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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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Agenda

Jim P M Ri k C lProgram Management – Risk Control

Amanda Conference Events to Drive Risk Control

KenDiocesan Risk Management Committee


Program ManagementProgram Management

Jim Smith


Managing Risk – Why?


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


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


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


Conference Events to Drive Risk ControlConference Events to Drive Risk Control

Amanda Weller


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


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!


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


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


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


Diocesan Risk Management CommitteeDiocesan Risk Management Committee

Ken Urrutia


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


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.


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.


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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