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Session I - Understanding Insurance Risk in the Nonprofit Sector – Dustin Gaines
This session provides a focused outline of the essential insurance coverage needed by nonprofit organizations. Attendees will learn about the unique risks nonprofits face and how general liability, property, Directors and Officers (D&O), and employment practices liability insurance (EPLI) can help manage those risks. The session will cover key considerations for each policy type, including governance and indemnity issues in organizational documents, coverage for volunteer and public-facing activities, property protection, and claims related to employment practices. By the end of the hour, participants will gain a practical framework for advising nonprofit clients on selecting and tailoring insurance coverage to fit their operational and legal needs.
Key topics to be discussed:
Session II - Top Legal and Insurance Issues for Faith-Based Clients – James R. Forrest, James Dick
Industry experts from Michael Best, James Forrest, and Gallagher, James Dick, will share their insights on key insurance and legal issues impacting churches, religious schools, and religious non-profits. They will discuss the latest trends, challenges, and strategies that these organizations face in navigating complex legal landscapes. This session will provide valuable guidance to those working in or with religious organizations, helping them better understand how to manage legal risks and insurance requirements.
Key topics to be discussed:
Date / Time: July 25, 2025
Closed-captioning available
James R. Forrest | Michael Best & Friedrich LLP
James is a trusted M&A advisor and corporate counsel to companies, entrepreneurs, C-level executives, faith-based organizations, and non-profits around the country. He routinely works with executives to manage annual legal budgets, develop risk management strategies, and proactively implement legal initiatives.
In addition to his traditional corporate practice, James represents numerous faith-based organizations across the country and regularly assists them with corporate governance matters, bylaws, contracts, mergers and acquisitions, data privacy issues, financings, intellectual property matters, employment matters, abuse allegations, children’s policies, facility use policies, property tax exemptions, waivers, counseling issues, insurance matters, document retention policies, real estate matters and security policies.
Prior to joining Michael Best in 2022, James worked for two leading corporate firms before founding Forrest Firm in 2011. Forrest Firm experienced tremendous growth during its 11-year history based on its highly client-centric approach to legal services, focusing on predictable fees, responsiveness, and proactive solutions. Under James’ leadership, Forrest Firm grew to seven offices across North Carolina, 50+ team members, and served thousands of clients. In 2022, Forrest Firm combined with Michael Best in order to meet the needs of the firm’s growing client base. James has received numerous awards, including being named North Carolina’s Legal Elite by Business North Carolina Magazine, as well as a Super Lawyer by Super Lawyers Magazine.
Outside of his law practice, James dedicates considerable time to community leadership and support. He has been involved with numerous organizations throughout his career, including First Tee of the Triangle, the Duke DREAM Campaign, the Greater Durham Chamber of Commerce, Kidznotes, Inc., the Durham Symphony Orchestra, Durham CrimeStoppers, Leadership Triangle, Leadership Durham, Mission Triangle, Corporate Chaplains of America, the Association for Corporate Growth, NC Volunteer Lawyers for the Arts, Durham Rescue Mission, Duke Children’s Hospital and the Raleigh Rescue Mission.
Dustin Gaines | My Church Law Firm
Dustin focuses his practice on litigation matters related to churches, schools, and non-profit organizations. His practice experience also reflects a robust history of defending religious nonprofit organizations during government investigations brought by state attorneys general and other government oversight bodies.
He has a diverse practice that focuses on general civil litigation matters and constitutional/religious liberties matters. Dustin is an experienced litigation attorney who handles cases from intake to evaluation and discovery, including expert and fact witness depositions, motion and briefing practice, and eventually all the way through resolution, whether it be through trial, arbitration, settlement, and dismissal, including appeals.
James Dick | Arthur J. Gallagher & Co
A commercial insurance advisor, James has spent all of his career working with religious “life transformation” organizations and housing on their corporate insurance and risk management programs. He has taught risk management best practices on a variety of safety and insurance topics to audiences across the United States. He helps manage several regional and national programs where Gallagher is the association insurance partner. James advises these associations and member organizations on their corporate insurance, claim, and insurance market trends. In 2025, he was recognized by Risk and Insurance Magazine as a Power Broker in the Nonprofit sector. James is a Chartered Property and Casualty Underwriter (CPCU and an Accredited Advisor in Insurance (AAI). He graduated magna cum laude from Washington and Lee University and lives in New York’s Capital Region with his family.
Session I – Understanding Insurance Risk in the Nonprofit Sector | 1:00pm – 2:00pm
Break | 2:00pm – 2:10pm
Session II – Top Legal and Insurance Issues for Faith-Based Clients | 2:10pm – 3:10pm
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved via Attorney Submission
2.5 General Hours
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Substantive
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General minutes
Approved for CLE Credits
2.4 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Not Eligible
2 General Hours
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Law & Legal Hours
Pending CLE Approval
2.4 General
Pending CLE Approval
2.4 General
Pending CLE Approval
2 General
only $395 yearly
only $395 yearly