Grantmakers Finance Roundtable: Mitigating Cost of Risk via Insurance

Although private foundations operate generally in a lower risk environment compared to most charities and commercial entities, there are still some inherent fundamental risks that require a risk transfer solution (insurance). From network security and privacy (cyber) to fiduciary solutions, you will walk away with a better understanding of market trends, industry best practices, and a checklist. Join your Finance Grantmaker colleagues on Wednesday, October 13th, for a panel discussion and audience questions as we walk through addressing some of those risks listed below with a risk transfer solution.

• Defining insuring agreements (D&O, Fiduciary, Employers Professional Liability, Network security and privacy (Cyber), Crime, etc.)
• State of the Market (Rising costs of insurance)
• Acquiring the right coverage; should a broker be used?

Recorded October 14, 2021.

Panelists:

Kelly Thresher – Lockton, Small Business Unit Leader

Jonathan Little – AON, Sr. Vice President, Financial Services Group – Private and Nonprofit Practices