Summary
Overview
Work History
Education
Skills
Websites
Relational Strengths
Professional Training Certification
Professional Organizations
Institutional Committee Membership
Institutional Presentations
Proven Expertise
Community Service
Timeline
Generic

Monika Robertson

Webster,NY

Summary

A solid leader focused on collaborative and efficient operational process improvement. Strong cross-functional skills to lead complex projects and priorities with professionalism. Self-driven, goal-oriented professional with demonstrated aptitude for detailed analytical performance, paired with solid interpersonal skills.

Overview

12
12
years of professional experience

Work History

Director, Risk Management and Compliance

Roberts Wesleyan University
10.2018 - Current
  • Lead compliance efforts for successfully developing and implementing new and updated policies through the institution's committee approval process
  • Strategic partner with campus departments to advise on risk management strategies and loss control techniques by reducing the number of insurance claims
  • Advise Senior Leadership on regulatory changes in areas of privacy law, GLBA, contract law, and Borrower’s Defense
  • Lead and advise the President’s Cabinet on a $26M insurance program with 15 different lines of coverage to deliver innovative solutions while maintaining comprehensive coverage
  • Experienced leadership in representing the institution with outside legal counsel in response to subpoenas, litigation, mediation, settlements, and responses to legal documents to various legal matters
  • Responsible for analyzing over 200 proposals and contracts annually to ensure legal language is appropriate and in the best interest of the institution
  • Lead grievance/complaints with external regulatory agencies such as OSHA, NYSDEC, NYS Division of Human Rights, Office of Civil Rights, and Middle States Association
  • Lead Safety Committee to identify, evaluate, and mitigate departments' operational risk and minimize risk exposure
  • Oversee and direct the efforts of the Workers' Compensation self-insured trust
  • In five years, a negative $100K loss turned into a $250K dividend
  • Implements stronger workers compensation analysis and improved relationships with the Trust, Third Party Administrator, and legal counsel to resolve claims.

Title IX Coordinator

Roberts Wesleyan University
04.2017 - Current
  • Manages the day-to-day responsibilities of the College’s Title IX compliance efforts to ensure effective and consistent investigations of gender-based harassment and violence
  • Coordinates the College’s timely response and investigation of complaints regarding Title IX and related College policies
  • Maintains Title IX case management system
  • Applies risk management and prevention focus to a broad set of issues, including community awareness, bystander intervention, cyberstalking, and education regarding healthy relationships
  • Partners with Deputy Investigator of Training and Compliance to ensure compliance requirements regarding Title IX, VAWA, NYS article 129-B, Enough is Enough, and other related state/federal discrimination laws and College Policy
  • Partners with Deputy Investigator of Investigations to deliver college-wide education, training, and outreach programming related to gender-based inequity, harassment, and violence and to coordinate thorough investigations, as needed
  • Partners with Deputy Investigator of Investigations to administer, analyze, and implement recommended actions from the Campus Climate Survey.

Budget and Compliance Manager

Roberts Wesleyan University
06.2015 - 10.2018

Reporting and Compliance Manager

ABVI-Goodwill of the Finger Lakes, Inc.
08.2011 - 05.2015
  • Responsible for agency-wide compliance and external reporting for all Federal, State, County, Municipal, and Private contracts and grants with SAM.gov and the Grants Gateway
  • Facilitate external audits with government, contractors, and accreditation agencies
  • Agency leader for “exemplary” review with CARF (Commission on Accreditation of Rehabilitation Facilities) and 2-day NIB (National Industries for the Blind) audit
  • Facilitate bi-annual Sr
  • Leadership review of organizational policies and plans such as Risk Management Plan, Contingency Plan, Conflict of Interest, Affirmative Action Plan, Cultural Competency Plan, and Code of Ethics
  • Create, review, and communicate new policies and procedures throughout the organization to ensure consistent operations
  • Engage Sr
  • Leaders in policy creation and revision to reflect agency strategy
  • Support the CFO and Director of Finance during the annual fiscal audit review, budgeting cycle, and new business proposals.

Education

M.B.A. -

St. John Fisher University
Rochester, NY

B.S. Business Administration -

State University of New York at Fredonia
Fredonia, NY

M.J. Risk Management -

Loyola University - Chicago
Chicago, IL
12.2023

M.A. Organizational Leadership -

Concordia University – Irvine
Irvine, CA
06.2022

Skills

  • Project Management
  • Contract Negotiation
  • Contract Management
  • Operations Management

Websites

Relational Strengths

Compliance, Steadiness, Dominance, Influence, Achiever, Deliberative, Harmony, Learner, Focus, Analytical, Restorative, Discipline, Consistency, Problem-solving, Reality testing, Working Independently, Self-Improving

Professional Training Certification

  • New York State Notary Public
  • SUNY Student Conduct Institute - Title IX Coordinator

Professional Organizations

  • New York College & University Risk Management Group (NYC&URMG), Chairperson, 2021, present
  • Roberts Community Theatre, board member, 2023, present
  • Upstate New York College Consortium (UNYCC), prime representative, 2018, 2023

Institutional Committee Membership

  • Bookstore Advisory Committee, Chair, 2018, present
  • Budget Advisory Committee, member, 2016, present
  • Campus Space Committee, member, 2016, present
  • Driver Review Board, Chair, 2016, present
  • Emergency Response Team (ERT), member, 2016, present
  • Global Education Committee, member, 2016, present
  • Health Care Task Force (Human Resources), member, 2016, present
  • Middle States Accreditation, member, 2023, present
  • Standard 7 Governance, Leadership & Administration, member, 2023, present
  • Standard 2 Ethics and Integrity, member, 2023, present
  • Safety Committee, Chair, 2016, present
  • Staff Advisory Council, member, 2016, present
  • Title IX Administrative Committee, Chair, 2017, present

Institutional Presentations

  • Operational Presentations
  • Academic Cabinet and Faculty Senate / Bookstore Liaison
  • President’s Cabinet / Insurance Program
  • Board of Trustees / GLBA Compliance
  • Compliance Presentations
  • Records Retention Policy
  • Safe Driver Program
  • Workers Compensation Workplace Safety
  • Residential Student Safety
  • Title IX Presentations
  • New Hire Orientation
  • First Year Students
  • Transfer Students
  • Athletic Coaches and Students
  • Faculty/Staff

Proven Expertise

  • Full Contract Cycle Review
  • Solution Expediter
  • RFP/Bid Process Management
  • Collaboration Focused
  • Corporate Liability Insurance
  • Resolution Oriented
  • Project Management
  • Enterprise Risk Management
  • Compliance Management
  • Grievance Investigations
  • Legal/Mediation Experience
  • Government Reporting
  • Policy/Procedure Management
  • Training programs
  • Board of Trustee presentations

Community Service

  • Crown Certified Volunteer Financial Life Coach
  • Leaders are Readers: A female group of colleagues (staff and faculty) that focus on leadership literature

Timeline

Director, Risk Management and Compliance

Roberts Wesleyan University
10.2018 - Current

Title IX Coordinator

Roberts Wesleyan University
04.2017 - Current

Budget and Compliance Manager

Roberts Wesleyan University
06.2015 - 10.2018

Reporting and Compliance Manager

ABVI-Goodwill of the Finger Lakes, Inc.
08.2011 - 05.2015

M.B.A. -

St. John Fisher University

B.S. Business Administration -

State University of New York at Fredonia

M.J. Risk Management -

Loyola University - Chicago

M.A. Organizational Leadership -

Concordia University – Irvine

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