What Business Officers Need to Know About Insurance

Status: RECORDED on OCT 24, 2012

$156 Non-Member

[$143.00 Gold Member]

This course is intended for the less “risk management & insurance savvy” CFO and as a review for the more experienced CFO. The Business Office is the intersect for "most things” that happen in a school. And, as CFO, you wear many hats and are asked to do a broad range of tasks—beyond just the finances. These may include Risk management, “HR” and Insurance. It’s not always easy to keep up with all of the information and changing landscape in these various areas.

Join us as we walk through the basics, and some nuances of, critical Property & Casualty Insurance coverages.

You'll cover these topics and more:

  • “Navigating” the Insurance Policy
  • Critical coverages
  • Typical “gaps” in protection
  • Ways to save dollars
  • Directors & Officers Insurance- your most import protection.
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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