Attend the CPCU Society's Consulting, Litigation and Expert Witness Interest Group (CLEW) Symposia in Chevy Chase, MD!
How to Start Your Own Consulting Practice
and
Order in the Court!
The Insurance Professional as Expert Witness and Litigation Consultant
Two full-day symposia presented by the CPCU Society, the CLEW Interest Group, and the District of Columbia Chapter
Register
Today!
Register
online, or mail or fax the completed registration
form to the CPCU Society.
When
|
|
How to Start Your Own Consulting Practice
Wednesday, May 28, 2008
8 a.m. – 4 p.m.
|
Order in the Court!
Thursday, May 29, 2008
8 a.m. – 4 p.m. |
Where
The National 4-H Conference Center
7100 Connecticut Ave.
Chevy Chase, MD 20815
(301) 961-2801
Cost for One/Both Symposia
CPCU Society's CLEW Interest Group members: $179 for one symposium/$299 for both symposia
CPCU Society's District of Columbia Chapter members: $179 for one symposium/$299 for both symposia
CPCU Society members: $189 for one symposium/$309 for both symposia
Nonmembers: $199 for one symposium/$319 for both symposia
The registration fee includes handout material, refreshment breaks, and a luncheon for each symposium.
Continuing Professional Development (CPD) for CPCUs
CPCUs will be awarded six (6) points for attending How to Start Your Own Consulting Practice
CPCUs will be awarded six (6) points for attending Order in the Court!
| Hotel Options near the National 4-H Center |
Residence Inn Bethesda Downtown (1.23 miles)
7335 Wisconsin Avenue
Bethesda, MD 20814
(301) 718-0200 or (800) 331-3131
|
Embassy Suites Chevy Chase (1.67 miles)
4300 Military Road, NW
Washington, DC 20015
(202) 362-9300 or (800) EMBASSY |
Hyatt Regency Bethesda (1.57 miles)
One Bethesda Metro Center
7400 Wisconsin Avenue
Bethesda, MD 20814
(301) 657-1237 or (800) 233-1234 |
Bethesda Court Hotel (1.75 miles)
7740 Wisconsin Avenue
Bethesda, MD 20814
(301) 656-2100 or (800) 874-0050
|
|
How to Start Your Own Consulting Practice
Wednesday, May 28, 2008
Registration: 8 – 8:30 a.m.
Program: 8:30 a.m. – 4 p.m.
What's
It About?
A trio of experienced and highly-regarded consultants will outline important steps involved in starting and managing an insurance and risk management consulting practice; and how the consultant can effectively market the services.
Who’s
It For?
This symposium is designed for any and all insurance and risk management professionals who want to strike out on their own by organizing and starting their own consulting practice.
What
You’ll Learn
At the conclusion of this symposium, the attentive learner will be able to:
-
Identify and hone areas of appropriate expertise.
-
Successfully market consulting services.
-
Effectively manage consulting practice finances.
-
Properly engage clients.
- Maintain effective professional relationships.
Speakers
Stanley L. Lipshultz, J.D., CPCU
Interisk Limited
North Bethesda, MD
Donn P. McVeigh, CPCU, ARM
Creative Risk Concepts International
Oakland, CA
James Robertson, CPCU, ARM
Interisk Limited
Newport Beach, CA
Lawton Swan, III, CPCU, CLU, ARM
Interisk Corporation
Tampa, FL
The views and opinions of the speakers are their own and not necessarily shared by the officers, members, or staff of the CPCU Society.
Agenda
| 8 a.m. |
Registration |
| 8:30 |
Overview
- What is a Consultant?
- What do Consultants do?
|
| 9 |
First Things First
- Defining Your Area of Expertise
- Specialists vs. Generalists
- Sole Practitioner vs. Building a Staff
- Preparing Your Curriculum Vitae
|
| 10 |
Marketing Your Services
- Networking and Industry Contacts
- Focused Advertising
- Direct Mail
- Publishing Articles—When and Where
- Seminars, Teaching, and Other Ways to Draw Attention to Your Services, Skill, etc.
- Working with Attorneys, Actuaries, Other Consultants, Intermediaries, Governmental Agencies, etc.
|
| 11:30 |
Financial Matters
- Fee Setting, Sole Practitioner, Staff Consultant, and Expert Witness
- Budgeting
- Location of Office: Home vs. Professional
|
| Noon |
Lunch |
| 1 p.m. |
Financial Matters (continued)
- Office
- Office Equipment Required
- References and Personal Library
- Other Costs
|
| 1:30 |
Client Engagements
- Cash Flow is Critical
- Proposals
- Engagement Letters and Contracts
- Record Keeping and Invoicing
- Credit Policy and Collections
- Contracting for Engagements: Management/Service Bureaus
|
| 2:45 |
Professional Issues
- Objectivity vs. Advocacy
- Ethical Matters—Conflicts of Interest
- Membership in Professional Societies
- Peer Review (consensus) vs. One Consultant’s Opinion
- Presentations, Reports, and Other Communications
- Interaction with Other Professionals
|
| 3:30 |
Review: Q&A Session |
| 4 p.m. |
Adjournment |
|
Order in the Court!
Thursday, May 29, 2008
Registration: 8 – 8:30 a.m.
Program: 8:30 a.m. – 4 p.m.
What's
It About?
Experienced insurance experts and trial attorneys will provide guidelines for avoiding problems and pitfalls that await any professional who is unprepared for the demands of expert engagements. Topics will include preparing an effectual report and giving effective testimony. Live demonstrations will include mock depositions and trial testimony. Claims personnel will benefit from learning what to expect when an expert is required for defense of coverage, E&O, or declaratory relief actions. Attorneys will learn the best timing for the retention of an insurance expert as well as how to make the best use of the expert. All speakers will be available to answer your questions.
Who’s
It For?
This symposium is designed for consultants, claims professionals, attorneys, and all insurance professionals who want to learn about the role of insurance experts in litigation.
What
You’ll Learn
At the conclusion of this symposium, the attentive learner will be able to:
-
Identify the specific role of the expert witness.
-
Evaluate ethical issues.
-
Prepare and present expert credentials.
-
Assess preparation issues.
-
Work effectively with attorneys.
-
Prepare and publish expert reports.
- Testify more effectively.
Speakers
Vincent D. "Chip" Boylan, CPCU
Hilb Rogal and Hobbs Company
Rockville, MD
Stanley L. Lipshultz, J.D., CPCU
Interisk Limited
North Bethesda, MD
James A. Robertson, CPCU
Interisk Limited
Newport Beach, CA
Lawton Swan, III, CPCU, CLU, ARM
Interisk Corporation
Tampa, FL
Steven A. Stinson, J.D., CPCU
Stinson Forensic Insurance Consulting LLC
Palm Beach Gardens, FL
The views and opinions of the speakers are their own and not necessarily shared by the officers, members, or staff of the CPCU Society.
Agenda
| 8 a.m. |
Registration
|
| 8:30 |
Overview of Program |
| 8:45 |
Professional Practices for Insurance Experts
- The First Contact: To Be or Not to Be an Expert
- Working with Attorneys
- The Engagement Letter
- Reviewing and Cataloguing information
- Assessing information, determining need for additional information
- Oral opinions: When, Whether, and How to Provide
|
| 9:55 |
Are You an Expert or a Consultant?
- Disclosed and non-disclosed expert: How and When is the Determination Made
Limitations on subject matter areas
- Stay Within Your Areas of Expertise
|
| 10:30 |
Ethical Issues
- Saying What They Want to Hear
- Selective Use of Facts
- CPCUs and the Code of Ethics
- Non-CPCUs and Shades of Grey
|
| 11 |
Types of Insurance Litigation
- Negligence
- Breach of Contract
- Property
- Bad Faith
- The Difference Between Legal Duty and the Standard of Care
|
| Noon |
Lunch |
| 1 p.m. |
The Writing Conundrum
- Preparing the Expert Disclosure
- Preparing the Expert Report
|
| 2 |
Qualifying the Expert
- Presenting Your Credentials, Curriculum Vitae
- Impeachment
- Preparing and giving effective testimony (Demonstrations, time permitting)
- Plaintiff and Defense Issues
- Depositions
- Trial
|
| 3 |
Overview of Federal and State Rules for Experts: Impact of Daubert and Kumho Tire |
| 3:40 |
Issues Roundtable: Q&A |
| 4 p.m. |
Adjournment |
|
