G2 Blog

Lauren Erickson
  1. Insurance 101 for Nonprofits

Amalgamated Bank and G2 teamed up for a webinar titled “Insurance 101 for Nonprofits” aimed at demystifying insurance concepts, purpose and terminology for nonprofit organizations. Maura Keaney, VP of Commercial Banking at Amalgamated Bank, hosted the session. The presenters included: Lauren Erickson, VP, Nonprofit Practice, G2 Mark Battat, VP, Personal Risk Management, G2 Cynthia Jenkins, VP, Family Office Executive, G2 This webinar provided guidance and practical takeaways, including how to better: Understand insurance vs. risk management Identify what a modern, […]

Lauren Erickson
  1. Rethinking Risk for Nonprofits

G2 recently hosted a webinar titled “Rethinking Risk: Operational and Financial Success for Nonprofits in a Post-Pandemic World.” The session was a robust discussion about post-pandemic vulnerabilities nonprofit organizations should consider, including business models, investments, fundraising and reputation. The moderator was William Jarvis, Managing Director, Market Strategy and Delivery Executive of Bank of America Private Bank. Panelists included: Howard Chi, COO of San Francisco SPCA Kim Meredith, CEO of San Francisco General Hospital Foundation Al Fine, Director of Risk Management, […]

Todd McCormack
  1. 2020 Year in Review

With all the challenges of this past year, we remain proud of our Associates and business partners, thankful for our clients and community, and humbled by all those who supported our team through difficult times. Now, we look forward to a new year as we work confidently to protect all who are dear to us. Click below to read the full letter from our Co-CEOs:

Shirley Gordon
  1. Why it’s time to review your Life Insurance

Winged Keel is a highly specialized partner that G2 engages for advice and client assistance in this important wealth planning area. G2’s Personal Risk Management team provides comprehensive property and liability solutions for risks at every stage of life. In helping our clients anticipate risk changes, it is important to review life insurance plans at key intervals. Given the profound impact of low interest rates on traditional life insurance policies, now is a perfect time.