Customized Training

Recent Speaking Engagements

2017

  • “Nonprofit Certificate Session - Risk Management,” Austin Community College, Center for Nonprofit Studies, May 19, 2017, Austin, TX

2016

  • “Somewhere Over the Rainbow: Nonprofit Boards and Risk Oversight," and "Risk Keeping You Awake? Get More Sleep with the Risk Bow Tie Technique ,” Maine Association of Non Profits, Camp Finance, December 8, 2016, Augusta, ME
  • “Risky Business: Fail to Plan, Plan to Fail,” International Association of Amusement Parks and Attractions, November 14, 2016, Orlando, FL
  • “Lend a Helping Hand: Top 10 Risks Facing Volunteer Programs,” Nonprofit Risk Management Center, Affiliate Membership program, October 26, 2016, webinar
  • “Board Retreat,” Helpline House, October 15, 2016, Bainbridge Island, WA
  • “Top 10 Risks Facing Nonprofits,” Operations Summit, National Human Services Assembly, October 13, 2016, Washington, DC
  • “2016: A Risk Odyssey,” New York Council of Nonprofits, Camp Finance, October 7, 2016, New Paltz, NY
  • “Are You Ready for the Zombie Apocalypse? Top 10 Risks Facing Nonprofits,” Ottumwa Regional Legacy Foundation , September 29, 2016, Ottumwa, IA
  • “The Zen of Risk: Balancing Your Risk Portfolio,” 2016 Risk Summit, Nonprofit Risk Management Center, September 20, 2016, Chicago, IL
  • “Looking for Clues: Using Root Cause Analysis to Avoid Making the Same Mistakes Again and Again," and "I Doubt It: Hair Raising Risk Scenarios,” 2016 Risk Summit, Nonprofit Risk Management Center, September 18, 2016, Chicago, IL
  • “Risks Keeping You Awake? Get More Sleep with the Risk Bow Tie Technique," and "Lego Love: Build the Board Your Mission Deserves,” Community Action Partnership, 2016 Annual Conference, September 1, 2016, Austin, TX
  • “Risks Keeping You Awake? Priceless but Practical Risk Management Tips to Help You Sleep Soundly,” New Directors Workshop, Hillel International, August 25, 2016, webinar
  • “Top 10 Risks Facing Nonprofits," and "Are You Ready for a Zombie Apocalypse? Crisis Management for Nonprofit Leaders,” Nonprofit Connect, July 26, 2016, Kansas City, MO
  • “Top 10 Risks Facing Nonprofits,” Council on Accreditation, July 18, 2016, New York, New York
  • “The Basics of Youth Protection: The Importance of Protecting Youth at Your Events,” Society for the Promotion of Japanese Animation, June 30, 2016, Project Anime, Los Angeles, CA
  • “Good Governance: What's Risk Got to Do With It?" and "Good Governance: Risk Management in Action,” Goodwill Industries International, Inc., 2016 Delegate Assembly, June 11, 2016, Omaha, NE
  • “Are You Ready for a Zombie Apocalypse? Crisis Management for Nonprofit Leaders," and "Top 10 Risks Facing Nonprofits,” Texas Association of Community Action Agencies, TACAA Annual Conference, May 18 - 19, 2016, San Antonio, TX
  • “Nonprofit Certificate Session,” Austin Community College, Center for Nonprofit Studies, April 15, 2016, Austin, Texas
  • “Risk Management for Human Resources," "Enterprise Risk Management," and "Risk Management for Social Media,” Southern Grants Forum, Spring 2016, The Private Client Law Group, April 7, 2016, Atlanta, Georgia
  • “Dueling It Out: Addressing Common Board Conflicts with Confidence,” Nonprofit Risk Management Center, Affiliate Membership program, March 30, 2016, webinar
  • “Affiliate Overview,” Nonprofit Risk Management Center, March 16, 2016, Webinar
  • “Effective Exit Interviews: February Affiliate Only Live Webinar,” Nonprofit Risk Management Center, Affiliate membership program, February 24, 2016, webinar
  • “Top 10 Risks Facing CAP Agencies,” Michigan Community Action Partnership, February 11, 2016, Webinar
  • “Learn More About Affiliate Benefits,” Arkansas Nonprofit Alliance, February 10, 2016, webinar
  • “When the Weather Outside is Frightful: Designing an Inclement Weather Policy,” Nonprofit Risk Management Center, Affiliate Membership program, January 20, 2016, webinar
  • “Board Presentation,” USA Diving, January 17, 2016, Reno, NV

2015

  • “Board Presentation,” USA Triathlon, November 21, 2015, Colorado Springs, CO
  • “Risk Management and Risk Oversight,” Goodwill Industries International, Board Meeting, November 3, 2015, Little Rock, AR
  • “The Frankenstein Effect: The Risky Transformation of Volunteers Into Employees,” Catholic Charities Community Services, October 29, 2015, webinar
  • “"Top 10 Risks Facing Volunteer Programs," and "The Frankenstein Effect: The Risky Transformation of Volunteers Into Employees",” Maine Commission for Community Service, October 13, 2015, Waterville, ME
  • “Child Safety Basics,” Samaritans365, October 6, 2015, webinar
  • “Board Orientation,” Providence Academy, September 29, 2015, Leesburg, VA
  • “Crisis Planning and Reputation Risk for Nonprofit Boards,” National Association of Corporate DirectorsGlobal Board Leader’s Summit, September 28, 2015, Washington, DC
  • “Risk Management Basics and Top Risks Facing Community Action Agencies,” Arkansas Community Action Agencies Association, September 25, 2015, webinar
  • “Mamma Mia! Tools and Tips for Managing a Crisis,” 2015 Risk Summit, Nonprofit RIsk Management Center, September 22, 2015, Chicago, IL
  • “Ring of Fire: Managing Social Media Risks,” 2015 Risk Summit, Nonprofit Risk Management Center, September 22, 2015, Chicago, IL
  • “The Beauty & The Beastliness of Cyber Liability,” 2015 Risk Summit, Nonprofit Risk Management Center, September 22, 2015, Chicago, IL
  • “Same Time, Next Year: The Ladder of Inference,” 2015 Risk Summit, Nonprofit Risk Management Center, September 21, 2015, Chicago, IL
  • “A Class Act: Using The Risk Bow Tie Technique,” 2015 Risk Summit, Nonprofit Risk Management Center, September 20, 2015, Chicago, IL
  • “Hello, Risk! Dynamic Risk Reporting Tips and Strategies,” 2015 Risk Summit, Nonprofit Risk Management Center, September 20, 2015, Chicago, IL
  • “The Perfect Board in 4 Acts," "Top 10 Risks Facing Volunteer Programs," "Fund Development: Roping 'Em In," and "How to Lose Your 501(c)(3) Tax Exempt Status (Without Really Trying),” Virginia Department of Housing and Community Development, Virginia Main Street, September 15, 2015, South Boston, VA
  • “Getting Ready for the Auditor,” Rapides Foundation, September 10, 2015, webinar
  • “How to Do the Right Thing: Ethics in Community Action,” Community Action Partnership, September 10, 2015, webinar
  • “Board Presentation,” USA Diving, August 30, 2015, Indianapolis. IN
  • “Top 10 Risks Facing Community Action Agencies,” Community Action Partnership - Annual Conference, August 26, 2015, San Francisco, CA
  • “Following Through: Organizing the Follow-up Process for Your Risk Assessment,” Community Action Partnership, August 13, 2015, webinar
  • “Board Presentation,” USA Triathlon, August 7, 2015, Milwaukee, WI
  • “7 Top Risks Facing Nonprofits,” MVP Agents Meeting, Great American Insurance Group, August 4, 2015, Cincinnati, OH
  • “Top 10 HR Risks," "Staff Screening Remix," "Rounding up the Bucks: Managing Fundraising Risk,” Elkhart Community Foundation, July 30, 2015, Elkhart, IN
  • “Global Enterprise Risk Management: Technical Tools, Strategic Discipline, an NGO Mindset,” InsideNGO, 2015 Annual Conference, July 28, 2015, Washington, DC
  • “Going Out to Bid: A Guide to Approaching the RFP Process,” Maine Association of Nonprofits, July 28, 2015, webinar
  • “Risk Assessment Basics,” Community Action Partnership, July 23, 2015, webinar
  • “Education Foundation Risks and Liabilities: Understanding and Managing the Risks Facing Foundations,” Pennsylvania Public Education Foundation, June 24, 2015, Mechanicsburg, PA
  • “Finance Superheroes: Engaging Nonprofit Staff & Leadership in Fiscal Awareness and Top 10 Risks Facing Nonprofits ,” Seminar for Clients and Prospects, Arthur J. Gallagher & Co., June 8, 2015, Princeton, NJ and NYC
  • “ERM: Boldly Go Where Too Few Nonprofits Have Gone Before ,” 501 c Agencies Trust Board Meeting, June 4, 2015, Pittsburgh, PA
  • “Advanced Risk Management," "Cyber Liability & Social Media: What You Need to Know," and "Crisis Management: Are You Ready for the Zombie Apocalypse?,” Iowa Community Action Association, June 3, 2015, Des Moines, IA
  • “Top 10 Risks Facing Nonprofits,” US Breastfeeding Committee, May 20, 2015, webinar
  • “Risk Management Basics," and "Advanced Risk Management,” West Virginia Community Action Partnership, May 13, 2015, Charleston, WV
  • “Risk Management Basics,” Austin Community College, April 17, 2015, Austin, TX
  • “Risk Summit for TX Nonprofits,” Center for Community and Nonprofit Organizations, Austin Community College, April 16, 2015, Austin, TX
  • “Risk Assessment Basics Webinar ,” WV Community Action Partnership, April 14, 2015,
  • “Board Orientation,” USA Field Hockey, March 6, 2015, Chula Vista, CA
  • “ERM: Truth or Myth?,” Conference Board of Canada, ERM 2015: Driving Performance with a Risk Management Culture, February 24, 2015, Toronto, CN
  • “Responsible Hiring Practices," and "Crisis Management,” USA Swimming, Safe Sport Leadership Conference, February 9, 2015, Colorado Springs, CO
  • “Top 10 Legal Risks Facing Camps,” American Camp Association - 2015 National Conference, February 3, 2015, New Orleans, LA
  • “Top 10 Legal Risks Facing Nonprofit Organizations,” Massachusetts Society of Certified Public Accountants, MSCPA Nonprofit Conference, January 15, 2015, Framingham, MA
  • “Advanced Risk Management," "Risk Management Basics,” 2015 Management and Leadership Training Conference, Community Action Partnership, January 6 - 7, 2015, Dana Point, CA

2014

  • “Cyber Liability: What You Need to Know,” ANCOR, December 17, 2014, webinar
  • “Great Governance, Financial Health and Your Mission: Perfect Harmony or Perfect Storm?,” Loudoun Chamber of Commerce, Nonprofit Initiative, December 16, 2014, Leesburg, VA
  • “Nonprofit Forecast and Risk Review: Preparing for 2015,” Association TRENDS, December 8, 2014, Washington, DC
  • “Board Briefing: Risk Management and Insurance,” American Mensa Ltd., December 6, 2014, San Diego, CA
  • “Great Governance, Financial Health and Your Mission: Perfect Harmony or Perfect Storm?,” This Year in Nonprofit Law, November 18, 2014, Philadelphia, PA
  • “CEO / Board Partnerships: Perfect Harmony or Perfect Storm?,” United States Olympic Committee, October 20, 2014, Oklahoma City, OK
  • “Great Governance, Financial Health and Your Mission: Perfect Harmony or Perfect Storm? (keynote)," and Fraud Prevention,” 2014 Nonprofit Finance Conference, Maine Association of Nonprofits, October 3, 2014, Portland, ME
  • “Top 10 Risks Facing Nonprofit Organizations (keynote)," "Fiscal Oversight: Who, What and How," "Top 10 HR Risks," "Fortified Leadership: Building a Strong and Effective Team",” Region II Finance, Human Resource & Management Conference, Community Action Partnership, September 24 - 25, 2014, Mahwah, NJ
  • “ERM Trends and Insights,” Compliance Networking Group, September 17, 2014, Chicago, IL
  • “Learn to Embrace Risk: Risk Assessment Strategies, and Online Tools,” Community Action Partnership, August 20, 2014, Washington, DC
  • “Risk Management and Leadership,” Community Action Partnership, National Conference, August 19, 2014, Washington, DC
  • “Finance Superheroes: Engaging Nonprofit Staff & Leaders in Fiscal Awareness,” Maine Association of Nonprofits, July 31, 2014, Webinar
  • “Top HR Risks," "Finance Superheroes: Engaging Nonprofit Staff and Leadership in Fiscal Awareness," "Game-Changing Governance: Score a Goal with a Best in Class Board," and "Organization-Wide Risk Assessment,” Iowa Community Action Association, July 10, 2014, West Des Moines, IA
  • “Insurance Coverage for Nonprofits: Understanding Coverage and Policy Terms," "Harmonizing Risk and Reward in Staff and Volunteer Management," "Top 10 Legal Risks Facing Nonprofits," and "Cyber Risk and Liability,” Pennsylvania Bar Institute, 2014 Nonprofit Institute, May 28, 2014, Philadelphia, PA
  • “Crisis Management for Housing Organizations,” Alberta Public Housing Administrators' Association, May 7, 2014, Enoch, AB
  • “Managing a Crisis," and "Receiving and Giving References Safely and Effectively,” SafeSport Summit, United States Olympic Committee, April 22, 2014, Denver, CO
  • “Engaging Residents in Risk Management,” Alberta Public Housing Administrators' Association, April 11, 2014, webinar
  • “Succession Planning,” 4-H Alberta, March 29, 2014, webinar
  • “Risk Management," and "HR Risk Management,” Austin Community College & the Texas Association of Nonprofit Organizations, March 21, 2014, Austin, TX
  • “Exit Agreements Webinar,” NonProfit Quarterly, March 12, 2014,
  • “Top 10 Risks Facing Nonprofit Organizations," and "Business Continuity Planning/Crisis Management,” Hartford Foundation for Public Giving, March 5, 2014, Hartford, CT
  • “Risk Management Tools and Resources for 4-H," and "Succession Planning and Service Continuity Planning for 4-H Councils and Clubs,”

    National 4-H Leadership Conference, Canadian 4-H Council, February 22, 2014, Ottawa, Ontario, Canada

  • “Financial Risk Management Webinar,” Alberta Public Housing Administrators' Association, February 21, 2014,
  • “Risk Management Overview," "Managing Governance Risk," and "Risk Management 101,” Capacity Building Institute, YWCA USA, February 7, 2014, Santa Fe, NM
  • “Board Orientation,” American Diabetes Association, January 25, 2014, Alexandria, VA
  • “Risk Management Resources for CIS Leaders,” Communities In Schools, Leadership Town Hall, January 24, 2014, Charlotte, NC
  • “Top 10 Risks Facing Camps,” New York State Camp Directors Association, January 16, 2014, Roslyn, NY
  • “TD&T Financial Risk Seminar,” TD&T CPAs and Advisors, P.C., January 13 - 14, 2014, Ottumwa, IA and Coralville, IA
  • “Organization-wide Risk Assessment: Strategies, Online Tools, and Policy Development,” Management and Leadership Training Conference, Community Action Partnership, January 9, 2014, Ft. Lauderdale, FL

2013

  • “Nonprofit Forecast and Risk Review: Preparing for 2014,” Association TRENDS, December 6, 2013, Washington, DC
  • “Managing Risk in Public Housing,” Alberta Public Housing Administrators' Association, November 22, 2013, webinar
  • “Resident Safety,” HAI Group, November 18, 2013, Cheshire, CT
  • “Codes of Conduct,” United States Olympic Committee, October 30, 2013, webinar
  • “Volunteer Risk Management,” Make A Wish America, October 23, 2013, Phoenix, AZ
  • “RM 101: What Nonprofit Sector Leaders Need to Know and Do about Operational and Enterprise Risks,” MNA SuperConference 2013, Michigan Nonprofit Association and Council of Michigan Foundations, October 16, 2013, Grand Rapids, MI
  • “Risk Management Tools and Resources for Housing Administrators," "Engaging Residents as Partners in Safety and Risk Management," and "Risk Management Programs, Structures and Planning,” Alberta Public Housing Administrators' Association, October 1 - 2, 2013, Banff, Alberta, CN
  • “Crisis Communications (keynote),” "Is Your Nonprofit Ready for the Zombie Apocalypse?" - New Futures, September 27, 2013, Saint Anselm College, NH
  • “Best Practices in Screening,” United States Olympic Committee, September 26, 2013, webinar
  • “Volunteer Risk Management," and "Risk Management Essentials: Practical Tips and Tools for Community Action,” Community Action Partnership, August 29, 2013, Chicago, IL
  • “Can This Relationship Be Saved? Using Mediation Techniques to Handle Internal Association Disputes and Conflicts,” ASAE Annual Conference and Exhibition, August 6, 2013, Atlanta, GA
  • “Risk Management Tools and Resources for Community Action,” MACA Conference, Missouri Association for Community Action, Inc., July 17, 2013, Jefferson City, MO
  • “Understanding Risks by Subsectors,” 2013 AICPA Not-for-Profit Industry Conference, June 20 - 21, 2013, Washington, DC
  • “Top 10 Legal Risks Facing Nonprofit Organizations" (keynote), and "Risk Management Online Tools and Resources,” Community Action Kentucky, June 13, 2013, Louisville, KY
  • “Top 10 Legal Risks Facing Nonprofits,” 2013 Annual Conference, Nonprofit Missouri, June 12, 2013, Columbia, MO
  • “Top 10 Risks Facing Nonprofits," "Top 10 HR Risks Facing Nonprofits," and "Governance Today: What's the Risk?,” 33rd Annual Training Conference, Florida Association for Community Action, May 9, 2013, Miami, FL
  • “Risk Foundations: Examining Risks with the Partnership's Online Tool,” Community Action Partnership, April 30, 2013, (webinar)
  • “Cyber Liability Risk and Exposure: What You Need to Know,” 2013 ANCOR Annual Conference, April 29, 2013, Washington, DC
  • “Top 10 Legal Risks Facing Nonprofit Boards,” Gulf Coast Community Foundation, April 25, 2013, North Venice, FL
  • “Making the Most of Critical Assets: CEOs, Boards, and Lobbying,” Independent Sector and Georgetown University Law Center, Representing and Managing Tax-Exempt Organizations, April 24, 2013, Washington, DC
  • “Top Ten Risks Facing Nonprofit Organizations" (keynote), and "Financial Risk Management: Show Me the Money,” Kansas Health Foundation, 2013 Recognition Grant Conference, April 12, 2013, Wichita, KS
  • “Enterprise Risk Management,” Common Ground 2013, April 11, 2013, Colorado Springs, CO
  • “Practical Risk Management" and "Managing HR Risk,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, March 22 - 23, 2013, Austin, TX
  • “Enterprise Risk Management: Who, What, When and How (keynote),” 2013 NPIP Conference, March 21, 2013, Lynnwood, WA
  • “Risk Management Certification Series," "Crime Prevention in Environmental Design," and "Multigenerational Diversity in the Workplace,” Housing Authority Insurance Group, February 19 - 20, 2013, Cheshire, CT
  • “Top 10 Legal Risks Facing Nonprofit Boards (keynote)," and "Risk Management 101: Tips, Tools and Helpful Terminology,” 9th Annual Nonprofit Organization Board Training, Center for Nonprofit Stewardship, January 19, 2013, Corvallis, OR
  • “CAP Risk Assessment Tool,” 2013 Winter Management and Leadership Conference, Community Action Partnership, January 10, 2013, San Diego, CA

2012

  • “Enterprise Risk Management: What You Need to Know,” Greater Washington Society of CPAs, Not for Profit Organizations Symposium, December 13, 2012, Washington, DC
  • “TRENDS Annual Nonprofit Forecast and Risk Review: Preparing for 2013,” Association Trends, December 7, 2012, Washington, DC
  • “Getting an "A" in Governance: Be the Best in Your Class," "HR Risk: Take the High Road Without Getting Lost," and "Financial Risk Management: Show Me the Money,”
    Tennessee Association of Community Action (TACA) 2012 Annual Fall Conference, December 4, 2012, Nashville, TN
  • “Best Practices - Screening Volunteers and Staff,” 4-H Canada, December 4, 2012, (webinar)
  • “Best Practices - Protecting Our Child & Youth Members & Volunteers,” 4-H Canada, November 27, 2012, (webinar)
  • “Fiscal Oversight: The Role of the CFO,” Crowe Horwath, Chicago, IL, November 14, 2012, (webinar)
  • “Managing Local/Provincial Partnerships & Collaboration,” 4-H Canada, November 13, 2012, (webinar)
  • “Top 10 Risks Facing YMCAs," "HR Risk: Take the High Road Without Getting Lost," and "Governance Today: What is the Risk?,” YMCA of the USA, Executive Leadership training, November 8, 2012, Boone, IA
  • “Managing Risks,” ASAE University - "Focus on Finance" - Optimizing Your Financial Leadership Team, November 2, 2012, Washington, DC
  • “Enterprise Risk Management: The Bird's Eye View,” AICPA National Not-for-Profit Financial Executive Forum, October 22, 2012, San Francisco, CA
  • “Managing Special Events Safely,” 4-H Canada, October 16, 2012, (webinar)
  • “Crisis Management & Crisis Communications,” 4-H Canada, October 9, 2012, (webinar)
  • “Ask the Experts-Closing General Session," Annual Association Law Symposium,” ASAE: The Center for Association Leadership, October 5, 2012, Washington, DC
  • “Risk Prevention Methods for Water Leakage and Moisture Related Damages,” Webcasts for HTVN, Housing Authority Insurance Group, September 28, 2012, Cheshire, CT
  • “HR Risk Management Series,” Webcasts for HTVN, Housing Authority Insurance Group, September 13 - 14, 2012, Cheshire, CT
  • “Practical Risk Management for Community Foundations: What You Need to Know,” Council on Foundations, 2012 Fall Conference for Community Foundations, September 12, 2012, New Orleans. LA
  • “Conducting a Risk Assessment of Your Community Action Agency,” Community Action Partnership 2012 Annual Convention, August 21, 2012, New York, NY
  • “Volunteer Risk Management: Balancing Risk and Reward," and Luncheon Keynote: "Top 10 Risks Facing Volunteer Organizations,” TN Valley Institute for NP Excellence, United Way's Center for Nonprofits, August 9, 2012, Chattanooga, TN
  • “Risk Management 101: Tips, Tools and Terminology,” InsideNGO Annual Member Conference, July 31, 2012, Washington, DC
  • “Top Legal Risks Facing Nonprofit Organizations and Their Leaders,” The Allstate Foundation 60th Anniversary Executive Summit, July 30, 2012, Chicago, IL
  • “Fiscal Oversight and Financial Risk: A Practical Approach,” Maine Association of Non-Profits, July 6, 2012, Portland, ME
  • “Nonprofit Risk Management,” Chief Financial Officers Affinity Group Meeting, National Assembly and National Health Council, May 22, 2012, Alexandria, VA
  • “Top 10 Financial Risks Facing Nonprofits Today (keynote),” NJ YMCA Finance Directors Conference, May 18, 2012, Perth Amboy, NJ
  • “Leading in Times of Crisis: Taking Action in the Face of Uncertainty (keynote),” American Network of Community Options and Resources (ANCOR), 2012 Conference, May 8, 2012, Washington, DC
  • “Risk Management: Embrace Safety and Inspire Confidence in Your Volunteer Program" (keynote), and "Developing Risk Management Policies: A Practical Approach ,” Georgia Department of Human Services Divsion of Aging Services, April 24, 2012, Atlanta, GA
  • “Practical Risk Management," and "Managing Human Resources,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, April 20, 2012, Austin, TX
  • “Leading in Times of Crisis,” Issues in Nonprofit Governance, Georgetown Law, IRS and Independent Sector, April 18, 2012, Washington, DC
  • “Client staff team training on risk management,” (nonprofit client based in Mid-Atlantic), March 27, 2012, NRMC, Leesburg, VA
  • “Nonprofit Sector Trends," "Best Practices in Nonprofit Fiscal Oversight," and "Inspired Governance and HR for NGBs,” Risk Management Essentials for NGB Leaders, United States Olympic Committee, March 20, 2012, Colorado Springs, CO
  • “Governing in a New Era: What's the Risk?" and "Financial Risk Management,” Center for Nonprofit Resources, March 7, 2012, Toledo, OH
  • “Encouraging and Managing Risk, (Focus on the Future Certificate Program),” Nonprofit Executive Education, Mendoza College of Business, University of Notre Dame, March 6, 2012, Notre Dame, IN
  • “Conflict of Interest Committee Meeting & Workshop (facilitator),” American Diabetes Association, February 24, 2012, Alexandria, VA
  • “Practical Risk Management: Lessons and Insights" (workshop) and "Nonprofit Sector Trends: Transparency, Accountability, and More" (keynote),” Viterbo University, Nonprofit Leadership Development Luncheon, and Certificate in Nonprofit Leadership Development, February 9, 2012, La Crosse, WI

2011

  • “Financial Risk Management: Show Me the Money," and "Strategic Hiring, Supervision and Performance Management,” Maine Association of Nonprofits, December 2, 2011, Portland, ME
  • “Focus on Philanthropy 2011: The Art of Leadership,” The Bank of Maine, December 1, 2011, Freeport, ME
  • “What Every Neighborhood Association Board Needs to Know About Risk: Financial, HR Issues, Taxes, Policies/Procedures and Insurance (webinar),” ONEplace, November 14, 2011,
  • “Fright Night: Overcoming Your Fear of Talking About Risk,” Bridge Alliance and Whiteford, Taylor & Preston LLP, October 31, 2011, Falls Church, VA
  • “Volunteer Risk Management: What You Don't Know Could Hurt You (keynote), "Background Checking: What and How," and "Developing Risk Management Policies: A Practical Approach,” Volunteer Administrators' Network, October 20, 2011, Columbus, OH
  • “Financial Risk Management,” National Industries for the Blind, October 7, 2011, New Orleans, LA
  • “Fiscal Oversight and the Board: What You Need to Know," and "Inspired Governance,” Assistance League National Conference, September 21, 2011, San Francisco, CA
  • “Risk Management for Bainbridge Island Nonprofits,” Helpline House and IslandWood, September 17, 2011, Bainbridge Island, WA
  • “Risk Management and Decision Making: Behind the Curtain (keynote),” Unemployment Services Trust, Annual Sponsor Meeting, August 19, 2011, Deer Valley, UT
  • “Practical Risk Management: Lessons and Insights,” Indiana Nonprofit Resource Network, August 17, 2011, Bloomington, IN
  • “Top 10 Risks Facing Nonprofit Organizations,” Indiana Nonprofit Resource Network, August 16, 2011, Lafayette, IN
  • “Strategic Hiring, Supervision and Performance Management,” Communities In Schools of San Antonio, August 9, 2011, San Antonio, TX
  • “Volunteer Risk Management,” Public Risk Management Association, July 20, 2011, (webinar)
  • “Risk Management Basics,” Michigan Nonprofit Association, June 1, 2011, (webinar)
  • “Risk Management," and "My Financial Management Plan - YMCA Special Edition,” YMCA Finance Managers Conference, North American Urban Group/Metro 30 CEOs, May 19, 2011, San Antonio, TX
  • “Risk Management," and "Crisis Management,” YMCA Branch Executives Leadership Program, YMCA of the USA, May 18, 2011, Chicago, IL
  • “Risk Management for Nonprofits,” Weinberg Fellows - Schaefer Center for Public Policy, May 18, 2011, Baltimore, Maryland
  • “Top 10 Employee Benefits Mistakes to Avoid in 2011,” Nonprofit Risk Management Center, May 17, 2011, West Nyack, NY
  • “Practical Risk Management (webinar),” Austin Community College and the Texas Education Agency, May 12, 2011,
  • “Advanced Risk Management for Nonprofit Leaders," and "Inspired Governance,” Michigan Nonprofit Association, 2011 SuperConference, May 11, 2011, Lansing, MI
  • “Volunteer Risk Solutions Clinic,” Lutheran Services in America, May 4, 2011, Milwaukee, Wisconsin
  • “Maximizing the Power of Volunteers by Minimizing Risk,” Lutheran Services in America, May 4, 2011, Milwaukee, Wisconsin
  • “When Risk Management Fails: Successful Crisis Management," and "Ask the Risk Management Experts,” Nonprofit Governance: Critical Risk Management Issues for Boards and CEOs, Co-sponsored by Independent Sector and the Internal Revenue Service, April 27, 2011, Georgetown University Law Center, Washington, DC
  • “Top Ten in 2011: Evolving Risks Facing Nonprofits,” 9th Annual VSCPA Government & Nonprofit Conference, Virginia Society of CPAs, April 20, 2011, Springfield, VA
  • “Inspired Governance,” USTA-Southern Section, Leadership Summit, April 16, 2011, New Orleans, LA
  • “Risk Management and Managing Human Resources,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, April 15, 2011, Austin, TX
  • “Practical Risk Management: Lessons and Insights,” Center for Community Based and Nonprofit Organizations at Austin Community College, for the Texas Education Agency, April 14, 2011, Austin, TX
  • “Top 10 HR Risks Facing Your Nonprofit,” Texas Association of Nonprofit Organizations, April 13, 2011, Austin, TX
  • “Managing Workplace Risks,” National Council on Independent Living, April 13, 2011, (webinar)
  • “Top 10 Risks Facing Nonprofit Organizations (keynote), and "For EDs/CEOs Only: Let's Talk About Risk,” Human Service Forum, April 12, 2011, Northampton, MA
  • “Discipline and Departure,” National Council on Independent Living, March 30, 2011, (webinar)
  • “Managing Risk to Maximize Impact" (keynote), "Top 10 HR Risks Facing Your Nonprofit," and "Governance Today: What's the Risk?",” 2011 NPIP Conference, NPIP and Canfield Solutions, March 18, 2011, Seattle, WA
  • “Staff Supervision and Evaluation,” National Council on Independent Living, March 16, 2011, (webinar)
  • “Legalities and Liabilities of Working with Youth,” Indiana Youth Institute, March 10, 2011, Evansville, IN
  • “Transparency, Not Whitewash: Being 'Above Board' When it Comes to Shedding Light on Your Mission,” Alabama Association of Nonprofits, March 9, 2011, Birmingham, AL
  • “Effective Hiring Practices,” National Council on Independent Living, March 2, 2011, (webinar)
  • “Top 10 Risks Facing Nonprofit Organizations,” Texas Association of Nonprofit Organizations and the San Antonio Area Foundation, February 17, 2011, San Antonio, TX
  • “Managing Risk to Maximize Impact," and "Inspired Governance,” The First Tee Network Meeting, February 17 - 19, 2011, San Antonio, TX
  • “Top 10 Risks Facing Tennis Programs," and "Got Risk? Practical Risk Management for Tennis Programs,” USTA Community Development Workshop, February 11 - 12, 2011, Arlington, VA
  • “Board of Trustees Retreat,” Pension Boards-United Church of Christ, January 12 - 14, 2011, New Orleans, LA

2010

  • “Youth Protection," "Managing Governance Risks," and "Top 10 Legal Risks Facing Nonprofits,” Adapt2Achieve Rocky Mountain, Disabled Sports USA, December 4 - 5, 2010, Breckenridge, CO
  • “Risk Management; and Community Public Relations,” University of Notre Dame/YMCA of the USA, November 17, 2010, Chicago, IL
  • “Governing in a New Era: What's the Risk? and Top 10 Legal Risks Facing Nonprofit Boards,” 2010 BoardSource Leadership Forum, November 10 - 11, 2010, San Francisco, CA
  • “Managing HR Risk in Today's Nonprofit Organization,” 2010 Philanthropy Midwest Conference, Nonprofit Connect, November 9, 2010, Kansas City, MO
  • “Managing Tomorrow's Risks Today: Practical Risk Management Strategies,” ASAP, October 19, 2010, Saratoga Springs, NY
  • “Inspired Governance,” 2010 Risk Management & Finance Summit for Nonprofits, October 11, 2010, Philadelphia, PA
  • “Risk Management,” Ohio YMCAs' CEO Conference, October 1, 2010, Columbus, OH
  • “Management Retreat,” Pension Boards-United Church of Christ, September 30 - October 1, 2010, West Point, NY
  • “Inspired Governance,” Promesa Board Retreat, September 25, 2010, Glen Cove, NY
  • “Risk Management Basics,” Nonprofit Leadership Initiative, University of Kentucky, September 22, 2010, Webinar
  • “Got Risk?! What Non-Profits Need to Know,” Center for Non-Profits, September 15, 2010, Webinar
  • “Comprehensive Safety Programs for Tennis Deliverers,” United States Tennis Association, Junior Team Tennis, September 7, 2010, New York, NY
  • “Trends and Best Practices in Governance," "Risk Mangement Culture," "Responding to Resident Complaints," and "Risk Management Trends and Concepts,” HTVN, Housing Authority Insurance Group, August 26, 2010, Cheshire, CT
  • “Enforcing Board Member Responsibilities,” ASAE and the Center for Association Leadership, Annual Meeting, August 24, 2010, Los Angeles, CA
  • “Risk Management and Crisis Management,” New Branch Executive Institute, YMCA of the USA, August 19, 2010, Chicago, IL
  • “Enterprise Risk Management,” Electrical Safety Authority, August 13, 2010, Toronto, Canada
  • “Crime Prevention; Recession-Proof Employment Practices; and Managing Cyber Risks,” HTVN, Housing Authority Insurance Group, August 10 - 11, 2010, Cheshire, CT
  • “Employee Assistance Program Administration,” International Vaccine Institute, July 19 - 23, 2010, Seoul, Korea
  • “Risk Communication,” Leadership Series, General Assembly, YMCA of the USA, July 10, 2010, Salt Lake City, UT
  • “Hot Topics in Human Resources,” Loudoun Chamber of Commerce Nonprofit Institute, June 30, 2010, Leesburg, Virginia
  • “Youth Protection: What You Need to How,” Disabled Sports USA, Inc., June 25, 2010, St. Mary's City, MD
  • “Risk Management for Sports and Recreation Programs,” Nonprofit Leadership Initiative, University of Kentucky, June 24, 2010, Lexington, KY
  • “Got Risk? Risk Management Essentials for Nonprofit Leaders,” Nonprofit Leadership Initiative, University of Kentucky, June 23, 2010, Lexington, KY
  • “Financial Risk Management: 10 Lessons You Can't Afford to Miss,” Camp Finance, The Nonprofit Center (www.npcenter.org), June 11, 2010, Tacoma, WA
  • “Inspired Governance,” Leadership Loudoun Board of Directors, June 11, 2010, Leesburg, Virginia
  • “Enterprise Risk Management,” Pension Boards-United Church of Christ, Board of Trustees Meeting, June 5, 2010, Cleveland, OH
  • “Managing the Organization's Risks, and Managing the Organization's Human Resources,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, May 28, 2010, Austin, TX
  • “Financial Risk Management and Strategic Risk Planning,” Loudoun Human Services Network, May 21, 2010, Leesburg, Virginia
  • “Summer Safety Risk Management,” YMCA of the USA, May 19, 2010, Webinar
  • “Inspired Governance,” Loudoun Water, May 18, 2010, Leesburg, VA
  • “Risky Business II: Serving on Nonprofit Boards,” Leadership Texarkana and the Junior League of Texarkana, May 14, 2010, Texarkana, AR
  • “Managing HR Risk in a Small YMCA,” YMCA of the USA, May 11, 2010, Webinar
  • “Risk Management: Who, What, Where, When and How,” Harry and Jeanette Weinberg Fellows Program, May 7, 2010, Baltimore, MD
  • “Social Media Risk and Reward,” National Association of Planning Councils, Annual Conference , April 18, 2010, Alexandria, VA
  • “Leadership Institute on Risk Management,” Junior League of Birmingham, March 24 - 25, 2010, Birmingham, AL
  • “Legal Basics for Non-Lawyers; Volunteer Liability; Culture Change and Risk Management,” Non Profit Insurance Program, March 19, 2010, Seattle, WA
  • “Risk Assessments for Nonprofit Organizations (Webinar),” Strafford Publications, Inc., February 10, 2010, Webinar
  • “Risk Management, Transparency and Science: A Closer Look,” Research Institute for Fragrance Materials, February 9, 2010, West Orange, NJ
  • “Managing Governance Risks,” The Center for Nonprofit Resources, January 28, 2010, Toledo, OH

2009

  • “Risk Management for Social Services Agencies,” Bollinger Insurance – Social Services Division, December 2, 2009, New York, NY
  • “Risk Management Standards for Nonprofit Organizations: Challenges and Opportunities,” International Conference on Risk Assessment and Management, United Nations Economic Commission for Europe (UNECE), November 25, 2009, Geneva, Switzerland
  • “Contemplating Compliance: Likely Legal Issues in 2010 and Beyond,” BoardSource Leadership Forum, November 21, 2009, Orlando, FL
  • “Inspired Governance: Risk Management Tools and Practical Resources,” BoardSource Leadership Forum, November 20, 2009, Orlando, FL
  • “Exposed: A Legal Field Guide for Church Leaders,” Presidents’ Symposium, North American Division of Seventh-day Adventist Conference Presidents, Adventist Risk Management, Inc., November 5, 2009, Columbia, MD
  • “Managing Conduct (harassment, behavioral misconduct and random drug testing),” United Communities Against Poverty, Inc., October 8, 2009, Washington, DC
  • “WEBINAR - Managing Special Event Risks,” Public Risk Management Association, October 7, 2009,
  • “Risk Management 101” and “Volunteer/Staff Screening,” The Glienke Agency, October 6, 2009, Omaha, NE
  • “What’s the Worst That Could Happen?,” Annual Association Law Symposium, ASAE/Center for Association Leadership, September 25, 2009, Washington, DC
  • “Managing Governance Risks,” Nonprofit Training Center, United Way of Central Indiana, September 18, 2009, Indianapolis, IN
  • “Developing a Risk Management Plan,” United Way of Elkhart County, September 17, 2009, Fort Wayne, IN
  • “Managing Governance Risks,” United Way of Delaware County, September 16, 2009, Muncie, IN
  • “Managing Governance Risks,” United Way of Greater Lafayette, September 15, 2009, Lafayette, IN
  • “Sustain Your Nonprofit in Turbulent Times: Do's, Don'ts, Sins and Virtues of Managing Risk,” Indiana Nonprofit Resource Network, September 14, 2009, Evansville, IN
  • “Risk Management: Who, What, Where, When and How,” Harry and Jeanette Weinberg Fellows Program, July 17, 2009, Baltimore, MD
  • “The ABCs of Risk Management,” 3rd Annual Cenla Boardbuilders Alumni Event, Rapides Foundation, June 4, 2009, Alexandria, LA
  • “Risky Business: Serving on Nonprofit Boards,” Leadership Texarkana and Junior League of Texarkana, May 15, 2009, Texarkana, AR
  • “Managing Risk in Small Nonprofits,” Duke Endowment Confab, May 13, 2009, MERCI Housing Campus, Goldsboro, NC
  • “Managing the Organization’s Risks,” and “Managing the Organization’s Human Resources,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, April 24 - 25, 2009, Austin, Texas
  • “Risk Management for Nonprofits,” Colby College, April 22, 2009, Waterville, ME
  • “Managing Risk in Turbulent Times and a Changing World,” “Fraud Prevention and Internal Controls” and “Extreme Makeover-Rebuilding our Nonprofits for Changing Times,” Nonprofit Resource Center of Alabama, March 26, 2009, 2009 Nonprofit Summit
  • “Project Risk Assessment: The Wide World of Risk and Your Camp,” International Association of Burn Camps, March 23, 2009, San Antonio, TX
  • “Financial Risk Management,” Partlow Insurance Agency, March 18, 2009, New Brunswick, NJ
  • “Managing Governance Risks" and "Managing Staff Layoffs and Terminations,” Building a Foundation of Success, 2009 Regional Conference hosted and sponsored by NPIP Nonprofit Insurance Program, March 16, 2009, Seattle, WA
  • “Practical Risk Management: Tools and Resources,” Executive Conference for Small and Mid-Size YMCAs, February 13, 2009, Clearwater Beach, FL
  • “Managing Risk in a Changing World,” Community Foundation of Broward, February 4, 2009, Ft. Lauderdale, FL
  • “Risk Management Panel,” 2009 Enterprise Risk Management Conference, The Conference Board of Canada, January 28, 2009, Toronto, Ontario
  • “Managing Risk with Confidence,” Insurance & Liability Resource Centre for Nonprofits, January 27, 2009, Toronto, Ontario

2008

  • “Beyond Background Checking: Savvy Screening Practices in Today's Wired World,” Center for Non-Profit Corporations' 25th Anniversary Conference, December 10, 2008, Jamesburg, NJ
  • “Nonprofit Board Governance: Good Governance is Good Risk Management&rquot; and &lquot;Key Risk Management Policies for Nonprofits,” New Jersey Society of CPA’s Education Foundation Annual Nonprofit Conference, December 4, 2008, Iselin, NJ
  • “Risk Management Essentials for NGB Leaders,” United States Olympic Committee, November 5 - 6, 2008, Colorado Springs, CO
  • “How Boards Manage Risk - With and Without Insurance,” Roundtable facilitation during Breakfast On Boards, at the BoardSource annual conference, October 31, 2008, Washington, DC
  • “Putting the Pieces Together," "Volunteer Service - Risky Business?" and "Minimizing Risks While Getting the Most our of Your Volunteers,” Blaine House Conference on Volunteerism at the University of Maine, October 14, 2008, Orono, ME
  • “Risk Assessment Boot Camp,” Conference of Southwest Foundations, October 3, 2008, Austin, TX
  • “Good Governance: Risk Management in Action,” Board retreat facilitation for Womanspace, September 20, 2008, Trenton, NJ
  • “Putting Risk Management in Perspective,” 2008 Association Law Symposium, ASAE and The Center for Association Leadership, September 19, 2008, Washington, DC
  • “Key Risk Management Policies - What Are They and How Do We Get Started?,” Lupus Foundation of America, Inc., July 25, 2008, San Antonio, TXSan Antonio, TX
  • “Risk Management: Who, What, Where, When and How,” Harry and Jeanette Weinberg Fellows Program, July 18, 2008, Baltimore, MD
  • “Protecting Your People,” Insurance & Liability Resource Centre for Nonprofits, June 5, 2008, Toronto, Ontario
  • “Crisis Management and Disaster Planning For Nonprofits,” Alliance for Nonprofit Excellence, April 2, 2008, Memphis, TN
  • “Webinar Series: The Legal Responsibilities of Nonprofit Board Members,” Faith in Action, March 13, 2008,
  • “Business Continuity Planning for Nonprofits,” Arlington County Department of Economic Development, March 1, 2008, Arlington, VA
  • “Good Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?,” Princeton Area Community Foundation, February 28, 2008, Lawrenceville, NJ
  • “Webinar Series: Volunteer Discipline and Termination,” Faith in Action, February 13, 2008,
  • “Managing Governance Risks” and “Rules and Regulations: What’s New and What You Need to Know,” Executive Leadership Institute, National Network for Youth, January 28, 2008, Washington, DC
  • “Good Governance, Financial Health and Mission: Perfect Harmony or Perfect Storm?” and “Key Risk Management Policies: What Are They and How Do I Get Started?,” Risk Management Essentials for Nonprofit Leaders, January 25, 2008, Portland, OR
  • “Managing Risk in a Changing World: Do’s, Don’ts, Sins and Virtues,” “Employment Risks and Your Nonprofit: Hot Topics for 2008,” and “Key Risk Management Policies: What Are They and How Do I Get Started,” Risk Management Essentials for Nonprofit Leaders, January 23, 2008, Seattle, WA

2007

  • “Managing the Organization’s Risks” and “Managing the Organization’s Human Resources,” Certificate in Nonprofit Leadership & Management, Austin Community College and Texas Association of Nonprofit Organizations, November 16 - 17, 2007, Austin, TX
  • “Good Governance = Good Risk Management,” Hostelling International — USA, November 9, 2007, Washington, DC
  • “The ABCs of Risk Management,” “Managing Volunteer Risks,” “Risk Management Through Effective Employment Practices” and “Managing Technology Risks,” Nonprofit Leadership Institute, University of Kentucky, November 8, 2007, Lexington, KY
  • “Managing Technology Risks,” Assistance League National Conference, October 13, 2007, Washington, DC
  • “Managing Risk,” National Conference, National Center on Nonprofit Enterprise, September 28, 2007, Arlington, VA
  • “Risk Management for Nonprofits,” Non-Profit Symposium, Arthur J. Gallagher & Co., September 25, 2007, New York, NY
  • “Rx Risk Management: How to Diagnose and Treat Your Foundation's Everyday and Exotic Risks,” Council on Foundations, September 16, 2007, San Francisco, CA
  • “Risk Management: Who, What, Where, When and How,” Harry and Jeanette Weinberg Fellows Program, July 19, 2007, Baltimore, MD
  • “Risk management in youth serving organizations,” For Blátt Áfram, May 24 - 25, 2007, Reykjavik, Iceland
  • “Accountability, Risk and Governance" and "Risk Management and Your Nonprofit,” Georgia Nonprofit Summit, Georgia Center for Nonprofits, May 17, 2007,
  • “Risk Management: Monitoring and Reducing Corporate Liability,” Austin Community College, Center for Community-Based and Nonprofit Organizations, May 9, 2007, Austin, TX
  • “What Every Association Executive Needs to Know About Risk Management,” Virginia Society of Association Executives, April 13, 2007, Richmond, VA
  • “Risk Management 101," "Insurance Boot Camp" and "Evaluating Your Broker and Putting Your Insurance Program Out to Bid,” Annual Convention & Trade Show, New Frontiers, Next Stages, Association of Partners for Public Lands, March 19, 2007, Sacramento, CA
  • “Risk Management Do's, Don'ts, Sins and Virtues," and "Hot Topics and Tough Questions: Exploring Risk Management in the 4-H World,” Western 4-H Specialists Conference, March 14, 2007, Tucson, AZ
  • “Communicating During a Crisis,” Nonprofit Resource Center of Alabama, February 28, 2007, Birmingham, AL
  • “Association Law and You,” American Society for Association Executives and The Center for Associaton Leadership, February 27, 2007, San Diego, CA
  • “Board Training," "Personnel Issues," and "Visioning Exercise,” Executive Leadership Institute, National Network for Youth, February 6, 2007, Washington, DC
  • “Out of the Fire, Into the Frying Pan: Taking Only Calculated Risks,” B'nai B'rith Youth Organization, Staff Professionals Conference, January 10, 2007, Los Angeles, CA

2002 - 2006

  • "Managing Personnel: Defying the Odds and Avoiding Litigation" and "Preventing Fraud and Mismanagement Through Effective Internal Controls," 2006 Hillel International Professional Staff Conference, December 20, 2006
  • "Insurance for Nonprofits," Young Professionals Network, December 8, 2006
  • "Risk Management, Finance and Your Nonprofit Board: Who, What, When and How," Assembly of Turkish American Associations, November 11, 2006, Arlington, VA
  • "Are You Aware of Your Legal Duties as a Board Member?" and "Board Accountability: Sarbanes-Oxley & Equal Justice Boards," NLADA Annual Conference, November 10, 2006, Charlotte, NC
  • "Risk Management Do's, Don'ts, Sins and Virtues," Mid-Atlantic Network of Youth & Family Services, October 25, 2006, Rocky Gap, MD
  • "Life Savers to Avoid Rough Waters: Risk Management and Insurance Issues for Assistance League Chapters," Assistance League, October 18, 2006, San Diego, CA
  • "Financial Risk Management: 10 Lessons to Live By," and "Risk Communication: Engaging the Board in Forecasting and Managing Risk," Camp Finance, Council of Community Services of New York State, Inc., October 6, 2006, Lake Paltz, NY
  • "Employment Risks in the Nonprofit Workplace: Hot Topics, Emerging Issues and Proven Strategies," Annual Conference, North Carolina Center for Nonprofits, September 22, 2006, Research Triangle Park, NC
  • "Crisis Management and Business Continuity Planning," September 6, 2006, Texas Council on Family Violence, Austin, TX
  • "What Every CFO Needs to Know About Risk Management," American Society of Association Executives (ASAE) Annual Conference, August 21, 2006, Boston, MA
  • "Working Clean-Internal Controls and Fraud Prevention," CONNECT: Partnership for Nonprofit Solutions, July 31, 2006, Santa Ana, CA
  • "Business Continuity and Pandemic Solutions," Produce Marketing Association, August 1, 2006, Web Seminar
  • "Effective Negotiations" and "Avian Flu," Housing Authority Insurance Group, July 11, 2006, Cheshire, CT
  • "Managing Residential High-Rise Risks," Housing Authority Insurance Group, June 28, 2006, Cheshire, CT
  • "Strategic Risk Management for Nonprofits" and "Know the Law: Managing Technology-Related Liability Exposures," Connecticut Society of Certified Public Accountants, June 27, 2006, Southington, CT. View testimonial.
  • "Disaster Planning, Recovery and Asset Protection," "Business Continuity Planning," and "Disaster and Crisis Communications," Nonprofit Resource Center of Alabama, June 20, 2006, Mobile, AL
  • "ABCs of Background Checks and other Screening Techniques" at the National Conference on Service and Volunteerism, June 19, 2006, Seattle, WA
  • "Contract Risk Management," Housing Authority Insurance Group, May 23, 2006, Cheshire, CT
  • "Managing HR Risk and Reward: Do's, Don'ts and Musts for Your Nonprofit," and "Crisis Management and Crisis Communications," Maine Association of Nonprofits, May 12, 2006, Sebasco, ME. View testimonial.
  • "Checking the Backgrounds of Church Workers," National Diocesan Attorneys Association, May 2, 2006, Arlington, VA. View testimonial.
  • "What If? Preparing for the Unexpected," and "The Board's Role in Risk Management," Kansas Nonprofit Association, April 19, 2006, Topeka, KS
  • "Improving Community Response to Crime Victims: An Eight-Step Model for Developing Protocol." Wyoming Crime Victim Services Commission, April 7, 2006, Laramie, WY
  • "Disaster Planning/Recovery, and Asset Protection," The Grant Center, February 3, 2006, Memphis, TN
  • "Am I Covered? Insurance Essentials," and "Building a Risk Management Plan for Your Hillel," Hillel: The Foundation for Jewish Campus Life, December 19-20, 2005, Stamford, CT
  • "Risk Management Process: Risks & Challenges Facing Victim Service Agencies," Bayer Center for Nonprofit Management, December 14, 2005, Moon Township, PA
  • Risk Assessment Training, Dewey & Kaye, December 13, 2005, Pittsburgh, PA
  • "Risk Management, Finance and Your Nonprofit Board: Who, What, When and How," 13th Annual Nonprofit Conference, The ASU Center for Nonprofit Leadership & Management, December 8, Phoenix, AZ
  • "Insurance for Nonprofits," Montgomery, McCracken, Walker & Rhoads, November 29, 2005, Philadelphia, PA
  • "What Every Nonprofit Leader Needs to Know About Risk Management," Not-for-Profit Seminar, Councilor, Buchanan & Mitchell, November 16, Washington, DC
  • "Crisis Management for Nonprofit Organizations," and "Preventing Abuse in Your Nonprofit," Connecticut Association of Nonprofits, November 15, 2005, Hartford, CT
  • "Risk Management and Insurance for RCRC Affiliates: What You Need to Know," Religious Coalition for Reproductive Choice, November 12, Arlington, VA
  • "Privacy, Risk Management and Protecting Member Data," United States Tennis Association, November 11, 2005, Destin, FL
  • "Preparing for the Unexpected: Risk Management for Nonprofits," Hartford Foundation for Public Giving Nonprofit Support Program, November 9, 2005
  • "Managing Risk: The Challenge for Not-for-Profit Organisations," Suncorp Metway, October 27, 2005, Melbourne, Australia
  • "Your Volunteers: An Accident Waiting to Happen?" Association of Corporate Counsel, 2005 Annual Meeting, October 18, 2005, Washington, DC
  • Sexual Harassment Training, Addiction Research and Training Corporation, October 12, 2005, Brooklyn, NY
  • Risk Assessment Training, Dewey & Kaye, October 11, 2005, Pittsburgh, PA
  • "Avoiding and Preparing for Claims & Litigation," 2005 Annual Association Law Symposium, September 23, 2005, Washington, DC, ASAE & The Center for Association Leadership
  • "Working Clean: Internal Controls and Fraud Prevention," ASAE and The Center for Association Leadership 2005 Annual Meeting, August 14, 2005, Nashville, TN
  • "What Every CFO Needs to Know About Risk Management," Nonprofit Day, CompassPoint Nonprofit Services, July 29, 2005, San Francisco, CA
  • "Third Sector Risk Management Conference," July 26, 2005, www.nonprofitrisk.org.uk, Westminster, England
  • "Risk Management," Girl Scouts of the USA New Presidents/Chairs Training, June 26, 2005
  • "Risk Management," Institute of Management Accountants, Long Island Chapter, June 15, 2005
  • "Liability and Insurance Basics for Nonprofits: What You Need to Know," June 1, 2005, Fairfax County Government, Fairfax, VA. View testimonial.
  • "The Accountability Imperative: What Does it Mean for Your Nonprofit?" and "Practical Risk Management for Nonprofits," Maine Association of Nonprofits, May 26, 2005, Sebasco Harbor, ME
  • "Risk Management" and "Employment Practices," North Carolina Society of CPAs, May 24, 2005, Raleigh, NC. View testimonial.
  • "Managing Association Risks: Trends, Opportunities and Challenges," Associations Forum Pty Ltd, May 5, 2005, Sydney, Australia
  • "Managing Risk: The Challenge for Not-for-Profit Organisations," Managing Risk and Controlling the Future, Suncorp Metway, May 4, 2005, Brisbane, Queensland, Australia
  • "Volunteer and Staff Screening: Taking a Strategic Approach to Protect the People You Serve," Volunteering Australia, May 3, 2005, Melbourne, Australia
  • "Insurance Basics: Choose the Right Shield," Stony Brook-Millstone Watershed Association, April 19, 2005, Princeton, NJ
  • "Guide to Nonprofit Resources," National Association of Veterans' Research and Education Foundations, April 12, 2005, Washington, DC
  • "Risk Management Panel Discussion" and "No Surprises: Harmonizing Risk and Reward in Volunteer Management," 2005 National Extension Conference on Volunteerism, April 12, 2005, Little Rock, AR
  • "Liability Insurance for Child Welfare Programs: Navigating the Maze and Protecting Your Organization," Child Welfare League of America, March 9, 2005, Washington, DC
  • "Liability & Insurance: Understand Your Association's Exposures and Risk
  • Financing Strategies" and "50 Great Risk Management Ideas," United States Tennis Association, February 5, 2005, Destin, FL
  • "Deploying Volunteers Safely," and "Board and Nonprofit Liability Basics," Rebuild NW Florida, February 4, 2005, Pensacola, FL
  • "Risk Management for Nonprofit Leaders: The Art of Managing Surprise," Alpern Rosenthal and Kirkpatrick & Lockhart Nicholson Graham LLP, February 1, 2005, Pittsburgh, PA
  • "Ten Costly Employment Mistakes and What You Can Do to Avoid Them," Hillel Professional Staff Conference, December 21, 2004, Stamford, CT
  • "Managing Workplace Risks," and "Hot Employment Topics for 2004," 12th Annual Nonprofit Day, Center for Nonprofit Leadership & Management, Arizona State University, December 2-3, 2004, Phoenix, AZ
  • "Pillars of Accountability: Using Free Resources to Define & Achieve Greater Accountability in Your Nonprofit Organization," Connecticut Association of Nonprofits, November 19, 2004, Farmington, CT. View testimonial.
  • "Risk Management for Managers of Volunteer Programs," Education Mentoring/Successful Students' Partnership Training, November 17, 2004, Camp Hill, PA
  • "Law and Order on the Net," Georgia Center for Nonprofits, November 17, 2004, Atlanta, GA
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Pfizer, Inc., November 8, 2004, Mystic, CT. View testimonial.
  • "Risk Management 101," The Salvation Army, November 4, 2004, Akron, OH
  • "Do's and Don'ts of Insurance for Nonprofits," North Carolina Center for Nonprofits, statewide conference, October 29, 2004, Raleigh, NC
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Pfizer, Inc., The United Way of Tri-State and The United Way of New York City, October 21, 2004, New York, NY
  • "The In's and Out's of Community Tennis Association Legal, Administrative and Insurance Issues," USTA North Carolina, October 9, 2004, Greensboro, NC
  • "Risk Management for Social Services Agencies: Critical Topics in Abuse Prevention, Detection and Response," September 28-29, 2004, Phoenix and Tucson, AZ. Host: Berkley Risk Administrators
  • "Managing Risk in Your Volunteer Program," September 21, 2004, Washington Council of Agencies, Washington, DC
  • "Risk Management," 2004 Annual Conference, Meals on Wheels Association of America, September 9, Colorado Springs, CO
  • "New Topics in Legal Liability," Virginia Commission for National and Community Service, September 1, Richmond, VA
  • "Risk Management for Managers of Volunteer Programs," Massachusetts Service Alliance, August 25, 2004, Worcester, MA
  • "Overview of Assisted Living," Housing Television Network, August 25, 2004, Cheshire, CT (satellite broadcast)
  • "Leaving Nothing to Chance: Achieving Board Accountability Through Risk Management," Volunteering Victoria and Volunteering Australia, August 4, 2004, Melbourne, Australia
  • "Risk Management and the Nonprofit Board," Nonprofit Governance & Management Centre, August 1, 2004, Sydney, Australia
  • "Strategic Risk Management for NPOs," 2004 AICPA Not-For-Profit Conference, June 25, 2004, Washington, DC
  • "Money & Mission: Managing Financial Risk in Your Nonprofit," June 23, 2004, Holiday Inn Fairlane, Detroit, MI.
  • "Managing the Risks of Serving Seniors," Housing Television Network, June 22, 2004, Hartford, CT (satellite broadcast)
  • "Managing Risk and Reward in Community Service," Faith in Action Conference, May 21, 2004, Washington, DC
  • "What Every CFO Needs to Know about Risk Management," April 29, 2004, Edmonton, Alberta, Canada, 18th Annual Spring Conference, The Alberta Association of Rehabilitation Centres (AARC)
  • "Risk Management for Nonprofit Boards," April 27, 2004, New York, NY, Robin Hood Foundation
  • "Managing Risk in Your Employment Practices: Practical Strategies for Nonprofits," April 22, 2004, Benton Convention and Civic Center, Winston-Salem, NC.
  • "What to Do When You're Afraid," "Workplace and Volunteer Safety," and "Teaching Risk Management to Dedicated Volunteers," Forging New Links, March 15, 2004, Columbus, OH
  • "Risk Management," JUMP Cluster Meeting, February 25, 2004, Washington, DC
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," February 4, 2004, Pittsburgh, PA
  • "Employment Practices Briefing," January 27, 2004, Alaska Network on Domestic Violence and Sexual Assault
  • "Disaster Recovery Planning and Dealing with Adverse Media Coverage," January 27, 2004, New York, NY, Alcohol and Substance Abuse Providers of New York
  • "Risk Management and Good Operating Practices for NAMI State Organizations and Affiliates," January 16, 2004, National Alliance for the Mentally Ill, Arlington, VA
  • "How to Create and Nurture a Federal Network for Enterprise Risk Management," Enterprise Risk Management Workshop, January 15, 2004, National Academy of Science/Internal Revenue Service, Washington, DC
  • Risk Management Briefing, Not-for-Profit Organizations Committee, Greater Washington Society of CPAs, January 13, 2004, Washington, DC
  • "Operational Risk Management," The Conference Board of Canada, 2003 Risk Management Conference, December 10, 2003, Toronto, Canada
  • "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," Insurance for Nonprofits: What You Need to Know," "Crisis Management for Nonprofit Organizations," Indiana Nonprofit Resource Network (INRN), November 21, 2003, Lafayette, IN
  • "Risk Management for Mental Health and Substance Abuse Prevention Agencies: Critical Issues and Practical Strategies," November 18, 2003, Tucson, AZ, sponsored by Lovitt and Touche
  • "Managing Risk and Reward in Uncertain Times" and "Strategic Risk Management for California Nonprofits," November 15, 2003, San Francisco, CA, CAN Annual Conference, California Association of Nonprofits.
  • "Risk Management for Nonprofit Boards," Philanthropy & Nonprofit Leadership Center at Rollins College, Orlando, FL, October 28, 2003.
  • "Safety and Insurance," Rebuilding Together National Conference, October 3, 2003, Washington, DC
  • "What’s 'Appropriate Insurance Coverage' for My Institute and How Will I Know It’s in Place?" and "Identifying Risks and Taking Action: A Two-Step Approach to Protecting What Matters Most in Your Institute," National Association for Treasurers of Religious Institutes, September 25, 2003, Albuquerque, NM
  • "Risk Management in the Nonprofit World," Crossing Borders: Mission & Ministry, 2003 Risk Management Conference, Adventist Risk Management, Inc., September 8, 2003, Ottawa, Ontario, Canada
  • Presentation at Public Entity Risk Institute Board Retreat, September 4, 2003, Napa, CA
  • "Risk Management for Nonprofit Executive Directors," Weinberg Foundation Fellows Program, July 22, Baltimore, MD
  • "Insurance Havoc: NPO's Price and Coverage Challenges," National Not-For-Profit Industry Conference, AICPA, June 12, 2003, Washington, DC
  • "Risk Management—Beyond Insurance," United Way Financial Management Forum, June 1, 2003, Hershey, PA
  • "Lessons from America: How US Nonprofits Have Dealt with the Civil Liability Crisis," Centre of Philanthropy and Nonprofit Studies, May 12, 2003, Queensland University of Technology, Brisbane, Australia
  • "No Surprises — Managing Risks in Volunteer Hunter Education Programs," International Hunter Education Association, April 26, 2003, Vancouver, BC, Canada
  • "Strategic Risk Management for Nonprofits," and "Insurance and Your Nonprofit: What You Need to Know," Maine Association of Nonprofits, April 17, 2003, Falmouth, ME
  • "Managing Risk, Resources and Reward in Your Volunteer Program," Center for Schools and Communities, April 15, 2003, Grantville, PA
  • "Developing a Risk Management Plan," Hillel International Lay Leadership Conference, April 6, 2003, New York, NY
  • "Managing Risk, Resources and Reward in Your Volunteer Program, " Washington Council of Agencies, March 26, 2003, Washington, DC
  • "Risk Management for Volunteer Programs," American University, Graduate Program in Arts Management, March 24, 2003, Washington, DC
  • "Crisis Management for Nonprofit Organizations: Plan to Survive", "Internet Privacy—Welcome to a Place Where Everyone Knows Your Name," and "Volunteer Screening: What You Can, Can't, Should and Shouldn't Do to Effectively Screen Volunteers," Ohio Community Service Council, March 17, 2003, Columbus, OH
  • "Risk Management Fundamentals," Association of Partners for Public Lands, February 17, 2003, Albuquerque, NM
  • "Compassionate Layoffs: Maintaining Morale and Minimizing Risk," and "Hot Employment Topics for 2003," February 12, 2003, St. Paul, MN, Minnesota Council of Nonprofits
  • "Developing a Risk Management Plan," Hillel's Professional Staff Conference, Hillel: The Foundation for Jewish Campus Life, December 16, 2002, Princeton, NJ
  • University of Texas at San Antonio, Overview of Nonprofit Risk Management Issues, for senior-level nonprofit managers enrolled in a continuing education program sponsored by the Department of Public Administration in UTSA's College of Public Policy. December 16, 2002.
  • "Caution: Volunteers at Work — New Trends in Volunteer Liability," Keep America Beautiful, 49th National Conference, December 5, 2002, Washington, DC
  • "Risk Management for Recovery," Community Support Programs, December 4, 2002, Baltimore, MD
  • National Association of Treasurers of Religious Institutes, "Managing Technology Risk in a Religious Institute," and "Risk Management: A Framework for Religious Institutes," November 22, 2002, Tampa, FL
  • "Insurance Issues," Solano Community Foundation, November 14, 2002, Fairfield, CA. This presentation will cover directors' and officers' liability insurance, liability issues related to fundraising events, and insuring volunteers.
  • "Risk Management for Mentoring Programs," Juvenile Mentoring Programs (JUMP), October 24, 2002, Washington, DC
  • "Risk Management Through Effective HR Programs, Practices and Workplace Culture," at "Linking Mission, People and Performance: Strategic Human Resources for Nonprofit Leaders," sponsored by Nonprofit HR Solutions and the Washington Council of Agencies. This conference is a one day event "designed to provide senior-level nonprofit executives with the tools needed to leverage human resources in mission-driven organizations." October 22, 2002, Washington, DC
  • Washington Community Mental Health Council, Administrative Services Division 2002 Conference, "Managing Risk & Reward in Uncertain Times," "Crisis Management," and "Effective Employment Practices," October 17, 2002, Bellevue, WA
  • Big Brothers Big Sisters of America, Regional Conference, October 11, 2002, Chicago, IL
  • Pfizer Inc., and the United Way of New York City, "Strategic Legal Thinking for Not-For-Profit Executives," October 9, 2002, New York, NY
  • N.C. Center for Nonprofits, 2002 Statewide Conference, "The ABCs of Risk Management," Mini-Plenary Session, September 20, 2002, Research Triangle Park, NC
  • The Patricia M. Sitar Center for the Arts, Volunteer Training. "Managing the Risks of Child Sexual Abuse," September 19 and 21, 2002.
  • South East Project Directors Association (SEPDA) Conference, luncheon presentation, July 15, 2002, St. Petersburg Beach, FL
  • National Legal Aid and Defender Association, "Where Reality Meets Theory: Risk Management for Public Defense Programs." May 18, 2002, Santa Rosa, CA
  • Governor’s Community Service Conference, "Managing Risk, Resources and Reward in Your Volunteer Program," May 14, 2002, Lincoln, NE
  • Davidson Institute, "Preventing Child Abuse in Youth-Serving Nonprofits," May 10, 2002, Reno, NV
  • Goodwill Industries International, Inc., "What Every Goodwill CFO Needs to Know About Risk Management," May 6, 2002, Seattle, WA
  • Washington Council of Agencies, Brownbag Lunch: "Managing the Risk of Board Discontent," May 1, 2002, Washington, DC
  • Michigan Nonprofit Association, "Managing Risk in Uncertain Times," April 29, 2002, Lansing, MI
  • Council of Administrators for Schools and Programs for the Deaf, "Responding to the Media During a Crisis," April 28, 2002, San Francisco, CA
  • Robin Hood Foundation, "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," April 22, 2002, New York, NY
  • National Association of State and Local Equity Funds, Keynote: "Managing Risk and Reward in Affordable Housing," April 18, 2002, Portland, OR
  • Minnesota Council of Nonprofits, "Crisis Management for Nonprofit Organizations," April 10, 2002, St. Paul, MN
  • Wisconsin Department of Corrections, "No Surprises — Managing Your Mentoring Program in Today's Risk Climate" Tuesday April 9, 2002, Milwaukee, WI
  • Kinship of Rice Lake, "Risk Management for Mentoring Programs," April 8, 2002, Hudson, WI
  • Robin Hood Foundation, "Managing Risk and Uncertainty: A Framework for Nonprofit Leaders," March 25, 2002, New York, NY
  • National Association of Veterans' Research and Education Foundations, "Risk Management: A Framework for Managing Uncertainty," March 19, 2002, Washington, DC
  • Ohio Governor's Community Service Council, "Crisis Management for Nonprofit Organizations", "Managing Volunteer Risks" and "Managing Risk on the Web," March 18, 2002, Columbus, OH
  • Child Welfare League of America, National Conference, "Thunderclouds in the Sky: Creating a Crisis Response Plan," March 6, 2002, Washington, DC
  • Goodwill International, Conference of Executives, "Insurance Costs, Workers' Compensation and Health Insurance," February 15, 2002, Washington, DC
  • Association of Junior Leagues International, Inc., Presidents' Elect Conference, "Risk Management: A Framework for Managing Risk and Maximizing Reward in Uncertain Times," February 2, 2002, Orlando, FL