FW: [Liability Insurance] Fwd: Florida Bar RPPTL Insurance & Surety Committee Conference Call - Monday, February 27, 2017, beginning at Noon

PS
Pence, Scott
Mon, Feb 27, 2017 5:08 PM

In case you are calling in for the Insurance and Surety Committee CLE today, please see outline below:

Scott P. Pence | Carlton Fields
Board Certified in Construction Law by The Florida Bar
Direct: 813.229.4322 | Fax: 813.229.4133
4221 W. Boy Scout Blvd., Ste. 1000
Tampa, Florida 33607-5780
biohttp://www.cfjblaw.com/spence/ | vcardhttp://www.cfjblaw.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7 | linkedinhttp://www.linkedin.com/in/pencescott

From: liability_insurance-bounces@lists.flabarrpptl.org [mailto:liability_insurance-bounces@lists.flabarrpptl.org] On Behalf Of Michael Meyer
Sent: Monday, February 27, 2017 11:59 AM
To: liability_insurance@lists.flabarrpptl.org
Subject: [Liability Insurance] Fwd: Florida Bar RPPTL Insurance & Surety Committee Conference Call - Monday, February 27, 2017, beginning at Noon

All,

The following is the Outline for today's presentation on Contractual Risk Shifting Provisions in Construction Contracts and Commercial Leases.

Topic 1 - Indemnification Provisions
A) George Meyer - Construction Contracts
B) Art Menor - Commercial Leases

Topic 2 - Waivers of Subrogation
A) Art Menor - Commercial Leases
B) George Meyer - Construction Contracts, and other important Builder's Risk Insurance terms

Topic 3 - Restoration Obligations
A) Art Menor - Commercial Leases - Restoration Obligation and Rent Abatement issues
B) George Meyer - Construction Contracts - Contractor's Duty to Correct and Warrant the Work

Topic 4 - Performance/Payment Security contract terms (e.g., bonds, LOC’s, deposits, payment escrows, parent guaranties, proof of financing, etc.)
A) George Meyer
B) Art Menor

---------- Forwarded message ----------
From: Pence, Scott <spence@carltonfields.commailto:spence@carltonfields.com>
Date: Thu, Feb 23, 2017 at 5:51 PM
Subject: [Liability Insurance] Florida Bar RPPTL Insurance & Surety Committee Conference Call - Monday, February 27, 2017, beginning at Noon
To: "liability_insurance@lists.flabarrpptl.orgmailto:liability_insurance@lists.flabarrpptl.org" <liability_insurance@lists.flabarrpptl.orgmailto:liability_insurance@lists.flabarrpptl.org>
Cc: Ashley Zohar <ashleyzoharlaw@gmail.commailto:ashleyzoharlaw@gmail.com>, R Scott Traweek <STraweek@gallowayjohnson.commailto:STraweek@gallowayjohnson.com>, "Michael J. Sabatello, Esq." <michael@sabatellolaw.commailto:michael@sabatellolaw.com>, Kristy Boss <kboss@taylormorrison.commailto:kboss@taylormorrison.com>, "Diaz-Johnston, Jorge" <jidiaz@turnberry.commailto:jidiaz@turnberry.com>, Rodolfo Blanco <rudy4869@yahoo.commailto:rudy4869@yahoo.com>, "jrc@caskeylaw.commailto:jrc@caskeylaw.com" <jrc@caskeylaw.commailto:jrc@caskeylaw.com>, Bonnie Dillon <bonnie@bennettlegalgroup.commailto:bonnie@bennettlegalgroup.com>, Erica Peterson <epeterson@damontelaw.commailto:epeterson@damontelaw.com>, Steve Berlin <steve.d.berlin@gmail.commailto:steve.d.berlin@gmail.com>, Gonzalo Funes <gonzaloesquire@gmail.commailto:gonzaloesquire@gmail.com>, Ronald Stephenson <rlspalaw@verizon.netmailto:rlspalaw@verizon.net>, "Sheldon S. Polish" <SPolish@bergersingerman.commailto:SPolish@bergersingerman.com>, "Meyer, George J." <gmeyer@carltonfields.commailto:gmeyer@carltonfields.com>, Patti Ladwig <PLadwig@ladwiglaw.commailto:PLadwig@ladwiglaw.com>, Linda Lanosa <Linda.Lanosa@cfxway.commailto:Linda.Lanosa@cfxway.com>, "Connors, Marsha" <mconnors@camdennational.commailto:mconnors@camdennational.com>

Folks,

This is a reminder that our monthly call is scheduled for Monday, February 27, 2017 - beginning at Noon.

Monday’s CLE presentation will be the fourth installment of a 4-part series on Risk Management spanning November, 2016 - February, 2017.  The brochure outlining the entire Risk Management speaker series has been pasted below for your reference.

Monday’s seminar, entitled Risk Finance/Risk Transfer—Contractually Managing and Balancing Risks, will be presented by Arthur J Menor, Esq., of Shutts & Bowen, LLP, George J. Meyer, Esq., of Carlton Fields and J. Richard Caskey, Esq., of J. Richard Caskey,, P.A.
Attached are the following: (1) Agenda for Monday’s call; and (2) Minutes from our January 23rd meeting.

The PowerPoint Presentation for Monday’s seminar will be distributed separately.

Meeting Information:
Dial-in Information:              Dial-in: 888-376-5050tel:(888)%20376-5050
Pin: 7854216320tel:(785)%20421-6320#
Moderator: 36802# (Moderator Does Not Use Pin Code)

Attendance:                          Click here to Record Your Attendancehttps://docs.google.com/forms/d/e/1FAIpQLSenIEkuSmtqybmfVl7clyp36npkkikSAXC146STwlh1cRNUfw/viewform
Click here to See Other Attendeeshttps://docs.google.com/spreadsheets/d/19PqKf4Ag9DApN5Gf6tsfs7-7pLCARqrwKUWh9WlTmlY/edit#gid=1561184413

We look forward to the call.

Regards,
Scott

[Carlton Fields, P.A.]
Scott Pence
Attorney at Law mailto:mgmeyer83@gmail.com
Board Certified in Construction Law by The Florida Bar

4221 W. Boy Scout Blvd., Ste. 1000
Tampa, Florida  33607-5780
Direct:  813.229.4322 | Fax:  813.229.4133

spence@carltonfields.commailto:spence@carltonfields.com |  www.carltonfields.comhttp://www.carltonfields.com
bio | vcard | linkedin

Carlton Fields is ISO 27001:2013 certified.

Confidential: This e-mail contains a communication protected by the attorney-client privilege or constitutes work product.  If you do not expect such a communication please delete this message without reading it or any attachment and then notify the sender of this inadvertent delivery.

[https://communications.carltonfields.com/18/689/_images/rpptl-header.jpg]http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

The Insurance and Surety Committee's
Winter 2016-2017 Risk Management Serieshttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

(Designed for Real Estate, Probate and Trust Law Practitioners)http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

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:http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        November 21, 2016, Noon to 1 PMhttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        December 19, 2016, Noon to 1 PMhttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        January 23, 2017,* Noon to 1 PMhttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        February 27, 2017,* Noon to 1 PMhttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

*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.http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

Be sure to mark your calendars now for all four parts!http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

Plan to call-in using the following conference number and passcode:http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Dial in Number: 1-888-376-5050http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Participant Passcode: 7854216320#http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

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. http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

This 4-Part Risk Management Speaker Series will cover the following major topics in risk management:http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Overview of Risk Management: Identifying and Analyzing Risks; http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Implementation of Risk Management Plan and Policies; http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Financing Business Risks; and http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        Contractually Managing and Balancing Riskshttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

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. http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

Presentation #1 - Monday, November 21, 2016http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

Risk Management Overview—Identifying and Analyzing Riskshttp://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

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.http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

Speakers: http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7
·        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) 829-8844http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7

mailto:cstanovich@austinstanovich.com

mailto:cstanovich@austinstanovich.com

Presentation #2 - Monday, December 19, 2016mailto:cstanovich@austinstanovich.com

Risk Control—Implementation of Risk Management Plan and Policiesmailto:cstanovich@austinstanovich.com

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.mailto:cstanovich@austinstanovich.com

Speakers:mailto:cstanovich@austinstanovich.com
·        Brad McKown, Safety Links.  Brad may be reached at bmckown@safteylinks.net, or by phone at (407) 719-8079mailto:cstanovich@austinstanovich.com

mailto:bmckown@safteylinks.net

mailto:bmckown@safteylinks.net

Presentation #3 - Monday, January 23, 2017mailto:bmckown@safteylinks.net

Risk Finance/Risk Retention—Financing Business Risksmailto:bmckown@safteylinks.net

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.mailto:bmckown@safteylinks.net

Speakers:mailto:bmckown@safteylinks.net
·        Gary L Smith, CPCU, AAI, Insurance Office of America.  Gary may be reached at gary.smith@ioausa.com, or by phone at (850) 877-8379; andmailto:bmckown@safteylinks.net
·        Wm. Cary Wright, Esq., Carlton Fields.  Cary may be reached at cwright@carltonfields.com, or at (813) 229-4135mailto:gary.smith@ioausa.com

mailto:cwright@carltonfields.com

mailto:cwright@carltonfields.com

Presentation #4 - Monday, February 27, 2017mailto:cwright@carltonfields.com

Risk Finance/Risk Transfer—Contractually Managing and Balancing Risksmailto:cwright@carltonfields.com

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.mailto:cwright@carltonfields.com

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

mailto:gmeyer@carltonfields.com

mailto:gmeyer@carltonfields.com

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.mailto:gmeyer@carltonfields.com


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In case you are calling in for the Insurance and Surety Committee CLE today, please see outline below: Scott P. Pence | Carlton Fields Board Certified in Construction Law by The Florida Bar Direct: 813.229.4322 | Fax: 813.229.4133 4221 W. Boy Scout Blvd., Ste. 1000 Tampa, Florida 33607-5780 bio<http://www.cfjblaw.com/spence/> | vcard<http://www.cfjblaw.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> | linkedin<http://www.linkedin.com/in/pencescott> From: liability_insurance-bounces@lists.flabarrpptl.org [mailto:liability_insurance-bounces@lists.flabarrpptl.org] On Behalf Of Michael Meyer Sent: Monday, February 27, 2017 11:59 AM To: liability_insurance@lists.flabarrpptl.org Subject: [Liability Insurance] Fwd: Florida Bar RPPTL Insurance & Surety Committee Conference Call - Monday, February 27, 2017, beginning at Noon All, The following is the Outline for today's presentation on Contractual Risk Shifting Provisions in Construction Contracts and Commercial Leases. Topic 1 - Indemnification Provisions A) George Meyer - Construction Contracts B) Art Menor - Commercial Leases Topic 2 - Waivers of Subrogation A) Art Menor - Commercial Leases B) George Meyer - Construction Contracts, and other important Builder's Risk Insurance terms Topic 3 - Restoration Obligations A) Art Menor - Commercial Leases - Restoration Obligation and Rent Abatement issues B) George Meyer - Construction Contracts - Contractor's Duty to Correct and Warrant the Work Topic 4 - Performance/Payment Security contract terms (e.g., bonds, LOC’s, deposits, payment escrows, parent guaranties, proof of financing, etc.) A) George Meyer B) Art Menor ---------- Forwarded message ---------- From: Pence, Scott <spence@carltonfields.com<mailto:spence@carltonfields.com>> Date: Thu, Feb 23, 2017 at 5:51 PM Subject: [Liability Insurance] Florida Bar RPPTL Insurance & Surety Committee Conference Call - Monday, February 27, 2017, beginning at Noon To: "liability_insurance@lists.flabarrpptl.org<mailto:liability_insurance@lists.flabarrpptl.org>" <liability_insurance@lists.flabarrpptl.org<mailto:liability_insurance@lists.flabarrpptl.org>> Cc: Ashley Zohar <ashleyzoharlaw@gmail.com<mailto:ashleyzoharlaw@gmail.com>>, R Scott Traweek <STraweek@gallowayjohnson.com<mailto:STraweek@gallowayjohnson.com>>, "Michael J. Sabatello, Esq." <michael@sabatellolaw.com<mailto:michael@sabatellolaw.com>>, Kristy Boss <kboss@taylormorrison.com<mailto:kboss@taylormorrison.com>>, "Diaz-Johnston, Jorge" <jidiaz@turnberry.com<mailto:jidiaz@turnberry.com>>, Rodolfo Blanco <rudy4869@yahoo.com<mailto:rudy4869@yahoo.com>>, "jrc@caskeylaw.com<mailto:jrc@caskeylaw.com>" <jrc@caskeylaw.com<mailto:jrc@caskeylaw.com>>, Bonnie Dillon <bonnie@bennettlegalgroup.com<mailto:bonnie@bennettlegalgroup.com>>, Erica Peterson <epeterson@damontelaw.com<mailto:epeterson@damontelaw.com>>, Steve Berlin <steve.d.berlin@gmail.com<mailto:steve.d.berlin@gmail.com>>, Gonzalo Funes <gonzaloesquire@gmail.com<mailto:gonzaloesquire@gmail.com>>, Ronald Stephenson <rlspalaw@verizon.net<mailto:rlspalaw@verizon.net>>, "Sheldon S. Polish" <SPolish@bergersingerman.com<mailto:SPolish@bergersingerman.com>>, "Meyer, George J." <gmeyer@carltonfields.com<mailto:gmeyer@carltonfields.com>>, Patti Ladwig <PLadwig@ladwiglaw.com<mailto:PLadwig@ladwiglaw.com>>, Linda Lanosa <Linda.Lanosa@cfxway.com<mailto:Linda.Lanosa@cfxway.com>>, "Connors, Marsha" <mconnors@camdennational.com<mailto:mconnors@camdennational.com>> Folks, This is a reminder that our monthly call is scheduled for Monday, February 27, 2017 - beginning at Noon. Monday’s CLE presentation will be the fourth installment of a 4-part series on Risk Management spanning November, 2016 - February, 2017. The brochure outlining the entire Risk Management speaker series has been pasted below for your reference. Monday’s seminar, entitled Risk Finance/Risk Transfer—Contractually Managing and Balancing Risks, will be presented by Arthur J Menor, Esq., of Shutts & Bowen, LLP, George J. Meyer, Esq., of Carlton Fields and J. Richard Caskey, Esq., of J. Richard Caskey,, P.A. Attached are the following: (1) Agenda for Monday’s call; and (2) Minutes from our January 23rd meeting. The PowerPoint Presentation for Monday’s seminar will be distributed separately. Meeting Information: Dial-in Information: Dial-in: 888-376-5050<tel:(888)%20376-5050> Pin: 7854216320<tel:(785)%20421-6320># Moderator: 36802# (Moderator Does Not Use Pin Code) Attendance: Click here to Record Your Attendance<https://docs.google.com/forms/d/e/1FAIpQLSenIEkuSmtqybmfVl7clyp36npkkikSAXC146STwlh1cRNUfw/viewform> Click here to See Other Attendees<https://docs.google.com/spreadsheets/d/19PqKf4Ag9DApN5Gf6tsfs7-7pLCARqrwKUWh9WlTmlY/edit#gid=1561184413> We look forward to the call. Regards, Scott [Carlton Fields, P.A.] Scott Pence Attorney at Law <mailto:mgmeyer83@gmail.com> Board Certified in Construction Law by The Florida Bar 4221 W. Boy Scout Blvd., Ste. 1000 Tampa, Florida 33607-5780 Direct: 813.229.4322 | Fax: 813.229.4133 spence@carltonfields.com<mailto:spence@carltonfields.com> | www.carltonfields.com<http://www.carltonfields.com> bio | vcard | linkedin Carlton Fields is ISO 27001:2013 certified. Confidential: This e-mail contains a communication protected by the attorney-client privilege or constitutes work product. If you do not expect such a communication please delete this message without reading it or any attachment and then notify the sender of this inadvertent delivery. [https://communications.carltonfields.com/18/689/_images/rpptl-header.jpg]<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> The Insurance and Surety Committee's Winter 2016-2017 Risk Management Series<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> (Designed for Real Estate, Probate and Trust Law Practitioners)<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> 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:<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · November 21, 2016, Noon to 1 PM<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · December 19, 2016, Noon to 1 PM<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · January 23, 2017,* Noon to 1 PM<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · February 27, 2017,* Noon to 1 PM<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> *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.<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> Be sure to mark your calendars now for all four parts!<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> Plan to call-in using the following conference number and passcode:<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Dial in Number: 1-888-376-5050<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Participant Passcode: 7854216320#<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> 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. <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> This 4-Part Risk Management Speaker Series will cover the following major topics in risk management:<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Overview of Risk Management: Identifying and Analyzing Risks; <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Implementation of Risk Management Plan and Policies; <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Financing Business Risks; and <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · Contractually Managing and Balancing Risks<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> 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. <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> Presentation #1 - Monday, November 21, 2016<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> Risk Management Overview—Identifying and Analyzing Risks<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> 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.<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> Speakers: <http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> · 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<http://www.carltonfields.com/FCWSite/Features/_Attorneys/vCard.aspx?attorney=7> <mailto:cstanovich@austinstanovich.com> <mailto:cstanovich@austinstanovich.com> Presentation #2 - Monday, December 19, 2016<mailto:cstanovich@austinstanovich.com> Risk Control—Implementation of Risk Management Plan and Policies<mailto:cstanovich@austinstanovich.com> 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.<mailto:cstanovich@austinstanovich.com> Speakers:<mailto:cstanovich@austinstanovich.com> · Brad McKown, Safety Links. Brad may be reached at bmckown@safteylinks.net, or by phone at (407) 719-8079<mailto:cstanovich@austinstanovich.com> <mailto:bmckown@safteylinks.net> <mailto:bmckown@safteylinks.net> Presentation #3 - Monday, January 23, 2017<mailto:bmckown@safteylinks.net> Risk Finance/Risk Retention—Financing Business Risks<mailto:bmckown@safteylinks.net> 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.<mailto:bmckown@safteylinks.net> Speakers:<mailto:bmckown@safteylinks.net> · Gary L Smith, CPCU, AAI, Insurance Office of America. Gary may be reached at gary.smith@ioausa.com, or by phone at (850) 877-8379; and<mailto:bmckown@safteylinks.net> · Wm. Cary Wright, Esq., Carlton Fields. Cary may be reached at cwright@carltonfields.com, or at (813) 229-4135<mailto:gary.smith@ioausa.com> <mailto:cwright@carltonfields.com> <mailto:cwright@carltonfields.com> Presentation #4 - Monday, February 27, 2017<mailto:cwright@carltonfields.com> Risk Finance/Risk Transfer—Contractually Managing and Balancing Risks<mailto:cwright@carltonfields.com> 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.<mailto:cwright@carltonfields.com> Speakers:<mailto:cwright@carltonfields.com> · J. Richard Caskey, Esq., J. Richard Caskey, P.A. Rich may be reached at jrc@caskeylaw.com, or by phone at (813) 443-5709;<mailto:cwright@carltonfields.com> · Arthur J. Menor, Esq., Shutts & Bowen LLP. Art may be reached at amenor@shutts.com, or by phone at (561) 650-8510; and<mailto:jrc@caskeylaw.com> · George J. Meyer, Esq., Carlton Fields. George may be reached at gmeyer@carltonfields.com, or by phone at (813) 229-4140<mailto:amenor@shutts.com> <mailto:gmeyer@carltonfields.com> <mailto:gmeyer@carltonfields.com> 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.<mailto:gmeyer@carltonfields.com> _______________________________________________ Liability_Insurance mailing list Liability_Insurance@lists.flabarrpptl.org<mailto:Liability_Insurance@lists.flabarrpptl.org> http://mailman.fsr.com/mailman/listinfo/liability_insurance