All session times are in Eastern Daylight Saving Time (EDT)
Day 1
Monday, Oct 19th

Networking with Conference Partners

Visit the virtual Exhibit Hall to find solutions and ideas.

Terms and Conditions

Attend this session to enjoy a quiz show-style rundown of insurance policy terms and conditions. This interactive session features quiz categories such as: Loss Reporting, Subrogation Rights, Property Valuation, Cancellation and Nonrenewal, Potent Potables, and more. Bring your insurance insights and questions—and your competitive streak—for a chance to win: A prize A deeper knowledge of your insurer’s requirements and your nonprofit’s requirements as an insured and of course… glory and bragging rights!
Patti Loftis, CIC
Derek Symer

Data Privacy Risk

After cyber attacks continued to increase in magnitude, sophistication, and cost in 2019, governments and organizations around the globe tried to keep pace. The frequent fluctuations of cyber threats, privacy regulations, and organizational vulnerabilities make data privacy a top-of-mind risk for nonprofit executives in 2020 and far into the future. Attend this hard-hitting session to explore recent and imminent regulatory shifts, emerging cyber threats, and how you can proactively address your nonprofit’s greatest weaknesses to better safeguard your data, your mission, and your reputation.
Robin Everett, Esq.
Donna McPartland, Esq.

Business Continuity Lessons & Insights from COVID-19

Join Melanie Lockwood Herman, risk raconteur and Executive Director of the Nonprofit Risk Management Center, for a thought-provoking session on planning for resilience. Business Continuity Planning (BCP) is a discipline focused on minimizing interruptions to core operations in the face of a disruptive event. As most risk leaders well know, creating a truly comprehensive business continuity plan for a complex nonprofit takes time. During the COVID-19 crisis, many leaders learned some powerful—and painful—business continuity lessons. This workshop explores experiences and insights from business continuity and resilience work during COVID-19 and the three most essential steps in creating a flexible BCP that will help your agency be resilient and confident in the face of unavoidable, disruptive risks.
Melanie Lockwood Herman, Esq.

Phoenix Force

Is risk management’s effectiveness waning at your nonprofit? Your risk program can rise from the ashes with an impact-centered reboot. During this session you’ll join two colleagues from NRMC for a critique of the risk management notions, practices, processes, and tools that often result in organizational drag and burden without benefit. Learn how to refocus on results-oriented, intentional risk management and learn about creative alternatives to conventional tactics that can breathe new life into your team’s risk program.
Whitney Thomey
Melanie Lockwood Herman, Esq.

Gamification, Dongles and DTC: It’s Time to Give Fleet Telematics Another Look

Fleet telematics can improve client services, reduce operating costs, and reduce accidents. The costs of fleet telematics systems have been dropping while at the same time more features are being added. This combination makes it a good time for nonprofits to consider implementing a system. This session will review the advantages and disadvantages of device and app-based systems, review key features non-profits should be considering, and discuss typical system costs. The speaker will also discuss best practices for implementing and managing a telematics program.
Greg Byrne, CPCU, ARM

Scaling Back and Back Up Again

COVID-19 was the penultimate external risk event: the onset and evolution of the crisis were beyond your agency’s ability to control, and it was highly disruptive to ‘normal’ operations. For most nonprofits, the concept of ‘normal’ disappeared altogether. This workshop explores risk lessons, insights, implications, and inspiration born from the necessity to scale back operations and staffing swiftly. The session also explores the risk implications of bringing your programs and personnel back online.
Holly B. Raymond
Debra Cornelius, MSW

Networking Session

Join a facilitated networking session with fellow Risk Champions.

Lunch Break

Take a well-deserved lunch break while enjoying musical performances!

Rock Ready

Bulletproof your data breach response plan with five principles of protection shared in this timely session. Implement these practical principles to safeguard your nonprofit’s mission and reputation when your next data breach occurs. This session also offers an interactive debrief exercise based on the response undertaken by a real nonprofit team after suffering a privacy breach. Leave this session with rock solid confidence that your team can ready itself to conquer any data breach that comes your way.
S. Keith Moulsdale, Esq.
Donna McPartland, Esq.

You Can’t Fight Fate

Many risk management professionals recognize risk as steeped in uncertainty; when we conceptualize risk as uncertainty, we are reminded of the impossibility of predicting the future. While no nonprofit leader can serve as a seer or psychic of risk events, we can all learn to better anticipate and plan for alternate futures. This session begins with an overview of common futurist strategies: trend analysis, forecasting, and scenario planning. The presenter will frame best practices through historic examples of disruption and adaptation. The session continues with practical tools, resources, and frameworks that participants will be able to use immediately in their day-to-day work. Leave this session with a new confidence about your ability to develop resilience, plan for contingencies, and thrive in the face of uncertainty.
Nick Pozek

A Study in Scarlet

Put on your deerstalker cap and participate in a critical review of what’s hot and what’s not in the compliance world. Investigate the effectiveness and outcomes of best practices and trends to determine which compliance practices will best support your mission in 2021 and beyond. Put your theories to the test against data and anecdotal evidence to solve the mystery of compliance complacency. Leave this session ready to deliver greater value to your nonprofit’s mission through your compliance program.
Ellen M. Hunt, Esq.

Compliance, Internal Audit and Risk

Do these functions exist in harmony at your nonprofit? Does this triumphant trio empower employees or cause confusion and complaints? Align your compliance, internal audit and risk functions by learning from a team of nonprofit professionals who cracked this tough nut at their organizations. Strike a beneficial balance between taking mission-advancing risks, respecting organizational rules and values, and undertaking fearlessly fruitful reviews of internal controls, processes and systems.
Charlotte Young, Esq.
Kim Vaccari

I Wish I Knew Then What I Know Now

Attend this session to learn risk leadership lessons from veteran risk professionals with significant nonprofit sector experience. Enjoy each presenter’s “before and after” reflections about their experimental risk assessment tools and lessons learned from failed risk mitigation activities—as well as the complex cultural barriers that these risk leaders overcame throughout their careers. Leave this workshop with invigorated inspiration for your own future as a risk leader, armed with the advice that these pros learned through years of experience.
Dr. Beth Boyer Kollas
Miranda Hora

Stranger Things or Brave New World

Keeping up with employment practices risk can sometimes feel as wild as finding yourself in a futuristic, dystopian universe filled with frightening demogorgons or citizens engineered for predetermined social classes. To emerge as the triumphant hero in your nonprofit’s employment risk story, participate in this workshop led by employment trends and legal risk experts. Turn fantasy into reality by exploring myth-busting factoids and mini case studies the presenters will share along with other employment practices highlights and predictions for 2021.
Scott A. Carroll, Esq.
Deborah Matz, Esq.

Kindred Spirit Networking Sessions

GC Peer Networking – This session is for General Counsel and senior attorneys who champion risk management and ERM in their respective nonprofit organizations. This peer networking group was formed in November 2017; this Risk Summit session will be the group’s seventh gathering. Missed the earlier get-togethers? No worries! Join your peers for a fruitful but informal information-sharing opportunity. Facilitators: Patricia C. Vaughn, General Counsel & Secretary, Population Council; and Jesse Raben, General Counsel, Common App Insurance Professionals Peer Networking – Join fellow insurance professionals who specialize in protecting nonprofit missions. This session offers a time and place to candidly discuss some of the challenges you face and also the change to build your network by connecting with specialists outside your geographic area and nonprofit niche. Inspired by the positive feedback and enthusiasm for a similar session held during the early years of the Risk Summit, the NRMC team is...
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Jesse Raben, Esq.
Holly B. Raymond
Joseph Budzynski
Mohammed Ali
Miranda Hora
Patricia Vaughan, Esq.

Mingle with Risk Maestros

Join a networking breakout facilitated by an experienced risk professional. Bring your toughest risk question to this session!
Melissa Musser, CPA, CITP, CISA
Dave Kyllo, Esq.
Cheryl Tamasitis
Scott Konrad
Melanie Lockwood Herman, Esq.
Day 2
Tuesday, Oct 20th

Welcome to Day 2!

Join your hosts from the Nonprofit Risk Management Center and our musical guests for a gentle warm-up to the second day of the Risk Summit.

ERM Master Class

Join experienced practitioners of Enterprise Risk Management (ERM) to explore the lifecycles, structures, oversight models, processes, practices, and policies related to ERM in their organizations. Whether you’re working to cultivate ERM capabilities or planning the next phase of your existing ERM program, you’ll walk away from this session with tested tactics for evolving a holistic, proactive, organization-wide approach to risk management. You will also have a chance to gauge your own team’s ERM progress against a sample three-year ERM roadmap designed by the presenters.
Melissa Musser, CPA, CITP, CISA
Melanie Lockwood Herman, Esq.

Through the Looking Glass

Wish you had a crystal ball to foresee shifting legal exposures that might affect your nonprofit in 2021? Look no further than this workshop led by legal gurus who serve as in-house or external counsel. Panelists bring vast experience counseling nonprofit leadership teams. Enjoy a fast-paced tour of the top regulatory changes and legal risks these psychic presenters anticipate in the coming year.
Gregory Podolak, Esq.
Marialuisa S. Gallozzi, Esq.

5 Practical Tips to Maximize Value in Your Nonprofit’s Insurance Portfolio

Today’s turbulent commercial insurance market has many nonprofit leaders struggling to maintain vital protection at costs they can afford. This session led by a veteran commercial insurance broker will unlock the secrets to successfully interfacing with the brokerage and underwriting communities to sharpen value at your next insurance renewal, using anecdotes and audience engagement to enrich the learning experience.
Scott Konrad

Follow the White Rabbit

While undertaking her Adventures in Wonderland, the fantastical realms, peculiar creatures, and literary nonsense all give rise to Alice’s admirable qualities of reason, responsibility, curiosity, courage, justice, intelligence, dignity and more. Give a risk management professional the same injection of imagination and topsy-turvydom to see how much they can grow—taller or shorter, of course! Participate in this unusual, interactive workshop to get in touch with your creative side and challenge your deepest-held notions about risk leadership. Return home ready to infuse innovation—and maybe a little fun—into your nonprofit’s risk management program.
Kent Barnes
Julie Reyburn
Amanda Rudy

Insurance Industry Trends and Developments

Don’t miss this exclusive opportunity to learn from the best and brightest nonprofit sector-serving insurance industry leaders, who gather at the Risk Summit each year. Attend this session to hear from a panel of insurance carrier executives, who will share the industry trends and changes they anticipate in the coming year—and how your nonprofit might be affected. Send your most pressing questions to session moderator and Nonprofit Risk Management Center CEO, Melanie Lockwood Herman, at with subject line “Risk Summit: Insurance Panel Question.”
Lauren Tredinnick
Chris Hale
Bettina Rhodes
Michael Liguzinski
Melanie Lockwood Herman, Esq.

To Click or Not to Click

“I changed all my passwords to ‘incorrect.’ So whenever I forget, it will tell me ‘Your password is incorrect.’” — Michael Scott, Dunder Mifflin, Inc. (aka Steve Carell, The Office) We can’t all be cyber geniuses like Michael Scott. Everyone from executives to entry-level staff can fall victim to a social engineering scam that strips sensitive data away from its rightful server. Want to amp up your team’s clicking caution? Attend this session to gain tried-and-true data privacy tactics that reduce an organization’s vulnerability to social engineering. This session explores the most common social engineering deceptions, what makes your team vulnerable, and the practical steps you can take to ensure that your data stays safe and sound.
Cole Kinney
Colleen Lazanich

Finance Function or Dysfunction?

Explore the journeys of nonprofit CFOs who led the evolution of the finance function at their respective organizations. During this session, each CFO presenter will share a capacity-building case study with action steps you can consider implementing at your nonprofit. Start your own journey from finance dysfunction to a mission-sustaining finance function by attending this session.
Kosha Shiswawala
Stephanie Fast
Andreas A. Alexandrou, CPA

2021: A Risk Leadership Odyssey

Attend this star-studded workshop featuring graduates of NRMC’s Risk Leadership Certificate Program (RLCP) and  renowned risk leaders from across the nonprofit galaxy. Learn what these professionals accomplished in 2020 and what they plan to conquer next in 2021. Leave this workshop with fresh inspiration for launching your own risk career through space and time, while stewarding your team’s mission through the charitable cosmos.
Heather Chadwick
Holly B. Raymond
Dr. Beth Boyer Kollas

Lunch Break

Take a lunch break and enjoy musical and comedic performances from our special guests!

Evolving Risk Management Systems and Capabilities

Are you striving to move from “on fire” to “proactive” risk management? Do your risk management capabilities feel flimsy and nascent no matter how much effort you make to formalize or enhance them? This workshop explores the “dos and don’ts” of upgrading your risk management systems, practices, processes and tools—with the goal of enhancing your actual capabilities. Rethink those over-engineered risk tools and procedures that result in burden rather than nonprofit stewardship. Learn how to adapt existing best practices and conventions to make risk management a mission-supporting function—one that truly helps your nonprofit instead of hindering it.
Darci Paulk-Hayes
Velvet Pierre
Heather Chadwick
Tara Thomas

Risk Summit Spect-APP-ular

This first-ever Risk Summit session offers a demo of popular risk management apps and software available for purchase by your nonprofit. From risk monitoring to incident management to simplifying and automating risk management processes, these apps and software packages do it all. Hear directly from corporate representatives about how their tech products can elevate your team’s risk management capabilities and serve your mission.
Matt Wilson
Steve Polich, CSP

Global Risks

Globalization has offered a multitude of opportunities for nonprofits to create a profound impact. But, as recent events have demonstrated, it also creates complex risks. This new category of risk now has implications for even the most local nonprofits. This session will explore how we can plan for, and adapt to, the unprecedented complexity, interconnectivity, and velocity of a globalized world. This session will include a high-level overview of geopolitical trends and risks. Participants will also be introduced to practical tools that they can use immediately to help their own organization monitor geopolitical issues.
Nick Pozek

Inspiring a Risk-Aware, Just Culture in your Organization

The concept of Just Culture started with James Reason, and then was greatly expanded on by Sidney Dekker in his various books of that title. Dekker has continued to evolve the concept from its simplistic beginnings to a more sophisticated “Restorative Just Culture” approach. Attend this session to learn how to foster cultural norms that empower employees to candidly discuss their concerns and proactively report on risks, incidents, and more. Shift from a blame-oriented culture to one focused on collective learning that analyzes and addresses harm from a systems perspective. This approach calls for disciplining employees for inappropriate behavior, rather than for harm, which often stems from myriad underlying factors—not just individual decisions and actions. Leave this session ready to reconnect with your team so you can collectively identify risks, address harm, and enact justice rather than punishment.
Steve Smith

Move On Up

What is “lean” risk management? If you have ever wondered how a nonprofit can begin risk management without expending a substantial amount of resources, cursed because risk management is ignored or underappreciated in your nonprofit, fretted because most staff are not paying sufficient attention to risk management, struggled because risk management seems like a “one and done” box-checking exercise for your organization, or yearned to “unstick” your current risk management process, this workshop will chart a path toward a better future for you and your team. But be warned: There will be no potted plants in this session. Everyone will participate.
Ted Bilich, Esq.
Linda Lenrow Lopez