Risk Management

Thursday, November 10, 2016
DoubleTree by Hilton Schenectady
Schenectady, NY

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How ready are you and your business during an emergency or when disaster strikes? Are you prepared to face the worst? Do you have a plan of action in place? Associations can find themselves in peril without proper insurance and financial management, in the midst of a major event, working with a board of directors, or even through cyberspace. Join us as we explore adverse situations and best practices to mitigate risk.

Event Schedule
8:30 AM - Registration Opens / Continental Breakfast
9:00 to 10:00 AM - Opening General Session
10:15 to 11:15 AM - Concurrent Sessions (3)
11:30 to 12:30 PM - Concurrent Sessions (3)
12:30 to 2:00 PM - Networking Reception & Lunch

Why YOU should attend:

  • Half day of professional development and networking with your industry peers
  • Three hours of Professional Development (3 CAE Points)
  • Continental Breakfast, Plated Lunch, and Unlimited Access to Coffee!
  • Wifi, materials and parking included
  • Save $25 if you register for the Full Day
  • Discounted Overnight Room Rate at the DoubleTree Schenectady – $129 (Code ESS)
  • Spend the afternoon exploring all that downtown Schenectady has to offer!

Program Details

9:00 AM – Opening General Session
Robert Skelton, CAE, Chief Administrative Officer
American Society of Association Executives (ASAE)
What is risk?  We engage in risky behaviors every day in our personal and professional lives. What risks do we engage in at work, and what risks do our associations undertake as we serve our members?  The general session will introduce the topics of risk and broadly discuss the concepts of risk management that apply to associations.


10:15 to 11:15 AM – Concurrent Sessions

Session A – Financial Management, Employment Claims, and Other Risks: Are we covered for that?
Speaker: Robert Skelton, CAE, Chief Administrative Officer, American Society of Association Executives (ASAE)
Financial Management, Employment Claims, and Other Risks: Are we covered for that?
This session will discuss the importance of appropriate financial processes and procedures, employment practices, and antitrust issues, as well as the availability of insurance coverage for your association’s activities.

Session B – Active Shooter and Implementing an Emergency Plan for Your Function
Speaker: Jerry Deluca, Executive Director, NYS Fire Chiefs Association
Session will cover implementing a security plan for your event from the perspective of an association member hosting a large scale program. Session will provide attendees with real life examples and plan outline, along with tips and best practices.  More details to follow!

Session C – Facilitating the Effecitve Use of Social Media While Limiting Legal Liability
Speaker: John Bagyi, Bond Schoeneck & King, PLLC

Facebook, Twitter, LinkedIn, Instagram – if you’re not familiar with these terms, you’re not only “behind the times”, you’re at risk of putting your organization at an operational disadvantage and exposing it to legal liability. Organizations have countless potential uses for social media – recruiting, applicant screening, marketing, sales – but the use of social media brings with it significant legal risks – risks that employers must anticipate and pro-actively address. This presentation will discuss what employers can and cannot do with regard to social media conduct of applicants and employees, and how to reconcile the business uses of technology with employee relations concerns and associated legal risks.


11:30 AM to 12:30 PM – Concurrent Sessions

Session D – Best Practices for Board of Directors and Audit Committees
Speaker: Kevin Testo, Bonadio Group

Board governance has always been important to the success of a non-profit organization’s financial affairs. The enactment of the New York State Nonprofit Revitalization Act (NPRA) has added several new important requirements. In addition, the IRS has established guidelines for board governance. Your organization should develop best practices that satisfy NPRA and the IRS. During this session, CPA’s from the Bonadio Group will discuss best practices for your organization’s Board of Directors, Finance Committees, and Audit Committees, which includes overseeing the financial reporting process, promoting corporate governance standards, managing real or potential conflicts of interest, executive compensation, and communicating with auditors regarding audit and fraud risks.

Session E – You’ve Been Hacked – Now What?
Speaker: Reg Harnish, CEO, GreyCastle Security

The pace of databreaches has reached epic proportions. Organizations large and small, in every industry are falling victim to hackers, hacktivists and nation states. Your intellectual property, data and bank accounts have never been at greater risk – it’s not if, but when your organization will be victimized. Developing and maintaining an effective Incident Response team and process is a critical part of any security program. Join GreyCastle Security for an in-depth look at several recent databreach victims and how their incident response processes led to effective business resumption or epic failure. Attendees will learn best practices for incident response, from law enforcement, forensics and legal considerations to compliance and public relations.

Session F – Disaster & Emergency Planning – A Panel Discussion
Hear from industry experts on their real life experiences with natural disasters, emergencies, and other event disruptions. How did they handle the situation, what they learned from the experience and what they recommend going forward. How does emergency planning come into play for your event contract? How do you protect yourself and your program? Panelists will provide attendees with tools and things to consider when planning for your next big program.
Megan Barkevich, Director of Special Events, Total Events (Invited)
Michael Bonawandt, General Manager, Danford’s Hotel & Marina
Brigitte Connors,  Founder & CEO, Meeting Industry Experts, Inc.
Todd Garofano, President, Saratoga Convention & Tourism Bureau
Darryl Leggieri, Director of Sales & Marketing, Saratoga Hilton (Moderator)

Thank to Our Event Partners!
Host & Event Partner: DoubleTree Schenectady
Audio/Visual: CMI Communications
Networking Lunch:
Keynote Speaker: ADG Communications
Session Sponsors (6 available): Visit Rochester, Hyatt Regency Rochester
Coffee Break:  The Sagamore Resort
Door Prize:

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Program offers 3 clock hours toward the Certified Association Executive (CAE) designation and recertification.

The DoubleTree by Hilton Schenectady is offering a special discounted rate of $129! Contact the DoubleTree to make your arrangements – (518) 393-4141

Important: ESSAE Registrations must be made and paid for by October 24, 2016. No refunds will be made after that date.  No-shows will be billed!
Questions? Contact ESSAE: 518-463-1755 or vanessa@essae.org