Best Practices in Risk Management (AM)

Friday @ 8:30am

Risk management has evolved significantly over the past years. It is now a Board and executive leadership issue and has expanded to include all areas of risks to the organization. This workshop will cover the aspects of Enterprise Risk Management (ERM), including such topics as Risk Assessment and Mitigation, Insurable and Non-Insurable Risks, Alternative Risk Transfer, Legal Audits, Succession Planning, Business Continuity and Disaster Recovery. A panel of experienced practitioners will discuss these areas and share real-life examples, as well as respond to questions.

Participants will:

Explain what ERM is
Identify the value ERM could bring to their organization
Assess the challenges in developing and maintaining an ERM program
Determine how to initiate a basic ERM assessment
Apply learnings from real ERM-related scenarios
Share current challenges and discuss solutions

[CPE 100 MIN – Management Services]

Bob Lipps

Managing Partner
Ten Talents Partners

Ten Talents is a Private Equity and Consulting Firm which â€œStewards the growth of companies where Biblical values thrive and leaders are equipped”. Bob is an attorney and CPA and serves on the boards of Christian Leadership Alliance and SIM. His previous roles include Executive Director and Practice Leader of Lockton Insurance Brokers, Chairman of Stewardship Insurance Ltd., and General Counsel, CFO and Board Member for Wycliffe Bible Translators. Bob holds degrees from Arizona State University and Texas A&M University School of Law and is a member of the TX and FL Bars and the TX State Board of Public Accountancy.

Abel Pomar

President, Chief Executive Officer
Evangelical Christian Credit Union (ECCU)

Prior to joining ECCU, Mr. Pomar served as SVP, Strategic Initiatives within the Global Compliance organization at Bank of America, where he was responsible for leading regulatory compliance change and transformation initiatives across the enterprise. During his time at Bank of America, Mr. Pomar held various leadership positions, including roles in global marketing and corporate affairs, technology delivery and change management, strategic planning and continuous improvement, and finance. He holds a bachelor’s degree in operations management and a MBA in finance from California State University, Los Angeles.

Ron Wilcox

Chief Operating Officer
Samaritan’s Purse

Ron Wilcox has served with Samaritan’s Purse since March of 2004. He began his career with the ministry as Internal Auditor and currently serves as the Chief Operating Officer, assisting Franklin Graham with the daily operations of the ministry. Prior to coming to Samaritan’s Purse, Ron worked as a certified public accountant for twenty-nine years and was a partner with CapinCrouse, LLP for eighteen years. A native of Illinois, he graduated from Eastern Illinois University. Ron and his high school sweetheart Susan, have been married for 42 years. They have 4 grown children and 11 grandchildren.

Karen Gordon, Esq.

Director of Enterprise Risk Management and Compliance
American Bible Society

Karen is responsible for all risk exposures, insurance and compliance matters, including business continuity and disaster recovery planning, at the American Bible Society. Previously, Karen held senior executive and managerial positions at international insurance brokerage firms and carriers, plus worked for a Wall Street law firm. Having worked on the brokerage, legal and insurance company sides of the business, Karen brings a unique perspective to risk management. Karen earned her graduate degrees in law from Oxford University in England and her undergraduate degree from Cornell University.