This 60-min fixes that. Hear what risk transfer is, how insurance fits in, what COIs and endorsements do— at a plain-language level everyone on the team can follow.
It’s a tune-up for risk managers, and a primer for the procurement, claims, operations, finance, and legal partners who collaborate on this work. The point isn’t just covering the basics. It’s giving the team a common language, so issues are easier to discuss, questions are easier to ask, and decisions get made together more smoothly.
(Also check out our longer workshops: Risk Transfer 101 and Risk Transfer 201.)
This workshop is a quick, accessible run-through of risk transfer and insurance — what they are, how they work together, and the details most often missed. It’s a refresher for risk managers and a primer for the colleagues and partner teams who collaborate on this work day to day: procurement, claims administration, operations, general administration, finance, and legal. Public-sector and private-sector teams alike.
If you’ve ever wished your collaborators had the same foundation you do, this is the session to share with them.
What we’ll cover in ~60 minutes:
-
The big picture: what risk management actually is, and where contractual risk transfer fits (avoid, control, transfer, finance)
-
The three actions that make risk transfer work — executed contract, certificate of insurance, endorsements — and why all three matter
-
The contract types that drive most of the work: leases, permits, purchase orders, professional services, construction, maintenance, facility rentals, special events
-
The core insurance coverages (CGL, Auto, Workers’ Comp) and ancillary ones (Professional, Cyber, Builders Risk) — plus how excess and umbrella stack on top
-
What a Certificate of Insurance actually proves — and the things people commonly assume it proves but it doesn’t
-
The endorsements that do the real work — Additional Insured, Waiver of Subrogation, Primary & Non-Contributory, Notice of Cancellation — and the language to watch for in each
-
Common gotchas across COIs, endorsements, and contract language
