
Upcoming Coffee Talk series
Workshops & webinars: Brokers & carriers & registers, oh my!
Explore relationships with brokers, carriers and your organization in a three-part Coffee Talk series.
Oct 27, Nov 10 & Nov 17, all at 2pm ET
With guest experts Megan Damato and Sara Lowenthal
WORKSHOP PROGRAM
Risk transfer 101 workshop: foundations for risk transfer
Learn the fundamentals of risk transfer through contracts, insurance and agreements.
View programWORKSHOP PROGRAM
Risk transfer 201 workshop: managing risk transfer programs in the real world
Apply risk transfer principles to real-world risk management programs.
View programWORKSHOP PROGRAM
Compliance Coffee Talk
Join monthly convos with risk experts, new guests and topics each month.
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What risk managers should know about working with police
Learn best practices for working with police departments with former officer David Clovis.
View programWORKSHOP PROGRAM
Brokers & carriers & registers, oh my! (Coffee Talk series)
Explore relationships with brokers, carriers and your organization in a three-part Coffee Talk series.
View programWORKSHOP PROGRAM
Risk transfer 202 workshop: secrets to contract review, indemnity & insurance
Apply risk transfer principles to contract reviews and support indemnity with insurance.
View programWORKSHOP PROGRAM
Risk transfer & insurance basics: a 60-minute primer
A 60-minute primer on risk transfer, insurance, COIs and endorsements for risk managers and the teams they work with.
View program
Session notes & recordings
View guides & articlesWorkshop session notes & recaps
13 items
Session notes
Session Notes for What Risk Managers Should Know About Working with Police (October 2026)
Session notes
Session Notes for Risk Transfer & Insurance Basics: 60-minute Primer (July 2026)
Session notes
Session Notes for Risk Transfer 101 (June 2026)
Session notes
Session Notes for Risk Transfer 201 (May 2026)
Session notes
Session Notes for Avoiding Denied Claims Workshop (April 2026)
Session notes
Session Notes for Risk Transfer 101 (April 2026)
Session notes
Recap: Limitation of Liability Workshop (March 2026)
Session notes
Session Notes for Risk Transfer 201 (March 2026)
Session notes
Session Notes for Risk Transfer 101 (February 2025)
Session notes
Recap: Limitation of Liability Workshop (January 2026)
Session notes
Session Notes for Risk Transfer 201 (December 2025)
Session notes
Session Notes for Risk Transfer 101 (December 2025)
Session notes
Session Notes for Risk Transfer 101 (October 2025)
Compliance Coffee Talk recordings
11 items
Videos
June Compliance Coffee Talk: Managing Cyber Risk in smaller counties
Videos
May Compliance Coffee Talk: What makes a strong risk program, according to a TPA?
Videos
March Compliance Coffee Talk: Building Risk Culture
Videos
February Compliance Coffee Talk: Avoiding Mistakes that Cause Denied Claims & Legal Costs
Videos
January Compliance Coffee Talk: Risk Manager Career Paths
Videos
December Compliance Coffee Talk: Top Questions & Scenarios in 2025
Videos
November Compliance Coffee Talk: Managing the Risks of Special Events
Videos
October Compliance Coffee Talk: How to manage vendor pushback on requirements?
Videos
September Compliance Coffee Talk: How can risk managers identify which vendors and contracts carry the highest risk?
Videos
August’s Compliance Coffee Talk: What do I need to know about Cyber Liability?
Videos
July’s Compliance Coffee Talk: Setting the Right Insurance Requirements
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