including risk management, liability, employment practices, accountability, insurance, and child abuse prevention. Melanie has spent her entire career in the nonprofit sector and has authored and co-authored more than 15 books covering a wide spectrum of risk management issues. Each year she delivers numerous workshops, seminars and keynote presentations on risk management, liability and insurance topics. Her most recent books are Taking the High Road: A Guide to Effective and Legal Employment Practices for Nonprofits (2nd Edition), and Pillars of Accountability: A Risk Management Guide for Nonprofit Boards (2nd Edition). Melanie earned a Bachelor of Arts Degree in Urban Affairs from the American University (Washington, DC) and a Juris Doctor from George Mason University (Arlington, VA). She is a member of the District of Columbia Bar Association.

John C. Patterson serves as Senior Program Director at the Nonprofit Risk Management Center, and brings more than thirty-five years of experience in the nonprofit and government sectors. John is the principal author of several of the Center’s publications including The Season of Hope: A Risk Management Guide for Youth Serving Organizations, the Staff Screening Tool Kit: Building a Strong Foundation Through Careful Screening and the Child Abuse Prevention Primer for Your Organization. He is the co-author of Kidding Around? Be Serious: A Commitment to Safe Service Opportunities for Young People and Crisis Management: 10 Steps to Organizational Survival. During a long and continuing association with national youth serving organizations including the Boy Scouts of America, he has helped develop comprehensive youth protection programs and abuse prevention strategies. Early in his career, John was the executive director of an association offering services to developmentally disabled children and adults and directed summer camps for individuals with mental and physical disabilities. John is a graduate of the University of New Mexico.

Conference Workshops

  • Managing Risk in a Changing World: Do’s, Don’ts. Sins and Virtues
  • Key Risk Management Policies: What Are They and How Do I Get Started?
  • 10 Steps for Surviving Litigation
  • They Did What?

Conference Sponsors

Nonprofit Risk Management Center

The Center provides free technical assistance on risk management, liability, and insurance matters; offers interactive risk assessment programs online; publishes easy-to-use written resources; designs and delivers workshops and conferences; and offers competitively priced consulting services. The Center’s library of affordable publications includes more than 20 titles, and its software resources include My Risk Management Plan and the Risk Management Classroom. For more information, visit www.nonprofitrisk.org or call (202) 785-3891.

Social Service Contractors Indemnity Pool

The Social Service Contractors Indemnity Pool (SSCIP) was formed in 1986 for the express purpose of providing insurance protection to social service agencies at a fair and equitable price. Today SSCIP provides property and liability protection to approximately one-third of eligible social service providers. A contract with governmental entities, such as State, County or City, or a regional behavioral health authority, within the State of Arizona is the primary eligibility requirement.

SSCIP provides comprehensive insurance protection, designed specifically for social service agencies through its Administrator, Southwest Risk Services (SWRS). In addition, claims management, loss control and risk management services, training and education, developed for social and human services organizations, are part of the overall SSCIP program.

For more information about Southwest Risk Services, see SSCIP’s Administrator.

Conference Location

River Park Inn
350 South Freeway
Tucson, AZ 85745
(520) 239-2300 / (800) 551-1466

Conference Registration Fee

  • $90 for SSCIP members
  • $110 for non-members

The Conference Registration Fee includes breakfast and lunch. Registrants will also receive a resource guide containing handout materials.

Refund Policy

Cancellations received in writing by May 21, 2008 will be eligible for a refund, minus a $50 processing fee. No refunds will be given after May 21, 2008, however all registrations are transferable.

Questions?

Call (202) 785-3891 or send an email.

Photo by: Fred Hood © Metropolitan Tucson Convention & Visitors Bureau