Original Broadcast Date: May 18, 2023.

Summary: Nonprofit organizations have a board of directors who are responsible for overseeing their business activities. When something goes wrong, board members and other officers may be held personally responsible and their resignation may not be enough!  

Whether you run a family-owned business, charity group, religious or educational institution or community association, there are things you need to know when it comes to mitigating your exposure to risk. In this webinar, we cover: 

  • What directors’ and officers’ liability coverage is 
  • Why it is important for non-profit organizations to have this coverage  
  • A high-level overview of the claims process  
  • Some real-life claims examples  

Webinar recording

Resources from webinar

Webinar Slide Deck
Liability Insurance
Community Guard Insurance Coverage for Non-Profits
Co-operators Online Resource Centre

About the presenters

Erin Caleval, Financial Advisor, Erin & Associates Insurance Inc 

Erin began her finance career with the Canada Revenue Agency (CRA) in public accounting, where she learned a lot – including that she hates spreadsheets. In 2009, she joined Co-operators and in 2012 completed her Certified Financial Planner (CFP) designation and loves working in Farm and Commercial. Currently, Erin is managing three Co-operators locations in Southern Saskatchewan. When she is not busy with insurance, Erin enjoys long walks on the beach and wine for breakfast!  

Alex Delvand, Financial Advisor, Delvand Insurance Agency Ltd 

Alex Delvand has been with the Co-operators General Insurance Company for 18 years with 15 of those as a Financial Advisor / Agency Owner. He and his agency are highly committed to the values and principles of co-operatives, particularly principle#7, concern for community. Alex is very active in the community; involved in humanitarian, commerce, art, and culture support activities. He also specializes in Co-operators’ “Community Guard” and “Co-op Guard” insurance programs, specifically designed for non-profit organizations and Co-operatives. 

Lisa Lawson, Claims Representative III, Bodily Injury 

Lisa Lawson began her insurance career in 1987 in a multi-line insurance culture. As her career unfolded, her focus has been in commercial with the handling of older, complex litigation matters.  

Nicole Sabo, National Specialist, Commercial & Farm Bodily Injury 

Nicole Sabo has worked at Co-operators for 23 years and has spent most of her time in the injury department. For 10 years, she was a Unit Specialist and for the last 3 years, she has been a National BI Specialist leading the Commercial and Farm team.  

This was the best webinar from Charity Village I have attended. I was glued to my screen the whole time. And 18 months into the pandemic and after watching a zillion webinars, my engagement was a testament to the quality of the speakers and the topic. Thank you and well done!

– Past CharityVillage Webinar Participant