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Nonprofit Finance Network

Reviewing New Elements of Operational Risk and Preparing for the Unexpected

Online

About this event

Date

Thursday, November 18, 2021
7:30 a.m. – 9:30 a.m.
Networking at 7:30 a.m., Presentation at 8:00 a.m. 

Event Description

Title
Reviewing New Elements of Operational Risk and Preparing for the Unexpected

Presenters
Matt Lokan, Producer & Partner, Bliss Sequoia Insurance & Risk Advisors
Joe Poretto, VP, Sales & Marketing, First Nonprofit

The scale and scope of the pandemic has changed how nonprofit leaders need to be thinking about business continuity and addressing operational risks. During this session, we will review how risk management practices have changed and explore the potential fiscal impacts of those changes. Join us for this session to refresh your thinking and prepare for the unexpected related to the following areas:

  • Cyber-attacks and securing your systems.
  • Employment practices and executive liability.
  • Ongoing unemployment considerations.
  • Lasting impacts from wildfires.

Due to the increasing COVID-19 cases and rise of the Delta variant, this network session will be held virtually via Zoom.

About the Presenters

Presenter
Matt Lokan, Producer & Partner, Bliss Sequoia Insurance & Risk Advisors

As native Oregonian, Matt graduated from Pacific Lutheran University in 2000. Since entering the professional world, he worked in both sales and marketing for a variety of businesses ranging from worldwide to locally owned and operated businesses. In 2006, he began his career in insurance as a commercial insurance broker for Bliss Sequoia Insurance & Risk Advisors. Since coming on board, Matt has been and continues to specialize in the social and human service arena throughout Oregon and the Northwest. In 2011, he made partner. “I get to work with great people every day and it is my job to help make sure their mission and assets are protected.”

Matt stays active as a Husband and Father, Rotarian, Boys & Girls Club Board Member and Chamber of Commerce Member.

Presenter
Joe Poretto, VP, Sales & Marketing, First Nonprofit

Joe is a graduate of University of Nevada (U of N), with post-graduate work at Thomas Jefferson School of Law and UN in the Nonprofit Management curriculum. In his role, Joe works directly with our program partners, insurance brokers, clients & prospective clients, and serves on the Board of Directors for AUTO (Association of Unemployment Tax Organizations). Prior to joining First Nonprofit in 2003, he had a background in sales and sales management. Joe also maintains Property, Casualty, & Surety insurance licenses and utilizes his experience in the insurance industry to introduce the value of risk transfer alternatives. He travels extensively meeting with individual employers and their representatives to educate nonprofits about the options available to them in managing their unemployment insurance obligations.

Cost

$30 NAO Member 
$50 Nonmember

This session is Member Pass eligible!
NAO Member Pass holders may register for events across all six of NAO’s networks. The unique discount code may be used for 10 registrations (per pass). Passes are shareable across your organization.

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location

Register Now

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Date

Thursday, November 18, 2021
7:30 a.m. - 9:30 a.m.
Networking at 7:30 a.m., Presentation at 8:00 a.m. 

Event Description

Title
Reviewing New Elements of Operational Risk and Preparing for the Unexpected

Presenters
Matt Lokan, Producer & Partner, Bliss Sequoia Insurance & Risk Advisors
Joe Poretto, VP, Sales & Marketing, First Nonprofit

The scale and scope of the pandemic has changed how nonprofit leaders need to be thinking about business continuity and addressing operational risks. During this session, we will review how risk management practices have changed and explore the potential fiscal impacts of those changes. Join us for this session to refresh your thinking and prepare for the unexpected related to the following areas:

  • Cyber-attacks and securing your systems.
  • Employment practices and executive liability.
  • Ongoing unemployment considerations.
  • Lasting impacts from wildfires.

Due to the increasing COVID-19 cases and rise of the Delta variant, this network session will be held virtually via Zoom.

About the Presenters

Presenter
Matt Lokan, Producer & Partner, Bliss Sequoia Insurance & Risk Advisors

As native Oregonian, Matt graduated from Pacific Lutheran University in 2000. Since entering the professional world, he worked in both sales and marketing for a variety of businesses ranging from worldwide to locally owned and operated businesses. In 2006, he began his career in insurance as a commercial insurance broker for Bliss Sequoia Insurance & Risk Advisors. Since coming on board, Matt has been and continues to specialize in the social and human service arena throughout Oregon and the Northwest. In 2011, he made partner. “I get to work with great people every day and it is my job to help make sure their mission and assets are protected.”

Matt stays active as a Husband and Father, Rotarian, Boys & Girls Club Board Member and Chamber of Commerce Member.

Matt%20Lokan.jpg

Presenter
Joe Poretto, VP, Sales & Marketing, First Nonprofit

Joe is a graduate of University of Nevada (U of N), with post-graduate work at Thomas Jefferson School of Law and UN in the Nonprofit Management curriculum. In his role, Joe works directly with our program partners, insurance brokers, clients & prospective clients, and serves on the Board of Directors for AUTO (Association of Unemployment Tax Organizations). Prior to joining First Nonprofit in 2003, he had a background in sales and sales management. Joe also maintains Property, Casualty, & Surety insurance licenses and utilizes his experience in the insurance industry to introduce the value of risk transfer alternatives. He travels extensively meeting with individual employers and their representatives to educate nonprofits about the options available to them in managing their unemployment insurance obligations.

Joe%20Poretto.png

Cost

$30 NAO Member 
$50 Nonmember

This session is Member Pass eligible!
NAO Member Pass holders may register for events across all six of NAO’s networks. The unique discount code may be used for 10 registrations (per pass). Passes are shareable across your organization.

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location

When
November 18th, 2021 from  7:30 AM to  9:30 AM
Location
Online
Event Fee(s)
Price $50.00