Breakout Sessions 9:45 am

Controlling the Cost of Employee Injuries

Discover injury trends within the nonprofit industry in this session. From age-related slips, trips and falls, combative behaviors and client handling, Rhonda Kraft will explore both emerging and historical data. Injury related costs are controllable. Learn how to save your organization money by reducing your cost of risk through loss prevention and claim mitigation strategies.

About the Speaker:

Rhonda joined United Heartland in 2016. She handles accounts of various sizes in UH’s core business segments – health care, social services and manufacturing. Rhonda is actively involved in specialty task forces, developing industry best practice safety programs for UH customers. She has over 20 years of experience in loss control and managing a large book of workers’ compensation business in multiple states. Her work and passion include strong client relationships with a collaborative approach to service planning and execution. Rhonda’s prior experience includes clinical and managerial work as a physical therapist, specializing in orthopedics, manual therapy, workers’ compensation, physical ability testing/functional capacity testing, employee development and program development.

Rhonda Kraft, BS PR, CSPHP
Senior Loss Control Specialist
United Heartland/AF Group

How Risk Management Services and Underwriting Work Together

Discover how nonprofit organizations can collaborate with their insurance carriers for a mutually beneficial outcome. Join Ed and Peter as they delve into a three-pronged approach that empowers nonprofits to positively influence the evaluation of their operations. Gain insights on key topics such as managing significant loss history; handling uncomfortable exposures or risks; analyzing notice-only claims; and understanding the insurance carrier’s perspective to strengthen your relationship and renewal process.

About the Speakers:

Ed Franks is the Assistant Vice President of Underwriting and Regional Underwriter Manager at Philadelphia Insurance Companies. With a degree in Insurance & Finance from the University of Iowa, Ed has been a leader in the commercial P&C industry for over 40 years. He has gained valuable experience working for three different companies over the course of 31 years and has spent 9 years on the brokerage side. Ed has had the opportunity to work in 13 different states throughout his career. He currently resides in Overland Park, KS with his wife, 3 adult children and 2 beloved dogs.

Peter Kim earned his degree in General Engineers with a focus in Quality Control and Operations Research from the University of Illinois, Urbana-Champaign. He has over 35 years of experience in providing safety and risk management services to a broad range of industry segments, including nonprofits. Peter started his career as a loss control consultant and then moved up through various roles to where he is now, Assistant Vice President of Risk Management Services. Peter has been with Philadelphia Insurance Companies (PHLY) since 2013. His responsibilities include overseeing all planning and delivery of risk management services on behalf of PHLY for the middle 1/3 of the country through his team of consultants and use of third-party resources. Peter has advanced training in property and fire protection as well as sexual abuse and molestation prevention. He currently serves as president for the Chicago-based Society of Casualty Safety Engineers.

Ed Franks
Assistant Vice President, Regional Underwriting Manger
Philadelphia Insurance Companies

Peter Kim
Assistant Vice President, Risk Management Services
Philadelphia Insurance Companies

Where the Rubber Meets the Road: Nonprofit Vehicle Safety

Whether your nonprofit manages a fleet of owned autos or simply has employees and volunteers driving personal vehicles on the organization’s behalf, implementing a fleet safety program can greatly reduce the risks your clients, volunteers and employees face. This session will cover the essential elements of a vehicle safety program, including developing written policies and procedures and implementing a program that fits your organization’s needs.

About the Speaker

Ann Shanklin is the Director of Specialty Risk Management Services for Nonprofits Insurance Alliance (NIA). She works in collaboration with NIA member nonprofits and their insurance brokers to improve all aspects of safety in the delivery of the many key services nonprofits provide in their communities. Ann has worked in the nonprofit sector for more than 42 years. She joined NIA in 2005, after 23 years with the National Safety Council where in her most recent position as Director of the Western Region Office, she was responsible for the day-to-day operations, including HR, facilities and customer service. Ann has served on the National Safety Council Defensive Driving Courses International Advisory Committee since 2015 and is the current Committee Chair.

Ann Shanklin
Director, Specialty Risk Management Services
Nonprofits Insurance Alliance

Breakout Sessions 10:45 am

Best Practices for Nonprofit Claim Reporting

In this session learn when to report a claim and notice a circumstance. Discover crucial factors to consider when reporting to property & casualty policies after damage or injury. Dustin Carney will provide valuable insights into the key differences between Claims-Made and Occurrence-based policies during this session and how to navigate claim reporting for each.

About the Speaker:

Dustin is an experienced professional in the insurance claims industry, with a career spanning from 2002. His expertise lies in managing complex claims, handling litigation cases and providing consultation for various types of claims such as property, casualty, general liability and professional claims. Throughout his career, Dustin has held roles including multiline claims representative, senior claims adjuster, property claim subject matter expert, independent adjuster manager, national manager of alternative dispute resolution and senior claims consultant. In 2022, Dustin joined The Miller Group as the Director of Claims, bringing his extensive knowledge and skills to the team.

Dustin Carney, AIC-M, SCLA
Director of Claims
The Miller Group

Employee Retention Tax Credits: Why CAAs & Other Nonprofits are Eligible

Jesse Sanger breaks down the many misconceptions of the Employee Retention Tax Credit portion of the CARES Act. Walk away from this session with an understanding of the credit and how community action agencies and other nonprofit entities can qualify under one of the two tests for eligibility.

About the Speaker:

Jesse Sanger is a National Sales Manager at Synergi Partners. He has spent the past 13 years in the tax and accounting industry. Before Synergi, Jesse worked with large corporate tax departments and CPA firms for tax and accounting research and software for ten years at Thomson Reuters. For the past three years, Jesse has brought his talents to Synergi Partners, focusing on enhancing clients’ tax credits through hiring and retention tax credits. Synergi Partners is a boutique tax credit firm that specializes in hiring and retention credits. Synergi has 40+ years of experience in the credit and incentive industry. The Synergi leadership team has over 200 years of combined experience and has worked with dozens of Fortune 500 companies.

Jesse Sanger
National Sales Manager
Synergi Partners

Sexual Abuse and Molestation Prevention: How Do We Fix the Problem?

Over the past years, the legal and cultural environment concerning sexual abuse has undergone substantial transformation. These changes have made the process of obtaining insurance coverage, particularly at higher limits, more challenging. This session delves into the current trends shaping the insurance landscape in the context of sexual abuse. Gain valuable insight into what insurance carriers are seeking in terms of abuse prevention procedures. Stay ahead of the game and ensure your organization is equipped to navigate these evolving demands.

About the Speaker:

Brian has spent most of the past 30 years working with and for churches, schools and nonprofits as an employee, consultant and board member. His experience includes insurance, occupational health and safety, human resources issues and emergency management. Prior to his career at GuideOne, Brian spent 20 years as the risk manager of a university in southern California. He earned his MBA, became a Certified School Risk Manager, and now speaks and writes regularly on a variety of topics related to risk management.

Brian Gleason, MBA, CSRM
Senior Risk Manager
GuideOne Insurance

Breakout Sessions 1:00 pm

Navigating Workers’ Compensation: Build a Return to Work Program for Mission-Driven Employees

The hidden financial costs of an employee on workers’ compensation often go unnoticed. The quicker an injured worker can get back to work—even in a modified role that accommodates their healing process—the more manageable their indemnity insurance claim becomes. This, in turn, positively impacts your organization’s MOD rating, a critical factor in determining your workers’ compensation coverage premium.

However, there are some special considerations nonprofits must understand when creating or adjusting their Return to Work program. Because nonprofits often have mission-driven employees eager to get back to work, some initiatives may not work as intended.

In this session, Director of Analytics, Benefits, Brad Miller explores how the implementation of a strategic Return to Work program can impact your organization’s finances, as well as your organization’s culture.

About the Speaker:

As Director of Analytics, Benefits at The Miller Group, Brad analyzes clients’ employee benefits data, checking for trends and how they compare with benchmarks from the company’s industry. He also identifies areas of concern within data so a proactive solution can be put in place to support a company’s growth and prevent problems from spiraling out of control. Brad’s goal is to project into the future, so clients know what is coming down the road, keeping clients from being surprised by problems.

Brad joined The Miller Group in the spring of 2019 and is a part of the Miller third generation. He initially served as a property & casualty advisor but quickly became the Director of Claim Analytics where he helped create tools to address questions that had not been asked before.

Brad Miller, WCLS, CLCS
Director of Analytics, Benefits
The Miller Group

GoodLifeU: Solutions to Stabilize Your Workforce

This session offers a comprehensive toolbox for measuring and addressing organizational (in)stability. With over 30 years of experience designing and implementing innovative labor solutions, Dr. Strouse will share specific strategies proven to increase provider margins and DSP wages, improve payroll/benefits and will discuss unique approaches for front/back scheduling and vacancy coordination. Attendees will receive impact data from numerous case studies where GoodLife U’s methodologies were analyzed.

Learning Objectives:

  1. Identify and describe the causes of agency-inflicted workforce stability
  2. Use existing resources to increase DSP pay more than $2.00 an hour, lower OT, improve schedules, increase time off and lower vacancies
  3. Reduce reliance on part-time positions to increase consistency and improve the capacity of DSPs to work extra

About the Speaker:

For more than 35 years Dr. Mike Strouse has led GoodLife Innovations, Inc. and its subsidiaries. Mike’s work encompasses research, development, refinement and dissemination of evidence-based, nationally-regarded, community service models that consistently produce person-centered care and high quality-of-life outcomes for those served. Mike also is the CEO and developer of iLink Technologies, which is an enterprise solution for providing professional remote support to individuals with a variety of needs. Mike’s consultant services include helping private corporations and state governments interested in best-practice and emerging technologies for models supporting semi-independent populations in the community. Mike earned his Ph.D. in developmental and child psychology and holds a courtesy faculty appointment in the Department of Applied Behavioral Science at the University of Kansas. He continues to participate in research, assist with the training of graduate students and successfully maintains this important, 40-year-long partnership.

Dr. Mike Strouse
President and CEO
GoodLife Innovations, Inc. and iLink Technologies

Building Safety Culture: Everyone Plays a Part

Learn about the steps you need to build a collaborative safety culture in your nonprofit organization. These steps will help you provide a safe workplace for your team, volunteers and the people you serve.

During this interactive session, we will examine the critical role individuals play in building a safe working environment and mitigating risks, including the following:

  • Implementing hiring practices that prioritize safety. After all, the safety of your nonprofit’s workforce starts with hiring the right people! This includes the benefits of asking behavioral and situational questions to avoid hiring anyone with a history of unsafe conduct.
  • The danger of overworking your staff and volunteers. We will provide practical tips on how to avoid overworking your staff and how to ensure their health and well-being are not compromised.
  • A high-level view of foundational protocols. Examine the importance of having a shared language surrounding safety and strategies that encourage everyone to report issues that could pose a threat to safety.

About the Speaker:

As the Director of Safety, Aaron Paris has more than six years of experience in workplace safety and 12 years in law enforcement. Aaron consults with clients on a wide variety of safety issues such as worker safety, auto, property risk and other safety procedures. He is also authorized to teach OSHA 10- and 30- hour courses. Aaron joined The Miller Group in the beginning of 2020. He is drawn to safety because of its impact on people and is driven by helping find ways for every person on the job to go home at the end of the day.

Aaron Paris, CSP, ASP
Director of Safety
The Miller Group

Closing Session 2:00 pm

The Resilience Factor

Everyone from an organization’s leadership to individual contributors experiences stress and challenges, but we all can tap into our resilience to help us rise above.

Haley will review 7 key techniques from expert psychologists to instill habits and routines that enhance our ability to be resilient, whether we experience setbacks or just want to focus on how we can thrive.

About the Speaker:

With nearly 20 years of experience in corporate well-being, Haley brings a multi-dimensional approach and authentic presence to her strategies for fostering an atmosphere in which individuals, organizations and communities thrive.  With a motto of live well to thrive, Haley focuses on a creative approach for evaluating and implementing well-rounded, multi-dimensional whole-person well-being opportunities through intentional planning and alignment with both company and program goals and values.

Haley emphasizes the notion that energy management is where we all can build and practice resilience while prioritizing well-being – ultimately leading to happier, healthier and more productive workplaces and communities. Haley is also a presenter, speaker and session facilitator who has received multiple awards and recognitions over the years for her work within the workplace well-being industry impacting many lives in such a positive manner.

Haley Prophet
Fractional Workplace Well-being Strategist, Speaker & Facilitator

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