Risk Management

Sessions by Track

Risk Management

For a personalized experience, attendees may elect to attend sessions in any track. Tracks do not include general sessions or deep dives.

  • Communicating a Complex History: a Tabletop Exercise

    Risk Management
    Monday, 10:30 am - 11:30 am

    Across the country, complex histories of sexual misconduct are threatening schools with present-day reputational firestorms. In navigating these situations, effective and timely communications are essential. Using an interactive tabletop exercise rooted in real events, Lukach, will demonstrate how such situations unfold, spotlighting five decision points that can best preserve the school's goodwill among the community it serves.

    Learning Objective: Participants will learn the key decision points in addressing a school's history of sexual misconduct and understand the reputational impact of each possible path.

    Christopher Lukach, President, AKCG-Public Relations Counselors

  • International Program Risk Assessment: Growth or Implosion

    Risk Management
    Monday, 10:30 am - 11:30 am

    Given the landscape of the international marketplace is ever changing, how schools adapt and keep up will determine whether international student programs, large or small, survive. The number of students traveling to the United States to study has slightly decreased in recent years. The stakes are high, the competition for full pay international students is fierce and only those nimble enough to manage this unique constituency in the correct, risk averse manner will likely maintain enrollment. Learn what some of the overarching risks are and how to avoid them. The most recent information and statistics from the Department of State and Department of Homeland Security will be shared.

    Learning Objective: Participants will learn how to identify the particular risks associated with international student programs and what changes and possible challenges to sustaining enrollment in these programs are likely to arise.

    Martin Kelly, President and Risk Assessment Consultant, Independent School Management
    Jacqueline Yamada, Consultant, Independent School Management

  • Envisioning a Safe Future for Our Schools

    Risk Management
    Monday, 1:15 pm - 2:15 pm

    This presentation will discuss the unique legal, insurance and practical considerations schools face when assessing the security of their facilities and campus, or when hiring security companies or armed and unarmed security guards. An experienced panel will discuss best practices relating to security assessments that will help schools manage threats and maintain a safe campus. The panel will provide practical advice and an overview of the various security considerations to enable schools to make decisions about campus safety.

    Learning Objective: Participants will learn to identify policies and procedures that promote a safe learning environment. They will learn best practices for hiring security guards and will take away tips on maintaining the physical safety of school facilities. Participants will receive an insurance checklist related to monitoring potential safety issues.

    Jane Davis, Chief Financial Officer, The Archer School for Girls
    Heather DeBlanc, Partner, Liebert Cassidy Whitmore
    Chris Joffe, Founder and Chief Executive Officer, Joffe Emergency Services

  • Microaggression Is Liability by a Thousand Cuts

    Risk Management
    Monday, 1:15 pm - 2:15 pm

    Microaggressions are a comment or action that subtly — and often unconsciously or unintentionally — expresses a prejudiced attitude toward a member of a marginalized group. Microaggressions can add up to insults, invalidation and exclusion. Liability for acts of discrimination and harassment can result. This session will help you define and identify microaggressions, consider how to respond to those who report the impact of microaggressions and strategies to address them in order to improve culture and avoid costly claims.

    Learning Objective: Participants will learn how microaggressions and perceptions of microaggressions contribute to culture for employees and students, which in turn impacts potential liability. Participants will hear about and potentially contribute strategies to recognize, address and respond to reported experiences with microaggressions.

    Karen Kalzer, Partner, Helsell Fetterman
    Onik'a Gilliam-Cathcart, Of Counsel, Helsell Fetterman

  • How ERM Is Changing the Game at The Pingry School

    Risk Management
    Monday, 3:00 pm - 4:00 pm

    The Pingry School is in year three of enterprise risk management implementation, which has changed the way people at the school approach risk. ERM has been applied to decision-making at all levels, from fighting back against local sports clubs to insourcing a segment of the school’s student transportation model. This session will be a case study of the planning, implementation process and outcomes of ERM at the Pingry School. Come learn why the Pingry School was recently highlighted by the Educational Advisory Board as a leader in implementing ERM at schools.

    Learning Objective: Participants will learn how to review the key components of a multi-year ERM implementation plan and gain knowledge through examples and advice from coaches.

    David Fahey, Assistant Director of Operations and Strategic Initiatives, The Pingry School
    Dorothy Gjerdrum, Senior Managing Director, ERM, Arthur J. Gallagher Insurance & Risk Management Company
    Olaf Weckesser, Chief Financial and Operating Officer, The Pingry School

  • Preventing Future Claims of Student Sexual Abuse

    Risk Management
    Monday, 3:00 pm - 4:00 pm

    Reports of sexual misconduct that targets students at independent schools is nothing new; however, the external environment has shifted dramatically and raises the stakes for schools trying to manage this risk. A panel of experts will share insights from independent school claims studies to set the stage for the next steps. The session will review baseline risk management practices required to get your “protecting children” program off the ground and provide guidance on developing advanced risk management practices.

    Learning Objective: Participants will learn what steps to take to protect students from educator sexual abuse, baseline risk management practices every school should establish and practical insights that have successfully improved a “protecting children” risk management program.

    Michael Blacher, Partner, Liebert Cassidy Whitmore
    Darrow Milgrim, National Director, Independent School Practice, A.J. Gallagher Insurance & Risk Management Company
    Constance Neary, Vice President for Risk Management, United Educators

  • Auditing Your Insurance Program: What's Not Covered and What to Do

    Risk Management
    Tuesday, 8:30 am - 9:30 am

    In this interactive session, we will work through several scenarios addressing common risks that might not be covered by current insurance policies and ways to obtain coverage for these risks, either through additional policies or endorsements. If coverage is not available, we will present alternative strategies as to how a school might proceed to manage these risk exposures.

    Learning Objective: Participants will learn how to audit their existing insurance and risk management program to identify areas that may represent coverage gaps and methods for either obtaining added coverage or, alternatively, incorporating strategies for managing the risk exposure.

    Jamie Gershon, Executive Vice President, Bolton & Company
    Cheryl McDowell, Vice President, Education and Practice Group, Bolton & Company
    Ronald Wanglin, Chairman, Bolton & Company

  • The Evolving Landscape of School Safety and Security

    Risk Management
    Tuesday, 10:15 am - 11:15 am

    For many years, our schools have struggled to balance the desire for open and vibrant campuses against the reality of increasingly complex security challenges, competing needs and resources.Presenters will share their national experience and discuss how to prioritize security challenges and cut through noise about the “next best thing." This approach enables schools to prioritize reasonable, cost- and time-effective security and emergency response solutions, even in the face of a rapidly evolving school safety and security landscape.

    Learning Objective: Participants will learn best and promising practices in school emergency preparedness in the evolving landscape of school safety. They will understand how to make the best budget decisions surrounding school safety technology such as access control and visitor management, mass notification, cameras and lighting, along with the deployment of school resource officers or armed/unarmed security officers.

    Rob Evans, Managing Director for Organizational Assessment and K-12 Services, Margolis Healy and Associates
    Dan Pascale, Managing Director, Margolis Healy and Associates
    Elliott Robinson, Vice President, Administration, Milton Hershey School

  • A Primer on Cybersecurity Risk Assessment

    Risk Management
    Tuesday, 2:45 pm - 3:45 pm

    Educational institutions represent a prime target for nefarious actors predominantly because of the breadth of sensitive data collected, variety of users and disparate business operations.. Schools must understand pertinent areas to be evaluated to keep their ecosystems safe. This case study, based on one member school’s actual journey, will discuss lessons learned from their evaluation of cybersecurity maturity in various areas including IT infrastructure and vulnerability, identity and access management, third-party vendor relationship management and incident response.

    Learning Objective: Participants will leave the session with an understanding of the components of a thorough cyber risk assessment and why the process is necessary, as well as lessons learned from a member school about its current monitoring processes.

    David Baxter, Chief Financial and Operating Officer, Hopkins School
    John Toscano, Education Industry Segment Leader, CohnReznick LLP

  • Fraud Risks Affecting Private Schools

    Risk Management
    Wednesday, 10:30 am - Noon
    15-min Goldmine

    This session will provide business officers with a framework for performing business office risk assessments, review examples of fraud and discuss controls that reduce fraud risk. Citing real occurrences of fraud, the speaker will share the controls that schools should have had in place. Discuss wide-ranging fraud examples, including payroll, billing and collections, parent associations, internet scams and other 21st-century crimes.

    Learning Objective: Participants will learn about schools’ particular vulnerabilities to fraud. The session will focus on risks, schemes and compensating controls business managers can use to reduce their risks of fraud.

    Joseph Blatt, Partner, BKD

  • Past Lessons Shape the Future of School Safety

    Risk Management
    Wednesday, 10:30 am - Noon
    15-min Goldmine

    Independent schools face the ever-changing landscape of natural, manmade and technological hazards. One of the best ways to stay current in risk mitigation is to mine the data-driven, research-based lessons learned in After Action Reports from past school incidents. These best practices can help shape the future of your school’s safety, security and emergency management plans. Join Campus Safety Director of the Year Finalist Kenna Powell for a discussion of past and current events, future trends, resources and tips for the practical application of 2020’s best practices.

    Learning Objective: Participants will review lessons learned from school incidents and apply those best practices to improve their school’s safety, security and emergency management plans.

    Kenna Powell, Director of Safety, Security and Emergency Management, Providence Day School

  • School Safety and Security: Preparedness Without Paranoia®

    Risk Management
    Wednesday, 10:30 am - Noon
    15-min Goldmine

    Presenters from Kiernan Group Holdings will discuss a holistic and tailored approach to school safety and security that prepares students and faculty while maintaining the culture, values and guiding principles of independent schools. This session will help participants understand and overcome obstacles to preparedness — from the cost of doing nothing, to sifting through myriad mitigation solutions — to achieve tangible solutions that will protect against active assailant threats.

    Learning Objective: Participants will learn about tailoring a preparedness approach, without paranoia, to enhance their school’s safety and active-assailant and emergency-preparedness plans and programs.

    Kathleen Kiernan, Chief Executive Officer, Kiernan Group Holdings

  • Understanding Financial Compliance for K-12 Schools

    Risk Management
    Wednesday, 10:30 am - Noon
    15-min Goldmine

    Your school is considered a "merchant" by the major credit cards and an "originator" by the ACH network, even if you fully outsource your payment processing. This session will outline the major payment-industry rules and regulations affecting K-12 schools and provide you with information to navigate this complex regulatory framework. We will cover the Truth in Lending Act (TILA), Know Your Customer (KYC) rules, the Bank Secrecy Act (BSA), applicable National Automated Clearing House Association (NACHA) rules, card acceptance rules (PCI-DSS and credit card fee programs), as well as outline the more important consumer rights parents have when doing business with your school.

    Learning Objective: Participants will learn to better understand their role in the payment process.

    Angela Nielsen, AAP, Director, FACTS
    Andy Slain, JD, Managing Director, FACTS