Pooling Basics
Pooling Basics courses are designed to offer learners a baseline understanding of core pool operations including governance, underwriting, claims, finance, risk management, member relations, and employee benefits. Within each course, learners will explore key concepts, learn from pooling experts, and engage with interactive exercises to increase their pooling knowledge and bring that knowledge to their own pools.
Governance Modes and Models
This course defines and explains three modes of governance used by all governing bodies and gives examples of how the modes apply within a pool’s governing environment. The course also provides an overview of structured governance models and typical pool governance approaches, describing their influence in practical terms. Other courses in Pooling Academy’s Governance Learning Path will build from concepts shared in this course.
Financial Reporting Practices
Every pool has processes and practices to ensure adequate and transparent financial reporting, whether determined solely by its own financial policies and governing body or required by regulation. Annual audited financial statements are an important foundation of pool financial reporting practices. The first module reviews variations in pool financial reporting and how pools provide important financial reporting through their annual audited financial statements. The second module covers variations in pool financial reporting and important elements of audited financial statements.
FREE: The Top 5 Influences on Pools Right Now
This special edition hot topic offers insight into the Top 5 Influences on Pools Right Now. For each influence, AGRiP Executive Director Ann Gergen identifies our shared pooling history, our current state, and where we might be headed in the future.
INFLUENCES
- Turnover
- Cyber Security
- Weather Patterns
- Well-Being
- Pooling Mindset
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Business Continuity Planning
This course discusses the goals of Business Continuity Planning and the importance of developing clear mitigation and response strategies to not only react and respond during an unexpected event but to thrive before, during, and after the event.
FREE: Build a Better Member Experience
This special edition, free hot topic course is about being quick, clear and kind as you work with the members of your pool. It is appropriate for everyone working on behalf of a public entity pool.
Member expectations are increasing faster than ever, so it’s important to align pool service with new demands. The course outlines actionable strategies to enhance responsiveness and empathy, which will help your pool develop strong and lasting member relationships.
PLEASE NOTE: Be sure to use the “Login with AGRiP”or “Login with CAJPA” or “Login with NLC-RISC” buttons for your free course to show.
How Pools Can Help Public Entities Manage Cyber Risks
Cyber incidents are an evolving threat for public entities and an important issue risk pools are actively addressing. Pools can help member entities avoid or minimize the impact of cyber incidents. This hot topic course will discuss the importance of good cyber hygiene for public entities and five cyber hygiene practices pools can help prioritize. We’ll also identify other ways pools can support public entity practices to boost cybersecurity and resources that might be useful to pools and their members.
Internal Controls & Data Management
Internal controls are the mechanisms, policies and procedures used to ensure financial and accounting information integrity. Internal controls aid a pool in promoting transparency, accountability and fraud prevention. In this course, learners will explore the reasons why internal controls are vital to pooling, including important considerations for capturing and managing financial data.
The Role of Diversity & Inclusion in Pooling
This course explores diversity and inclusion specifically as it relates to a pool’s culture, people and practices. We’ll define diversity and inclusion concepts, the benefits and power of inclusivity, and how to incorporate a diverse mindset into pool culture and operations.
Finance: Operating Budgets
The members and governing body of any public entity risk pool depend on pool management to develop an accurate budget that adequately funds all its operations and supports rate stability. In the first module to this course, Budget Types and Revenues, learners will review the basic components of a pool budget (including program, general administration, and capital asset budgets) and common sources of revenue for pools. In the second module, Expenses, Budget Influences and Related Considerations, learners will review common pool expenditures and variables that a pool may encounter during its budgeting process.