Category: Risk Management

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, […]

Steve Dascole
  1. G2 Adds Family Office & Wealth Advisory Practice

G2 continues to expand its Personal Risk Management division by adding a Family Office & Wealth Advisory practice, led by industry expert, Shirley Gordon. Shirley partners primarily with wealth advisors, attorneys, and CPAs on personal risk management.   She delivers in-depth discovery, custom insurance placement,  and exceptional protection programs to successful individuals, families, and family offices.