Workshops

All About the Mission: What it Means to Engage NRMC as a Consulting Partner

Looking for a consulting partner to help you cultivate internal risk leaders, develop Enterprise Risk Management capabilities, manage operational risks or undertake other risk management initiatives? Join Melanie Herman and Erin Gloeckner–principal consultants at the Nonprofit Risk Management Center (your Risk Summit hosts!)–to learn about NRMC’s approach to risk consulting. Bring your questions and enjoy a tour of NRMC’s consulting services, our philosophies for partnership, and expected outcomes of our consulting engagements. Learn why nonprofit leaders and corporate champions of the nonprofit sector trust the NRMC team as their mission partner.

Anticipating and Delivering the Risk Information Your Board Wants and Needs

Members of a nonprofit board are as unique as their respective fingerprints. Effective risk leaders deliver actionable risk information that meets the ‘wants’ and the ‘needs’ of their boards, which may not always be consistent. Attend this session to learn what nonprofit boards are asking for, and how seasoned teams are responding with risk reports and dashboards that keep the board focused on strategic risks, key risk indicators, and the evolution of risk capabilities.

Baby Budget, Big Bang! Cost-Effective yet Compelling Compliance Programs

Join Nonprofit Risk Management Center board member Kitty Holt, the Ethics & Compliance Officer at Plan International USA, to learn how to start a compelling compliance program on a small budget. Enjoy a year-by-year tour of how Kitty’s team implemented a budget-friendly, custom-fit compliance program that embraces the seven standards of a best-in-class program. Leave this session with practical insights for creating or enhancing a compliance program based on Kitty’s journey and lessons learned.

Bearcat Stewardship: Learning from University of Cincinnati’s Enterprise Risk Management Practices

Learn to apply Enterprise Risk Management (ERM) lessons from the education sector by attending this interactive case study presented by experienced insurance professionals committed to human services clients. Explore UC’s 2017 Enterprise Risk Management Stewardship Report and learn how ERM drives progress towards the university’s mission, values, and strategic priorities. Follow the development of UC’s ERM program structure, various loss control initiatives, and insurance program oversight. Leave this session with inspiration for integrating Bearcat-style ERM into your stewardship practices.

Dangerous Ideas: Negotiating Controversy in the Stewardship of Culture

The arts can heighten our appreciation of the world around us and disrupt quotidian routines with aesthetic experiences. They are a reminder of the ingenuity of the human spirit and unite communities through a shared vision for a better future. The arts ask us what it means to be human in the world today, and challenge us to confront difficult questions, interrogate our assumptions, and reconsider alternate possible truths. They are a catalyst for inquiry and initiate conversations around social, political, and cultural issues, even when debate might not be welcome. Arts create controversy when works are perceived as an affront to ideas, norms, and values that they explore. Responses to provocative works can come as demands for censorship and escalate into threats or acts of violence. Arts administrators, curators, presenters, and artists find themselves on the front lines of a war over images, ideas, culture, and identity. While cultural organizations have an obligation to protect and present our tangible and intangible heritage, they also grapple with practical concerns about the safety of staff and audiences. Compounding these challenges is the need to manage the interests of numerous stakeholders, including the public, funders, and the media. This session will explore case studies of controversial works and examine the ways in which institutions negotiated the risks associated with presenting these works. Through these examples, this session will examine the role of institutions as stewards of cultural heritage and frameworks for understanding those responsibilities when faced with a variety of risks.

Defeating the Dangerous Demons Desiring the Demise of Your Den

Even though you have worked very hard and have taken many risks to get your organization to where it is today, your mission lives in an always uncertain and sometimes frightening world. Mission stewardships means protecting what you and others have worked so hard to build. As your organization becomes more established, the risks become more significant and there is so much more to lose! Attend this session to learn about some of the practices that can be used to safeguard the valuable assets of your nonprofit against a variety of familiar and not-so risks, from not having a risk management process in place, to addressing the causes of frequent claims, protecting your property, and managing vehicle exposures. Whether your mission is small or mighty, attend this workshop to learn how to sync stewardship with sound risk management.

ERM 101

Attend this workshop to learn philosophies behind Enterprise Risk Management (ERM), and how ERM differs from conventional or hazard-based risk management. Learn why ERM is a critical component of mission stewardship and four common barriers to developing ERM or evolving risk capabilities in a nonprofit organization.

ERM Master Class

This Risk Summit session explores the discipline of Enterprise Risk Management in high-performing nonprofits. Learn how ERM has been adapted and advanced in environments with and without full-time ERM leaders. Find out how organizations identify and equip Risk Champions to connect risk management to strategy setting and key objectives. You’ll also learn valuable and practical insights and lessons from NRMC’s consulting work with nonprofits across a wide spectrum of missions and sizes.

ERM’s Executive Exemplars: The General Counsel's Role in Enterprise Risk Management

This session features a panel of experienced leaders who champion risk management and Enterprise Risk Management (ERM) efforts in their organizations. Learn how General Counsel from diverse nonprofits champion risk-aware decision-making, and also the GC’s perspectives on risk reporting and risk oversight.

Finance Firecrackers: Dynamic Financial Reporting to Your Board

Ever worry that your financial presentations are considered flat or dull, or that they fail to elicit ample insight from your board? Attend this workshop to go from dud to dynamo! Learn tenets of dynamic financial reporting to engage your board in productive dialogue. Prioritize the most relevant and timely information that will spark your board’s interest and relight the fire for fiscal oversight. Explore sample financial dashboards, discussion prompts, and facilitation strategies that will stoke your board’s interest in finance—and keep it crackling brightly all year.

Insurance 101

Join seasoned insurance professionals, Sarah McDonnell and Becky Holt for an entertaining and informative look at two worlds, the nonprofit sector and the insurance industry. During this fast-paced program you’ll learn: how to read an insurance policy, practical tips for evaluating your property and liability insurance needs, and the role of an independent agent or broker. You’ll also learn about the coverages most commonly purchased by nonprofits as well other policies that may be worth considering.

Managing Safety Across Generations

In a workplace with employees aged 17-70+, getting everyone involved in risk management can be a challenge. This session will provide ideas on how to engage multiple generations in your safety program and achieve positive results. We’ll cover the similarities and differences between the generations and apply their known preferences to workplace risk management programs such as written programs, training, safety committees, workplace audits, and more.

Navigating Stewardship: 4 Principles for Proactive Risk Practice

Risk management is best defined as active stewardship. Mastering risk practice starts with understanding the four R’s of stewardship: 1. Relationship building, 2. Role acceptance, 3. Responsibility through compliance, and 4. Rewarding others through accountability. Learn how to sync these principles to shepherd and advance your mission in an environment of constant change and never-ending uncertainty.

Promoting Strong Stewardship Across a National Network

The nation’s network of 1,000+ Community Action Agencies have deployed a core set of 58 Organizational Standards that assist in assessing and managing risk. The National Community Action Partnership was instrumental in the development of these standards which include a comprehensive assessment of agency risk every two years as well as standards focused on governance, finance, personnel, outcomes, and strategic planning. Setting and striving to meet these standards strengthens risk management over time. This session will explore how the process–and the development of a risk resources portal synced to the standards–provides a replicable case study to inspire systematic and proactive risk practice across a diverse nonprofit network.

Protecting Knowledge in Motion: Facilitating Knowledge Transfer During Team Transitions

Even the smallest organization has a “knowledge base” that needs to be managed and curated. While never the intention, staff transitions of all kinds (retirements, other departures, promotions, leaves of absence) pose some degree of threat to that knowledge base. Luckily, staff transitions also offer opportunities for expanding or deepening a team’s knowledge base. Attend this workshop to learn the tenets of cultivating a learning culture and defending against knowledge loss. Learn practical processes for capturing, connecting and protecting knowledge, and explore related succession planning strategies.

Risk Behind the Headlines: Connecting the Dots

#MeToo…a national opioid epidemic…scandalous conduct by international aid and relief workers…school and workplace gun deaths, and more: today’s headlines are laden with risk management implications. This session, led by a nonprofit risk and insurance veteran, will examine current news trends against the backdrop of nonprofit risk and insurance management, with an eye toward ‘teachable moments’ and best practices. This workshop is appropriate for nonprofit finance, legal, and operations executives, and requires no prerequisite knowledge. Attend this session to learn and share your experiences.

Risk Lessons from a River Rider

Attend this plenary session to gain risk management insights spawned through the thrill of outdoor adventure! Expert canoeist and kayaker John Connelly is a former member of the US Canoe & Kayak team, the former leader of L.L. Bean’s Outdoor Discovery Schools, and is now a respected consultant to nonprofits with outdoor and recreation programs. Enjoy a fast-paced tour of John’s most memorable river quests—including his 1,500 mile, 70-day river/ocean kayaking voyage from New York to Maine, and his epic 16-day rafting expedition down the Colorado River in the Grand Canyon. Learn how John’s lifetime of riding rivers and oceans led him to risk management realizations that ensured his survival, satisfied his search for adventure, and can help you embrace informed risk-taking at your nonprofit.

 

Risk Management 101

Join an experienced risk management and loss control professional for a fast-paced introduction to risk practice. Learn how to get a new program underway, the keys to sustaining interest and commitment in risk management, and what to do and what to avoid as you lead or support the adoption of risk management goals, policies, and training in your organization. This Risk Summit workshop is ideal for ‘newbies’ as well as leaders who want to refresh their risk know-how and skills.

Risk Professionals Peer Networking

Join your fellow Risk Champions for a fast-paced peer networking session. Whether you’re you’re a full-time Risk Manager, Director of RM or compliance/ethics leader, or you’re wearing a risk manager’s hat as one of many, attend this session to learn about the tough challenges and successful strategies that colleagues are facing and conquering across the nonprofit and NGO sectors.

Sensible Stewardship: Top Legal Risks facing Nonprofits

Join respected nonprofit counsel Don Kramer—editor and publisher of Nonprofit Issues and chair of the Nonprofit Law Group at the Philadelphia law firm of Montgomery, McCracken, Walker & Rhoads, LLP—for a tour of top legal risks and hot button issues facing nonprofits. Bring your questions for a fast-paced Q&A with Don at the end of his presentation.

Stewarding a Safety Culture in a World of Abuse

Creating a safe environment for a nonprofit begins with its leaders. As stewards of nonprofits, organizational leaders are given the responsibility of protecting the welfare of volunteers, employees, and those they serve. This responsibility begins with training, education, and implementation. Failure to adequately train your employees and volunteers subjects you to negligence, and in a world where abuse claims are prevalent, nonprofit leaders should be well-educated and prepared to prevent and/or react properly to these cases within their organization. If a child or adult is abused while in the care of your nonprofit, you could be at fault for any misconduct that occurs. In this session, Care Providers and Praesidium will cover the current trends and challenges of abuse in nonprofit organizations and how to promote a culture of safety within your organization. Attendees will learn how to protect those in their care while helping to preserve trust within their organizations.

Stewarding Reputation Risk

Reputation is arguably the most important asset for a nonprofit organization. Public perception of a nonprofit’s credibility can quickly sink or elevate an organization’s ability to accomplish its mission and to gain public support for sustainability of operations. In a culture permeated by nonprofit scandals, a multitude of polarizing issues, and fake news, it is critical for an organization to take proactive and reactive steps to preserve and opportunistically enhance its reputation. In this session, we will discuss risk mitigation strategies to stay ahead of critical issues that can impact reputation in an age where information travels at the speed of social media.