Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 – 11:45 am

Lunch (On your own):         11:45 am – 12:45 pm

Afternoon Session:             12:45 – 4:00 pm

Managing Risk in the Practice of Engineering 
A. West

    Identifying engineering risks
   Reviewing consequences of potential risks
   Understanding principles of risk management
   Complying with professional and ethical standards
   Identifying strategies to minimize engineering risk and maximize positive results

Law of Engineering Malpractice 
S. Agnew

   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
   Obtaining insurance coverage for professional liability claims

Managing Risk with General Liability and Professional  
Liability Insurance Coverage
S. Agnew

   Coverage provided by general liability vs. professional liability policies
   Certificates of insurance and additional insureds
   Indemnities
   Assignment
   Insurance availability
   Insurance policies
   Warranties, guarantees and certifications
   Recognizing and responding to design professional claims

Understanding How Contracts Can Shift,
Reduce (or Increase) Risk
S. Pharr

   An overview of contract law and key concepts
   Understanding contract formation and revision
   Recognizing liability exposure under contract
   Reviewing standard contract provisions and understanding their impact on risk
      • Guarantees, warranties and indemnities
   Understanding consequences for delay, disruption, nonperformance,
      inadequate performance
   Using contract terms to manage risk

Reducing Risk for Yourself, Your Company and Your Clients 
H.A. Bolick II

   Negotiating fair and understandable contract terms
   Maintaining adequate documentation
   Implementing document retention policies and procedures
   Utilizing forms and standard documents
   Communicating with clients and other parties
   Implementing quality control practices
   Using alternative dispute resolution procedures

Credits

This seminar offers 6.0 PDHs to
North Carolina professional engineers.

 Continuing Education Credit Information

This seminar is open to the public and offers 6.0 PDHs to professional engineers in most states, including North Carolina. HalfMoon Education is an approved continuing education provider in North Carolina (Sponsor ID: S-0130).

Professional engineers seeking continuing education credit in other states will be able to claim the hours earned at this seminar, in most cases. Refer to specific state rules to determine eligibility.

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

Stephen Agnew

Insurance Management Consultants, Inc.

Insurance Management Consultants, Inc.
Mr. Agnew is a native of Charlotte who comes from a family of engineers and who’s father is still practicing today. He received his B.S.B.A degree in Finance/Risk Management & Insurance with a minor in Economics from the University of North Carolina at Charlotte. In 2002, he also studied International Business at the University of Copenhagen in Denmark. He is a licensed property & liability insurance agent and is currently working on his Certified Risk Management and Register Professional Liability Underwriter designations. In his free time he enjoys reading, intramural sports and fishing.

H. Bolick

Brooks Pierce

Brooks Pierce
Mr. Bolick represents and advises owners, lenders, developers, design professionals, construction managers, general contractors and subcontractors in drafting and negotiating contracts for all types of commercial and institutional projects. Mr. Bolick is equally comfortable helping a small contractor perfect its agreements as he is representing owners, developers and lenders in multi-million dollar construction projects. Over the last decade, he has negotiated nearly a billion dollars in construction and design contracts, from small commercial buildings and apartment complexes, to larger office buildings and public high schools where eight figure budgets are common. Mr. Bolick has been selected by his peers for inclusion in The Best Lawyers in America for construction law (2012-2016).

Steve Pharr

Pharr Law, PLLC

Pharr Law, PLLC
Mr. Pharr was admitted to the North Carolina bar in 1985, following his graduation from the University Of Virginia School Of Law. He was admitted to the South Carolina Bar in 2008. Mr. Pharr has also been admitted to the U.S. District Court for the Eastern, Middle, and Western Districts of North Carolina, the U.S. District Court for the District of South Carolina, the U.S. Court of Appeals for the First and Fourth Circuits and the U.S. Supreme Court. After 15 years in the litigation section of Kilpatrick Stockton, Mr. Pharr founded the firm of Pharr Law, PLLC, in January 2000. He handles general commercial litigation, construction law, real estate litigation, professional liability and products liability. Mr. Pharr is also a certified superior court mediator.

Allen West

Allen West, Attorney – Hamilton Stephens Steele & Martin, PLLC 
Mr. West is licensed to practice law in both North Carolina and South Carolina, and he practices primarily in the areas of construction, business litigation, real estate litigation, and bankruptcy. He regularly negotiates and drafts contracts for construction industry clients and provides practical counsel regarding risk assessment and claims avoidance. Mr. West also has substantial experience representing borrowers and guarantors in loan workouts and foreclosures, including the negotiation of loan modifications and forbearance agreements. Before joining HSSM, Mr. West was with the firm Kilpatrick Stockton. Prior to law school, Mr. West worked as a television reporter covering politics and government for WIS News in Columbia, South Carolina, and prior to that served in the U.S. Marine Corps as a noncommissioned officer. Mr. West also has experience as a senior executive for a leading lighting manufacturing company located in Charleston, South Carolina. Mr. West is a frequent lecturer on various construction related topics including lien law, construction contracts, claims avoidance and public contracting issues, and he has been invited to speak to the UNCC School of Architecture, North Carolina Bar Construction Section, AIA, and design professionals. Mr. West was selected by fellow bar members for inclusion in Business North Carolina Magazine’s Legal Elite in construction law.