RISK MANAGEMENT ESSENTIALS
Encouraging and Managing Risk
Taking risk is required to advance the mission of your nonprofit. This session will explore how to engage your board and staff in calibrating the “risk appetite” of your nonprofit and how to appreciate and manage the risks you decide to take. Learn about some of the pitfalls in conventional risk management and find out how to begin the process of creating a “risk intelligent” organization.
Youth Protection: What You Need to Know
This workshop explores the topic of youth protection in the context of a volunteer and staff–driven youth–serving organization. Learn about the exposure to legal claims when an organization serves youth, “best practices” in youth protection, and practical strategies for providing a safer environment.
Practical Risk Management: Lessons and Insights
Risk management in the nonprofit sector is about improving a nonprofit’s chances of survival and success in an environment of uncertainty and occasional turbulence. Though forecasting the future may be impossible, anticipating the future and preparing are essential. This fast–paced, interactive workshop will explore the blind spots and barriers that obscure our understanding of risk, and outline practical steps every leader can take to understand and treat risks. The following topics will be covered:
- Balancing thoughtful risk–taking with appropriate risk management
- Changing the culture of the organization to strengthen preparation for the unexpected
- Implementing state–of–the art risk management approaches
- Your “burning” questions about any risk or risk management issue!
Got Risk?! What You Need to Know
Risk–taking is essential to mission fulfillment. This webinar will explore practical steps to understand and manage risk in your nonprofit. Learn how nonprofit leaders perceive risk differently (and why), and what you can do to be aware without being afraid. Find out how many of your existing practices reduce the chance of harm and what steps can be taken (affordably or at no cost) to fill the gaps in your risk management program. Attend this webinar to find out what you don’t know but need to about risk in your world.
Effective Risk Communication: Who Will You Tell and What Will You Say?
This fast–paced workshop will delve into the topic of risk communication in the nonprofit sector. Attendees will learn about the role of risk communication in an overall risk management strategy, effective strategies for communicating information about risks and risk management strategies to a wide range of stakeholder groups, and practical do’s and don’ts in the world of risk communication. Participants will learn:
- What is risk communication?
- What are the most effective ways to communicate information about various risks to key stakeholder groups (e.g., volunteers, members, participants, donors, etc.).
- How should leaders shape their risk communication messages to ensure clarity and protect a nonprofit’s brand and reputation?
Got Risk? Risk Management Essentials for Nonprofit Leaders
This day–long program will provide a comfortable introduction or valuable refresher on risk management in nonprofit organizations. Increasing scrutiny of nonprofits has led to unprecedented interest in the risks that nonprofit take and the adequacy of risk management efforts. This program begins with a discussion of creating a culture where risks are managed intuitively, continues with an easy to understand framework for identifying and managing myriad risks, and concludes with an overview of special topics and a segment exploring insurance basics.
Risk Transfer Through Effective Contracts: What You Need to Know
Transferring risk to another entity is an important risk management strategy that can be accomplished through a written contract. This workshop explains the do’s and don’ts of contractual risk transfer, including how to determine whether risk transfer is appropriate, what contract language is key to ensuring that transfer takes places, and an explanation of key concepts in the field of risk transfer including additional insured endorsements, waivers of subrogation, mutual indemnification and more.
Appearance Matters: Managing Reputation Risk
What’s in a reputation? According to one source reputation represents “50% of the median value of a public company.” What about the reputation of a nonprofit that relies on generous, committed individual and institutional donors? Your nonprofit’s “value” in the charitable marketplace may be even more reputation–dependent. This workshop explores the intersection between sound risk management and reputation stewardship. Learn what steps and strategies are in order before your reputation is tarnished, in the midst of a crisis, and while the flood waters are receding.
Conducting a Fraud Risk Assessment
In its recent Report to the Nation on Occupational Fraud and Abuse, the Association of Certified Fraud Examiners estimates that 7% of organization revenues are lost to fraud. Across all three sectors of our economy, fraud losses amount to a staggering $994 billion annually. Increasing awareness of fraud risk is the first step in preventing losses. Attend this workshop to learn how to undertake a fraud risk assessment that reflects your changing internal and external environments as well as best practices in fraud prevention.
ERM Lessons and Tools
“Enterprise Risk Management” sounds expensive, time–consuming, out of reach and even a bit technical. Yet according to author Michael Power, ERM “…should be understood as referring to any broadly based conception of risk management…It signifies any aspiration for a form of risk management practice which is all encompassing in scope, business–focused, and is suggestive of a bird’s eye view of organizational life.” This workshop begins with a user–friendly overview of ERM lessons and tools and continues with a discussion of how ERM can be brought to life (without exhausting available resources) in a nonprofit.
Insurance for Nonprofits
D&O, CGL, professional liability, non–owned auto, business interruption, and crime coverage are just a few examples of insurance policies commonly purchased by nonprofit organizations. Depending on the mission, the environment, and the services provided, a nonprofit’s insurance program takes different forms—there is no one–size–fits–all answer. And the components of an appropriate insurance program change over time as the nonprofit’s programming changes and the organization grows in size or scope. This fast–paced workshop will offer a quick study of key insurance topics, including how to understand an insurance policy and an overview of the policies commonly purchased by nonprofit organizations. You’ll leave this workshop with a clear picture of what to look for in the coverage you purchase, and new insights on the value or gaps in your insurance program.
Policy Development Boot Camp
Creating safety, HR and governance policies for a nonprofit is as simple as using one of the world’s most popular search engines, right? Leaders of nonprofits saddled with overly complex, poorly written and unsuitable policies might beg to differ. This hands–on workshop will explore a more effective process for creating custom policies that actually work. The featured speaker will discuss the need to ask stakeholders what they think before telling them what you think, and the importance of standing in the shoes of the people who must comply with your policies. Attendees will also learn how to use free and affordable policy development resources. Fifteen (15) complimentary licenses to My Risk Management Policies (a $2,700 value) will be provided as part of this program.
Community Public Relations
Relationships with members of the community are essential to the success of your nonprofit. Yet in today’s digital age, many leaders express frustration at the inability to keep track of the “conversations” between stakeholders. Attend this session to learn about the risks of getting out of touch, how to monitor and assess your reputation in the community, and practical tips for repairing stakeholder relationships that aren’t working.
Liability Insurance for Nonprofits: Navigating the Maze and Protecting Your Organization
Sorting through the liability exposures facing your organization and the insurance products available to finance risks is no easy task. This workshop offers attendees the chance to get a firmer grasp on the big picture as well as the details of obtaining coverage for a nonprofit. You'll learn how to determine whether your coverage is adequate and what changes and developments in the insurance mean for your organization. This workshop will offer practical information and tools you'll be able to put to use immediately as you work to protect your organization's mission.
Crisis Management for Nonprofit Organizations
Spending time preparing for a crisis is not only important to protect the health of your nonprofit, it may be essential to your survival in the wake of a catastrophe or disaster. This workshop presents a framework for crisis management that can be adapted to fit the needs and resource constraints of any organization.
MANAGING GOVERNANCE RISKS
Governing in a New Era: What’s the Risk?
This workshop (or keynote) explores the risks that arise when a nonprofit board transitions from blissfully ignorant to engaged and “in the know.” Sure it’s a good thing when the board understands it true legal responsibilities and is empowered to govern as it arguably should, but only naïve leaders will ignore the risks that arise when boards step up. The essence of risk management is increasing stakeholder confidence. Attend this workshop to learn how to identify, assess and treat the risks that arise as the board matures. Learn what you can do to inspire greater confidence in the organization, the staff and the board itself.
Governing a nonprofit board requires intellectual curiosity, an appetite for risk–taking and endless patience with the policies and procedures that help keep an organization mission–focused and out of harm’s way. Yet inspired governance is much more than responding “yes” to the governance questions on the IRS Form 990. Truly effective boards understand the risks that threaten the mission of the organizations they serve and the risks associated with the strategies the organization has adopted to manage those risks. This workshop will explore the increasingly critical intersection between the disciplines of governance and risk management, and present a practical framework for positioning the board to capably determine an organization’s risk–taking appetite and provide appropriate risk oversight that will position the organization for long–term success.
Accountability in Action: Enforcing Board Member Responsibilities
What can you do if a board member "goes rogue?" This fast–paced workshop offers practical strategies for holding board members accountable. Learn how to identify bad behaviors that prevent a board from advancing the mission of a nonprofit and what senior staff leaders can do to support and empower the board. This workshop also covers the role that the Chair and other leaders play in hold their peers accountable. If you serve on or report to a dysfunctional board or one firing on two instead of four cylinders, this workshop will help you diagnose the problem and develop an action plan to improve governance practices.
MANAGING HUMAN RESOURCE RISKS
Human Resources for Nonprofits: Taking the High Road
Employment risks bear a hefty price tag in a nonprofit workplace. From poor morale to litigation, allegations of wrongful, inappropriate or even illegal employment practices drain resources from your community–serving mission. This workshop will present practical and proven strategies for avoiding employment claims. The presenter will also discuss common employment–related mistakes and how to avoid them in your nonprofit. If you're interested in spending more time on your mission and less time with an HR–inspired headache, this workshop is ideal.
Effective Hiring Practices
The hiring stage of the employment relationship can and should be managed in a way that increases the chance that new hires will be a good “fit” for the organization. Learn how to approach the hiring process with optimism and discipline while managing the legal risks that arise at this stage of the employment relationship. This workshop covers:
- Hiring goals
- Legal do’s and don’ts and risks associated with hiring
- Sensitivity in hiring
- Matching screening tools to the “risks” of the position (e.g., reference checks, background checks, interviews, home visits, etc.)
Staff Supervision and Evaluation
The effective supervision and evaluation of staff is essential to ensure the success and good health of a nonprofit. Yet many organizations neglect this area of organizational development due to the demands associated with providing high quality services and strain on resources. This workshop covers practical “do’s” and “don’ts” for staff supervision and performance evaluation. The program is intended to be helpful to supervisors who lack formal management training as well as helpful to experienced supervisors who are eager to broaden their perspective and improve their supervisory skills. This workshop covers:
- Why and how to establish shared expectations
- Employee feedback and coaching: when and how
- Communication tips for supervisors
- Performance management and appraisal: options and strategies
Discipline and Departure
From time to time, in every organization, it becomes necessary to discipline staff for poor performance or unacceptable behavior. Staff discipline is an unwelcome task for even the most experienced supervisor. The process of discipline and termination is also fraught with legal risk. This workshop explores the sometime frightening and never welcome world of staff discipline and termination. The presenter will offer practical advice for minimizing legal risks as well as stress and organizational disruption. The workshop covers:
- When and how to discipline poor–performing or poorly behaved employees
- Common pitfalls in employee discipline
- Recognizing legal risks in discipline and termination
- Conducting “safe” separations
Managing Workplace Risks
Every nonprofit faces the risk of events that may be difficult, if not impossible to forecast. Yet the difficulty of accurately forecasting—predicting what, when and who—does not put anticipating and preparing for events out of reach. This presentation explores practical strategies for reducing the likelihood of violence and misconduct and other disruptions in the workplace and planning to protect staff, consumers and other stakeholders should events take place despite preparation. Topics that will be covered in this program include sexual harassment, workplace bullying and workplace violence and other circumstances and events that are hard to predict but can cause serious damage to morale, reputation and the health and safety of personnel. This workshop covers:
- Key workplace rules and protocols
- Recognizing and addressing harassment
- Preventing and addressing workplace bullying
- Managing the unthinkable: workplace violence