Workshop Diocesan Risk Managers FORUM ROUNDTABLE MAY 2016 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS
Roundtable Diocesan Risk Managers FORUM was founded in 2007 Mike Witka, Risk Manager, Archdiocese of Indianapolis John Cavallaro, Risk Manager, Diocese of Portland in Maine Mary Peter, ERM Consultant, Partner to IGS (Integrated Governance Solutions) Amanda Weller, Gallagher Bassett Risk Control Consulting Peter Persuitti, Arthur J. Gallagher, Religious Practice 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 2
Agenda Update on National Diocesan Risk Management Study Next Steps What is a Successful Diocesan Risk Management Program? Open Questions, Sharing from the Attendees 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 3
National Report Released at DFMC 2015 https://na20.salesforce.com/sfc/p/ Timeline January 2014 to Today 4 Funders (BPIC, CMG, TNCRRG, AJG) Survey Tool Solomon365 Chancery Focus Report (16 pgs) Definitions 39 Risk Types Diocesan Risk Universe Next Page Online Copy 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 4
Risk Identification External Legal & Regulatory Canon Law Disclosures Communications Security Labor Practices Health and Safety Environmental Law Changes Mandated Benefits (Healthcare Reform, vouchers) Mandated benefits Competing Ideologies Socio-Political Financial Donations Declining Priests Liquidity Financial Planning/Budget External Reporting & Disclosure Contract Commitment Performance Management Operations Properties (Aging) Virtus, Praesidium, et. al. Planning Process Design & Execution Ministry Effectiveness Resource Allocation Technology Economic Conditions Economic Environment Funding Pressures Internal Capital Availability Energy costs Building costs People Leadership Skills/Competency Performance Incentives Communication Change Readiness Accountability Strategic Clergy vs. Lay Politics Strategy & Innovation Capital Allocation Mission Structure Policies & Procedures External Hazards & Third Party Actions Events/ Catastrophes Social Media Reputation Terrorism Illegal Activity Lawsuits Weather 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 5
Next Steps KEY INSIGHT: Proactive assessment and analysis of risks is inconsistent; it is the lowest rated of all questions Risk Assessment of Pilot Dioceses (Sampling) (3 pilots) small, medium & large Onsite, 2-day assessment for each pilot dioceses Report of Results Best Practices Key Actionable Items needed Leverage results to create common risk strategies / best practices What do you wish to see from a risk assessment? 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 6
What does a Successful Risk Management Program Look Like? Key items needed or wanted Best Practices - Mechanics Coverages Appraisals Quarterly loss reviews Engagement Getting into the field with parishes, schools, and agencies Grants Program Initiatives vetted prior to implementation Measurement Risk Management a mindset, culture not an office or person 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 7
Open items for questions from the floor Discussion FORUM What are you seeing out there? Control of volunteers? Does immigration affect you? Are you considering armed employees/safety for internal employees/those attending mass? The increase in EPLI claims Et al. 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 8
Looking Ahead 2016 Get Involved spread the word! Future online networking webinar DATES (ajg.acrobat.com/forum) @ 10 am Central September 14 th November 8 th Topics to Consider 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 9
Workshop Diocesan Risk Managers FORUM Thank You 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS