Monday, November 15—Half-Day Workshops

M1. Insurance Underwriter Perspectives and Prognostications

Leaders of the construction units for five of the leading construction insurance markets will share their thoughts on emerging risks, insurance coverage developments, how contractors’ moves into new markets affect their risk profiles, industry challenges and trends, and much more. This lively panel discussion provides an opportunity to get inside underwriters’ heads to learn what keeps them awake at night and what you can do to address their concerns. We’ll also ask them to gaze into their crystal balls and make some predictions for the future of the insurance industry and the marketplace.

Moderator:
Jack Gibson, President, IRMI
Panelists:
James E. Conroy, Vice-President and Chief Underwriting Officer, Liberty Mutual National Market Construction
Daniel F. Conway, President, Construction Risk & Surety, Chartis Insurance, Inc.
Geoffrey M. Hall, Senior Vice President, ACE Construction
Scott Rasor, President of Construction, Zurich North America
William Sullivan, Vice President, The Hartford

M2. Digging Deeper on Wrap-Up Issues

While wrap-up insurance programs (also known as controlled insurance programs, or CIPs) are now familiar territory for many seasoned construction risk and insurance professionals, those who are new to the industry or who handle risk management as only one aspect of their overall job responsibilities often have more questions than answers when it comes to wrap-ups. The first half of this workshop provides an advanced examination of insurance concerns participants frequently encounter in a wrap-up program, such as discrepancies in project location, definitions, coverage duration/cancellation, and excess insurance gaps. The second half of the program provides an overview of the components of a typical CIP manual and demonstrates, with the use of a checklist, how to analyze the manual to determine the full extent of a program’s requirements and responsibilities and better assess the cost and impact of participation in a CIP.

Steven A. Coombs, President, Risk Resources
Kathleen A. Creedon, Owner, Wrap Strategies

M3. Green and Lean—Construction Trends and Challenges

Construction risk and insurance professionals must keep pace with a multitude of new and changing documents and processes to stay on top of the risks they pose for their companies. This workshop provides an overview of two hot trends in construction methods and their implications for risk managers. The first half of the workshop provides a review of crucial risk and insurance issues a construction risk manager should evaluate when the company enters the green construction market, focusing less on the technical aspects of green construction and more on the practical implications for risk managers. The second half of the workshop provides an introduction to the key principles and objectives of lean construction, including the benefits and challenges it presents for contractors.

John S. Alberici, President, Alberici Group
Joseph M. Gallagher, Risk Manager, Alberici Group
William A. Lichtig, Attorney, McDonough Holland & Allen

M4. Interactive Risk Management Forum (for Contractors and Project Owners Only)

This discussion of advanced risk management topics is by risk managers 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.

Jennifer D'Aquilla, Vice President, Risk Management, Roy Anderson Corp
David B. Dolnick,
Risk Manager, The Brady Companies
Susan G. Staff, Director, Risk Management, Zachry Industrial, Inc.

M5. Improving the Effectiveness of Risk Management Programs

In many construction companies, the risk management department is perceived by those in the field as an annoyance—the keeper of policies and procedures and generators of additional paperwork—which makes it extremely difficult to implement changes in field procedures. In the first half of this workshop, hear strategies for evaluating your company’s overall risk culture and identifying real and perceived biases that are obstacles to achieving safety and risk management objectives. Subsequently, hear from an insider who made the transition from field operations to risk management and used his knowledge of field perceptions to improve buy-in and achieve better results on risk management initiatives.

Ronn Lehmann, Owner, Cool Learning Stuff
Stephen Villarreal, Quality Manager, CF Jordan Construction

Monday, November 15—All-Day Workshop

M6. Introduction to Contractual Risk Transfer

This workshop lasts all day (9:00 a.m.-4:30 p.m.). If you choose this option, do not select a second session to attend on Monday.

From a risk management perspective, construction contracts can be a valuable tool or a deadly trap for a contractor. Unfortunately, many contractors accept onerous contractual provisions without complaint (often without even noticing them), particularly when the business climate is very competitive. This blind acceptance of risk exposes contractors to potentially catastrophic losses. Based on the CRIS curriculum, this course provides a basic-to-intermediate overview of key risk transfer provisions in construction contracts and offers suggestions for modifying problematic clauses. Potential gaps between a contractor’s liabilities and its coverage for these risks are identified, and suggestions for closing these gaps are offered. Attendees will leave this course well on their way to being prepared to pass the corresponding exam of the Construction Risk and Insurance Specialist (CRIS) certification.

William H. Perkins, Instructor, Florida Association of Insurance Agents
Bruce Thomas, Owner, The Thomas Agency