Compliance & Risk Management for Nonprofits (Non-Profit Workshop)

Practical workshops for nonprofit leaders focused on compliance, financial strength, and sustainable growth

Ideal Audience:  Board Members with fiduciary oversight responsibilities;  Executive Directors and Program Directors responsible for program expansion and involved in budgeting, reporting, and grant compliance;  Emerging nonprofit leaders preparing organizations for sustainable growth

Presenters: Kevin Witowich, Ameriprise Financial; Kimani Franks, Nova Lux Training; Ken Rodriguez, Quan Insurance

This session helps nonprofit leaders cut through insurance jargon and compliance overload to focus on what truly protects your organization. Learn how to assess risk, select the right coverage, and respond effectively when incidents occur—while staying compliant with California requirements. Panelists will also address mandatory retirement plans and required workforce training, helping organizations avoid costly gaps and penalties.

Key Takeaways

• How to align D&O, general liability, cyber, and event coverage to your risk profile
• Understanding California retirement plan requirements
• Resources for mandated state training on harassment and violence prevention
• Best practices for vendor risk and policy governance