Risk Management Check-Up

01/15/2009 - 7:30am
01/15/2009 - 9:30am
US/Pacific

Discussion Leader: Dennis Doherty
Managing Director Nonprofit Practice
Beecher Carlson Insurance Agency, LLC

Date: January 15, 2009 (Rescheduled from 12-18-08)

Time: Presentations are from 7:30 to 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Sponsored by:

Pacific Continental Bank

Regular Fee: $25.00
NAO Member Fee: $22.50

Event Description

Not all liability policies are the same. Is your organization protected from claims? Do you know what your policies say? Directors’ and Officers’ policies are “manuscript policies”, and coverages and clauses in these policies are negotiable. Find out what you need to know about your policies, and what you can and should be negotiating for.

We’ll explore these questions:

  • Directors’ and Officers’ Liability – what do your contracts say?
  • Employment Practices Liability – cost vs. coverage?
  • Who is a fiduciary, and why is Fiduciary Liability important?
  • How can losses be prevented?

Join Dennis Doherty for a look at these liability policies and related case studies. We’ll discuss how employee retirement plans impose important responsibilities on your organization’s leaders, and what you can do to protect them. Don’t miss this NFMA session where you’ll get the information you need to avoid surprises and better protect your organization’s assets!

Dennis Doherty has been the Nonprofit Practice Leader for Beecher Carlson (formerly JBL&K) for over 20 years. As a local and national presenter, his specialties include nonprofit risk management and strategic planning for clients. Dennis brings a unique understanding to risk management as a board member of several local nonprofit organizations.

Network Description

The Nonprofit Fiscal Managers Association (NFMA) provides monthly expert updates on nonprofit financial management challenges and related legal and compliance issues. These monthly sessions are also a great opportunity to network and exchange ideas with your fellow fiscal managers and CFOs.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Click here for driving and parking directions