Presented by:
Andrew D. Mendelson, FAIA, Executive Vice President, Chief Risk Management Officer, Berkley Design Professional

Tuesday, July 16, 2024
10-11 AM Pacific
12-1 PM Central
1-2 PM Eastern

Earn Learning Units
1.0 AIA Learning Unit
1.0 RCEP Professional Development Hour+

Berkley DP policyholders who participate in this program can qualify for a 15% Risk Management Education credit. Contact your agent for further information*

Your professional services agreement is an essential tool in managing your exposure to risk. An equitable contract fairly apportions risk, while an onerous contract can shift inordinate—and sometimes uninsurable—liability to you. The terms and conditions of the agreement establish the roles and responsibilities of the parties, and the negotiation process provides an opportunity to set reasonable expectations with your client.

This workshop reviews the risk management fundamentals that underlie the development of effective contracts, the contract review process and key clauses that impact your risk exposure.

In this webinar, you’ll:

• Learn risk management fundamentals that underscore the importance of a carefully drafted, fair, and equitable professional services agreement
• Walk through the contract lifecycle from client/project selection through project inception and delivery
• Explore the top ten areas of a contract that are critical to managing the risk of claims
• Gain strategies and a checklist that help manage the contract review process
• And more…

Earn Learning Units
Submitted for 1.0 AIA Learning Unit
1.0 RCEP Professional Development Hour

*Each policy year, firms that participate in one or more Berkley DP education programs qualify for a single 15% risk management education credit that will be included in rating and reflected in the firm’s next policy quotation. Please note that the education credit opportunity applies only to primary policies; excess policies are not eligible.

+This program is registered with the national AIA and qualifies for AIA Continuing Education Learning Units. This program is registered with the RCEP for Professional Development Hours. We do not register programs with any individual states. It is the design professional’s responsibility to determine whether this activity meets the requirements set forth by his/her state licensing board.