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2025-07-25 13:00:00

2 Credits

Insurance essentials and legal risk management strategies for nonprofit and faith-based organizations, covering liability, governance, and abuse prevention.

2025-07-25 13:00:00

Insurance essentials and legal risk management strategies for nonprofit and faith-based organizations, covering liability, governance, and abuse prevention.

2025-07-25 13:00:00

1000+

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn essential insurance coverage requirements, fiduciary responsibilities, child abuse prevention protocols, and the ministerial exception defense for nonprofit and faith-based organizations.

What will you gain

Attorneys will gain practical strategies for managing nonprofit risk, coordinating with insurance professionals, and protecting organizations and board members from liability.

Fiduciary Duties
Board members must act in good faith with ordinary care.
Conflicts of Interest
Personal interests cannot prevail over the nonprofit organization’s interest.
Child Protection
Implement screening, training, and supervision protocols with permanent record retention.
Ministerial Exception
Religious employees performing ministerial functions are exempt from Title VII claims.
D&O Insurance
Every nonprofit should purchase coverage protecting directors from personal financial losses.
Contractual Liability
Formalize vendor relationships and require subcontractor insurance documentation.

What will you learn

Attorneys will learn essential insurance coverage requirements, fiduciary responsibilities, child abuse prevention protocols, and the ministerial exception defense for nonprofit and faith-based organizations.

What will you gain

Attorneys will gain practical strategies for managing nonprofit risk, coordinating with insurance professionals, and protecting organizations and board members from liability.

Agenda

Session 1

Understanding Insurance Risk in the Nonprofit Sector

Session 2

Top Legal and Insurance Issues for Faith-Based Clients

clock 1:00 pm - 2:00 pm EST

Understanding Insurance Risk in the Nonprofit Sector

James R. Forrest

Michael Best & Friedrich LLP

Dustin Gaines

My Church Law Firm

James Dick

Arthur J. Gallagher & Co

This session explores the fundamental insurance products every nonprofit needs, including general liability, property, D&O, and EPLI coverage. Attendees will learn about board member fiduciary responsibilities, conflict of interest management, and critical indemnification provisions that protect both organizations and their leaders.

James R. Forrest

Michael Best & Friedrich LLP

Dustin Gaines

My Church Law Firm

James Dick

Arthur J. Gallagher & Co

clock 2:10 pm - 3:10 pm EST

Top Legal and Insurance Issues for Faith-Based Clients

James R. Forrest

Michael Best & Friedrich LLP

Dustin Gaines

My Church Law Firm

James Dick

Arthur J. Gallagher & Co

This session examines substantive coverages like facility use agreements and emerging insurance trends affecting faith-based organizations since COVID. Participants will explore key legal issues including nonprofit M&A, bylaws compliance, abuse allegation response protocols, and practical best practices for managing contractual and cyber-related exposures.

James R. Forrest

Michael Best & Friedrich LLP

Dustin Gaines

My Church Law Firm

James Dick

Arthur J. Gallagher & Co

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

James R. Forrest

Michael Best & Friedrich LLP

Dustin Gaines

My Church Law Firm

James Dick

Arthur J. Gallagher & Co

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.

Recognition & Leadership

Named North Carolina's Legal Elite by Business North Carolina Magazine, as well as a Super Lawyer by Super Lawyers Magazine.

Professional Involvement

He has been involved with numerous organizations 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.

Experience

Prior to joining Michael Best in 2022, James worked for two leading corporate firms before founding Forrest Firm in 2011. Under his leadership, Forrest Firm grew to seven offices across North Carolina, 50+ team members, and served thousands of clients over its 11-year history. In 2022, Forrest Firm combined with Michael Best to meet the needs of the firm's growing client base. He represents numerous faith-based organizations 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.

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.

Recognition & Leadership

Named North Carolina's Legal Elite by Business North Carolina Magazine, as well as a Super Lawyer by Super Lawyers Magazine.

Professional Involvement

He has been involved with numerous organizations 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.

Experience

Prior to joining Michael Best in 2022, James worked for two leading corporate firms before founding Forrest Firm in 2011. Under his leadership, Forrest Firm grew to seven offices across North Carolina, 50+ team members, and served thousands of clients over its 11-year history. In 2022, Forrest Firm combined with Michael Best to meet the needs of the firm's growing client base. He represents numerous faith-based organizations 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.

Dustin Gaines

My Church Law Firm

Dustin focuses his practice on litigation matters related to churches, schools, and non-profit organizations, with a robust history of defending religious nonprofit organizations during government investigations brought by state attorneys general and other government oversight bodies.

Experience

He has a diverse practice focusing on general civil litigation matters and constitutional/religious liberties matters. He 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 through resolution whether by trial, arbitration, settlement, dismissal, or appeals.

James Dick

Arthur J. Gallagher & Co

A commercial insurance advisor who has spent his entire career working with religious ‘life transformation’ organizations and housing on their corporate insurance and risk management programs.

Education & Credentials

Chartered Property and Casualty Underwriter (CPCU) and Accredited Advisor in Insurance (AAI). Graduated magna cum laude from Washington and Lee University.

Recognition & Leadership

In 2025, he was recognized by Risk and Insurance Magazine as a Power Broker in the Nonprofit sector.

Experience

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 and advises these associations and member organizations on their corporate insurance, claim, and insurance market trends.

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Price varies based
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Ability to Ask Questions During
the Presentation via a Chat Box
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Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastering nonprofit insurance and risk management is essential for legal practitioners to protect organizations and their leaders from significant financial liability, regulatory action, and reputational harm.
63%
Of nonprofit organizations reported a D&O liability claim in the past 10 years—two times higher than the for-profit sector. (Towers Watson Directors & Officers Liability Survey, as cited by Embroker and California Nonprofits Insurance)
$5B+
Catholic dioceses and men’s religious orders have spent over $5 billion on clergy sexual abuse claims involving minors over the past two decades. (Georgetown University Center for Applied Research in the Apostolate, 2025)
79%
Of insurance brokers are seeing premium increases of 25% or more for their nonprofit clients, up from 62% in 2020. (Nonprofits Insurance Alliance 2024 State of the Market Survey)
1.9M
Registered nonprofit organizations operate in the United States, representing 9.9% of all private-sector employment. (IRS Business Master File / National Center for Charitable Statistics)

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Requirements

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