Don’t Get Schooled on Insurance: Tips for the Savvy Leader
This training will equip school leaders with a general understanding of essential insurance coverages necessary to protect their schools from financial instability, provide actionable strategies and best practices to minimize the occurrence of claims through risk management and prevention techniques tailored to the school environment, and educate them on effective approaches to mitigate financial loss when a claim arises, including immediate response, thorough documentation, and collaboration with insurance providers.
Presented by

CharterSAFE

Managing Director, Claims
CharterSAFE
Daniel Rodriguez is the Managing Director of Claims at CharterSAFE, where he oversees claims strategy and operations. With over 22 years of experience, he brings deep expertise in complex claims and emerging risks affecting charter schools.
He works closely with third-party administrators, defense counsel, and school leaders to drive effective claim resolution. His approach emphasizes practical solutions, early intervention, and aligning outcomes with long-term goals.
Daniel holds a Master of Business Administration from the University of Redlands, an Associate in Risk Management (ARM), and a California Self-Insured Plans (SIP) certification.

Workers Compensation Director
CharterSAFE
Susan has 25 years of experience in the field of California Workers’ Compensation. For the last 11 years she has exclusively been involved with Charter School workers compensation claims including litigation, risk management, claims oversight and claim resolution. She has been with ChaterSAFE for over 6 years, providing advisory and analytical assistance to member schools.
No Session Resources
No session resources available.
