Workshops

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.

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.

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. During this interactive workshop, participants will partner to develop a set of transition questions for use in their own organizations.

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 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.

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.