WTW A&E has developed a series of on-demand risk management education programs that are available exclusively to our WTW A&E clients. Whether you use these programs for on-boarding new employees who join your firm, to assist in project manager development training and/or as an efficient and cost effective way for your staff to earn continuing education credits, these WTW A&E on-demand education programs can be a valuable tool for your firm.
- Each program comes with a short quiz and is eligible for 1.5 CE/PDH credits
- These programs are available to our WTW A&E clients at no cost.
Submit your request to access a WTW A&E on-demand education program wtwae@wtwco.com
WTW A&E On-Demand Education Programs
Jump to our program details:
- Deal Makers and Deal Breakers
- CYA with CA
- Documentation and Communication
- Lessons in Liability
- Managing COVID-19 A&E Risk
- Managing Design-Build Risk
- Project Evaluation: Go, No-Go?
- Managing Cyber Risk & Developing an Incident Response Plan
- Health Safety Welfare & Ethics for the Architect and Engineer
- Insurance Requirements and Certificates of Insurance
WTW A&E On-Demand Education Program Details
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01
Deal Makers and Deal Breakers
Special Guest: David Erickson with the law firm of Severson & Werson
This is a great program for anyone that negotiates contracts, is responsible for new business development – and/or interested in learning the critical issues every design firm must consider when it comes to negotiating fair and insurable agreements with their clients. This program includes an interactive discussion on contractual “deal makers” and “deal breakers” and certain “red-flag” words and phrases from both a legal and coverage perspective. We provide specific negotiation tips on how to come to a win-win solution of a balanced, fair – and insurable agreement with your Clients.
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02
CYA with CA
Special Guest: Doug Palandech with the law firm of Foran Glennon
This popular program will review the pitfalls and opportunities design firms face when it comes to construction administration. Effective documentation is key to effective CA as well as a firm grasp of the standard of care. This program will review important lessons all staff members that have any CA responsibilities should understand to mitigate their risk. We have an interactive discussion on critical issues and risk management advice on a wide range of CA issues including site visits duties and inherent risks, addressing non-compliant work, reduction and elimination of your role, rejection of work, scope creep, handling requests to terminate contractors as well reduced or terminated site visit responsibilities.
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03
Documentation and Communication
Special Guest: Doug Palandech with the law firm of Foran Glennon
Most claims against A&E firms are rooted in poor communications and documentation practices. Join us for an interactive discussion around this critical topic and often neglected area of risk management within the Design practice: effective communication and documentation. We review the challenges and specific exposures associated with poor communication and documentation within the design and construction practice. This program will offer practical measures your firm can take to establish and manage expectations – and implement effective documentations practices to reduce your risk to costly claims and client disputes.
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04
Lessons in Liability
Special Guest: Jeff Coleman with The Coleman Law Firm
This is an excellent primer for all levels of staff for any design firm as it reviews critical issues associated with the standard of care, communications, documentation, construction administration and managing client expectations. We identify current claim trends and practical measures firms can take to reduce their exposures. Discuss types of damages by category of project type and discipline. Provide an analysis of non-technical contributors to risk exposure for designers – including contracts, client selection, and team capabilities. This program also includes an in depth review of the standard of care, effective documentation practices (including what not to put in an email!) and the role of the design professional in construction administration.
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05
Managing COVID-19 A&E Risk
Special Guest: David Erickson with the law firm of Severson & Werson
As we enter the various “reopening” scenarios and the evolving “new normal,” design and construction professionals must find adaptive strategies to stay current in all phases of the design and construction process and service to clients and others. In that spirit of lessons learned and moving forward, this program will establish the foundational issues for strategic solutions and then provide guidance for five distinct phases of the design and construction process: design, coordination, permitting, construction administration, and project closeout.
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06
Managing Design-Build Risk
Special Guest: David Hatem with the law firm of Donovan Hatem
David Hatem will present on demand for another in depth discussion on managing evolving Design Build risk. David will review a claim scenario where the Constructor on a design-bid-build project asserts claims against the project owner for substantial additional costs and delays allegedly due to (a) design errors and omissions and (b) owner failure to pay for contract and extra work, and interference with the Constructors performance of the Work. From this claim scenario a number of important issues will be reviewed that impact not only resolution of the Constructor's claims against the Owner, but also the health and future of the Design Professionals' relationship with the Owner. The key to maintenance (and growth) of success in that relationship often depends upon how the Owner and Design Professional interact with each other in the resolution of those Constructor claims.
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07
Project Evaluation: Go, No-Go?
Special Guest: Andy Mendelson, FAIA, Chief Risk Management Officer for Berkley DP
Every firm must ultimately decide if a prospective project is a “go” or a “no-go” and if they should commit valuable time and resources. Dan Buelow, Managing Director of WTW A&E and Andy Mendelson, FAIA, Chief Risk Management Officer for Berkley DP, present an interactive discussion around critical “Go No-Go” considerations your firm should include when assessing a new client relationship and business opportunity. This program addresses a wide range of risk management topics and issues to consider when evaluating prospective projects; project team capabilities; financials, contracts; and client relationships.
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08
Managing Cyber Risk & Developing an Incident Response Plan
Cyber claims involving design firms are on the rise and a number of A&E firms have experienced significant losses as a result of cyber related attacks and ransomware. We will be joined by top cybersecurity experts for an update on the cyber risks facing the design and construction practice with a focus on crafting a cyber incident response plan. Our panelists will review what every A&E firm should be doing to mitigate this complex and evolving risk - and what controls you will need to have in place in order to secure standalone cyber liability coverage in the current insurance marketplace.
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09
Health Safety Welfare & Ethics for the Architect and Engineer
What are the ethical obligations of the design professional when it comes to the health, safety and welfare of the general public?
Jeff Coleman, from The Coleman Law Firm, presents this program to address this very question. What are the potential risks and liabilities to the design professional surrounding accessibility, energy efficiency, issues relative to conflicts between existing codes and client requests? What steps should you take in the event an error or omission is discovered?
This discussion addresses all of these questions as well as the rules and regulations governing the A&E practice.
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10
Insurance Requirements and Certificates of Insurance
Review of all the Property and Casualty insurance products design firms should understand and consider to transfer their risk and meet contractual requirements of their clients. This program will go into considerable detail of coverages, exclusions, clauses and nuances of all of the following P&C insurance products: Professional Liability, General Liability, Workers Compensation & Employer’s Liability, Automobile Liability, Umbrella / Excess Liability and other various specialty coverages. In addition to providing an overview of these products, we will discuss the issues to consider when negotiating insurance requirements in your contracts and managing certificates of insurance.
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11
Managing Design-Build Teaming Agreements
Special Guest: David Hatem with the law firm of Donovan Hatem
A substantial number of the more significant professional liability claims asserted by design builders against their consulting engineer subconsultant in design build arise out of services performed by the consulting engineer during the procurement or pursuit, pre-award phase of a design build project. The ability to effectively manage, limit and defend professional liability risk of the consulting engineer in that high frequency and severity context often depends upon the scope and terms of the consulting engineer's engagement during the "teaming" (or phase I) agreement.
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12
Emerging A&E Risks
In October of 2021, WTW A&E completed a survey of claim experts from 12 leading A&E professional liability insurance carriers. Dan Buelow, Managing Director of WTW A&E, moderates a panel discussion on the aggregated results of this survey with claim representatives from Beazley, Berkley, CNA and Hanover. Our distinguished panel will be sharing their thoughts and insights on our findings from this extensive WTW A&E industry survey – along with some claim stories and advice on what design firms can do to mitigate their firms’ risks from costly claims and client disputes. This program will demonstrate the challenges through real life examples, chronicle the typical contractual shortcomings, and seek to establish solutions to overcome and succeed.
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13
Construction Collection Challenges
The challenge to collecting design professional fees during the course of construction has become an increasing challenge in recent years and is approaching a crisis. The key leverage of the design has been delivered and contractual collection remedies are chronically inadequate and plagued with risk. This is especially true for traditional subconsultants and for any design professional on a design-build team. This program will demonstrate the challenges through real life examples, chronicle the typical contractual shortcomings, and seek to establish solutions to overcome and succeed.
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14
The Four Cornerstones of Risk Management
This course is filled with a heavy dose of the critical basics of risk management principles for architects and engineers. In this program, we will review WTW A&E’s Four Cornerstones of Risk Management:
- Risk identification and client selection
- Contract negotiation strategies and integration of subcontracts
- Best practices for quality assurance/quality control procedures including guidelines for documentation; and
- The final phase: Contract administration including project close out
This is a valuable program for all levels of staff.
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15
Why We No Longer Stamp Shop Drawings
Seemingly mundane documents such as Shop Drawings and Requests For Information have been around for as long as designers have been designing and builders have been building. But costly misconceptions, risks and errors surrounding these basic construction administration procedures still abound. In the decade since the AIA published the provocatively-titled Best Practices article “Why We No Longer ‘Stamp’ Shop Drawings,” its architect-author (our special guest!) is still fielding surprising questions from designers, contractors and their attorneys.
This program will explore the standard of care, contractual risks and practical applications of what it really means to “review” and “approve” submittals, RFIs and related construction phase documents.
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16
Health, Safety & Welfare Training for Architects and Engineers
This program will provide guidance for keeping architects and engineers safe at work, both on the jobsite and while at the office. The program will discuss an overview of OSHA requirements, how to create a job hazard analysis and a site-specific safety plan, guidelines for fall protection and confined space rules, ergonomics and work from home recommendations, and defensive and distracted driving rules.
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17
Claim Stories Around the Campfire
This program is an interactive discussion on claim trends and specific risk management tips A&E firms should consider in order to mitigate their risk from costly claims and client disputes. Mark Blankenship, Director of Risk Management for WTW A&E, will moderate a discussion between two seasoned A&E claims campers: Anthony Carolei, Director of Risk Management for Professional Liability for The Hanover Insurance Group and VP of A&E Claims for Hanover Insurance Company and Newt Marshall, a Chicago-based attorney.
