The Many Hats of the Business Officer

Status: RECORDED on OCT 09, 2013

$156 Non-Member

[$143.00 Gold Member]

Finances, facilities planning and management, HR, transportation, risk management, insurance—these are just some of the tasks that fall on your plate as the Business Officer. Your role is challenging—often a juggling act. You may find it easy to push your way through tasks without thinking about the underlying risks—especially if you're new to the realm of education. Your eye is on getting through your pile of to-do, not necessarily the latest rules and policies that may impact your processes.

This webinar is designed for the busy Business Officer both seasoned and new to private-independent education. We'll discuss three key functions of your position that have hidden risks and then take an in-depth look at Property & Casualty coverages.

You'll cover these topics and more:

Business continuity planning

  • Identifying key business functions
  • Reviewing what can interrupt these or prevent you from being able to perform them
  • Thinking of ways to prevent or mitigate these occurences
  • A time-table for recovery

Understanding your most important Property & Casualty insurance policies

  • What is Property & Casualty insurance
  • Who and what it protects
  • Who and what it excludes
  • The Business Officers responsibilities managing this coverage and claims

Reducing your risk when using vendors

  • Trip protocols
  • Best practices contracts (for vendors)

This Webinar is intended for the less-experienced CFO, as well as anyone responsible for managing risk management policies and protocol on behalf of their school.

Run Time:
Total run time is 60 minutes. The presentation will run approximately 45 minutes with 15 minutes designated for Q&A.

staff photo martin kelly

Martin Kelly

President of ISM Insurance Inc.


Martin has worked to serve private-independent schools with the most comprehensive and mission-appropriate insurance coverages for over 25 years. He’s been the President of ISM Insurance Inc. since 1996 and has worked with 1,200 schools, insuring in excess of 30,000 staff and 200,000 students.

Current Role

Among other initiatives, he has developed a private-independent school-specific risk management assessment service for ISM, including review of crisis response plans, facilities safety, employment practices, bullying and harassment, reporting and investigation protocols, trips and travel, contracts, and insurance.

Martin writes for Ideas & Perspectives, ISM's flagship advisory letter, in his areas of expertise. He has presented on risk management to numerous school associations over the past several years and has conducted numerous on-site assessments.

Prior Experience

Martin began his insurance career as a large case underwriter. He was then asked to assume the position of director of a multimillion-dollar, multiple-employer trust division for a large national insurance company, to improve performance and profitability. After successfully meeting that challenge, Martin helped start up a group division for another national insurance company and in five years, grew the business to over $100 million in premiums.

Martin then moved to "the other side" of insurance, becoming a third-party administrator specializing in medical associations. He worked with over 1,000 physicians, including the College of American Pathologists, in the areas of employee benefits and medical malpractice.


Martin holds an MBA from Widener University (PA), a BS in economics from Villanova University (PA), and a Certified Risk Managers (CRM) degree.

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