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Proven Risk Management Ideas for ImpactManaging Risk Using Success of OthersManaging Risk – Using Success of Others
James D. SmithAmanda WellerKen Urrutia
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Speaker Background
Jim Smith – AJ Gallagher
31 Years in Risk Management, Safety and Claims31 Years in Risk Management, Safety and Claims
Masters in Industrial Safety/Certified Safety Professional
Focus – Consultative Risk Control Services – 11 Years in Religious Niche
Amanda Weller – Gallagher Bassett
1616 Years
Focus – Account coordination for non‐profit clients.
Ken Urrutia – AJ Gallagher Ken Urrutia – AJ Gallagher
25 Years Risk and Claim Management
Focus – 18 Years working with Catholic Clients
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g
Agenda
Jim P M Ri k C lProgram Management – Risk Control
Amanda Conference Events to Drive Risk Control
KenDiocesan Risk Management Committee
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Program ManagementProgram Management
Jim Smith
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Managing Risk – Why?
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EPM Loss Fund
$ $17 000 000$20,000,000
$17,000,000 $17,000,000$15,500,000
$13,500,000$12,690,000 $12,400,000
$15,000,000$ ,690,000 $ , ,
$10,000,000 Total
$5,000,000
$02008 2009 2010 2011 2012 2013
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Actuarial Study
EPM Success
Team PartnershipDioceses/Insurance/Claims/Loss Control/LocationsDioceses/Insurance/Claims/Loss Control/Locations
Diocese/Risk Manager, Religious Leaders Support
Engaging Individual Religious Locationsg g g gResources and Practical Solutions to their risk issues
Understanding Organization and Religious Leaders Focus
Investment Loss Control Services Site Services – Building Trust (Boots on the Ground)
Resource –Handling Situations/Problems – Follow Up
Practical Solutions – Organization Understanding
id d i k b d h
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Evidence and Risk‐based Approach
Insurance Outside Role
EPM Program Facts
Risk Identification & Evaluation:Risk Identification & Evaluation:Risk Exposure Recommendations – 7,488
Location Request for Assistance ‐ 391 Client Requestq q
Accident Investigation ‐ 103
Risk Treatment78% of Recommendations Corrected
Education/Training ‐ 113 Formal Courses (2,459 Attendees)
Interim Controls – Practical Solutions
Plan for Long Term Controls
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Conference Events to Drive Risk ControlConference Events to Drive Risk Control
Amanda Weller
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Conference Examples
Archdiocese of Chicago & Diocese of IndianapolisW k h diff iWorkshops ‐many different topics
Goal ‐ provide meaningful and useful topics
How ‐ Surveyed Parishes• Results ‐ An eye opener
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How was it Financed?
Vendors and Sponsors contribute
d f f ($ /$ )Ad fee for program ($100/$200)
Participants had a $150 feeAn amount was set aside for parishes that could not pay fee
Resulted in no cost to the Archdiocese!
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Planning
Put a team together – Operations staff, staff trainers and a few business managerstrainers, and a few business managers
Purchased a software program to pay online and d /manage vendors/sponsors
Ask for all presentations in advance
Provide flash drive to all (along with goodie bag)
Provide participant list for on‐going networkingProvide participant list for on going networking
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Risk Management Presentations
The Risk Management Presentation Outlines are included for both conference presentationsincluded for both conference presentations.Risk Management 101
f dInsurance – Important Tips for Managing and Minimizing Insurance Costs
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Conference Outcome…
Have had requests for every other year
“ l ” ff d“Legal Days” was a spin‐off due to so many questions and requests
Success Story: Major fraud uncovered due to workshop attendance
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Diocesan Risk Management CommitteeDiocesan Risk Management Committee
Ken Urrutia
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Diocesan Safety Committee
Management Tool to Manage Risk
Internal Resources and Expertise Used
Membership Selection is Key to Success
Understanding Role of the Committee – Focused Approach
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Diocesan Risk Management Committee Fundamentals
Make Risk Management a Priority for Your Diocese‐Creating and supporting a Risk Management Committee sends a clear messageCreating and supporting a Risk Management Committee sends a clear message that reducing risk and improving safety at your diocese is important.
Communicate Roles & Objectives‐Cl l h i l i b d h i bj iClearly state their role as a committee member and the committee objectives.
Emphasize Department Participation‐Get a representative from each department involved in the Risk ManagementGet a representative from each department involved in the Risk Management Committee problem solving and decision making. Department “buy‐in” is critical.
Encourage Suggestions‐D i k l b h i j b h d dDepartment representatives know a lot about their jobs, hazards and exposures and they know a lot about Risk Management. Listen to their ideas for making your diocese a safer place to work, gather and worship.
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Diocesan Risk Management Committee Fundamentals
Keep Your Departments Informed‐Communicate to your departments the up to date information on any changes inCommunicate to your departments the up to date information on any changes in policies, procedures and hazards.
Indentify Risky Behavior‐U l d i d if d i k b h i d di i k kiUse loss data to indentify and correct risky behavior and redirect risk taking. Departments can share new programs and exposures for risk management assistance.
R i f G d B h iReinforce Good Behavior‐Give positive feedback for good performance. Let everyone share in the successes.
Provide Useful Training tools‐Provide Useful Training toolsGive your locations, through their respective department representatives, the tools to provide meaningful, useful training to their employees and volunteers.
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Contact Information - Questions
Jim Smith – Director, Risk Control Services
Arthur J. Gallagher Risk Management Servicesg g
Phone: (561) 998‐6809 email: jim_smith‐[email protected]
Amanda Weller Senior Loss Control Consultant Amanda Weller – Senior Loss Control Consultant
Gallagher Bassett Risk Control Consulting Services
Phone: (815) 236‐5170 email: [email protected](Archdiocese of Chicago Conference Contact: Taffie Iwanicki ‐ [email protected])
Ken Urrutia ‐ Area Vice President
Arthur J. Gallagher Risk Management Services
Phone: (415) 536‐8476 email: [email protected]
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