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Posts tagged ‘insurance’

Insurance & Contracts

a professional practice forum

Thursday, February 18, 2016
Free and all are welcome–bring your lunch!

1.5 CES LUs

Join the Professional Practice Forum in a roundtable discussion on Insurance and Contracts, with a focus on contract language to look out for. We’ll discuss the options of having good contracts in place, clauses and language that are uninsurable, and the differences between owner-generated contracts and AIA contracts. Attorney Liam Malone of Collins, Collins, Muir & Stewart and insurance broker Ted Kiyama, Allied Member, of Dealey Renton will be on-hand to answer questions and lead the discussion.

Learning Objectives:

By the end of this program attendees will:

  1. Be able to state at least one difference between owner-generated and AIA contracts.
  2. Be able to explain common issues that can render a contract uninsurable.
  3. Be able to give at least two examples of contract language that may be problematic.
  4. Be able to describe new trends in contracts for 2016.


Understanding Insurance: Professional Practice Forum

a roundtable discussion

Thursday, May 21, 2015
Free, all are welcome – bring your lunch!
Please RSVP for Room Setup

1.5 CES LUs

Bring your ideas and lunch for a roundtable discussion on some of the insurance issues that can impact architects and design firms.

Representatives from Dealey, Renton & Associates James Murphy, Allied Member and Ted Kiyama will be in attendance as we discuss some of the risks that can occur during the lifetime of a project and how these can be minimized.

Pleasanton Program: Manage Your Client and Project to Prevent Claims

Thursday, July 24, 2014
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.

Manage Difficult Client Insurance Requirements

a Small Firm Forum presentation

Thursday, May 2, 2013
1.5 CES Lus
Free AIA Members; $3 Guests (cash only please)
Bring your own lunch; drinks provided

John Feeney will present typical insurance issues faced by architectural offices to the Small Firm Forum in May.

About the presenter: John Feeney, Assistant Vice President, Heffernan Professional Practice Insurance Brokers, has designed, sold and underwritten insurance on a senior level basis for 30+ years including; professional liability, director’s and officer’s liability for a variety of specialized industry groups on a regional and national basis.

Learning Objectives:

1.  Learn how to avoid uninsurable professional liability requirements by your clients.

2. Learn how to avoid uninsurable business office package requirements by your clients.

3.  Learn how to avoid uninsurable workers’ compensation and employers’ liability requirements by your clients.

4.  Learn how to avoid uninsurable related “tag along” requirements by your clients.