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Pleasanton Program: Manage Your Client and Project to Prevent Claims

Thursday, July 24, 2014
Noon-1:30pm
Location: Dahlin Group, 5865 Owens DrivePleasanton, CA 94588
All are welcome,  no cost to attend.
Bring your own lunch. Click here to RSVP

1 CES Lu

The current practice of architecture poses increased risks. Learn about the warning signs of a professional liability claim and how to manage client and project issues to reduce your exposure to claims.

The likelihood of facing a professional liability claim increases during various phases of a project. Do you know what to look for when selecting a project/client? What proactive steps can you take to reduce the likelihood of a costly professional liability claim? Please join us to learn about the dynamics of risk in today’s A/E marketplace. Discussion includes insights into the cause of claims against architects and recent trends in insurance and tools to help you mange your project and your client’s expectations. Examples of real life claims and data will be shared to highlight the importance of managing projects for risk.

About the Presenter:

Carolyn Isseks, Hon. AIAEB and Senior Vice President with Dealey, Renton & Associates, handles all insurance matters for many major architect and engineer clients. She is an Honorary Member of  the AIA East Bay Chapter and a Professional Affiliate of the San Francisco Chapter AIA. She was an active AIA East Bay Board Member for several years. Carolyn has conducted numerous in-house loss prevention seminars for clients, and contributes articles on liability issues to professional journals.

Learning Objectives:

  1. After completing the program, participants will be able to identify important early warning signs of a professional liability claim.
  2. After completing the program, participants will have evaluation tools to help them identify their staff’s capabilities to minimize exposure to claims.
  3. After completing the program, participants will have evaluation tools to help them identify client and project risk factors for initial project selection consideration.
  4. After completing the program, participants will gain a better understanding of how sound client and project management can reduce the firm’s exposure to costly professional liability claims.

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