Panel Discussion with the San Diego Nonprofit Leadership Forum

nonprofit

 Volunteers Can Be Expensive

“Strategies to Face the Risks and How to Mitigate Exposure for Non-Profits”

The San Diego Nonprofit Leadership Forum was established with the help of TAG, First Republic Bank, Nonprofit Management Solutions and The San Diego Foundation to offer quarterly educational presentations to enhance the success of San Diego nonprofit organizations.

Join us for a complimentary lunch and informative discussion, featuring two of San Diego’s top resources for legal and insurance advice in the nonprofit sector:

 David Cardone, Partnercardone_david

Dunn DeSantis Walt & Kendrick, LLP

 

 

 

 

 

Insurance for Nonprofit

 

Kelly Potter, PWCA

Cavignac & Associates

 

 

 

 

 

 

Event Details:

Date: Wednesday, November 9th, 2016

Time: 11:30AM – 1:00PM 

Location: The San Diego Foundation: 2508 Historic Decatur Road, San Diego, CA  92106

Overview:

Assessing and transferring risk is an essential part of good volunteer management.  Learn how to protect your nonprofit organization from a legal and insurance perspective.

  • Learn what types of risks can be associated with involving volunteers
  • How to keep the risks manageable
  • Ways to transfer the risks

Register today

Speaker Bios:

David D. Cardone, Partner

David is a civil litigator and founding partner of Dunn DeSantis Walt & Kendrick, LLP.  A graduate of Duquesne University School of Law and The Pennsylvania State University, he is focused primarily on commercial, employment, real estate, and transportation industry matters, including a variety of nonprofit organizations.

David regularly represents businesses and professionals in litigation including business ownership disputes, class action employment and misclassification matters, and professional liability matters.  He serves as outside general counsel for a variety of Southern California businesses, advising on business law and risk management considerations.

Before moving to San Diego in 2008, David was a judicial law clerk for Justice Cynthia A. Baldwin of the Pennsylvania Supreme Court.

Kelly A. Potter, PWCA

Kelly Potter is an Account Executive with Cavignac & Associates, specializing in insurance for nonprofit organizations, schools, design firms, and the hospitality industry.  Raised in the Los Angeles area, Kelly was born into an insurance family.  Her grandfather founded a privately owned insurance brokerage in 1959, where Kelly grew up working part-time until moving to San Diego to complete her education.

In 2007, Kelly joined Cavignac & Associates.  She earned her Construction Risk & Insurance Specialist (CRIS) designation in 2009 and her Professional Workers’ Compensation Advisors (PWCA) designation in 2011.  She is currently working on the Charted Property Casualty Underwriter (CPCU) designation as well as the Certified Insurance Counselors (CIC) designation.

Kelly graduated with a Bachelor’s degree from San Diego State University in 2008, where she participated on the 2007 Division Two National Championship Water Ski Team.  Kelly is actively involved with many local non-profit organizations.  She is a member of Women Give San Diego, a past board member for the YMCA Overnight Camping branch, and actively involved in Next Level Missions, a non-profit co-founded by her family dedicated to improving the lives of the Hill Tribes in Northern Thailand.

When Kelly is not working she enjoys spending time with her husband Scott, and their daughter Rae.  She also enjoys participating in a variety of action and endurance sports and recently completed her first marathon and half-Ironman.


 

About TAG:

In an increasingly competitive environment, the financial statements are growing to be as important as the cause when it comes to fundraising and grants. Nonprofit accounting and reporting is complex and organizations cannot always justify the budget of a robust internal staff.  TAG can help mitigate that problem by offering outsourced nonprofit accounting services.

Non Profit Accounting & Software Services:

  • Outsourced Accounting Services
  • Outsourced Controller
  • Outsourced Bookkeeping
  • Restricted Donations and Endowments
  • Grant Compliance
  • Fund Accounting
  • Internal Controls
  • Audit and Tax Assistance
  • Research on TAX and GAAP Issues
  • Accounting Software Consulting

Read: Nonprofit Client Spotlight: The San Diego Children’s Discovery Museum

Contact TAG