URMIA Annual Report, 2011

Connect. Build. Advance.URMIA ANNUAL REPORT 2011

UNIVERSITY RISK MANAGEMENT AND INSURANCE ASSOCIATION

Connect. Build. Advance. 1

Connect. Build. Advance.URMIA ANNUAL REPORT 2011

About URMIA• Mission,Vision,Values,andGoals 2• MessagefromthePresident 3• MessagefromtheExecutiveDirector 4

Connect… • WithURMIA’sHumanResources 5

• LeadershipTeamandBoardofDirectors 5• MembershipSnapshot 10• Member-LedCommittees 11• NationalOfficeStaff 13

• WithYourAward-WinningColleagues 14

Build…• AProfessionalNetwork 15

• LaunchoftheURMIAnetwork 15• YourRiskManagementExpertise 17

• BrowsetheURMIALibrary 17• AnnualConferenceReport 18• RegionalConferenceReport 19• MemberSpeakingEngagementsandConferenceUpdates 20

• AwarenessofHigherEducationRiskManagement 21• PublicationsReport 21• SocialNetworkingReport 22• MembersintheNews 22

Advance…• URMIA’s2011-2013StrategicPlan 25• YourCareer:HowtoGetInvolved 26

• CommitteeWork 26• LearningEvents 27• PresentationProposalsandArticleSubmissions 27

• YourAssociation:ALooktotheFuture 28• DevelopmentofaRiskManagementCurriculum 28• LaunchofHigherEducationRiskManagementWeek 28

Appendix• FinancialStatements 29

URMIA Annual Report 20112

Mission, Vision, Values, and GoalsABOUT URMIA

URMIA Builds Upon a Solid FoundationMissionThemissionofURMIAistoadvancethedisciplineofriskmanagementinhighereducation.

VisionURMIAisthepreeminentsourceofinnovativeandeffectiveriskmanagementideasandsolutionstothechallengesfacinginstitutionsofhighereducationinthepursuitoftheiracademic,social,andeconomicgoals.

ValuesWearepledgedtothebettermentofourmemberinstitutionsandtotheprofessionalgrowthanddevelopmentofourinstitutionalrepresentatives.Ourconductwillbeguidedbythehighestethicalstandardsandcharacterizedbytrust,integrity,andaspiritofsharingandhelpfulness.

Goals• Toprotectthereputationandresources,bothhumanandfinancial,ofinstitutionsofhighereducationthroughthe

incorporationofsoundriskmanagementpracticesintoallaspectsoftheiroperations.• Tomakeavailablethebestandmostcompleteriskmanagementinformationforinstitutionsofhighereducation.• Toprovideexcellentprofessionaldevelopmentopportunitiesforriskmanagementprofessionalsinhighereducation.

WiththesupportandinvolvementofURMIA’smembership,URMIAaccomplishedmuchinthelastyear,workingtoexpandthequalityandvalueofyourassociation.In2011,URMIAlaunchedanewwebsite,theURMIAnetwork,whichfeaturesanexpandedlibrary,accesstomemberinformation,increasednetworkingpossibilities,anddiscussionboardsthatallowourmemberstoshareproblemsandsearchforsolutionsanytimeofthedayornight.WhilethisreporthighlightssomeofthemanyexcitingchangesURMIA’smemberswitnessedin2011,asthepremierassociationforhighereducationriskmanagementandinsuranceprofessionals,wecontinuetobuildonasolidfoundationofourgreatestasset:you,URMIA’smembers.


Message from the President

PreviousURMIApresidentshavetoldmethemostdifficulttaskforthepresidentofURMIAisstayingaheadofthemomentumofthisorganization,atleastenoughtoavoidinjury.Ourassociationhasanamazingdepthandbreadthoftalentanddedicationtothebestprofessionimaginable,anditshowsintheprogressmadeinthefewmonthssinceItookofficeinSeptember.

Whilethisreportwillhighlightallthatweaccomplishedin2011,wealsomustcontinuallylooktoourassociation’sfuture.Already,wehaveaccomplishedmuch.Yourboardofdirectors,committeechairs,andvolunteershavereviewedandupdatedtheURMIAbusinessplantoincludeinitiativesthatpromoteourstrategicobjectives.Wehavefourhigh-qualityregionalconferencesplannedin2012acrosstheUnitedStates,andplanningiswellunderwayforthe2012AnnualConferenceinProvidence,RhodeIsland.Opportunitiestoenhanceourrelationshipswithstrategicandeducationalpartnersaregrowing,thankstoseveralcommitteesandtheirwork.URMIAwillbepresentingattheCommunityCollegeConferenceonLegalIssues,andourmembersandleadershavemadepresentationsubmissionstotheNationalAssociationofCollegeandUniversityBusinessOfficers(NACUBO),NAFSA:AssociationofInternationalEducators,RIMS-TheRiskManagementSociety,andStetson’sNationalConferenceonLawandHigherEducation.Wehavealsotransitionedourinternationaleffortsfromataskforcetoastandingcommittee.Wearedevelopingtoolstopromotethepracticeandimportanceofriskmanagementwithinthehighereducationcommunity.Anewtoolkithasbeendesignedtohelpnewornewlyassignedriskmanagerswithfoundationalinformation,andguidanceandisavailableinourknowledgebase.

Finally,ourmembershipcontinuestogrow.IwouldliketopersonallywelcomeeachnewmembertotheURMIAfamily,andIhopethatwewillcontinuetobuildtheprofessionofhighereducationriskmanagementtogether.

Itisanhonorandaprivilegetoservewiththisoutstandinggroupofprofessionals.Thankyoutoallofourmembers,leaders,volunteers,speakers,authors,andallotherswhoseeffortsservedtomovethisassociationforwardin2011.Now,let’schargeforwardthrough2012!

Steve Bryant, CRM, ARMManagingDirectorofRiskManagementandEmergencyManagementCoordinatorTexasTechUniversitySystemURMIAPresident,2011-2012

Steve Bryant, CRM, ARMURMIA President, 2011-12

EachfallatURMIA’sannualconference,theassociationthanksonepresidentforhisorherserviceduringthepreviousyearandwelcomestheleadershipofitsnewpresident.

J. Michael Bale,directorofriskmanagementatOklahomaStateUniversity,servedasURMIA’spresidentfrom2010-2011,launchingtheURMIAnetworkandmovingtheassociation’sstrategicplanforward.InSeptember2011,URMIAinductedSteve Bryant,managingdirectorofriskmanagementandemergencymanagementcoordinatoratTexasTechUniversitySystem,asits2011-2012president.

J. Michael Bale, ARM, CRM, DRMURMIA President, 2010-11

ABOUT URMIA


Jenny Whittington, CAEURMIA Executive Director, 2005-Present

ItishardformetobelievethatthisismyseventhyearwithURMIA.Thetimehasflownbyand,thankstothecollaborationofmembersandstaff,muchhasbeenaccomplished.IespeciallywanttothankeachoftheURMIApresidentsandmembersofourboardforleadingtheorganization.Also,IwouldliketothankeachandeverymemberofURMIAforrenewingyourmembership.Wearethrilledtobepublishingourfirstannualreportthisyear.

URMIAhashadasoundstrategicplanforyears.This“living”documentisanessentialroadmaptokeepusmovingforward.Theboardinveststimeeveryyeartovalidatetheplanandtweakit.Ourelectedpresidentusesthestrategicplantoguidehisorheractions.In2010,PresidentMikeBalechallengedmemberstoexceedtheirownprofessionaldevelopmentgoalsbynotonlyattendingURMIAconferencesbutalsobyseekingcertificationsanddesignationstoenhancetheirskillsets.UponhisinductionasURMIApresidentin2011,SteveBryanthighlightedourrecentcreationofastudentmembershipcategory,developedwiththegoalofattractingthenextgenerationofriskmanagementandinsuranceprofessionalstoURMIA’smembership.

Asyouwillreadinthisreport,ourassociationundertookanumberofnewinitiativesin2011.Toenhancecommunications,theURMIAnetworkwaslaunchedinMay2011.URMIAalsoexpandedtheavailabilityofprofessionaldevelopmentopportunities,offeringthreeregionalconferencesandourpopularannualconference.In2012,wewillexpandtheseopportunitiesfurtherbyschedulingfourregionalconferencesandfourwebinarsorganizedbytheAffiliatesCommittee.OurleadershavestrengthenedrelationshipswithotherhighereducationassociationsthroughpartnershipswiththeNationalAssociationofCollegeandUniversityBusinessOfficers(NACUBO)onthenewInternationalResourceCenterandtheNationalAssociationofCollegeandUniversityAttorneys(NACUA)anditsHigherEducationComplianceAlliance,tobelaunchedinearly2012.URMIA’sAnnualConferenceCommitteeisputtingtogetherastrongconferenceincludingtraditionalriskmanagementprogramming,buttheyarealsoincludingatrackfocusedonsoftskills,suchasimprovedcommunicationskillsandleadershipandmanagementtechniques.

ThisyearbroughtnewfacesandchangestotheURMIANationalOfficestaff.KeelyDavenportSimsjoinedURMIAinMarch2011asthemembershipandofficeadministrator.JeffCarljoinedtheteaminDecember2011asourdatabaseandwebsiteadministrator.InSeptember2011,ChristieWahlertacceptedapromotionfromcommunicationsandmarketingassociatetoassociatedirector.AstheylefttheNationalOfficefornewopportunities,IthankLeslieEmsWalkerandEileenHenthornfortheirservicetotheassociationanditsmembership.IalsowanttothanktheURMIAstaff,whocheerfullyassumedextradutiestokeepallofourprogramsrunningsosmoothlywhilewewereinflux.

IwanttoalsothankandrecognizeURMIA’smanyaffiliatememberswhohavesogenerouslysupportedURMIA’sprogramsandservicesthisyear.TheircontinuedsupportallowsURMIAtoenhanceitsservices,which,inturn,enhancestheabilityofURMIA’smemberstoprovidethehighestqualityservicestotheircampuscommunities.

Jenny Whittington, CAEExecutiveDirectorUniversityRiskManagementandInsuranceAssociation(URMIA)

Message from the Executive DirectorABOUT URMIA


Leadership Team and Board of DirectorsExecutive Committee, 2011-2012

President: Steve Bryant, CRM, ARMManagingDirectorofRiskManagementandEmergencyManagementCoordinator,TexasTechUniversitySystem

SteveBryanthasservedintheinsuranceandriskmanagementindustrysince1981.Hiscareerhasincludedservicingpersonallinestolargecommercialaccounts,corporateriskmanagement,andriskmanagementconsulting.HejoinedTexasTechasmanagingdirectorofriskmanagementin2002asitsfirstfull-timeriskmanager.Responsibilitiesincluderevising,developing,andimplementingoperatingpolicies,programs,andprotocolsdirectlyimpactingriskmanagement,emergencymanagement,businesscontinuityplanning,andstudentorganizationriskmanagement.Heservesonseveralcommitteesprovidingriskmanagementexpertise.Mr.Bryantservesonthecity/countyemergencymanagementplanningsteeringcommittee.HeservesontheNationalAlliancefacultyteachingCertifiedRiskManagercoursesandtheURMIABoardofDirectors.

President-Elect: Gary W. Langsdale, ARMUniversityRiskOfficer,ThePennsylvaniaStateUniversity

GaryLangsdaleservesasuniversityriskofficerforThePennsylvaniaStateUniversity,apositionhehasheldsince2003,withresponsibilityforenterpriseriskmanagement,includingoperational,hazard,andprivacyrisks.Previously,hewasdirectorofriskmanagementatInternationalPaperCompany.Mr.Langsdalehas35yearsofexperienceintheinsuranceandriskmanagementfield,contributedtothreerecentwhitepapersforURMIA,andparticipatedinthedevelopmentoftheASMEstandardonriskassessmentinhighereducation.InApril2009,hewasrecognizedbyBusinessInsurancemagazineasamemberoftheir“RiskManagementHonorRoll.”Mr.LangsdalehasaBachelorofSciencedegreefromAlleghenyCollegeandholdstheAssociateinRiskManagement(ARM)professionaldesignation.Hishobbiesaresaying“yes”tohisgrandchildrenand“no”tohischildren.

Immediate Past President: J. Michael Bale, ARM, CRM, DRMDirectorofRiskManagement,OklahomaStateUniversity

MichaelBaleisthedirectorofriskmanagementforOklahomaStateUniversity.HehasbeenwiththeuniversitysinceJune1980andhasworkedintheareaofriskmanagementforthelast20years.Heobtainedabachelor’sdegreeinbusinessadministrationandamaster’sdegreeinhighereducationadministrationfromOklahomaStateUniversity.HeholdstheAssociateinRiskManagement(ARM)andCertifiedRiskManager(CRM)professionalaccreditationsandrecentlyreceivedthedesignationofMasterExercisePractitioner(MEP)fromtheUnitedStatesFederalEmergencyManagementAgency.Mr.BaleisanactivememberinURMIAandwasawardedtheDistinguishedRiskManager(DRM)award.HeservedaspresidentofURMIAfrom2010-2011andcurrentlyservesasimmediatepastpresident.

with URMIA’s Human ResourcesCONNECT...


Secretary: Kathy E. Hargis, MBADirectorofRiskManagement,LipscombUniversity

KathyHargisisthedirectorofriskmanagementforLipscombUniversityinNashville,Tennessee.Sheisthefoundingdirectorfortheuniversityandhasservedinthispositionforthelastsevenyears.Priortoworkinginhighereducation,Ms.Hargisworkedinthecorporatefield,holdingthepositionofriskmanagerforFirstAmericanCorporation,alargebankingcorporationinTennessee.SheinitiallybeganhercareerasacommercialunderwriterforCNAandRoyalSunAllianceInsuranceCompanies.Inhercurrentroleasdirectorofriskmanagement,sheoverseesemergencymanagement,businesscontinuityplanning,andenvironmentalhealthandsafety,alongwiththeriskmanagementdutiesfortheuniversity.Shesitsonnumerouscommitteeswithintheinstitution.Shebringswithherasolidbackgroundofover20yearsintheinsuranceandriskmanagementindustry.Sheearnedherbachelor’sdegreeinbusinessadministrationfromWesternKentuckyUniversity.ShealsoholdsanMBAwithaspecializationinconflictmanagementfromLipscombUniversity.

Treasurer: Margaret Tungseth, CPA, MBA, DRM VicePresidentforFinance&Administration,CentralCollege

MargaretTungsethisthevicepresidentforfinanceandadministration/treasurer(VPFA)atCentralCollegeinPella,Iowa.AsVPFA,sheisresponsibleforoversightoffinanceandtreasury,facilitiesmanagement,humanresources,IT,diningservices,andconferenceandeventsmanagement.

Ms.TungsethservedaspresidentofURMIAfrom2009-2010andiscurrentlyservingastreasureroftheassociation.ShereceivedBachelorofArtsdegreesineconomicsandpoliticalsciencefromConcordiaCollege,aBachelorofSciencedegreeinaccountingfromMinnesotaStateUniversity-Moorhead,andherMBAfromNorthDakotaStateUniversity.ShealsoholdsanactiveCPAlicensefromtheStateofMinnesota.Outsideinterestsincludeplayingsoccer,scubadiving,skiing,reading,andhiking.

Parliamentarian: Michael J. Gansor, CPCU, ARM, AAI, AU, AFSB, LUTCF RiskManager,WestVirginiaUniversity

MichaelGansoristheriskmanageratWestVirginiaUniversity(WVU),apositionhehasheldsince1997.AbusinessadministrationgraduateofWVU,healsoholdstheCharteredPropertyCasualtyUnderwriter(CPCU),AccreditedAdvisorinInsurance(AAI),AssociateinRiskManagement(ARM),AssociateinUnderwriting(AU),andAssociateinFidelity&SuretyBonding(AFSB)professionaldesignationsfromtheAmericanInstituteforCharteredPropertyCasualtyUnderwritersandTheInsuranceInstituteofAmerica.HerepresentsWVUasamemberoftheCPCUSociety(AlleghenyChapter,Pittsburgh)andRIMS-TheRiskManagementSociety(PittsburghChapter).HeisservinghisthirdyearasparliamentarianforURMIA.Heismarriedwiththreegrownchildren.HisfavoritepastimeisflyfishingfortroutinthemountainsofWestVirginia.

Board of DirectorsJulie C. Baecker, AIC, ARMChiefRiskOfficer,UniversityofAlaskaDirector2010-2013

JulieBaeckerbeganworkingfortheUniversityofAlaskain1979asclerkintheriskmanagementdepartment.Soonthereafter,shebecamealicensedclaimsadjuster,setuptheuniversity’sfirstself-insuredclaimsprogram,and,in1986,achievedherAssociateinClaims(AIC)designation.Afewyearslater,asuniversityprogramsweredownsized,shewasassignedriskmanagementinadditiontoherclaimsmanagementduties.Fortunately,shewasalreadyexploringtheexcitingfieldofriskmanagement,receivingherAssociateinRiskManagement(ARM)designationin1992.Ms.BaeckerisnowchiefriskofficeratthesystemofficeoftheUniversityofAlaska.


D. Jean Demchak, CPCUManagingDirector,MarshUSAInc.Director2009-2012

D.JeanDemchakisresponsibleformanagingMarsh’sGlobalEducationandPublicEntityPractice.ShealsomanagestheintegrationofMarsh&McLennancompaniesintheeducationsector.Herresponsibilitiesincludemanagingandcoordinatingtheeducationresourcesofthefirm,assistingthevariouslocalofficeswitheducationissues,designingandbuildingproductsforeducation,andservingasliaisonwiththemarketplace,developingandcustomizingspecializedservicestomeetclientneeds.Sheservesasaresourcetokeyprofessionalorganizationswithintheeducationcommunityandassistsinidentifyingandrespondingtotheemergingissuesfacingcolleges,universities,andK-12publicandprivateschoolsinthe21stcentury.Asaprofessionalinthebrokeragecommunityforover30years,earlyoninhercareerMs.Demchakfocusedonthehighereducationandpublicsectorindustries.Shehasfocusedsolelyontheeducationindustryforthelast27years.PriortoMarsh,sheservedasanassociatewithSibson&Company,whichprovidedmanagementconsultingservicestohumanresourcesandexecutiveandsalescompensation.

Christine Eick, EdD, ARM, DRMExecutiveDirectorofRiskManagementandSafety,AuburnUniversityDirector2011-2012

ChristineEickservesastheexecutivedirectorofriskmanagementandsafetyforAuburnUniversity.Shehasresponsibilityforenterpriseriskmanagementandallsafetyandenvironmentalhealthprograms.Dr.EickisamemberofAuburnUniversity’spresidentialadvisorygroupandhasbroaduniversityadministrativeresponsibilities.Dr.Eickhasover20yearsofexperienceintheinsuranceandriskmanagementfieldwith19ofthoseyearsinhighereducation.SheisafrequentspeakerandhaspresentedatNACUBO,URMIAannualandregionalconferences,PRIMA,RIMS,CSHEMA,andtheWorldCaptiveForum.ShehasaBachelorofSciencedegreeinsafetyandhealthfromClemsonUniversity,aMasterofSciencedegreeinriskmanagementandinsurancefromGeorgiaStateUniversity,aDoctorofEducationinhighereducationadministrationfromAuburnUniversity,andacertificateinenterpriseriskmanagementandassuranceservicesfromGeorgiaStateUniversity,andsheholdstheAssociateinRiskManagement(ARM)professionaldesignation.Dr.EickservesontheboardofdirectorsfortheAtlantaRIMSChapter.

Joyce K. Fred, MBA, MPA, ARM, CIC, CISRVicePresidentofInsuranceandRiskManagement,TulaneUniversityDirector2011-2014

JoyceFredisthevicepresidentofinsuranceandriskmanagementatTulaneUniversityinNewOrleans,Louisiana.PriortoarrivingatTulanein2011,sheservedastheriskofficerforOregonStateUniversityinCorvallis,Oregon,forsixyears.Ms.Fredbeganherinsuranceandriskmanagementcareerin1979.ShehasaMasterofBusinessandPublicAdministrationandhasearnedtheAssociateinRiskManagement(ARM)certificationandtheCertifiedInsuranceCounselor(CIC)designation.Ms.Fredhasalsoservedasanadjunctinstructoratlocalcommunitycollegesandteachesriskmanagementinvariousuniversityclasses.Sheservesonseveralnon-profitboardsandenjoysbeinginvolvedinagirlsmentoringprogramformiddleschoolgirls.


Troy HarrisDirectorofRiskManagement,WestmontCollegeDirector2011-2014

TroyHarrisisinhisfifthcareer,servingsince1997asdirectorofriskmanagement,procurement,andauxiliaryservicesatWestmontCollegeinSantaBarbara,California.Hehaschampionedthecollege’swildfireandearthquakeresponseplans.Inadditiontohelpingthecollegeminimizepreventableloss,Mr.Harrisprovidesoversightfortheteamsinprocurement,bookstore,anddocumentservices.Healsohasaroleinregulatorycompliance.

AWestmontalum,Mr.HarrisgraduatedwithaBachelorofArtsdegreeinsociology.HeownedandoperatedalegalsupportservicesbusinessinSantaBarbarafor11years,thenservedtheCountyofSantaBarbaraforanother12yearsintheSuperiorCourtClerk’soffice,asthecounty’sinformationsystemsstrategicplancoordinator,andfinallyasthecounty’spurchasingmanager,wherehewasrecognizedasthecounty’s1996ManageroftheYear.WhiletherehealsoearnedtheCertifiedPurchasingManagercredentialfromtheInstituteforSupplyManagement.HewasnamedWestmont’sEmployeeoftheYearin2005.

Anita C. Ingram, ARM, MBA, MTSAssociateVicePresidentofPoliceandChiefRiskOfficer,SouthernMethodistUniversityDirector2011-2014

AnitaIngramhasservedasexecutivedirectorofriskmanagementatSouthernMethodistUniversity(SMU)inDallas,Texas,since1996andwasrecentlypromotedtoassociatevicepresidentofpoliceandchiefriskofficer.PriortoSMU,shewasassistantriskmanageratChemedCorporation,aFortune500companyinCincinnati,Ohio.Shebeganhercareerin1984asamechanicalengineeringtechnicianatMagnavoxGovernmentElectronics,Corp.,inFortWayne,Indiana.HerresponsibilitiesatSMUinvolvedirectingtheuniversity’sP&C,EH&S,fire,emergencymanagement,andworkers’compensationprograms.Ms.Ingramhasabachelor’sdegreefromUniversityofCincinnati,anMBAfromXavierUniversity,andaMasterofTheologyfromSMU.SheattendedOhioStateUniversityfrom1980-1984andstudiedindustrialandsystemsengineering.Ms.IngramholdstheAssociateinRiskManagement(ARM)designationandiscurrentlystudyingforherCPA.SheservedsixyearsasamemberoftheStateBarofTexasGrievanceCommitteeandfouryearsasamemberoftheRiskManagementAdvisoryCommitteeforUnitedEducatorsInsurance.Ms.IngramservedastreasureroftheboardforURMIAforthreeyearsandiscurrentlyanactiveboardmember.

Marjorie F.B. Lemmon, ARM, CPCURiskManager,YaleUniversityDirector2010-2013

MarjorieLemmonhasbeentheriskmanageratYaleUniversitysinceJune2003.Priortothat,shewastheriskmanagerforAnnTaylorStoresCorporationforalmost11years.HerresponsibilitiesatYaleUniversityincludeoversightofalloftheoperationalriskmanagementactivitiesandinitiativesthroughoutthecampus.Shealsoparticipatesintheoversightoftheenterpriseriskmanagementassessmentsthroughouttheuniversity.Beforemovingintoriskmanagement,Ms.Lemmonbeganhercareerasanunderwriterfortwodifferentinsurancecompanies,includingunderwritingnationalconstructionaccountsanduniversities.

Ms.Lemmonisamemberofthe2012AnnualConferenceCommittee;haspresentedatvariousannualandregionalconferences,mostrecentlyin2011;andisamemberoftheProfessionalDevelopmentCommitteeandtheGovernmentandRegulatoryAffairsCommittee.SheisapastchairoftheInter-AssociationAlliancesCommitteeandisthecurrentchairoftheNortheastRegionalConferenceCommittee.

Ms.Lemmonhasbeenamemberofthegovernor-appointedStateofConnecticutInsuranceandRiskManagementBoardsince2000.Thisboardoverseestheriskmanagementandinsuranceissuesofthestate,andsheisthechairoftheriskmanagementcommittee,reportingtotheboard.SheisalsoactiveintheConnecticutConferenceofIndependentCollegesandRIMS-TheRiskManagementSociety.Ms.LemmonearnedherundergraduatedegreefromSmithCollegeandherMBAfromtheUniversityofHartford.SheholdstheAssociateinRiskManagement(ARM),theAssociateinUnderwriting(AU),andtheCharteredPropertyCasualtyUnderwriter(CPCU)designationsandispursuingherCertifiedRiskManager(CRM)designation.


Donna McMahon, MBA, MSAssistantDirectorandRiskManager,UniversityofMaryland,CollegeParkDirector2011-2014

DonnaMcMahonistheassistantdirectorofriskmanagementandcommunicationsintheDepartmentofEnvironmentalSafetyattheUniversityofMaryland,CollegePark.Inthatrole,shealsoservesastheuniversityriskmanager.Ms.McMahonhasbeenwiththeuniversityfor23years.Priortoarrivingattheuniversity,sheworkedinprivateindustryforeightyearsasabenchchemistandbecameincreasinglyinterestedandinvolvedinsafetyandriskissues.Thoughherundergraduatedegreesareinbiologyandchemistry,shealsoholdsanMBAandamaster’sdegreeinhumanresourcemanagementfromtheUniversityofMaryland.

Kimberly MillerDirectorofRiskManagement,BowlingGreenStateUniversityDirector2011-2012

KimMilleristhedirectorofriskmanagementforBowlingGreenStateUniversity(BGSU)inOhio,apositionshehasheldsinceSeptember2000.HerresponsibilitiesatBowlingGreenincludedirectingalluniversity-wideriskmanagement,losscontrol,andinsuranceprograms.PriortoBGSU,Ms.Millerworkedinprivateindustryinincreasinglyresponsibleriskmanagementpositionsinbothmanufacturingandretail.Ms.MillerhasbeenanactivememberofURMIAforthelast11yearsandispresentlyamemberoftheURMIAGovernmentandRegulatoryAffairsCommitteeandservesasboardliaisonforURMIA’sProfessionalDevelopmentCommittee.InadditiontoherservicewithURMIA,Ms.MillerisactivelyinvolvedwiththeInter-UniversityCouncilofOhioInsuranceConsortium(IUCIC),whichprovidesinsuranceandlosscontrolservicesfor13ofOhio’spublicuniversitiesrepresentingover260,000studentsand50,000employees.

Barbara Schatzer, MBA, ARMSeniorDirector,RiskManagementandBenefits,UniversityofSanDiegoDirector2010-2013

Afteraninternationalcareerinhealthcareadministration,BarbaraSchatzerenteredtheriskmanagementfieldin1990asaconsultantforamedicalprofessionalliabilityandgeneralliabilitycarrier.Ms.Schatzer’sadventuresinhighereducationbeganin2003whenshewashiredtoleadtheriskmanagementandenvironmentalhealthandsafetyprogramsfortheUniversityofSanDiego.Herresponsibilitiesnowalsoincludeemployeebenefitsandbusinesscontinuity.ShehasbeenanactivelyengagedmemberofURMIAsince2003,initiallyservingontheMembershipCommittee.Shewasappointedchairpersonforthatcommitteein2009.ShealsoservedontheProfessionalDevelopmentCommitteeandhasbeeninvolvedintheplanningofseveralannualconferences,includingco-chairingthe2007AnnualConferenceinDenver,Colorado.Shechairedthe2009WesternRegionalConferenceinSanDiego,California.

Special thanks to URMIA’s board of director members who completed their service in 2011: Megan Adams, Esq.DirectorofRiskManagement,AssistantTreasurer,PrincetonUniversityDirector2008-2011

Paul D. Pousson, ARMAssociateDirectorofRiskManagement,UniversityofTexasSystemDirector2008-2011

Donna SmithDirectorofRiskManagement(Retired),UniversityofNewMexicoDirector2008-2011

Taryn L. (Terri) Wiskirchen, MBAUniversityDirectorofRiskManagement,Embry-RiddleAeronauticalUniversityDirector2010-2011


Membership Updates:• In2010,URMIAimplementedan

updatedduessystemtowelcomenewmemberswhomayonlybeperipherallyinvolvedwithriskmanagementattheirin-stitutions.Thisnewduessystemallowedmanyinstitutionstoadddeputymembersatnoadditionalcost.Asaresult,URMIAhasgainednearly300institutionaldeputymembers,growingfrom465institutionaldeputymembersin2009toourcurrenttotalof763institutionaldeputies.Wel-cometoallofournewmembers!

• StartinginJanuary2012,URMIAsimpli-fieditsmembershipduesprocessbyshift-ingtheduesyeartofollowthecalendaryear.Previously,URMIA’sduesyearranfromOctober1-September30.Thisalsomeansthatallmembersin2011receivedthreefreemonthsofmembershipfromOctober1throughtheendoftheyear.

• TheURMIANationalOfficeishappytoprovideinformationaboutURMIA’smembershipoptionsandbenefitsofmembership;[email protected].

Membership Snapshot

Table 1: Number of Institutions or Affiliate Organizations Registered as URMIA Members by Year from 1993 to 2011

Note: Membership data for certain years is missing or incomplete and has not been included.

Table 2: Number of Individual Members by Membership Type from 2006 to 2011

URMIA’smembersrepresentavarietyofhighereducationinstitutionsandcompaniesfromacrosstheUnitedStatesandaroundtheworld.Ourmember-ledboardofdirectorsandcommit-teeshelpbuildtheorganizationandidentifyitsgoalsforthefuture.

AsofJanuary31,2011,URMIAhad1740individualmembers,including1303institutionalmembers,370affiliatemembers,10internationalmembers,and47retireeoremeritusmembers.

0

100

200

300

400

500

600

1993 1994 1998 2000 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

161174

199

230 252

282

327

379424

472

526 531523 530

20 25 3038 51 66

81 99 110 10998 105

URMIA Membership Counts - 1993-2011

InstitutionsAffiliate Organizations


Member-Led Committees

Affiliates Committee• URMIAmaintainsanopen,collaborativerelation-

shipwithitsaffiliatemembership.Thisrelation-shipincludeseducationalmaterials,aswellasbrandingfortheassociation.

• TheAffiliatesCommitteedevelopedcontentforanewaffiliatessectionoftheURMIAwebsite,whichwillhighlightthebenefitsofmembershipandpro-videdetailsaboutopportunitiesavailabletoaffiliates.

• ThecommitteehosteditsfifthannualAllAffiliatesMeetingatthe2011AnnualConference.

• In2012,theAffiliatesCommitteewillworkwiththeProfessionalDevelopmentCommitteetopro-videfourfreewebinarsforURMIAmembersontimelytopicsofinterest.

Annual Conference Committees (2011 and 2012)• The2011AnnualConferenceCommitteedeveloped

ahighlysuccessfulconference,“ExpeditionRisk!,”heldSeptember10-14,2011,inPortland,Oregon.Theconferencewelcomedthegreatestnumberofattendeesandfeaturedmorespecialeventsandedu-cationalopportunitiesthaneverbefore.

• Meanwhile,inpreparationforthe2012AnnualConferenceinProvidence,RhodeIsland,the2012AnnualConferenceCommitteeselectedaconferencethemeandlogoanddesignedthewebsite.URMIAopenedthecallforpresentationsinlate2011.Thecommitteealsodevelopeditsbudget,settingtargetsforevents,sponsorships,andprogrammingtoensuretheconference’sfinancialsuccess.

Communications Committee• TheCommunicationsCommitteeproducedthe

largesteditionoftheURMIAJournaltodateafterreceivingarecordnumberofarticlesubmissions.

• Theboardofdirectorsacceptedthecommittee’sproposaltodevelop“riskmanagementweek,”aweekofactivitiesandmaterialstohelpmembershighlightthevalueofriskmanagementontheircampuses.TheweekisscheduledforNovember5-9,2012.

• Thecommitteepublished11editionsofURMIAInsights,URMIA’smembers’onlyonlinenewsletter.

• ThecommitteeexpandedURMIA’susageofsocialmediatoolstobettercommunicatewithcurrentandpotentialmembers.

Finance Committee• TheFinanceCommitteecreatedanRFPfor

URMIA’sTenants’andUsers’LiabilityInsurancePolicy(TULIP)program,reviewedproposals,andselectedacompanytoadministertheprogramonbehalfofURMIA.ThenewTULIPwebsitelaunchedinJanuary2012.

• ThecommitteereviewedURMIA’sannualauditpro-gramandmaderecommendationsforfuturefunding.ItalsoreviewedURMIA’sproperty/casualtyinsur-anceapplicationsforJanuary1renewals.

• Thecommitteeprovidedguidancetohelpaligncom-mitteeinitiativeswithoverallassociationstrategy,reviewedandoversawinvestmentactivity,reviewedcommitteebudgetdevelopmentandbudgetsfortheExecutiveCommittee,andreviewedannualconfer-encebudgets,expenses,andproposedsponsorshipandregistrationfees.

Government and Regulatory Affairs Committee• TheGovernmentandRegulatoryAffairsCommittee

partneredwiththeNationalAssociationofCollegeandUniversityAttorneys(NACUA)initsdevelopmentoftheHigherEducationComplianceAlliance,awebsitescheduledforlaunchin2012.Thewebsitewillhelpmembersgainaccesstoresourcesregardingavarietyoflegislationandregulationsimpactinghighereducation.

• ThecommitteesenttworepresentativestoRIMSontheHillinJune2011andobtainedvaluableinsightsintospecificregulations,aswellaslobbyingbasics.ThecommitteethenprovidedlegislativeupdatestothemembershipthrougharticlesandnewsitemsinURMIA’sonlinenewsletter,Insights.ThecommitteeplansonsendingrepresentativestoattendRIMSontheHillinJune2012.

• In2012,thecommitteewillsupportgovernmentandregulatoryaffairspresentationsatURMIA’sregionalconferencesandannualconference.

Honors Committee• TheHonorsCommitteerecognizedtworetiring

memberswithEmeritusstandingfortheircontribu-tionstoURMIAandtheprofessionofriskmanage-ment:AllenBova,CornellUniversity,andDonnaSmith,UniversityofNewMexico.

URMIA’smember-ledcommitteeshelptheassociationmeetitsstrategicgoalsthroughouttheyear.AnyURMIAmembercanjointhesecommittees,whichprovideguidancefortheopera-tionsofURMIA,developresources,planconferences,andhelpmoveURMIAforward.


• ThecommitteehonoredMargaretTungseth,Cen-tralCollege,withtheDistinguishedRiskManager(DRM)Award,URMIA’shighesthonor.

• ElizabethCarmichael,FiveCollegesIncorporated,receivedtheInnovativeRiskManagementSolutionsAwardforherinstitution’sdrivercredentialingprogram.

• Thecommitteerecognizedtheeffortsofalloutgoingboardofdirectormembersandcommitteechairs.

Inter-Association Alliances Committee• In2011,theInter-AssociationAlliancesCom-

mitteeidentifiedanumberofstrategicpartners,includingtheNationalAssociationofCollegeandUniversityBusinessOfficers(NACUBO),NationalAssociationofCollegeandUniversityAttorneys(NACUA),AssociationofGoverningBoardsofCollegesandUniversities(AGB),AmericanCouncilonEducation(ACE),RIMS-TheRiskManage-mentSociety,AssociationofCollegeandUniversityAuditors(ACUA),andNASPA-StudentAffairsAdministratorsinHigherEducation.

• Thecommitteealsoidentifiededucationalpartners,includingtheAssociationforStudentConductAdministration(ASCA),EDUCAUSE,PublicRiskManagementAssociation(PRIMA),StetsonUniversityCollegeofLaw,CampusSafetyHealthandEnvironmentalManagementAssociation(CSHEMA),andAmericanSocietyforHealthcareRiskManagement(ASHRM).

• Thecommitteewillcontinuetoexploresharededucationalopportunitiesandproductswiththeseorganizations,aswellasavenuestobuildURMIA’svisibility,recognition,andmemberrecruitment.

International Committee• InSeptember2011,theURMIABoardofDirec-

torsmadetheInternationalTaskForceapermanentmember-ledcommittee.Thecommitteemetwithpeerorganizationstoexploreinternationalmem-bershipexpansion,includingtheBritishUniversityFinanceDirectorsGroup(BUFDG),theEuropeanUniversitiesAssociation(EUA),AmericanCoun-cilonEducation(ACE),andNationalAssocia-tionofCollegeandUniversityBusinessOfficers(NACUBO).

• URMIApartneredwithNACUBOtocreatetheInternationalResourceCenter,anonlineresourceprovidingguidanceforallinternationalaspectsofcollegeanduniversityoperations.

• Thecommitteealsosupportedvarioussessionsatthe2011AnnualConference,includingageneralsessionandaninternationaltrackofsessions.

Knowledge Management Task Force• InMay2011,theKnowledgeManagementTask

ForcelaunchedtheURMIAnetwork,URMIA’snew,members’onlywebsite.ThetaskforceidentifiedURMIA’sneedsindevelopingsuchasiteandselectedandimplementedasitetohelpmeetthoseneeds.

Membership Committee• WiththesupportoftheMembershipCommittee,

theURMIABoardofDirectorsaddedafreestudentmembershipcategorytotheassociation’smembershiptypes.Thecommitteewillfocusonmarketingstudentmembershipin2012tohelpbringinnewriskmanagersandbuildmembershipforyearstocome.

• Tohelpmitigatethelossofprofessionaldevelopmentfundsinhighereducation,themembershipcommitteeprovided$10,000inscholarshipmoneytoURMIAmemberstoattendtheregionalandannualconferences.

• BetweenSeptember2006andSeptember2011,theURMIAmembershiphasincreasedby56percent.

Nominating Committee• TheNominatingCommitteereviewednominations

forleadershippositionstoensurethateachpersonnominatedwouldacceptofficeifelectedandwasingoodstandingwiththeassociation.

• Thecommitteealsosolicitednominationsforvacantleadershippositionsandworkedtoimplementsuc-cessionplanningintoboardofdirectormeetingsandotherURMIAmemberevents.

Professional Development Committee• TheProfessionalDevelopmentCommitteehostedregion-

alconferencesinBoston,OklahomaCity,andChicago.• Atthe2011AnnualConference,thecommitteeor-

ganizedthreepre-conferenceworkshops,includingsessionsonenterpriseriskmanagement,aprimeronriskmanagementinhighereducation,andanAssociateinRiskManagement(ARM)studysessionandtest.

• Thecommitteealsobegancontentdevelopmentforahighereducationcorecurriculum,whichwillpro-videresources,guidance,andtoolkitsofinformationforthosenewtoriskmanagementandthosenewtohighereducation.

Total Cost of Risk (TCOR) Task Force• TheTCORTaskForcecompletedthesecondTCOR

whitepaper,ExecutingaTotalCostofRiskModel,andanaccompanyingspreadsheetthatallowsinstitutionstoentertheirownTCORdataandgetdynamicchartsandgraphs.

• ThetaskforcealsopresentedadvancedTCORconceptsattheMidwesternRegionalConferenceinChicagoandthe2011URMIAAnnualConference.


Jeff CarlDatabaseandWebsiteAdministratorJoinedinDecember2011

JeffCarljoinedtheteaminDecember2011asURMIA’sdatabaseandwebsiteadministrator.Mr.CarlreceivedhisBachelorofSciencefromMarianUniversityandhaspreviouslyworkedintheonlineservicesfield

forhighereducation.HemostrecentlyworkedwiththeUniversityofIndianapolisasanonlineservicesmanagerandisamuchneededassettokeepourwebservicesupandrunning.

Patricia FowlerKnowledgeCenterAdministratorJoinedinAugust2009

PatriciaFowlerjoinedtheURMIANationalOfficeinAugust2009asknowledgecenteradministrator.Ms.Fowlerreceivedmaster’sdegreesfromWesternMichiganUniversity.Withmorethan

25yearsofhealthcareanduniversityriskmanagementexperience,sheretiredfromMichiganStateUniversityin2007andisnowassistingtheenhancementofURMIA’sknowledgesharingefforts.

Keely Davenport SimsMembershipandOfficeAdministratorJoinedinMarch2011

KeelyDavenportSimsjoinedtheNationalOfficeinMarchof2011asURMIA’sofficeadministratorandquicklyaddedmembershipdutiestoherresponsibilities.Ms.DavenportSimsreceivedherBachelorofScience

fromIndianaUniversityandhaspreviouslyworkedinthemarketingandhospitalityfields,aswellasfortwoIndianaconventionandvisitorsbureaus.HerexperienceandbackgroundmakeheranexcellentadditiontotheURMIAstaff.

Jenny Whittington, CAEExecutiveDirectorJoinedin2005

ExecutiveDirectorJennyWhittingtonhasbeenwithURMIAsince2005andhasmorethan15yearsofexperienceinassociationmanagement.Ms.WhittingtonactsonbehalfofURMIA,supervises

theNationalOfficestaff,andservesastheliaisontotheURMIABoardofDirectorstoadvanceallassociationstatedgoalsandpurposes.ShealsorepresentsURMIAatindustryandpeerassociationconferencesandisanadvocatefortheimportantroleriskmanagementservesoncampus.Ms.WhittingtonparticipatesinthePTOatherson’selementaryschool,hasherbachelor’sdegreefromIndianaUniversity,andholdstheCertifiedAssociationExecutive(CAE)designationfromtheAmericanSocietyofAssociationExecutives(ASAE).PriortojoiningURMIA,Ms.Whittingtonworkedineventplanning,communications,andgraphicsforatradeassociationandanorganizationalconsultingfirm.

Christie WahlertAssociateDirectorJoinedinApril2008

ChristieWahlertjoinedtheNationalOfficeinApril2008asURMIA’scommunicationsandmarketingassociateandmovedintotheroleofassociatedirectorinSeptember2011.Shereceivedher

master’sdegreefromIndianaUniversityandhasworkedincommunications,graphicdesign,andlectureplanning.Shealsohasexperiencedevelopingface-to-faceandonlinecourseworkandtrainingprogramsformanagersandfieldemployeesoftheNationalParkService.

Meet the National Office StaffURMIA’sNationalOfficeislocatedinBloomington,Indiana,onthecampusofIndianaUniversity.In2011,theNationalOfficewelcomedtwonewstaffmemberstotheURMIAteam.Don’thesitatetocontactourfriendly,helpfulstaffmemberswithanyquestionsyoumayhave.


with Your Award-Winning ColleaguesCONNECT...

URMIA Recognizes Awards and Honors RecipientsInnovative Risk Management Solutions Award: Five Colleges Incorporated’s Driver Credentialing ProgramElizabeth J. Carmichael, CPCU, DRM,directorofcomplianceandriskmanagementatFiveColleges,Inc.,receivedthefourthannualInnovativeRiskManagementSolu-tionsAwardfortheinstitution’sdrivercredentialingprogram.Theawardrecognizesinnovativethinkingandproblemsolving,characteristicsthatallowhighereducationriskmanagerstoremainflexibleandresponsiveintheprotectionoftheirinstitutions.

Atmanyuniversities,managingdriversisthebiggestriskfacinganinstitution’sautoinsuranceprogram.Tohelpmitigaterisksforitsfleetofover200vehicles,theinstitutiondevelopedanonlinedatabasetomanageitsdrivercredentialingprogram,collectdata,andtrackadditionaldriverrequirements.Theprogramrepresentedasignificantinnovationoverthepreviouspaper-basedmethodofdatacollection,increasingeaseofusefordriversandvehicleprogrammanagers,securityofdata,andeaseofdatatransmissiontounderwriters.

Distinguished Risk Manager AwardMargaret Tungseth, CPA, MBA, DRM,vicepresidentforfinanceandadministrationatCentralCollegeinPella,Iowa,receivedthe2011DistinguishedRiskManager(DRM)award,whichisoneofURMIA’shighesthon-ors.Recipientsarenominatedandselectedbytheirpeers,whocanfullyappreciatetheirchallengesandaccomplishments.Since1989,43membershavereceivedtheDRMaward.

Ms.TungsethisaCPAandservedasassistanttreasurer,directorofriskmanagement,adjunctfacultymemberinthebusiness/economicsdepartment,deferredgiftsaccountant,andinsuranceadministratorfor15yearsatConcordiaCollege(MN)beforemovingtoCentralCollegein2011.SheearnedherMBAwithemphasisinaccountingandfinancefromNorthDakotaStateUniversity.

Ms.TungsethbeganservingasURMIA’streasurerinherfirstyearofmembership,aspresidentin2009-2010,andreturnedastreasurerin2012.ShehasalsoservedonURMIA’sBoardofDirectors,theExecutiveCommittee,andasamemberoftheAnnualConference,Oversight,andAffiliatesCommit-tees.Shehaspresentedatanumberofconferences,includingAustralasianUniversitiesRiskandInsuranceManagementSociety(AURIMS);theURMIAAnnualConference;andtheMinnesotaPlannedGivingCouncil.SherepresentedURMIAattheBritishUniversityFinanceDirectorsGroup(BUFDG)conferenceattheUniversityofWarwick,aswellastheEuro-peanUniversitiesAssociationatAarhus,Denmark.

Emeritus HonoreesEachyear,URMIAhonorsnewlyretiredmemberswhohaveplayedasignificantroleintheassociationandhighereducationasawhole.URMIAhasawardedover40retiredriskmanagerswithemeritusstanding.

Allen J. Bova, MBA, ARM, DRM,retireddirectorofriskman-agementandinsuranceatCornellUniversity,servedbothCornellUniversityandURMIAformanyyears.WithinURMIA,heservedtermsaspresidentin2006-2007,boardmember,andchairormemberofavarietyofcommittees.

HehasbeenavaluablevoiceofinsightandreasonforURMIA’smembersandwillbesorelymissedwithinthehighereducationriskmanagementcommunity.

Donna Smith, retireddirectorofriskmanagementattheUniversityofNewMexico,joinedtheuni-versityin2004withmorethan20yearsofriskmanagementexperi-enceatthecounty,state,andna-tionallevels.WithinURMIA,sheservedasamemberontheboardofdirectors,aswellasachairandmemberofavarietyofcommittees.

Elizabeth Carmichael receives the award from Steve Holland,

University of Arizona.


A Professional NetworkBUILD...

Launch of the URMIAnetwork

InMay2011,URMIAlaunchedanewmembers’onlysite,theURMIAnetwork(my.urmia.org),whichprovidesanonlinelibraryandnetworkingcommunitywhereURMIAmemberscandiscussimportanthighereducationriskmanagementtopicsandshareresources.URMIA’sKnowledgeManagementTaskForceworkedtirelesslytodevelopandimplementthenewsite,andtheURMIABoardofDirectorsandCommunicationsCommitteeassistedwithtestingandlaunchingthesite.

HowcantheURMIAnetworkhelpmembersdevelopprofessionalnetworks?• DiscussionboardsletmembersconnectwithriskmanagementandinsuranceprofessionalsacrosstheUnitedStates

andaroundtheworld.Memberscanalsosearchpastdiscussionseasilyandquicklyusingadvancedsearchtools.• Memberscanaskquestions,sharebestpractices,andattachdocumentsintheURMIAnetwork’sdiscussionboards

withouthavingtosummarizeanyresponsesreceived,aswasrequiredintheolde-maillistserv.• Memberscanaddfrequentcontactstotheircontactlists,sende-mails,anduseextensivemembersearchtoolstofind

peoplewithsimilardemographics,institutions,orinterests.• Memberscanholdactivediscussionswithmanycolleaguesatonceinthesamediscussionthread.

OneofthegreatestbenefitsofURMIAmembershipistheprofessionalnetworkourmembersbuildeveryday.Whileourconferencesofferin-personnetworkingopportunities,ouractivediscussionboardsallowmemberstoaskquestionsandgiveandreceivefeedback24hoursaday,sevendaysaweek.Nomatterwhatthequestionorproblemis,it’sverylikelythereissomeoneinthemembershipwhohasdealtwithasimilarissueandcanprovideideasandsolutions.


Just Getting Started?URMIAencouragesallmemberstologontodayandexplorethemanycapabilitiesoftheURMIAnetwork.

1 Log in to my.urmia.org with your URMIA user name and password.

Fill out your profile.• Themorecompleteyourprofile,

theeasieritistoconnectwithcol-leagues.Addaphoto,verifyyourcontactinformation,andupdatepastpositions,interests,andeducation.

• Checkoutyournetworksbyselect-ing“MyNetworks”underthe“MyProfile”tab.Searchthememberdirectoryandaddpeopletoyourcontactlist.

Search for documents in the URMIA Library.

• Youcansearchfordocumentsbykeyword,tag,author,filetype,orposteddate.

• Youcanalsoratedocuments,commentonthem,oraddthemtoyourfavoritestoaccessthemeasilylater.

Access communities and discussion boards.• Underthe“MyProfile”tab,select“MyCommunities”toseeyourcommunities.Clickonacommunity’sname

toviewdiscussionsandrecentlysharedfiles.• Startadiscussion,respondtoanothermember’squery,andattachadocumenttoyourresponse.

Read URMIA Insights to learn the latest in higher education risk management.

• Underthe“NewsandEvents”tab,clickonURMIAInsightstoviewthelatesteditionofURMIA’smonthlyonlinenewsletterandallthearticlespublishedin2011.

2

3

4

Table 3: The URMIAnetwork Home Page

Table 4: URMIA Insights Online Newsletter

5


Your Risk Management ExpertiseBUILD...

Browse the URMIA LibraryWhenURMIAlauncheditsnewmembers’onlywebsite,theURMIAnetwork(my.urmia.org)inMay2011,amajorbenefittomemberswasagreatlyimprovedandupdatedURMIAlibrary.TheURMIAlibraryallowsmembersto:

• Buildtheirriskmanagementexpertise24hoursadaybybrowsingdocuments,resources,andlinkstofurtherinfor-mation.

• Searchforspecifictopicsofinterestusingtheadvancedsearchtool,whichallowsmemberstosearchanywaytheywant-bytagorkeyword,popularity,librarytype,filetype,orwithinspecificcommunities.

• Shareandinteractwithdocumentslikeneverbefore.Memberscanforwarddocumentstotheircolleagues,commentonthem,andratethevalueofresourcesforthebenefitofothermembers.

• Adddocumentstotheir“favorites”list,givingmemberseasyaccesstotheirmostuseddocumentsanytimetheylogin.• UploaddocumentsandhelpfulresourcestotheURMIAlibrarytosharewithothers.

URMIA’sgoalsare,inpart,tomakeavailablethebest,mostcompleteriskmanagementinforma-tionforinstitutionsofhighereducationandtoprovideexcellentprofessionaldevelopmentop-portunitiesforriskmanagementprofessionals.Tomeetthesegoals,URMIAoffersanumberofwaysforriskmanagerstobuildtheirriskmanagementexpertise,includingthroughtheURMIAlibrary,annualandregionalconferences,andspeakingengagementsatpeerorganizations’events.

Table 5: The URMIA Library - “Folder View”

Table 6: Document Detail, Including Rating, Actions Members Can Take, Statistics, Comments, and Related Links


Annual Conference ReportIn2011,URMIA’sAnnualConferencecontinuedtogrow,receivingarecordnumberofpresentationsubmissionsandwel-comingthegreatestnumberofattendeesevertoPortland,Oregon,forour42ndAnnualConference,ExpeditionRisk!Thankyoutothe2011AnnualConferenceCommittee,ourexpertspeakers,andourgeneroussponsorsfortheirsupportinhelpingmakeourlargestconferenceeversuchasuccess.

The2011AnnualConferencefeatured:• Nearly90breakoutsessionspeakersand32

breakoutsessions.• Generalsessionsfocusingonriskmanagement

fromauniversitychancellor’sperspective,en-terpriseriskmanagement,internationalizationofuniversityoperations,andmanagingstudentorganizations.

• Threepre-conferenceworkshops,includingAs-sociateinRiskManagementReviewSessionandExam-ARM54-RiskAssessment,RiskManage-ment101inHigherEducation,andEnterpriseRiskManagement(ERM)BootCamp.

• Manychancestonetwork,createlastingrela-tionships,andshareproblemsandsolutionswithcolleagues.

• ThefourthyearofURMIA’ssuccessfulvolun-teeractivity,URMIAcares,whichgaveattendeesthechancetogivebacktothecommunitythathostedtheconference.ConferenceattendeesandguestsservedthreePortland-areacharities,includingtheReBuildingCenter,TransitionProjects,Inc.,andPotluckinthePark.Thesup-portofoursponsorsalsoallowedURMIAtomakea$1,000donationtoeachofthecharitiesserved.

• Nearly40affiliatesponsors,whosesupportisabsolutelyessentialinallowingURMIAtobringthehighestqualityspeakersandnetworkingeventstoourconferenceattendees.

• FivescholarshipsawardedbytheMembershipCommitteetosupportmemberswhowouldnototherwisebeabletoattendduetobudgetaryconstraints.

Table 7: URMIA Annual Conference Attendance by Year, 2001-2011


Regional Conference ReportWhenfacedwithtighteningbudgetsandtravelrestrictions,itmaybedifficultforsomeURMIAmemberstoattendanannualconference.However,URMIA’sregionalconferencesofferone-of-a-kindeducationalandnetworkingopportunitieswhilelimitingtimeawayfromtheofficeandoverallexpenses.Thesein-personeventsprovidedthelatestupdatesandinfor-mationrequiredtohelphighereducationriskmanagersdotheirjobs.

In2011,URMIAsponsoredthreeregionalconfer-ences,includingtheNortheasternRegionalinBoston,Massachusetts;theSouthwesternRegionalinOkla-homaCity,Oklahoma;andtheMidwesternRegionalinChicago,Illinois.

The2011regionalconferencesfeatured:• Nearly30breakoutsessionspeakersand20

breakoutsessionsfocusingoneverythingfromtotalcostofriskandweather-relatedriskstocopyrightissuesandemergingthreatsfacingcollegesanduniversities.

• Opportunitiestomeetcolleaguesfrominstitutionsinthesamegeographicregion.

• Over50affiliatesponsors,whosegeneroussupportallowedURMIAtokeepconferenceregistrationpriceslowwhilecontinuingtoprovidehigh-quality,in-personmeetingsfeaturingthoughtleadersandexpertsinhighereducationriskmanagement.

Table 8: URMIA 2011 Regional Conference Attendance


URMIA Member Speaking Engagements and Conference Updates

National Association of College and University Attorneys (NACUA)• Amy Foerster,attorneyatSaulEwingLLP,co-presentedaMay5,2011,NACUAwebinar,“TitleIX:Responding

toOCR’sNew‘DearColleague’LetteronSexualViolence.”

National Association of College and University Business Officers (NACUBO)• OnDecember7,2011,Craig McAllister,directorofriskmanagementandinsuranceatCornellUniversity,co-

presentedthewebinar,“AssessingInstitutionalRiskwithInternationalActivities.”ThewebinarwashostedbyNACUBO,inpartnershipwithURMIA,andfocusedontherangeofthreatsandrisksfacingcampusesabroad.

Overseas Security Advisory Council and the University of Texas System • OnApril18-19,2011,theOverseasSecurityAdvisoryCouncil(OSAC)andtheUniversityofTexas(UT)System

presentedtheCollegeandUniversityHealth,Safety,andSecuritySeminarattheUniversityofTexasatAustincampus.Joan Rupar,presidentofChartis’WorldRiskDivision,co-presentedasessiononfaculty-ledstudyabroadliability,andInternational SOSpresentedapanelprovidingaglobalviewoftheuniversity’sdutyofcareobligations.

RIMS - The Risk Management SocietySeveralURMIAmemberspresentedatthe2011RIMSAnnualConferenceandExhibition,Advantage:RIMS,onMay1-5,2011,inVancouver,BritishColumbia.

• Mary Breighner,vicepresidentofglobalriskforhighereducationandhealthcareatFMGlobal,andChristine Eick,executivedirectorofriskmanagementandsafetyatAuburnUniversity,co-chairedthesession,“CreatingaRiskManage-mentCultureandManagingTopHigherEducationRisks.”Thesessiondrewnearly50attendeesandfeaturedapanelofsixuniversityriskmanagers,includingURMIAmembersSasha Alexander,insurancemanageratUniversityofGuelph;Ellen Shew Holland,directorofriskmanagementattheUniversityofDenver;Gary Langsdale,universityriskofficeratThePennsylvaniaStateUniversity;andNakeschi Watkins,riskmanageratYeshivaUniversity.

• Scott Wightman,areaexecutivevicepresidentatArthurJ.Gal-lagherRiskManagementServices,co-presentedthesession,“LossForecasting101:APracticalModelfortheDo-It-Yourselfer.”

Stetson National Conference on Law and Higher Education• Robert Smith,partneratLeClairRyan,andD. Jean Demchak,

managingdirectoratMarshUSAInc.,co-presented“RiskandLitigationManagementinanAgeofHeightenedLegalandSocialAccountability”attheStetsonNationalConferenceonLawandHigherEducation,heldFebruary5-8,2011,inOrlando,Florida.

• D. Jean Demchak,managingdirectoratMarshUSAInc.,servedasapanelistforthepre-conferenceworkshop,“FederalInterven-tionsinHigherEducation:NavigatingtheNewFederalRegulatoryLandscapeinaTimeofTransitionandFiscalChallenges.”Ms.Demchakalsoco-presented,“ReformingtheHigherEducationBusinessModel,”whichreviewedexternalimpactsonhighereduca-tionandthehighereducationindustryasthenext“bubbletoburst.”

In2011,URMIA’smembershaveservedassubjectmatterexpertsandleadersbypresentingonbehalfoftheirorganizationsandURMIAatanumberofprestigiousconferences.Toviewacompletelistingofmembers’accomplishmentsin2011,visitmy.urmia.organdsearchfor“MembersintheNews.”

International ExposureMargaret Tungseth,vicepresidentforfinanceandadministrationatCentralCollege,at-tendedtwointernationalconferencesonbehalfofURMIA.TheBritishUniversitiesFinanceDirectorsGroup’s(BUFDG)2011Conference,“MakingWorkingTogetherWork,”tookplaceattheUniversityofWarwick,UnitedKingdom,onApril10-12,2011.OnApril13-15,2011,Ms.TungsethattendedtheEuropeanUniversityAssociation’s(EUA)2011AnnualConference,“InvestingTodayinTalentforTomorrow,”heldatAarhusUniversityinDenmark.

Mike Bale,directorofriskmanagementatOklahomaStateUniversity,attendedthe2011AustralasianUniversitiesRiskandInsuranceManagementSociety(AURIMS)AnnualConferenceonMay11-13,2011,atMacquarieUniversityinAustralia.AURIMSwasformedin1999.

Awareness of Higher Education Risk Management


Awareness of Higher Education Risk Management BUILD...

Publications ReportURMIA InsightsURMIA’smonthlyonlinenewsletter,URMIAInsights,providesmemberswiththelatestnewsandresourcesregardingriskmanagementinhighereducation.Fromguest-authoredcontenttonewsbriefstofeaturedarticles,memberscanfindamonthlyreviewofcurrentissuesimpactinghighereducation.URMIAencouragesmemberstosubmitguestarticlesandotherresources,templates,orprofessionalupdatesforpublication.

In2011,Insightsfeatured:• Eleventimelyeditions,distributedtomembersonly• Sixty-twoarticles,focusingonawidevarietyoftopicsimpactinghighereducationriskmanagersandinsuranceprofessionals• Twentyguest-authoredarticlesfromURMIAmembersandothersubjectmatterexperts• Seventy-sevennewsbriefs,sharingthelatestheadlinesinriskmanagement• AbrandnewgraphicstyleanditsowndedicatedsiteontheURMIAnetwork

URMIA JournalTheURMIAJournalisanannualpublicationthatisdistributedtoeverymemberofURMIA,aswellasanumberofpeerorganizationsandthepress.Publishedeachsummer,theURMIAJournalprovidesreaderswithin-deptharticleshighlight-inghighereducationriskmanagement,writtenbyleadersintheprofession.Allarticlesubmissionsgothrougharigorouspeerreviewprocess,conductedbytheURMIACommunicationsCommittee.

Ultimately,theURMIAJournalgeneratesgreaterriskmanagementawarenessandscholarship.Itgivescampusleadershelpfulresourcestomoreeffectivelymanagerisks,protecttheirinstitutionsandtheirpeople,andconservelimitedresources.SincetheURMIAJournalreachesover1,700professionals,aswellasmajorpublicationsandmediaoutlets,italsobuildsawarenessofriskmanagementissues.

In2011,theURMIAJournalfeatured:• Elevenpeerreviewedarticlesfocusedonhighereducationriskmanagement,includingtopicsrangingfromdisaster

responseandinternationalcampusriskstoenterpriseriskmanagementandtherisingpriceofcollegetuition• FivegenerousaffiliatesponsorswhosesupporthelpedmaketheURMIAJournalareality• ThegreatestnumberofarticlesubmissionsinthehistoryoftheURMIAJournal

White PapersIn2011,URMIA’sTotalCostofRisk(TCOR)TaskForcedevelopedanewwhitepaper,“ExecutingaTotalCostofRiskModel.”WhilethefoundationaltenetsofcostofriskwereintroducedintheoriginalTCORwhitepaper,“MeasuringtheTotalCostofRisk,”thispaperbroadenedthescopeofTCORtoexplorecostofriskmetricsforcomplexoperationalareaswithininstitutions,includingresearch,internationalstudyandtravel,environmentalhealthandsafety,internalaudit,andlegal.Italsoaddressedsegmentsuniquetosomeinstitutions,suchasmedicalcenters,systems,andcommunitycolleges.

URMIA’smissionistoadvancethedisciplineofriskmanagementinhighereducation;oneofthewaysitaccomplishesthismissionisbybuildingawarenessamongcollegeleadersandotherstake-holdersofthevalueofriskmanagement.ThissectionhighlightssomeofthewaysURMIAstrivestobuildawarenessofriskmanagement,includingdistributionofavarietyofpublications,advance-mentofsocialnetworkingefforts,andrecognitionofmembersinthenews.


Thewhitepaperwassupplementedbyasetofworksheetswhichdynamicallygraphandchartaninstitution’sTCORbasedonthedataentered.ThegraphicformatprovidesriskmanagerswithatooltopresentTCORinformationtocampusstakeholdersandleaders.

Social Networking ReportURMIAhasexpandeditsonlinepresencethroughanumberofsocialnetworkingsitestoofferavarietyofwaysformembersandpotentialmemberstoconnectwithURMIA.Thesesitescanbeaccesseddirectlyfromthehelpfullinksonourwebsite.

• URMIA’sFlickrpagefeaturesphotosfromconferencesandotherin-personevents,aswellashistoricalphotos.• URMIA’sYouTubechannelincludesvideosfrommembersandpastconferencepresentations.• Twitterprovidesupdatesaboutthelatestriskmanagementnewsitems.URMIAcurrentlyhas80Twitterfollowers.• URMIA’sFacebookgrouphelpsmembersconnectinamoresocialvenue.TheFacebookgrouphas103members.• URMIA’sLinkedIngroupprovidesaprofessionalnetworkingandinformationsharingsitetobothmembersand

non-members.TheLinkedIngrouphas341members.

Members in the NewsNews Articles and FeaturesArkansas State University

• AnOctober2011AssociatedPressarticle,“LiftDeathSpurredSchoolstoAction,”discussedchangestoaerialliftsafetyplansfollowingthedeathofUniversityofNotreDamestudentDeclanSullivanandthereleaseofthenewLiftUpRight.orgwebsite.ThearticlefeaturedanumberofURMIAinstitutionalmembers,includingArkansas State University.

Arthur J. Gallagher Risk Management Services• AffiliatememberArthur J. Gallagher Risk Management ServiceswasfeaturedinaFebruary9,2011,Chicago

Tribunearticle,“CollegesConsiderJumpinginHealthInsurancePool.”Thearticlediscussedthedecisionof11communitycollegesintheChicagolandareaanddownstatetocreateacooperativeinsurancepooltolowercostsforemployeehealthinsurancecoverage.ArthurJ.GallagherRiskManagementServicesorganizedtheinsurancepool.

Auburn University• Christine Eick,executivedirectorofriskmanagementandsafetyatAuburnUniversity,wasinterviewedfortheEcono-

mistIntelligenceUnit’sreport,FallGuys:RiskManagementintheFrontLine.Thereportdiscussedresultsofasurveyofalmost500riskexecutivestoassessthecurrentstateofriskmanagementanditsgrowingroleinallindustries.

Cornell University• Allen Bova,retireddirectorofriskmanagementandinsuranceatCornellUniversity,wasfeaturedinaMarch4,

2011,CornellDailySunarticle,“CampusPubMayOpeninFall.”Mr.Bovaprovidedtheriskmanagementperspectiveontheissueandexplainedthatriskmanagementwouldworkcloselywithstudentstoensurestudentsupport.

• AMarch17,2011,NewYorkTimesarticle,“WithCrises,UniversitiesWorryAboutStudentsAbroad,”featuredtheeffortsofanumberofcollegestoprotectandevacuatestudentsandfacultyabroadwhenfacedwithchaos.ThearticlediscussedCornell University’srelocationofstudentsinNewZealandafterastrongearthquakehitChristchurchandhighlightedsomeofthemanysafetyissuesandriskstocollegesanduniversities.

Cuyahoga Community College• TheMarch2011editionofFMGlobal’sReasonmagazineincluded,“StraightA’s:CuyahogaCommunityCollege,”

featuringThomas Somerville,riskmanagerandexecutivedirectorofbusinesscontinuityatCuyahogaCommunityCollege,andhisteam’ssuccessesintoday’sdifficulteconomicclimate.

FM Global• Mary Breighner,vicepresidentofglobalriskforhighereducationandhealthcareatFMGlobal,co-authoreda

September12,2011,RiskandInsurancemagazinearticle,“BusinessImpactAnalysisPreparesCollegeCampusesforTimesofCrisis.”Thearticlehighlightedhowcollegesanduniversitiescanuseabusinessimpactanalysis(BIA)inrespondingtocrisiseventsandtheneedtodevelopbusinesscontinuityplansbasedonsolidfinancialanalysiswellinadvanceofanydisaster.


LeClairRyan• InaSeptember27,2011,newsrelease,“ConsumeristParadigmHurtsAmericanHigherEducation,”Robert B.

Smith,partneratLeClairRyan,discussedtheparadigmofthe“customerisalwaysright”andhowitimpactshighereducation.ThearticlewasbasedonawebinarpresentedinconjunctionwiththeCenterforExcellenceinHigherEducationLawandPolicyatStetsonUniversityCollegeofLaw.

• ANovember29,2011,UniversityBusinessarticle,“The‘RuggedIndividualist’versusthe‘IvoryTower’,”featuredRob-ert B. Smith,partneratLeClairRyan.Thearticlediscussedhowusingabusiness-basedapproachmaynotfitwiththeprocessandgoalsofhighereducation.

Lipscomb University• OnJanuary5,2011,Kathy Hargis,directorofriskmanagementatLipscombUniversity,wasfeaturedinauniversity

pressreleasefollowingherOctober2010inductionasURMIA’ssecretary.• LipscombUniversity’scampusnewsfeaturedKathy Hargisinanarticle,“UniversityPrepsforEmergencieswith

Water,FoodStockpiles,RedCrossTraining,”highlightingtheuniversity’sincreasedeffortsin2011toboostemer-gencypreparednessandarrangeforprovisionsforupto1,500peoplelivingoncampusforfivedaysduringacrisis.

• InrecognitionofNationalPreparednessMonth,LipscombUniversityundertookafiresimulation,trainingforfac-ultyandstaff,andapublicrelationscampaignhighlightingtheuniversity’sreadiness.Inapressrelease,Kathy Hargisexplained,“Afterwitnessingthedevastationduetonaturaldisastersaroundtheworldoverthelastfewyears,LipscombUniversityadministratorsresolvedmorethanayearagotosignificantlyboostemergencypreparednessoncampus.”

New York University• AFebruary2,2011,PropertyCasualty360article,“EgyptTurmoilProvidesRiskManagementLessonforEvacuated

NYUStudents,”featuredMichael Liebowitz,directorofinsuranceandriskmanagementofNewYorkUniversity(NYU).Mr.LiebowitzdescribedNYU’ssafeevacuationof60studentsandstaffworkingatanarchaeologicaldiginEgyptduringmassiveanti-governmentprotests.

The Ohio State University• AJanuary3,2011,InsideHigherEdarticle,“ExpandedViewofTravelLiability,”featuredMark Briggs,chiefrisk

officeratTheOhioStateUniversity.ThearticlediscussedarulingonpolicycoveragebytheOhioSupremeCourtinresponsetoa2007buscrashthatkilledfiveBlufftonUniversitybaseballplayers,aswellasthedriverandhiswife.

• AnOctober2,2011,WashingtonPostarticle,“U-Va.BansFireplacesinSomeHistoricRoomsBecauseofSafetyConcerns,”featuredMark Briggsinitsdiscussionofhow,forthefirsttimein200years,theUniversityofVirginiabannedtheuseoffireplacesin106rooms.Workersfounddamagetochimneyliningsandmortarduringaroofres-torationproject;compoundingthepotentialriskwasthelayoutoftheroomsandalackofsprinklers.

Oklahoma State University• AJuly24,2011,BusinessInsurancearticle,“SocialMediaHasSchoolsonDefense,”featuredMike Bale,directorof

riskmanagementatOklahomaStateUniversity.Thearticlediscussedthepotentiallegalimplicationsfacingcollegesanduniversitiesmonitoringstudentathletes’socialmediaaccountsandbehavior.

The Pennsylvania State University• AJanuary10,2011,BusinessInsurancearticle,“RiskManagersFeeltheSqueeze,”featuredGary W. Langsdale,univer-

sityriskofficeratThePennsylvaniaStateUniversity.Thearticlediscussedhowriskmanagershavecopedwithshrinkingbudgetsthroughtravelrestrictionsandstaffreductionsratherthanthroughcutsonlosscontrolorsafetyefforts.

• AJuly24,2011,BusinessInsurancearticle,“SocialMediaHasSchoolsonDefense,”featuredGary W. Langsdaleinitsdiscussionofthepotentiallegalimplicationsfacingcollegesanduniversitiesmonitoringstudentathletes’socialmediaaccountsandbehavior.

• David Snowe,insurancemanageratThePennsylvaniaStateUniversity,wasfeaturedinaSeptember12,2011,RiskandInsurancemagazinearticle,“BusinessImpactAnalysisPreparesCollegeCampusesforTimesofCrisis.”Mr.Snoweexplainedtheuniversity’sgoalsinthedevelopmentofitsbusinessimpactanalysis(BIA):“WebelievedaBIAfitclearlyintoourenterpriseriskmanagementprogram,andtheriskmanagementdepartmentwaslookingtoiden-tifythecriticalpathsthatledtobothsolutionsintheeventofadisasterandwhatthebottleneckstothosesolutionswere,aswellastofocusandprioritizeourbusinesscontinuityexposures.”


URMIA’s 2011-2013 Strategic Plan

Southern Methodist University• Anita C. Ingram,associatevicepresidentofpoliceandchiefriskofficeratSouthernMethodistUniversity(SMU),

wasfeaturedinaSeptember12,2011,RiskandInsurancemagazinearticle,“BusinessImpactAnalysisPreparesCollegeCampusesforTimesofCrisis.”Ms.IngramdescribedhowSMUusedtheresultsfromitsbusinessimpactanalysis(BIA):“TheBIAwasveryaffirmingforus.Wethoughtweknewwheretoplaceourpriorities,buthavingoutsideexpertsvalidatethosethoughtswasextremelyhelpful.”

Temple University• AMarch17,2011,NewYorkTimesarticle,“WithCrises,UniversitiesWorryAboutStudentsAbroad,”featured

Temple University’seffortstoevacuatestudentsfromitslargebranchcampusinTokyoafterthedevastatingJapa-neseearthquakeinMarch.

Texas Tech University System• AnOctober2011AssociatedPressarticle,“LiftDeathSpurredSchoolstoAction,”discussedchangestoaerialliftsafety

plansfollowingthedeathofUniversityofNotreDamestudentDeclanSullivanandthereleaseofthenewLiftUpRight.orgwebsite.ThearticlefeaturedanumberofURMIAinstitutionalmembers,includingTexas Tech University System.

Tulane University• AnOctober2011AssociatedPressarticle,“LiftDeathSpurredSchoolstoAction,”discussedchangestoaerialliftsafety

plansfollowingthedeathofUniversityofNotreDamestudentDeclanSullivanandthereleaseofthenewLiftUpRight.orgwebsite.ThearticlefeaturedanumberofURMIAinstitutionalmembers,includingTulane University.

University of Arizona• InrecognitionofNationalPreparednessMonth,LipscombUniversityundertookanumberofeventsandapublic

relationscampaignhighlightingtheuniversity’sreadiness.ALipscombUniversitypressreleaseabouttheeventsfeaturedSteven C. Holland,assistantvicepresidentforriskmanagementservicesattheUniversityofArizona.Mr.Hollandexplained,“Thebiggestchangeisthatuniversitiesareallcomingtotheconclusionthatemergencyprepara-tionisn’tjustaone-manshop.Itrequiresalotofpartnerswithintheuniversity,aswellasoutsideagencies.”

University of Florida• AnOctober2011AssociatedPressarticle,“LiftDeathSpurredSchoolstoAction,”discussedchangestoaerialliftsafety

plansfollowingthedeathofUniversityofNotreDamestudentDeclanSullivanandthereleaseofthenewLiftUpRight.orgwebsite.ThearticlefeaturedanumberofURMIAinstitutionalmembers,includingtheUniversity of Florida.

University of Kansas• AnOctober2011AssociatedPressarticle,“LiftDeathSpurredSchoolstoAction,”discussedchangestoaerialliftsafety

plansfollowingthedeathofUniversityofNotreDamestudentDeclanSullivanandthereleaseofthenewLiftUpRight.orgwebsite.ThearticlefeaturedLori Williams,associateathleticsdirector,riskmanagement,attheUniversityofKansas.

University of Wisconsin• ADecember13,2011,WisconsinStateJournalarticle,“InWakeofScandals,UWSystemEyesPoliciesonContact

WithMinors,”featuredtheUniversity of Wisconsin System’sreviewofpoliciesregardingemployeeandvolunteercontactwithminorsoncampusandcrimereporting.Accordingtoa2009review,theUWSystem’s26campusesof-fermorethan750campsandclinicseachyearforminors,enrollingmorethan50,000children.

Honors and AwardsRisk and Insurance 2011 Power Brokers

• CongratulationstoEric Pan,areaassistantvicepresidentatArthurJ.GallagherRiskManagementServices,andChristopher Schwyter,seniorvicepresidentatWillis,whowerenamedbyRiskandInsuranceas2011PowerBrokerwinnersintheeducationcategory.

• AlsonamedasfinalistswereChris Duble,executivevicepresidentatFredC.Church;John Watson,executivedirec-tor,highereducationpracticeatArthurJ.GallagherRiskManagementServices;andScott Wightman,areaexecu-tivevicepresidentatArthurJ.GallagherRiskManagementServices.


URMIA’s 2011-2013 Strategic PlanADVANCE...

Strategic Direction #1: Organizational SustainabilityURMIAwillstrivetomeettheneedsofthepresentassociationwithoutcompromisingtheabilitytomeetfutureneedsbybuild-ingasoundfinancialplanandthroughprioritizationofprogramsandservices.Expectedoutcomesinthenextthreeyearsinclude:

• URMIAwilldedicateresourcesandfundingforprioritiesidentifiedbythemembership.• URMIAwillseeagrowthinmembershipinallcategories.• URMIAwillreceivefavorablefeedbackfromitsmembershipregardingitsstrategicdirection.• URMIAwillcontinuetostreamlineanddevelopbetteroperatingpoliciesandpractices.

Strategic Direction #2: URMIA Brand Awareness and OutreachURMIAwillbearecognizedvoiceandcrediblesourceofinformationandknowledgeinadvancingtheawarenessofriskmanagementinhighereducation.Expectedoutcomesinthenextthreeyearsinclude:

• URMIAwillseeanincreaseinthefrequencyofspeaker/presenteropportunitiesfrompeerassociationsandinstitutions.• URMIAwillhavearobustspeakerbureau.• URMIAwillhavearecognizedpresencewithotherhighereducationinstitutions.

Strategic Direction #3: Enhance Higher Education Risk Management EducationURMIAwillimprove,promote,andfacilitatethedisseminationofriskmanagementinformationthroughimprovementstoitswebsite,library,andavailableriskmanagementresources.Expectedoutcomesinthenextthreeyearsinclude:

• URMIAwillmakeasignificantcontributiontotheknowledgebaseofhighereducationriskmanagementtopics.• Institutionalriskmanagerswillhavegreateraccesstoresourcesandinformationinmanydifferentformats.• URMIAwillcollaboratewithpeerorganizationsandothergroupstoadvancebestpracticesandknowledgeof

highereducationriskmanagementtopicsandissues.

Strategic Direction #4: Monitor Public Policy Involving Higher Education Risk ManagementURMIAwillcontinuetomonitorpublicpolicyonevolvingriskmanagementissuesinhighereducation.Expectedoutcomesinthenextthreeyearsinclude:

• URMIAwillcontinuetobearesourceforitsmembership,informingandeducatingaboutfederallegislationandregulations.• URMIAwillinfluenceandcontributetolaws,publicpolicies,andregulationsgoverningriskmanagementpractices

inhighereducationasappropriate.

Strategic Direction #5: Expand URMIA’s Boundaries InternationallyURMIAwillexpandoutsideourdomesticborderstobuildallianceswithinternationalpartnersthatinfluenceriskmanage-mentpracticesinternationally.Expectedoutcomesinthenextthreeyearsinclude:

• URMIAwillcontributetobestpracticesthatgovernriskmanagementpracticesinhighereducationfromaninternationalperspective.• URMIAwillberecognizedbyglobalassociations/organizationsasaleaderinhighereducationriskmanagement.• URMIAwillbuilditsinternationalmembership.

URMIA’sleadershaverevisedthethree-yearstrategicplantohelpaddressneweconomicrealities.OurtaskistopositionURMIAforexcellenceinpriorityareastoensureongoingoperationalandfinancialhealth.Overthelastfiveyears,URMIAhasgrowninmembershipandfacilitiesandhasimplementednewprogramsandopportunitiestoequiphighereducationriskmanagersforthefuture.MemberduesandeventsponsorshipshavesupportedURMIA’smissionanditsgrowth,butwecouldnothaveac-complishedanyofthiswithouttheeffortsofURMIA’sgreatestasset–itspeople.


Your Career: How to Get InvolvedADVANCE...

Committee WorkTheeffortsofURMIA’scommitteesandtaskforcesareguidedbyourstrategicplan.Committeesplanconferences,connectwithotherorganizations,buildmembership,planURMIA’sbudgets,andmovetheorganizationforward.

URMIAisanassociationbuiltbyandforitsmembers.Thissectionhighlightsthemanywaysmemberscangetmoreinvolvedintheassociation.URMIAmembersshouldcontacttheURMIANationalOffice,aboardofdirectorsmember,oracommitteechairtogetstarted.

Annual Conference Committee (2012)Committee Co-Chairs: AnneN.Gregson,UniversityofRhodeIslandMelissaA.Meo,ARM,AIC,BrownUniversityBoard Liaison:JoyceFred,MBA,MPA,ARM,CIC,TulaneUniversity

Annual Conference Committee (2013)Committee Co-Chairs: SteveHolland,DRM,CRM,ARM,UniversityofArizonaRuthUnks,ARM,DRM,MaricopaCountyCommunityCollegeDistrictBoard Liaison: AnitaC.Ingram,ARM,MBA,MTS,SouthernMethodistUniversity

Affiliates CommitteeCommittee Chair: JoanD.Rupar,ChartisBoard Liaison: GaryW.Langsdale,ARM,ThePennsylvaniaStateUniversity

Communications CommitteeCommittee Co-Chairs: MichaeleDeHart,SyracuseUniversityNigelWilson,ASA,AmericanAppraisalBoard Liaison: TroyHarris,WestmontCollege

Finance CommitteeCommittee Co-Chairs: EllenShewHolland,ARM,UniversityofDenverTarynL.(Terri)Wiskirchen,MBA,Embry-RiddleAeronauticalUniversityBoard Liaison: MargaretTungseth,CPA,MBA,DRM,CentralCollege

Government and Regulatory Affairs CommitteeCommittee Chair: DavidPajak,ARM,SyracuseUniversityBoard Liaison: MarjorieF.B.Lemmon,ARM,CPCU,YaleUniversity

Honors CommitteeCommittee Chair: LarryV.Stephens,AIC,ARM,CPCU,AAM,DRM,IndianaUniversity

Inter-Association Alliances CommitteeCommittee Chair: PaulD.Pousson,ARM,UniversityofTexasSystemBoard Liaison: DonnaMcMahon,MBA,MS,UniversityofMaryland,CollegePark

International CommitteeCommittee Chair: ChristineEick,EdD,ARM,DRM,AuburnUniversityBoard Liaison: D.JeanDemchak,CPCU,MarshUSAInc.

Membership CommitteeCommittee Chair: SamuelFlorio,JD,SantaClaraUniversityBoard Liaison: BarbaraSchatzer,MBA,ARM,UniversityofSanDiego

Nominating CommitteeCommittee Chair: MikeBale,ARM,CRM,DRM,OklahomaStateUniversity

Professional Development CommitteeCommittee Chair: NakeschiWatkins,YeshivaUniversityBoard Liaison: KimberlyMiller,BowlingGreenStateUniversity

Knowledge Management Task Force (Retiredin2012)Committee Chair: JulieC.Baecker,UniversityofAlaskaBoard Liaison: MeganAdams,Esq.,PrincetonUniversity

Total Cost of Risk Task Force (Retiredin2012)Committee Chair: BarbaraA.Davey,UniversityofNotreDameBoard Liaison: GaryW.Langsdale,ARM,ThePennsylvaniaStateUniversity


Learning EventsURMIA’sregionalandannualconferencesgiveattendeesdirectaccesstoleadersinthefieldandsubjectmatterexpertsinhighereducationriskmanagement.The2011regionalconferenceswelcomed363attendees,andtheURMIAAnnualCon-ferencewitnessedarecordnumberofattendeeswith565participants.

2011 Regional and Annual Conference Schedule• April26,2011-NortheasternRegional,NavigatingHigherEducationRisks:ABeacontoGuideYouOvertheHill,Boston,MA• May16-17,2011-SouthwesternRegional,WhentheWindComesSweepin’DownthePlains,OklahomaCity,OK• June16-17,2011-MidwesternRegional,TheWindyCity:ExploringRiskSince1790,Chicago,IL• September10-14,2011-URMIA’s42ndAnnualConference,ExpeditionRisk!,Portland,OR

2012 Regional and Annual Conference Schedule• February28-29,2012-SoutheasternRegional,WeatheringYourRisksinHotlanta!,Atlanta,GA• March19-20,2012-WesternRegional,ThreatAssessment:AreYouPrepared?,Boise,ID• April10,2012-NortheasternRegional,ManagingRiskIsEveryone’sJob:CreatingaCultureofRiskManagement,Babson

Park,MA• May17-18,2012-MidwesternRegional,BrewingUptheBestinRiskManagementSolutions,Milwaukee,WI• September29-October3,2012-URMIA’s43rdAnnualConference,GuidingYouAcrosstheOceanofRisk,Providence,RI

Presentation Proposals and Article SubmissionsSubmit a PresentationEachyear,URMIA’sAnnualConferenceCommitteereleasesitscallforpresentationsinlate-Novembertoearly-December.URMIAencouragesallmemberstoconsidersubmittingapresentationproposal.

• Annualconferencepresentationproposalsaredueintheearlyspring.ReviewtheURMIAwebsiteforcompleteinformationanddeadlines.

• Allsubmissionsshouldincludeatleastonepresenterfromaninstitutionofhighereducationandshouldlimitthetotalnumberofpresenterstothreeorless.

• Presentationsmustnotsellaproductorservice.• Interactivesessionsandworkshopsareespeciallyencouraged.

Submit an ArticleMemberscansharetheirchallengesandsuccesseswiththeircolleaguesandfurtherbuildtheprofessionofhighereducationriskmanagementbysubmittinganarticleforoneofURMIA’smajorpublications,theURMIAJournalandURMIAInsights.

• URMIAJournal:TheURMIAJournalisaprofessionalpublicationthatisproducedannuallyanddistributedtoeverymemberofURMIA,aswellasanumberofpeerorganizationsandthepress.Thispublicationfeaturesin-deptharticlescoveringawiderangeoftopics,includinghottopicsinriskmanagementandcasestudiesofbestpracticesthathavebeenimplementedoncampuses.Thecallforarticlesubmissionsclosesinthespring,andtheURMIAJournalispublishedeachsummerpriortotheannualconference.

• URMIAInsights:URMIA’sonlinenewsletter,URMIAInsights,isamonthlypublica-tionthatfeaturesbriefarticlesandnewsitemsonthelatestupdatesinhighereduca-tionriskmanagement.Guest-authoredarticlescovermanydifferenttopicsbasedoncurrentissuesinhighereducationandtheauthors’areasofexpertise.Articlesaretypicallyshortandprovidelinkstofurtherinformationforinterestedreaders.Tosubmitanitemforconsideration,membersshouldcontacttheURMIANationalOffice.


Your Association: A Look to the FutureADVANCE...

Development of a Risk Management CurriculumOneofURMIA’sstrategicdirectionsfor2011-2013istoenhancecampusriskmanagementeducationbyimproving,promot-ing,andfacilitatingthedisseminationofriskmanagementinformationthroughimprovementstotheassociation’swebsite,library,andavailableriskmanagementresources.In2012,theProfessionalDevelopmentCommitteewillalsobegindevelop-mentofahighereducationcorecurriculuminsupportofthisstrategicgoal.

Curriculumwillbedevelopedfortwomajoraudiences:• Thoseriskmanagerswhoarenewtohighereducation• Thoseriskmanagerswhoarenewtothefieldofriskmanagement

TheProfessionalDevelopmentCommitteehasstartedasub-committeetofocusspecificallyonoutliningeducationalcontentbasedonthetargetaudiences,developingresources,andidentifyinganyinformationgapsthatexist.Theresultingresourcelists,links,andeducationaltoolswillformafoundationalriskmanagementtoolkit,whichwillbeusefultomembersforyearstocome.

Manyneweducationalopportunitieswillstemfromthisproject,somembersshouldstaytuned!

Launch of Higher Education Risk Management WeekIn2012,theURMIACommunicationsCommitteewilllaunchURMIA’sfirsteverweekdedicatedtopromotingriskmanagementoncampusesacrosstheUnitedStatesandaroundtheworld.RiskyBusiness:AWeekFocusingonRiskManagement’sContributionstoHigherEducationisdesignedtohelpourmemberssharethevalueofcampusriskmanagementandrecognizetheprofessionalswhoworktoprotectstudents,faculty,staff,andtheinstitutionstheyserve.

RiskyBusinessweekwillhighlightthefactthatcampusriskmanagementiseveryone’sjob,allyearlong.Goalsoftheweekareto:

• Communicatethebenefitsofeffectiveriskmanagementtomembers’campusesandthestakeholdersriskmanagersserve

• Forgerelationshipsamongcampuspartnersandleaderstobuildacultureofriskmanagement

• Introducecolleaguesandleaderstoriskmanagement’smanyaccomplishmentsandencourageotherstoembraceriskmanagementprinciplesthroughouttheyear

TosupportourmembersinbringingRiskyBusinessweektotheircampuses,URMIAwillprovidethefollowingtoolsandresources:

• AwebsiteanddiscussionboarddedicatedtoRiskyBusiness• FreewebinarstohelpourmembersplantheirownRiskyBusinessweekevents• Freewebinarsonhottopicsinhighereducationriskmanagementthatwillbeopentoourmembers,theircolleagues,

leaders,andothercampusstakeholders• Print-on-demandmaterials,includingposters,flyers,andotherdirectmailpieces• Samplee-mails,pressreleases,andlogos• PowerPointtemplatesthatcanbemodifiedtoincludeinstitution-specificinformation• Guidanceonholdinglunchandlearnsessionsonmembercampuses• Frequentlyaskedquestionsandelevatorspeeches

Financial Statements*


Financial Statements*APPENDIX...

Statement of Operations 2011 2010 2009RevenueDues $342,850 $333,390 $270,724Conferencerevenue $570,622 $539,643 $495,282Regionalconferencerevenue $104,797 $123,652 $80,472Otherrevenue $40,188 $36,023 $29,802Unrealizedgain/lossoninvestments ($30,746) $46,411 $87,632Total Revenue $1,027,711 $1,079,119 $963,912

ExpenseGeneralandadministrativeexpense $360,143 $361,075 $327,464Boardexpense $43,245 $35,505 $36,457Committeeexpense $36,396 $48,470 $34,339Publicationsexpense $14,816 $13,188 $10,087Annualconferenceexpense $336,318 $355,914 $344,683Regionalconferenceexpense $65,309 $73,349 $53,033Total Expense $856,227 $887,501 $806,063Revenue Over Expense $171,484 $191,618 $157,849

Statement of Position 2011 2010 2009AssetsCashinbank $406,698 $530,553 $367,510Accountsreceivable - $24,294 $32,150Investments $771,583 $524,871 $457,627Prepaidexpenses $54,760 $6,803 $4,489Total current assets $1,233,041 $1,086,521 $861,776Fixedassets(net) $9,291 $14,596 $19,928Total Assets $1,242,332 $1,101,117 $881,704

Liabilities and Net AssetsAccountspayable $7,654 $13,973 $12,481Payrolltaxespayable,conf. $6,270 $11,409 $11,049Unearnedduesandsponsorshiprevenue $298,558 $317,368 $291,425Total Liabilities $312,482 $342,750 $314,955Unrestrictednetassets $929,850 $758,367 $566,749Total Liabilities and Net Assets $1,242,332 $1,101,117 $881,704

*Figures are unaudited. Full financial statements are available on request.

URMIA NATIONAL OFFICEPO Box 1027

Bloomington, IN 47402

Website: www.urmia.orgPhone: 812-855-6683

E-Mail: [email protected]

For more information...URMIA ANNUAL REPORT 2011

UNIVERSITY RISK MANAGEMENT AND INSURANCE ASSOCIATION

URMIA Annual Report, 2011

Documents

urmia annual report

urmia mission

advance urmias2011

build aprofessionalnetwork

university risk management

appendix financialstatements