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.

  • Active Shooter Protocol: A Road Map for Successful Implementation, Pre-K-12

    Risk Management
    Monday, 10:30 am - 11:45 am

    To date, schools are the second most targeted sector for active shooter events. Almost two decades after Columbine, innovative private school leaders are still practicing outdated, unsuccessful passive lockdown protocols. As our world has been changing and these deadly events have been increasing, it is time for school leaders to take the charge and lead the change. In April 2017, Indian Creek School began its year-long journey to implement ALICE Training Institute's dynamic active shooter response program, becoming the first school in the region to successfully, and smoothly, introduce ALICE to pre-K through grade 12 students, employees and parents.

    Bradd Atkinson, President, Risk Mitigation, LLC
    Diana Ortiz, Director of Facilities and Sustainability, Indian Creek School

  • Responding to Complaints of Student/Employee Misconduct in the #MeToo Era

    Risk Management
    Monday, 10:30 am - 11:45 am

    The #MeToo movement has caused a veritable sea change in discussions surrounding human interaction and has had broad reaching impacts on schools in both the employment and student context. As schools strive to tear down barriers, they are challenged with navigating the competing interests of conducting fair investigations, respecting privacy and other individual rights, and responding to demands for transparency and accountability. This session addresses how to balance these interests, including when and how to conduct investigations, respecting the rights of and being sensitive to the needs of all parties, and effectively managing community expectations in the #MeToo climate.

    Linda Adler, Senior Counsel, Liebert Cassidy Whitmore
    Sarah Braughler, Associate Vice President and Associate General Counsel, United Educators
    Grace Chan, Associate Attorney, Liebert Cassidy Whitmore
    Elise DeYoung, Chief Business Officer, The Girls' Middle School

  • Oh, the Places We Will Go! Managing Off Campus Activities

    Risk Management
    Monday, 3:15 pm - 4:30 pm

    Off campus activities are becoming less traditional, more adventurous and consequently riskier. Concurrently, schools are being held to a higher standard for preparing faculty and students prior to leaving campus. Political unrest, terrorist attacks, sexual assaults and epidemics are areas we monitor and train for when preparing our students to travel abroad, but what about for more basic domestic travel? Discuss the higher Duty of Care Standard that now exists for ALL off-campus activities and how you can mitigate your school's risks.

    Marcy Bauers, Senior Risk Management Consultant, Fred C. Church, Inc.
    Kimberly Boyd, Assistant Head of School for Finance and Operations, The Park School
    Robert Riley, Account Executive, Fred C. Church, Inc.

  • School Safety and Security: How Safe is Your School?

    Risk Management
    Monday, 3:15 pm - 4:30 pm

    School security/safety from outside threats remains at the top of the agenda for all independent school administrators. This session presents an update on the law and best practices on the topic including school security plans; school security and safety training; active shooter and other disaster drills; social media and cell phone active threat policies; police and security officer interfacing and interaction; and school safety law and legislation. Plan for a lively debate on guns in schools stimulated by both the latest law and legislation as well as the practical advice of a security expert.

    James Fagan, Principal Attorney, Offit Kurman, Attorneys at Law
    Scott Kamins, Principal Attorney, Offit Kurman, Attorneys at Law
    Hayden Moore, President and Chief Operating Officer, Watkins Security Agency, Inc.

  • Sexual Abuse Investigations: Assessing the Difficult Issues

    Risk Management
    Tuesday, 8:45 am - 10:00 am

    A panel of experienced attorneys take a deep dive into the difficult issues that arise in investigations of current and skeleton sexual abuse cases. Some issues the panelists address include strategy decisions about the pros/cons of using an independent investigator versus a retained outside law firm; whether to send an outreach letter in skeleton cases and the content of such a letter; potential conflict issues when board members are named as having knowledge of potential abuse; reaching out to possible victims who choose not to call; pros/cons and content of issuing a report; limitations issues; and reporting issues.

    Michael Blacher, Partner, Liebert Cassidy Whitmore
    Suzanne Bogdan, National Managing Partner and Chair Education Practice Group, Fisher Phillips
    Grace Lee, Vice President, Legal Affairs, National Business Officer Association
    David Wolowitz, Senior Director, McLane Middleton Law Firm

  • More than Permission Forms: Effective Risk Management for Extracurricular Programs

    Risk Management
    Tuesday, 10:30 am - 11:45 am

    Extracurricular activities, such as field trips, community service, independent study projects and athletics are valued elements of the school experience. However, by their very nature, extracurricular activities can create additional liability exposure for any school. Learn how to develop an effective risk management plan to limit liability exposure in extracurricular activities. An effective risk management plan involves more than just a permission form and looks more broadly at the program as a whole to ensure that schools are doing everything possible to protect the safety and security of the students entrusted to its care.

    Janice Gregerson, Attorney, Venable LLP
    Caryn Pass, Attorney, Venable LLP

  • The Changing Landscape of School Safety and Security

    Risk Management
    Tuesday, 10:30 am - 11:45 am

    Learn about the changing landscape of school safety and security. This session is designed specifically for independent schools and focuses on the unique safety and security aspects that differ from public schools and colleges. Topics include emergency and crisis preparedness planning, training, professional development and campus solutions. Learn from current independent school directors of campus safety and security who have extensive law enforcement careers within the FBI and state police. The panel also includes individuals with campus operations, auxiliary programs, risk management and emergency planning experience. Get the tools needed to help your school create a safer campus.

    Jeff Bedford, Director of Campus Safety and Security, Holton-Arms School
    Frank Graziano, Director of Campus Safety and Security, Westminster Schools
    Bill Rouse, Founding Member, AUXS & Independent School Trustee
    Joe Shanahan, Director of Campus Safety and Security, The Episcopal Academy

  • Vaping, Binging and Baking: Addressing Student Substance Use and Abuse

    Risk Management
    Tuesday, 10:30 am - 11:45 am

    The Federal Government reports that the number of students using e-cigarettes has recently tripled. Twenty-three states and D.C. currently have laws legalizing marijuana in some form. Given this, schools must know their options when responding to this widespread risk. How do you address a student with a substance abuse problem or a positive test result? How do you regulate e-cigarettes and marijuana if such use is not restricted by current laws? How do you handle alcohol use at extracurricular events? Explore best practices and legal risks schools face in addressing student vaping and drug and alcohol use.

    Suzanne Bogdan, Regional Managing Partner, Chair Education Practice Group, Fisher Phillips
    Whitney Walters-Sachs, In-House Counsel, Pine Crest Preparatory School

  • A Primer on Crisis Management and Business Continuity

    Risk Management
    Wednesday, 8:45 am - 10:00 am

    Explore the various components of this complex subject: identifying and managing risk, governance, enterprise-wide risk analysis, business continuity planning, insurance and risk management considerations, and an example plan design that schools can look to when beginning their own analysis. This includes strategies for implementation, the recovery and resumption phase of the school's operations, and validation of the school's plan.

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

  • Are they Tenants? Mitigating Risk Associated With Employee Housing

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Explore the legal underpinnings of on-campus employee housing, focusing on the legal relationship between the school and the employees it houses. Learn about the risks of unwittingly entering into a "landlord-tenant" relationship with employees and review real-life examples of schools forced into housing court when employees refused to vacate employee-provided housing. This session will arm attendees with practical tips for avoiding a "landlord-tenant" conflict, including offer letter language, a comprehensive housing agreement and detailed housing guidelines.

    Matthew Batastini, Partner, Schwartz Hannum PC

  • Best Practices for Reducing Liability Risk in Independent Schools

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Educational institutions collect various types of sensitive information from their students and employees. Collecting and storing students' personal identifiable information (PII) and health records means that schools need to take precautions in how they manage data and to whom they give access. One email that contains student PII can spell disaster for a school in the shape of a lawsuit. This session covers best practices for reducing liability risk at your school and looks at how K-12 schools keep private information safe with the help of a Student Health Record (SHR) solution.

    Dino Skerlos, Director of Sales, Magnus Health

  • Seven Layers of School Security

    Risk Management

    This presentation provides an overview of Brook Hill's security plan and how it can be used to help other schools in the crafting and building of their campus safety plan. The session covers the Five Layers of School Security:

    1. Staff Training (Proactive Situational Awareness & Reactive Active Shooter)
    2. Camera Systems and Video Surveillance
    3. Police SRO integration
    4. Controlled Access with student swipe key class entrance
    5. Visitor and maintenance / construction instant background check
    6. Cell phone emergency notification system
    7. Armed Responder Options and Training

    You'll walk away from this session with a strategy for developing a security plan.

    Robert Brasher, Dean of Students and Director, Campus Safety, The Brook Hill School

  • How a Partnership with Law Enforcement Keeps Your School Safe

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    It takes a village to keep students safe in school. Internet threats, social media bullying and active shooters are just some of the dangers our schools face. This session vividly deconstructs an actual school shooting threat made on social media, from the real-time perspectives of the head of school and responding police officers, with discussion points at each step of the incident. The session addresses a campus safety plan, police interviews of students, impact on students, parent concerns, student discipline and key policies, with legal and business insight from school attorneys and a business officer.

    Patricia Merz, Head of School, Sage Hill School
    Brian Walter, Attorney, Liebert Cassidy Whitmore

  • Lessons Learned: Five Must-Follow Practices to Prepare for the (un)Expected

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Explore best practices schools can use to protect themselves against legal claims – claims they may not expect but must be prepared to effectively defend. Discuss five key practices that are important core anchors to maintain operational excellence and manage risk and learn how those practices can be successfully integrated into the school's operating structure. Examine specific practices including effective documentation, investigating student and employee issues, reviewing policies and contracts, reviewing common wage and hour hot spots and must-follow hiring practices.

    Judith Islas, Partner, Liebert Cassidy Whitmore

  • Live Fat or Die Thin: Preventing and Addressing Disordered Eating

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Eighty-one percent of 10-year-olds are afraid of being fat. This pervasive and damaging fat stigma can promote the development of eating disorders, the deadliest mental illness. This session offers the information you need to construct a healthy environment for your students and keep an eye out for those especially at risk. Learn about helpful resources you can consult as you create a reporting policy for your school, so you can get your students the help they need before they decide that dying thin is better than living fat.

    Melissa Freestone, Registered Dietitian, SAGE Dining Services

  • Making and Keeping Your School a Safe Space

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    The unfortunate reality in today's world is that independent schools face an increasing risk that someone will attempt to threaten the school. Discuss Pine Crest School's safety/security program and get a better understanding for the various considerations in building a prepared security program; preparing for and responding to internal and external threats; managing internal and external communications; developing policies and training for all school constituents; assessing whether to arm security personnel; communicating with third parties about students or employees who are removed for making threats, and the legal liability and risk assessments surrounding each of these issues.

    Suzanne Bogdan, Regional Managing Partner, Chair Education Practice Group, Fisher Phillips
    Joe Markham, Executive Director of Security and Support Services, Pine Crest School

  • Mandatory Arbitration Provisions in Enrollment and Employment Agreements

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Many independent schools struggle with the question of whether to include mandatory arbitration provisions in enrollment and employment agreements. This session offers an introduction to the pros and cons of providing for arbitration, with a particular focus on:

    • Legal challenges to enforcement of arbitration provisions, including (a) employee-specific challenges, and (b) consumer rights challenges in the enrollment agreement context
    • Potential benefits of arbitration, including prospects for enhanced confidentiality and avoidance of class action claims
    • Potential downsides of arbitration, including financial costs, lack of meaningful appellate review, and risk that arbitration will not prove speedier than court

    Drew Davis, Managing Partner, Folger Levin

  • Protecting Children from Educator Sexual Misconduct

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    An analysis of UE independent school claims arising out of educator-on-student sexual misconduct reveals trends that all administrators should proactively address. Learn to maximize communication, enforce appropriate boundaries and encourage reporting in an effort to prevent educator sexual misconduct.

    Melanie Bennett, Risk Management Counsel, United Educators Insurance

  • Riding Together: Risk and Liability in the Ride-Share Era

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    New and complex issues surround the use of ride-share companies by both students and schools. As ride-sharing technology spreads, schools question their role in determining whether students can take ride share cars to and from school, and whether schools might benefit from using ride shares instead of traditional transportation methods such as buses, vans or parent carpools. This session provides legal and insurance perspectives of the risks (and potential rewards) of using ride shares as well as offers input from a prominent ride-share company geared toward minors.

    Heather DeBlanc, Partner, Liebert Cassidy Whitmore
    Darrow Milgrim, National Director, Independent Schools, K12 Education Practice, Arthur J. Gallagher Risk Management Services

  • The Challenge of Managing Teacher Texting

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Teachers are responsible for maintaining professional roles with students and setting appropriate boundaries. Peer-like behavior by adults breaks down necessary limits and promotes personal connections, such as friendship and special bonds, that can contribute to unhealthy relationships. Texting is a peer-to-peer activity. It developed as a convenient way for friends and family to stay in touch. It involves informal language, nicknames, symbols and abbreviations. Prohibitions against texting with students have proven to be unpopular and unenforceable. Discuss how the inherent risk of teacher texting can be mitigated through a combination of technology, behavioral training and policies.

    David Wolowitz, Director and Co-Chair, Education Law Group, McLane Middleton Law Firm

  • The Dangers that Lurk Before and After the Bell Rings

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    Independent schools spend a great deal of time and money on risk management and attempting to minimize their risk of legal liability while school is in session. However, many times the biggest dangers and areas of potential liability occur before and after the school bell rings. Most independent schools cater to their community needs by offering before- and after-school care programs and various summer camp options. Many also allow community vendors on campus after hours and rent out their facilities. Unfortunately, if not managed well, the cost of these added functions is additional exposure and potential legal liability.

    Candice Pinares-Baez, Attorney, Fisher Phillips
    Whitney Walters-Sachs, In-House Counsel, Pine Crest Preparatory School

  • We're Sponsoring What? Steps to Take Before Approving Special Events

    Risk Management
    Wednesday, 10:30 am - 11:45 am
    15-min Goldmine

    By their nature, special events — such as carnivals, parades, races and concerts — present unusual risks to the sponsor, including service interruption and litigation and reputation risk. This session examines:

    • Risk identification and assessment: What is the risk, and do we really want to sponsor it?
    • Capacity assessment: Do we have the infrastructure to handle the event?
    • Insurance coverage
    • Risk control: How can we improve safety?
    • Event management: Are we prepared to respond to an emergency?

    Robert Bambino, Executive Vice President, Wright Specialty Insurance
    Andrew Graham, Managing Director, Wright Specialty Insurance