Monday, November 14—Half-Day Workshops

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Learning Tracks

To help you select sessions that will be of greatest interest and value to you, the workshops are classified under one or more of the following learning tracks.

B Bonding
C Contractors
I Insurance
L Legal
O Owners
S Safety

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M1. Fundamentals of Contract Risk Allocation

This workshop provides a review of how risks are commonly allocated in construction contracts and the techniques used to accomplish these risk transfers. Learn the role of indemnification agreements, waivers of subrogation, insurance requirements, and more in allocating construction risks. Aimed at those new to construction risk management, this workshop will demonstrate the challenges and limitations presented by various risk allocation strategies. Based on the Construction Risk and Insurance Specialist (CRIS) curriculum, attendees will leave this course well on their way to being prepared to pass the contractual risk transfer exam in the CRIS program. (B, C, I, L, O)

William H. Perkins, Instructor, Florida Association of Insurance Agents

M2. Wrap-Up Debate: Confronting Key Issues & Concerns

Wrap-ups can be a great solution and are now in wide use. In this interactive session, two seasoned wrap-up professionals will debate both sides of the most controversial issues facing sponsors, participants, brokers, and insurers today. Topics discussed will include gross versus net bidding, credits, products and completed operations coverage, deductibles, warranty and repair extensions, enrollment eligibility, and more. At the conclusion of each topic, the speakers will suggest practices that can best meet the needs of all parties and cause the least friction. Wrap-up sponsors, participants, and brokers will leave the session with practical information to apply to their programs. (C, I, L, O)

Kathleen A. Creedon, Owner, Wrap Strategies
Richard Resnick, Regional Director, Aon Construction Services Group

M3. Building a Better Builders Risk Program

Builders risk insurance is perhaps the most complex coverage in a construction risk management program. Because of its crucial role in protecting project participants against damage to the project during construction, the arrangement and placement of this coverage involves significant negotiation. This workshop examines some key areas of negotiation regarding builders risk insurance. First, hear arguments regarding whether the project owner or contractor should be responsible for procuring this coverage, the concerns that arise under either approach, and under what circumstances either party can control placement of this crucial coverage to the satisfaction of all parties. The second half of the program provides an underwriter’s perspective of how contractors can satisfy the insurer’s needs to obtain the desired coverage, service, and claims response and ultimately achieve their objectives in the builders risk policy. (C, I, L, O)

Frank Catalano, Executive Vice President, AmWINS Brokerage of Illinois
Charles C. Moore, Managing Director, Moore-McNeil, LLC
Anthony Rastall, Partner, JLT Specialty Limited
Susan Staff, Director of Risk Management, Zachry Holdings, Inc.
Francis P. Tricamo, Sr., Product Line Manager-Construction Property, Lexington Insurance/Chartis
John A. Tutera, Senior Vice President, Hiscox Specialty

M4. Improving Performance By Engaging Employees

A contractor’s safety record impacts virtually every aspect of its bottom line—from being eligible to bid on jobs, to how much it pays for insurance, to the net profit on a job. Much has been said about the importance of management commitment and support for a safety program, all of which is true. But ultimately, safety is largely in the hands of the workers. In this workshop, learn how to improve safety performance by engaging construction workers in the process. Specifically, two contractors discuss how they improved safety performance through behavior-based safety initiatives and reporting and tracking near-miss incidents. Designed as a panel discussion, these contractors will share from their own experiences and answer audience questions about the keys to achieving performance goals. (C, O, I)

Robert H. Hunt, Safety Consultant, American Contractors Insurance Group
Troy M. Lake, Industrial Safety Manager, Cajun Constructors, Inc.
Thomas C. Skaggs, Vice President of Safety, Murphy Company

M5. Construction 201 - Understanding the Processes and Related Risks

Risk and insurance professionals must understand their clients’ business and operations to help them manage and cover their risks. This workshop provides an in-depth look at the sequence of activities involved in construction projects, from initiation to project closeout. This interactive program provides an overview of building methods, techniques, and best practices, as well as typical casualty and property exposures involved during construction. The session will make sense of common industry terminology, specialized construction equipment, and basic construction means and methods, as well as how they impact contractors’ risks. Designed primarily for nonconstruction professionals who serve contractors and need a better working knowledge of their business and operations but also appropriate for risk managers new to the construction industry. (B, C, I, O, S)

Curtis H. Childress, Senior Training Consultant, Zurich Services Corporation-Risk Engineering
Dan Murphy, Vice President, Construction Services, Zurich Monday,

M6. Interactive Risk Management Forum (For Contractors and Project Owners Only)

This discussion of advanced risk management topics is by risk managers and for risk managers. (CFOs, controllers, general counsel, and others with risk management responsibilities who are employed directly by a contractor or project owner are also welcome to attend.) Led by experienced construction risk managers, this interactive workshop provides a closed-door setting for discussing problems and concerns and sharing ideas for handling today’s risk management challenges. Discussion leaders will introduce a variety of preselected topics, offer suggestions and ideas, and hear input from the audience. Attendees will also have the opportunity to ask questions about their own risk management issues and concerns.

David B. Dolnick, Risk Manager, The Brady Companies
William B. Noonan, Vice President-Risk Management, Structure Tone Organization
W. Scott Trethewey, Executive Vice President, Moss & Associates, LLC

This workshop is not approved for insurance continuing education credit. Continuing legal education (CLE) and other types of continuing education is generally available.

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