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Best Practices in Reviewing Contracts to Identify and Mitigate Contractual Risk

Description

This practical discussion on reviewing contracts will help you identify opportunities to better protect your organization through effective risk mitigation. Learn about the importance of understanding the contract your firm is working to approve and how to negotiate relevant changes instead of relying on insurance as a backstop. Utilizing actual excerpts of contractual and insurance risk issues, the presenters will discuss contractual risks associated with commonly seen contract and insurance requirements. Both new and seasoned Risk Management professionals will be able to acquire useful ideas and best practices to protect your company

Contributors

  • Carter E. Boardman

    Carter has over 42 years of contract/subcontract administration experience on a wide range of engineering and construction projects. Carter has been in risk management for the last 22 years. Carter worked for Morrison Knudsen Corporation for 20 years on major construction, construction management and environmental projects throughout the United States. He spent 13 of those 20 years on field projects ranging from hydroelectric projects to waste water projects to the Detroit Downtown People Mover. After Morrison Knudsen, Carter worked for Bateman Engineering Inc. for 4 years on mineral and oil & gas projects both domestic and foreign. Carter presently works for Merrick & Company as their Vice President of Contracts and Risk Management and oversees their client contracts, professional service subcontracts, risk management and serves as Merrick’s small business liaison officer.

    Carter is the Assistant Treasurer and Assistant Secretary for Merrick & Company, Vice Chair and Secretary of the Enterprise Risk Management Committee for the Merrick Board of directors. Chairman of the Board of Merrick International Services, Inc., a subsidiary of Merrick & Company and also serves as the Secretary of Merrick Canada ULC, Merrick’s Canadian subsidiary.

    Carter is the past President and Board of Director of the Risk and Insurance Management Society (RIMS) Rocky Mountain Chapter. Carter serves on the RIMS Society Member Engagement Committee.

    Carter is an avid fly fisherman and sporting clays enthusiast.

  • David Young

    David Young is a Lecturer for the CU Denver Business School in Risk Management and Insurance and has taught Practical Enterprise Risk Management for the last seven years. He has been a member of RIMS for more than 15 years and currently serves on the RIMS Standards and Practices Council.

    David has more than 30 years of experience working in the insurance industry. He is presently a Senior Vice President for USI Insurance Services in the Mountain West region working with Property & Casualty clients. He has previously worked for several of the world’s largest insurance brokers. In 2013, he received a Risk & Insurance Power Broker Award and a Liberty Mutual Responsibility Leader of the Year for his efforts to increase awareness of career opportunities in the insurance and risk management industry.

    He is also a non-executive director of Soteria Risk, an ERM technology and consulting firm that provides consulting and training along with cloud-based tools to help organizations implement and manage Enterprise Risk Management programs.

    A graduate of the University of California, Santa Barbara and the University of Colorado, Boulder, and a US Army veteran, he continues to advance the practice of ERM and speaks at various industry events.

  • Eva LaBonte

    Eva LaBonte currently serves as the Risk Manager at Washington County, Oregon, the second largest County in the state. She and her staff manage liability claims, workers’ compensation, insuring the County with a large self-insured retention, environmental health & safety and contract review. Previously, Eva was the Workers’ Compensation Program Manager at Nike, Inc. in Beaverton, Oregon, and she also worked at Nike in Global Operational Risk Management at Nike, where her focus was contract review, loss prevention, technology, event risk management and driver safety. She has also worked at several other organizations, including a fire department and a university, managing workers' compensation, EHS, wellness program, employee benefits and property, liability and employment claims management.

    Eva has earned a Master of Science degree in Organizational Development and a BA in Business Management and Psychology as well as her Associate in Risk Management (ARM), and she is an instructor for the ARM 54 Principles and Practices of Risk Management course. Eva serves on the National Risk and Insurance Management Society Standards and Practices Council and is the President of the Oregon Public Entity Excess Pool.

April 4, 2019
Thu 1:00 PM EDT

Duration 1H 0M

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