The Insurance and Surety Committee's
Winter 2016-2017 Risk Management Series

(Designed for Real Estate, Probate and Trust Law Practitioners)

When/Where? This 4-Part Risk Management Speaker Series will be held via teleconference during the Insurance & Surety Committee's standard meeting dates and times as follows:

• November 21, 2016, Noon to 1 PM
• December 19, 2016, Noon to 1 PM
• January 23, 2017,* Noon to 1 PM
• February 27, 2017,* Noon to 1 PM

*Due to scheduling conflicts with national holidays on the third Mondays of January and February, the Insurance & Surety Committee’s monthly teleconference meetings and CLE’s will be held on the fourth Monday in both of those months.

Be sure to mark your calendars now for all four parts!

Plan to call-in using the following conference number and passcode:

• Dial in Number: 1-888-376-5050
• Participant Passcode: 7851216320#

Description: Perhaps one of the most important factors in running a successful business is a company's ability to minimize and effectively manage its risk. But despite the fact that your clients’ business risks lurk around every corner, businesses often fail to successfully implement a comprehensive plan for identifying, analyzing and effectively managing that risk. The Risk Management Speaker Series is designed to inform practitioners not only of what risks lie in wait for their clients (across the spectrum of RPPTL industries), but also how you might assist your clients in implementing a successful risk management plan and the role the attorney should take in advising their clients to appropriately manage those risks.

This 4-Part Risk Management Speaker Series will cover the following major topics in risk management:

• Overview of Risk Management: Identifying and Analyzing Risks; 
• Implementation of Risk Management Plan and Policies; 
• Financing Business Risks; and 
• Contractually Managing and Balancing Risks

Each segment will touch upon risk management issues relevant to all industries and interests under the Real Property, Probate and Trust Law umbrella. Additionally, please note that each segment will provide you with one FREE hour of general CLE Credit.

Presentation #1 - Monday, November 21, 2016

Risk Management Overview—Identifying and Analyzing Risks

The first segment of the Risk Management Series will provide the listener with an overview of risk management addressing the following: the varied risks that affect most businesses; what risk professionals mean by the term “risk management”; what the different steps are in effectively analyzing risks; how businesses can and should develop and implement a risk management strategy(ies); and what is (or should be) the role of an attorney in assisting clients in managing risks.

Speakers:

• Craig F. Stanovich, CPCU, CIC, CRM, AU, Founding Partner of Austin & Stanovich Risk Managers LLC, which is a national risk management and consulting firm. Craig may be contacted by email at cstanovich@austinstanovich.com, or by phone at (508) 829-8844
  
  

Presentation #2 - Monday, December 19, 2016

Risk Control—Implementation of Risk Management Plan and Policies

Part Two of the Risk Management Series will provide the listener with an understanding of how risk management professionals analyze risks and work with businesses to successfully implement internal business policies, plans and procedures for managing their unique risks.

Speakers:

• Brad McKown, Safety Links. Brad may be reached at bmckown@safteylinks.net, or by phone at (407) 719-8079

Presentation #3 - Monday, January 23, 2017

Risk Finance/Risk Retention—Financing Business Risks

Part Three of the Risk Management Series will provide the listener with an understanding of the different ways in which a business can protect itself against certain risks by financing the varied risks a business may face, whether by procuring insurance to cover those risks or by self-financing (self-insuring) against those risks.

Speakers:

• Gary L Smith, CPCU, AAI, Insurance Offices of America. Gary may be reached at gary.smith@ioausa.com, or by phone at (850) 877-8379; and
• Wm. Cary Wright, Esq., Carlton Fields. Cary may be reached at cwright@carltonfields.com, or at (813) 229-4135

Presentation #4 - Monday, February 27, 2017

Risk Finance/Risk Transfer—Contractually Managing and Balancing Risks

Part Four of the Risk Management Series will provide the listener with an overview of how attorneys can help their clients to effectively and successfully manage their risks through contractual negotiation, balancing, and transfer of certain risks.

Speakers:

• J. Richard Caskey, Esq., J. Richard Caskey, P.A. Rich may be reached at jrc@caskeylaw.com, or by phone at (813) 443-5709;
• Arthur J. Menor, Esq., Shutts & Bowen LLP. Art may be reached at amenor@shutts.com, or by phone at (561) 650-8510; and
• George J. Meyer, Esq., Carlton Fields. George may be reached at gmeyer@carltonfields.com, or by phone at (813) 229-4140

Stay tuned for future emails that will contain additional information, additional details, and reminders regarding the upcoming Risk Management Speaker Series. And please feel free to contact Scott Pence, Cary Wright, or Michael Meyer with any questions or for additional information.