Risk Management & Insurance for Nonprofit Organizations

Non Profit Leadership Forum

Insurance for Nonprofit

Risk Management & Insurance for Nonprofit Organizations

Join us for a complimentary lunch and informative discussion focusing on risk management and insurance for nonprofit organizations.  Whether you are serving in the nonprofit sector as staff, board member, board chairman or executive director, you will learn three main take-aways:

  1. The risk management process every nonprofit should go through
  2. Overview of the key insurance coverages every nonprofit should carry
  3. Top 10 mistakes found on nonprofit insurance programs

The 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’s nonprofit organizations.


Event Details

Date: Thursday, February 18, 2016

Time: 11:30AM – 1:00PM 

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


Kelly A. Potter, PWCA

Account Executive | Cavignac & Associates

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 Plumb:

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

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