Standards of Good Practice Institutes

The Standards of Good Practice Institute is a small-scale, one-day conference on a particular Forum Standard, and its schedule includes concurrent sessions, lunch plenary and reception. The primary purpose of Standards Institutes is to offer participants the opportunity to broaden and deepen their knowledge and understanding of The Forum’s Standards of Good Practice and hone their skills in implementing them.

Read more about past Standards Institutes»

10th Annual Standards of Good Practice Institute

Beyond the Basics of Health, Safety, Security and Risk Management

Thursday, June 27, 2019
University of San Francisco, San Francisco, CA

The Forum on Education Abroad’s 10th Standards of Good Practice Institute, Beyond the Basics of Health, Safety, Security and Risk Management, will be hosted by the University of San Francisco on June 27, 2019.

Beyond the Basics of Health, Safety, Security and Risk Management, is education abroad’s signature annual event focusing on the risk management issues faced daily by organizations and institutions. Education abroad professionals gather each year at this Standards Institute to debrief, train, improve and learn the latest in best practices of education abroad risk management, including regulatory compliance.

Location: University of San Francisco

The Standards Institute will be held in the McLaren Conference Center on the campus of the University of San Francisco.

The best address to use to get to the McLaren Conference Center is 2300 Golden Gate Avenue, which will be a 1-2 minute walk to the building. McLaren Conference Center is the building at the end of the driveway shown on the street photo in Google maps.

Campus map»
The campus map includes information on where to buy $20 day-parking permits for attendees who are driving to campus. There is also street parking with 2 to 4 hour limits and no parking meters.

Plenary Speaker: Scott DuffyHeadshot of Scott Duffy, plenary speaker for the 10th Annual Standards of Good Practice Institute

Scott Duffy is a TV/Online Personality, Business Growth Expert and Founder of The Breakthrough Mastermind. He began his career working for best-selling author and speaker, Tony Robbins, and went on to work for several small businesses that became big media brands like CBS Sportsline, NBC Internet, and Next, he founded Smart Charter, an online booking tool for private aviation, which was acquired by Richard Branson’s Virgin Group. He has been listed as a “Top 10 Keynote Speaker” by Entrepreneur, and has spoken at the NYSE and provided commentary in numerous media outlets including CNBC, FOX News, and CBS Radio. He is the Co-Host of “Business & Burgers” and Best-Selling Author of “Breakthrough,” a roadmap for building great companies.

Scott Duffy’s mission is to help people live their dreams through entrepreneurship. He uses his television and online channels, speaking platforms, best-selling books, masterminds and coaching programs to serve as a catalyst for creating breakthroughs in your life and business. He leads the conversations that spark new ideas, innovations, and help the world’s top entrepreneurs and innovators achieve exponential growth.

In his plenary session, Scott will offer his insight on staying resilient, energized, positive and grounded while working through challenging issues that impact the field of education abroad. He will offer unique tools on building coalitions to overcome obstacles, remaining focused while juggling competing priorities and measuring risk and reward in decision-making. The session will energize the audience to re-commit to addressing some of the biggest challenges to supporting students studying abroad, building resilience within ourselves, our universities and our students.


All events will be held in the McLaren Conference Center on the campus of the University of San Francisco.

Welcome | 8:30 – 9 a.m.


Concurrent Sessions | 9 – 10:30 a.m.

Challenging the Perceptions of Female-Travel Safety
Betsy Perry (On Call International); Whitney Longnecker (Texas Tech University)
This presentation will elevate the topic of female travel safety beyond basic risk management. It will explore the #MeToo Movement, increasing feminism in the West, and avoiding the perpetuation of patriarchal norms. The focus will include audience engagement and role plays, with the goal of challenging existing norms and sharing a broader view of best practices in female travel safety.

A Multifaceted Approach to Assessing Risk in the Middle East
Rachel Ridley (U.S. Department of State, Overseas Security Advisory Council [OSAC])
This session will feature a threat analysis of several higher risk yet popular travel destinations for education abroad students in the Middle East, including Egypt, Jordan, Lebanon, and Morocco. It will address and facilitate discussion on travel policy best practices, and what elements should be considered beyond government policies, to include academic freedoms, dual nationals, and perceptions.

Concurrent Sessions | 10:45 a.m. – 12:15 p.m.

Beyond the Basics: Ensuring Health, Safety, and Security of Host Communities
Jessica Evert (Child Family Health International); Caryl Waggett (Allegheny College)
Increasingly students are undertaking short-term, community-based international programs, including internships, volunteering, and service-learning. While we extensively consider the health, safety, security, and risk management of our students, what is our obligation to consider and address the same for host community members? This session will utilize case studies and small group discussions.

Cross-Campus Collaboration to Enhance Faculty Training and Student Support on Short-Term Faculty-Led Programs
Morgan Kapinos (Bing Overseas Studies Program, Stanford University); Yosefa Gilon (Bing Overseas Studies Program, Stanford University); Julie Richards (Vaden Health Center, Stanford University); John Giammalva (Dean of Students Office, Stanford University)
Presenters from the Bing Overseas Studies Program, Vaden Health Center and the Student Affairs Division at Stanford University will discuss their robust faculty and student training program that prepares travel abroad participants to respond to health and safety incidents overseas. The comprehensive program mitigates risk by striving to protect the health and safety of all travelers.

Preparing Students for Independent Individual Travel
Landes Holbrook (Brigham Young University); Patrick Morgan (University of Michigan); Joe Finkhouse (Boston University)
Session presenters will engage with participants in exploring an array of security, safety and health/medical factors relative to helping individual experience students achieve a deeper understanding of how to assess risk, reconcile inherent risks, and implement proper risk mitigation strategies.


Plenary Lunch featuring Scott Duffy | 12:15 – 1:30 p.m.


Concurrent Sessions | 1:45 – 3:15 p.m.

Global Health & Public Health-Related Education Abroad: Unique Considerations for Health, Safety, Security and Risk Management
Jessica Evert (UCSF/Child Family Health International); Robin Young (Child Family Health International); Caryl Waggett (Allegheny College)
Increasingly students from pre-health, health professions, public health, global health and related fields are engaging in education abroad. Commonly this is in the form of service-learning, internships, and community-based immersion. This session will provide “need-to-know” considerations for risk management and safety that are unique to these students and their contexts abroad.

“My Student Did What?!”: Unpacking Your Student Conduct Toolkit
Maureen Handrahan (Michigan State University); Rachel Reuter (University of Michigan)
This interactive session will explore tools that education abroad professionals can utilize when handling a student conduct concern at any stage of the study abroad experience: pre-departure, while abroad, and return to campus. Using case studies and group discussion, participants will sharpen existing skills, swap best practices with colleagues, and add tools to their student conduct toolkit.

Scenarios-Based Stress Inoculation Training: Building Resiliency for Students, Programs and Ourselves as Practitioners in a Stressful Environment
Phillip Van Saun (University of California)
The focus of this session is on the value of learning, practicing and inculcating scenarios-based Stress Inoculation Training (SIT) as an effective tool to build resiliency for students, programs and ourselves as practitioners in a stressful environment. The presentation will be delivered in the form of a graduate-level seminar focused on providing participants with a functional knowledge of SIT.

Concurrent Sessions | 3:30 – 5 p.m.

Comparing College Student Mortality Rates on Campus with Rates during Educational Experiences Abroad
Steve Erfle (Dickinson College); Amelia Dietrich (The Forum on Education Abroad)
Nine years of insurance claims data from students studying abroad inform this study comparing the relative risk of mortality while abroad with the risk of mortality while studying on the home campus. The presenters will describe their methodology and present the latest results, which find that students are less likely to die while participating in study abroad than they are on their home campuses, a difference which is driven by the reduced likelihood of death among male students in particular.

Health, Safety and the Challenges of Supporting Student Orgs: A Panel Discussion with Global Brigades and Engineers without Borders
Joe Thurston (Global Safety Analyst, Global Safety Office, Penn State University); Beth Osterland (Program Coordinator, Global Safety and Security, Northwestern University)
Student organizations are traveling abroad for a variety of reasons. As interest sparks in overseas trips, what can we learn from the organizations with whom they’re partnering? Learn first-hand from two large, well-known organizations, Global Brigades and Engineers Without Borders, how they manage risk, respond to emergencies, and work with education abroad offices to support our students.

The Pedagogical Value of Navigating Risk In Study Abroad
Bill Frederick (Lodestone Safety International)
Engaging faculty and students more fully in the management of their health, safety and security has an under appreciated pedagogical value. We’ll explore how to do it and how it can improve learning, interpersonal relations, ethical behavior and mitigate the experience of mental health challenges. Additionally, we’ll explore risk management problem solving as a primary learning outcome.


Reception | 5 – 6:30 p.m.




Click Here to Register


Registration Type Early-bird Fee
(Feb 28 – April 26)
Regular Fee
(April 28 – May 24)
Late Fee
(May 26 – June 27)
MEMBER $300 $330 $360
NON-MEMBER $350 $380 $410

A group discount is available to Forum member organizations who are registering four or more (paying) Standards Institute participants.

Refund policyRefund requests for the Standards Institute made prior to 60 days before the Institute will be fully refunded, minus a 10% processing fee. Requests made less than 60 days but more than 20 days before the Institute will be refunded at 50%. No refunds will be made less than 20 days before the institute. Requests for refunds must be made in writing to

Hotel and Transportation

A limited hotel block has been reserved at the Courtyard San Francisco Union Square for $249 per night.

Courtyard San Francisco Union Square
761 Post Street
San Francisco, CA 94109

Please use THIS RESERVATION LINK to make your hotel reservation in The Forum’s room block at the reduced rate.

The opportunity to reserve a room at the reduced rate expires on May 16.

Sponsorship Opportunities

A primary benefit of serving as a sponsor of the Standards Institute is the publicity that it brings to your organization for its commitment to the theme of health and safety, and to The Forum in general. Additional benefits of sponsorship include:

  • Your organization/institution name is listed prominently on the Forum website and in all Institute marketing materials—announcements reaching over 3,000 people worldwide; and
  • Prominent recognition for your organization/institution in the Institute program and at the event.

General Information:

  1. All sponsor names will be posted on the Institute webpage with a hyperlink to sponsor website.
  2. All sponsors will be identified accordingly in the Institute program.
  3. Sponsors of events have the option to display literature on a designated table during the event and half an hour before/after event.
  4. No sponsorship reservations or requests will be taken over phone or email. All sponsorships will be secured on a first-come, first-serve basis via the online reservation form.
  5. All sponsor logos and files should be sent to The Forum by Friday, May 24, 2019.

If you have any questions regarding the registration process for sponsorship items, please contact The Forum office at 717-245-1031 or via email,


Click Here to Reserve a Sponsorship


Reception Sponsor $2,000 Sponsor’s full color logo will be placed on signage in or near the reception location, printed in all Institute materials, featured in slides thanking the sponsors and placed online.
Morning Coffee Break $500 Sponsor’s full color logo placed on table tents located in coffee break areas, printed in all Institute materials, featured in slides thanking the sponsors and placed online.
On Call International Afternoon Coffee Break $500 Sponsor’s full color logo placed on table tents located in coffee break areas, printed in all Institute materials, featured in slides thanking the sponsors and placed online.
Lunchtime Plenary $2,500 Sponsor’s full color logo placed on table tents, printed in all Institute materials, featured in slides thanking the sponsors and placed online.
Terra Dotta Program Ad – Inside Front Cover $400 Sponsor places a COLOR sponsor page on inside front cover of the Institute program.
Program Ad – Inside Back Cover $400 Sponsor places a COLOR sponsor page on inside back cover of the Institute program.
Program Ad – Back Cover $400 Sponsor places a COLOR sponsor page on back page of conference program.

About the Institute

Attendees participating in discussion at the Standards Institute

The practical, hands-on focus will include concurrent and plenary sessions that will assist participants to improve their institutional and organizational strategies for risk mitigation, and incident prevention and response.

The goals of the Institute are to:

  • Deepen knowledge and understanding of Standard 8, Health, Safety, Security and Risk Management;
  • Enhance the knowledge and skills necessary to meet this Standard by analyzing what the Standard requires and sharing examples of best practices;
  • Explore approaches from within as well as outside the field of education abroad; and
  • Enhance the overall safety and security of education abroad programs for the benefit of all participants.

The Institute is designed to address the needs of experienced practitioners in the area of risk management in education abroad. Institute participants are expected to have more than a basic knowledge of the topics involved and therefore proposals should reflect an advanced level of understanding and practice. Some sessions may be led by invited experts both from within and from outside the education abroad field, however the majority of sessions will be chosen through a competitive selection process. Particular themes of interest to this Institute include:

  • How to build resiliency for students, programs and ourselves as practitioners in a stressful environment?
  • How do codes of conduct and disciplinary measures work to enhance safety?
  • How have successful partnerships across organizations utilized the expertise of professionals outside of education abroad to develop best practices?
  • Where can smaller offices at smaller organizations with fewer resources at their disposal go for assistance in addressing risk management concerns in education abroad? What are the systems that can be used to create efficiencies and to standardize otherwise routine processes.
  • What can the field of education abroad learn from other industries that have significant experience with safety and risk management (e.g., adventure education, the military, marine safety, air travel, or international NGOs [Habitat for Humanity, Engineers without Borders, Save the Children, etc.])?
  • What is the role of essential eligibility criteria in selecting students to participate in education abroad? What are best practices for dealing with pre-existing (both disclosed and non-disclosed) conditions and what are the implications for health, safety and ADA compliance?

2019 Standards Institute Planning Committee

Chris Daniel, Michigan State University (co-chair)
Allyn Nobles, The University of San Francisco (co-chair)
Christina Carroll, Florida State University
Adrian Doyle, Stanford University
Todd Holmes, Massachusetts Institute of Technology
Leanne Johnson, University of Maryland
Ron Machoian, University of Wisconsin
Robin Reliford, International Studies Abroad (ISA)
Philip Van Saun, UC San Diego
Nick Vasquez, The College of William & Mary