Agenda

Registration:                    8:00 – 8:30 am

Morning Session:             8:30 am – 12:15 pm

Lunch (On your own):       12:15 – 1:15 pm

Afternoon Session:           1:15 – 4:30 pm

Contract Law Primer for Engineers          J. Patchen

   Reviewing the necessary elements of any contract

   Understanding contract “legalese”

      • Determining performance

      • What constitutes a breach of contract?

      • What are damages and remedies?

      • Liability-shifting contract provisions: warranties, guarantees and indemnities

   Making changes to contracts

Law of Engineering Malpractice          A. Rutz

   Reviewing the grounds for professional liability claims

   Identifying who can bring a claim

   Examining common sources of professional liability claims

   Reviewing defenses to liability claims

   Determining damages

   Participating in dispute resolution: arbitration, mediation, litigation

Professional and General Liability Insurance for Engineers          A. Larimer

   Coverage provided by general liability vs. professional liability policies

   Certificates of insurance and additional insureds

   Indemnity clauses

   Limitations of liability

   Recognizing and responding to design professional claims

Engineering Business Law          J. Butler

   Understanding forms of business organizations

      • Corporations, partnerships, limited liability companies, sole proprietorships

   Complying with regulations governing design firms

   Understanding tax issues for business organizations

   Understanding employment law issues

Handling Ethical Issues in Professional Engineering Practice          W. Dulaney III

   Promoting health and welfare vs. managing risk: complementary or conflicting duties?

   Protecting the environment: meeting or exceeding legal requirements

   Watching the bottom line: identifying and balancing economic pressures in design and construction

   Integrating new technologies: identifying and balancing the benefits and risks

Credits

This seminar is open to the public and offers 6.5 CPD hours to professional engineers in Ohio. Educators and courses are not subject to preapproval in Ohio.

Ohio engineers with continuing education requirements in other states will be able to apply the credits earned at this seminar, in most cases. Refer to specific state rules to determine eligibility, or contact HalfMoon Education for assistance.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Jordan Butler

Carlile Patchen & Murphy LLP

Mr. Butler focuses his practice on tax advice and planning, business transactions, real estate transactions, and other commercial matters. He has experience with drafting and negotiating purchase agreements, income tax settlements, lease agreements, and other business contracts. Mr. Butler also has experience with entity formation and operations. He is a member of the Ohio and Columbus bar associations, and he is admitted to practice in the State of Ohio and the U.S. District Court, Southern District of Ohio. Mr. Butler received his undergraduate degree from Miami University, his law degree from Capital University Law School, and his LL.M. degree in Taxation from University of Miami School of Law.

William Dulaney

Mann Dulaney, LLC, Powell
Mr. Dulaney has maintained a private construction law and real estate practice for over 25 years in the greater Cincinnati, Columbus and Dayton area. During this time he has represented design professionals, owners and contractors in the areas of construction, safety, labor, employment and government/agency regulation. He has represented clients before the State Board of Registration for Professional Engineers and Surveyors and has spoken before American Society of Civil Engineers (ASCE) Sections statewide regarding legal issues for design professionals. Mr. Dulaney received his B.S. degree in Construction Management from the University of Cincinnati, his M.B.A. degree from Xavier University and his J.D. degree from the University of Dayton. He is admitted to practice law before all state and federal courts in Ohio. He represents other professionals including physicians, pharmacists and nurses regarding licensure issues before their respective state regulating authorities.

Ann Larimer

Marsh & McLennan Agency|Brower Insurance

Ms. Larimer provides risk management services to Brower clients free of charge, including risk assessment and review of insurance-related terms in client contracts. She also serves as Brower’s in-house insurance coverage expert, analyzing and explaining coverage to clients and staff both pre- and post-loss. Ms. Larimer’s previous experience includes five years in private practice at a large insurance defense law firm, defending personal injury cases on behalf of individuals, corporations, and municipalities. She also previously served as in-house counsel for one of the nation’s largest surplus lines insurance carriers, managing litigation across the country arising out of coverage and claim issues and providing legal advice to the claims division.

Joseph Patchen

Carlile Patchen & Murphy LLP

Mr. Patchen, partner with Carlile Patchen & Murphy LLP in Columbus, practices business and real estate law. He represents businesses, owners and professionals in real estate and business matters. Mr. Patchen’s business law practice emphasizes corporation and limited liability company formation, planning, succession, and asset protection. His commercial real estate representation emphasizes construction, leasing, and acquisition. Mr. Patchen serves as chair of the firm’s Commercial Law practice group, and he is co-chair of the Oil and Gas Group. He is a member of the Columbus, Ohio State and American bar associations, the Builders Exchange of Central Ohio, the Association of Licensed Architects and the Central Ohio Restaurant Association. Mr. Patchen received his undergraduate degree from Boston College in 1984 and his law degree from The Ohio State University in 1987.

Allen Rutz

Vorys, Sater, Seymour and Pease LLP

Mr. Rutz is a partner in the Vorys Columbus office and a member of the litigation practice group, with a focus on construction law, architect/engineer professional liability and products liability. He is a professional engineer and former research project manager, and he draws upon that training and experience in managing litigation projects for clients with disputes involving scientific subject matters or technical specifications. In addition, Mr. Rutz counsels engineering companies facing investigations and ethics charges by the Ohio Engineers and Surveyors Board. He has broad experience in construction claims and disputes including AAA arbitrations, American Institute of Architects (AIA) and the Engineers Joint contract Documents Committee (EJCDC) contracts, construction warranties, delay and acceleration claims, design errors and omissions, differing site conditions, economic loss rule, liability limitations, the Ohio Fairness in Contracting Act, public records/open meeting Acts, change order disputes, and termination claims. Mr. Rutz is a frequent lecturer on construction litigation and architect/engineer liability, and he is an adjunct professor at Capital University Law School, where he team-teaches products liability with Professor Stanton G. Darling II.