CURRICULUM

The curriculum for PI 17 is currently being developed. Want to see what was offered in 2016? Check out the tracks below.

PI 16 Daily Themed Tracks:

Monday

Day One Insurance and Risk Management

Risk Management Speed Dating

PI will begin with risk management speed dating. This activity is designed to create an exchange in which attendees learn and share information regarding the diverse challenges risk management professionals face daily.

Determining Your Entity’s Total Cost of Risk

A focus on reducing total cost of risk (TCOR) is fundamental to supporting your organization’s operational and growth strategies. Overspending to protect against risk makes little business sense; however slashing risk management costs without first examining the long-term repercussions can be detrimental to operations as well as an organization’s bottom line. This session will help the risk manager identify and understand the importance of total cost of risk.

Speakers:

Carleen Patterson, ARM-P, CIC, CRM, Aon Risk Solutions

Lori Gray, Prince William County, VA

 

Structuring Hold Harmless and Indemnification Agreements to Your Entity’s Advantage

One of the best ways to effectively manage your entity’s risk for various types of projects and operations is through contractual risk transfer. An important part of contractual risk transfer is the development and use of hold harmless and indemnification agreements. In this session you will learn about the different types of hold harmless and indemnification agreements available for your use, as well as when and how to use them.

Speaker:

Amy Larson, Esq., City of Bloomington, MN

 

Certificates of Insurance: Managing Your Indemnity Relationships

Understanding the simplicity and complexity of certificates of insurance is an art form in itself. This session will breakdown certificates of insurance as we examine the nuts and bolts of coverage, policy dates and document as proof of insurance. We’ll talk about the circumstances where certificates are often requested – construction projects, permitting, special events, and professional services and why it’s important to take a second look at how those certificates impact the totality of your risk. Finally, we’ll discuss why it’s important to match your certificate to your contract and to track those pesky expiration dates as you bring your project to conclusion.

Speakers:

Amy Larson, Esq., City of Bloomington, MN
Marilyn Rivers, CPCU ARM AIC, City of Saratoga Springs, NY

 

Safety Leadership

How engaged are your employees?  How do you involve employees, build trust and create a shared sense of purpose?  Safety Leadership is about what you do on a daily basis.  Whether you realize it or not, your employees are watching your everyday words and actions for clues as to what is important to you.  This training module can help you demonstrate positive safety leadership techniques that will help motivate employees and make your workplace safer.

Speaker:

Oscar Goedecke, CSP, Travelers

 

Dealing with Difficult People

It happens to the best of us. We develop a fantastic program we think will benefit our governance and our community. We stand with our team ready to present and to shine when a dark ogre from our present looms in the audience hell-bent on derailing the exercise. Learning how to outmaneuver your ogre takes finesse, patience and creativity. This presentation will be an open discussion forum in which participants will share leadership strategies for overcoming negative influences in public governance. Attendees will examine and learn to identify personality types and practice risk mitigation techniques to assist risk professionals in overcoming the negative influences within their own work environments.

Speaker: Marilyn Rivers, CPCU, ARM, AIC, City of Saratoga Springs, NY

 

Tuesday

Day Two :  Risk Methodology

 

Risk Management Trials and Tribulations

Share your success stories and learn innovative methods to approach the difficulties you are experiencing! 

 

Fleet Risk Management for Public Entities

A public entity’s fleet provides uninterrupted services 24 hours a day, 7 days a week. The fleet contains a variety of motor vehicles, many of which create unique liability exposures, requiring special controls and driver training. On any single vehicle accident event, whether you pay or pay BIG may be directly impacted by how well you manage your fleet operations. This presentation will walk through an accident scenario with the audience to discuss liability exposures.  Principals of fleet safety management will be presented to assist managers and fleet administrators make better decisions, policies and procedures to control these identified exposures.

Speaker:

Oscar Goedecke, CSP, Travelers

 

Risk Management 2.0 – Taking it to the Next Level

Risk management of the future will go beyond safety, insurance and risk transfer. We need to position our risk management programs to be ready for emerging risks, to manage risk in a broad and inclusive way and to build resilience for our organizations. Fortunately, there is guidance available! This session will examine the key elements of a sustainable risk management program (from ISO 31000) that will support organizational objectives and prepare you for the future.

Speaker:

Scott Wightman, ARM-E, CIRM, Arthur J. Gallagher Risk Management Services, Inc.

 

Property Appraisals Measuring Exposure

This session will discuss a best practice property appraisal process, from review of current values to the commissioning and receipt of the valuation consulting report. Attendees will learn about the insurance market forces that are driving the demand for supportable values as well as the accurate COPE data and how to conduct your own initial diagnostic review of your current property values. The session will also highlight the optional levels of service appropriate for valuing properties in public entities and the structuring of an affordable appraisal program over a numbers of years. The presenter will utilize a case study to challenge attendees to review appraisal results, compare them to currently declared values and explain any significant disparities.

Speaker:

Nigel Wilson, ASA, CEng., MIMMM, Duff & Phelps

 

Cyber & Privacy Liability: Is it Worth the Risk?

The world of cyber & privacy insurance is changing. As more insurers enter the market, how do you separate the good policy forms from the bad? Many organizations struggle with identifying the limits available in the market to cover their risk and how to establish the potential cost if an event occurs. This presentation will discuss the evolution of the coverage as well as how to shop for cyber insurance. The speaker will share risk management considerations that need to be addressed before purchasing cyber insurance. Additionally, the main reasons organizations purchase the coverage is changing. The presenter will demonstrate how the provision of pre and post breach services and 1st Party protections are driving the growth of this insurance class.

Speaker:

Geoff Kinsella, FCII, MBA, Safeonline LLP

 

Wednesday

Day Three :  The Legal Aspects of Risk

 

Risk Management Speed Dating

This activity is designed to create an exchange in which attendees learn and share information regarding the diverse challenges risk management professionals face daily.

 

Cyber Risks

Most public entities have some kind of information technology exposure to their operations. Whether it is operational data, stakeholder records or employee information, all are digitized and transferable through portable hardware, e-mail or even accessible via password through the internet. This convenience also comes with substantial cyber risks. Technology losses related to viruses, hacking, data breach, digital defamation and intellectual property infringement are becoming commonplace. Entities that do not embrace new technology face significant risk.  Even the most vigilant network security and most comprehensive privacy policies are vulnerable to hackers, rogue employees, social engineering and human error. This presentation is designed to address these concerns, give concrete examples of typical risks and effective strategies to address cyber risk, including scalable policy development, deployment, and enforcement.

Speaker:

Charles Leitch, JD, Patterson Buchanan Fobes & Leitch, Inc., P.S.

 

Harassment – In the Office, Online and on the Web

The legal concept of harassment is in a state of flux due to dramatic expansion in connectivity with technology. Brick and mortar office environments have given way to remote access and 24-hour communications. Social media can be an entity’s greatest asset but can also represent an exposure point and a political minefield depending on your governance model. As a risk manager, one must appreciate the unique risks associated with social media technology. This presentation will review the current concepts of harassment and its interrelation with social media communication. Ways to mitigate risks unique to social media platforms, including illustrative cases as well as crisis communication will be reviewed. The presenter will also discuss takeaways, including the best practices to mitigate risks, protect employees from themselves and to adapt to the new communication norm.

Speaker:
Charles Leitch, JD, Patterson Buchanan Fobes & Leitch, Inc., P.S.

 

Who is Driving the Bus? Litigation Management 2.0

Litigation can be one of the highest external costs and resource drains that public entities face.  Coupled with the uncertain results that litigation may result in, it is critical that litigation is managed in a proactive, thoughtful manner. Litigation management extends beyond assembling a panel counsel program and managing costs. Rather, it needs to be viewed in a holistic manner, in terms of not only counsel, but also the use of other service providers that can assist in managing and measuring counsel, as well as providing additional information that can be used to ensure that your entity is receiving the full value from counsel and other litigation professionals. By using different tools as well as unique service providers, proper litigation management can provide insights into risk control, employee behaviors and opportunities for improvement, not just in claims and litigation expenses, but also in overall operations. 

Speakers:

Stephen Dzury, Berkley Public Entity Managers, LLC, a W.R.Berkley Company
Richard Vincelette, Berkley Public Entity Managers, LLC, a W.R.Berkley Company

                            

The Art of the Settlement

Claims are resolved in one of three ways – through trial, by being dismissed, or by being settled.  Settlement accounts for more than 90 percent of all claims resolutions. Therefore, it is important to be aware of this fact in each claim that you handle and to ensure that you are posturing your cases with this understanding. Oftentimes, a decision is made early regarding whether a case should be tried or settled, this can increase settlement values. It is critical to understand the overall total cost of risk in evaluating a claim and to determine whether to invest in the defense of a case, to obtain the best settlement value possible or whether to settle early for less cost, in order to reduce overall expenses.

Speakers:

Stephen Dzury, Berkley Public Entity Managers, LLC, a W.R.Berkley Company
Richard Vincelette, Berkley Public Entity Managers, LLC, a W.R.Berkley Company

 

The Due Diligence of Employment Practice

Employment practices in the public sector present a number of compelling and frustrating issues in a dynamic environment. Occasionally, it presents issues of pursuit of the public employer’s interest against the due process rights of its employees. Often, public entities are precariously positioned to safeguard the need to effectively govern while preserving employee rights. This session will focus on identifying the magnitude of the responsibilities associated with protecting the employees’ rights while providing risk management mechanisms to ensure that the balance of good government is fairly and uniformly enforced.

Speaker:
John Aspland, FitzGerald Morris Baker Firth, P.C.

 

Thursday

Day Four :  Risk Financing

 

Risk Management Trials and Tribulations

Share your success stories and learn innovative methods to approach the difficulties you are experiencing! 

 

Sports Concussion Management 101

Sports-related concussions have been prominently featured in the media with ongoing NFL and NCAA player litigation. In fact, a 2015 film follows a forensic pathologist’s research on chronic traumatic encephalopathy (CTE) brain damage suffered by professional football players. However, all sports at any level can cause a concussion or mild Traumatic Brain Injury (TBI). This presentation will examine the following issues in "plain language": the basics of a concussion injury, initial diagnosis, common symptoms, how do concussions occur or pathophysiology, statistics, concussion management programs (baseline testing, sideline assessment, training, graduated return-to-play and modifiers) and additional program considerations for success.

Speaker:
Robert C. Prior, MS, CSP, ARM-P, Aon Global Risk Consulting

 

Understanding Risk Financing Alternatives

Developing a complete workers’ compensation program depends on full understanding of the pricing option that will suit your purchasing objectives. This session will highlight the differences and considerations between first dollar, large deductible and self-insured programs, so that you can identify which program is best suited for your organization.

Speaker:
Mark Walls, Safety National

 

Integrated Disability Management

Many employers’ workers’ compensation, disability and leave management programs reside in separate silos. With risk management, human resources, legal and the employee’s supervisor often managing separate elements of an employee absence, a non-integrated approach can lead to confusion, increased costs and reduced outcomes. In this session, the presenters will discuss the advantages of creating an integrated disability management program so that employers are consistent with how they address work absences, regardless of the cause.

Speakers:
Kimberly George, Sedgwick Claims Management Services, Inc.

Mark Walls, Safety National

 

Claims Management and Reserving Methodology

The best claims organizations have excellent claims management skills.  An organization’s reserving practices is the ultimate measuring tool used to gauge the effectiveness of a claims organization. The culture of an organization also determines how successfully they manage claims and achieving desirable outcomes. Communication also plays an important role in the success of any claims organization.  Consistently following proper protocol, allowing the right culture to evolve and moving the organization forward in the right direction, is extremely important.  These competencies culminate in an organization’s reserving practices and the success thereof, which will be reviewed through the use of various examples.

Speakers:
Stephen Dzury, Berkley Public Entity Managers, LLC, a W.R.Berkley Company
Richard Vincelette, Berkley Public Entity Managers, LLC, a W.R.Berkley Company

 

Return to Work’s Financial Investment

No matter the size or scope of your entity, your largest investment is in your people.  Unfortunately, sometimes your employees get hurt and are unable to do their job.  Wouldn’t it make sense to get them back to work as soon as possible?  In this session, we will not only discuss “Return-to-Work strategies on how to get your workers back on the job, but also give you the tools to show your Elected and Appointed leadership why these program are not only the “Right” thing to do but the best financial decision to make as well.

Speaker:

Dave Randall, Safety National Casualty Corporation

 

Friday

Day Five :  Law Enforcement

 

Planning for PI17

 

Law Enforcement Technology Tools: Cameras, Security

It’s a bird. It’s a plane. It’s a drone? Does your agency own a drone? Is your agency considering acquiring a drone? Attendees will learn the necessary procedures to obtain permission to fly drones. Additionally, the speaker will provide innovative methods to garner community participation in reducing neighborhood crime via home security cameras.

Speaker:
Tim Billingham, City of Plano, TX

 

PTSD: Workplace Identification and Response

Post-Traumatic Stress Disorder has never been more prevalent in the workplace. This session will help the audience understand the signs, symptoms and opportunities we have as public risk managers for early identification and treatment of PTSD. The session will focus on preventative measures including employee wellness, health and productivity issues and the proactive approach toward employee engagement and work success.

Speakers:
Mark Walls, Safety National
Kimberly George, Sedgwick

 

Active Shooter for Risk Managers

This presentation is an interactive experience designed to familiarize public risk management professionals with the details behind the concept of Active Shooter Training. Attendees will learn the latest contemporary strategies to prevent, plan for and respond, in a fact based manner, to rapidly unfolding and chaotic situations that may occur within our work environments. Our law enforcement folks constantly train on the principle of active shooter preparation. It’s time to take a moment to learn from the best and how these activities can influence and drive our own law enforcement strategies within our communities.

Speakers:
Thomas McAneney, Esq., Emergency Management Administrator, Abington Township, PA
Lt. Earl Saurman, Abington Township Police Department, PA
Robert Sands, Director of Training, Abington Township, PA

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