National RIMS Conference – Carolinas Rims and Appalachian State University Shine!

The Carolinas RIMS Chapter received the 2014 Chapter Achievement Award.  On April 27th, National RIMS recognized the exceptional work of its chapters for outstanding chapter programming and conferences; advancing the risk management profession; outstanding member services; as well as membership growth.  Marie Baird, Treasurer, (pictured 2nd from the left) accepted the award on behalf of Carolinas.

Students from Appalachian State University won the national Spencer-RIMS Risk Management Challenge, a three month competition that began with a case for The Walt Disney Company.  Winning students were Eric Vickers from Whiteville, Bruce Thomas from Charlotte, Grant Jared from Winston-Salem and Wes McDaniel from Charlotte. They were accompanied by Brantley Risk and Insurance Center Director Karen Epermanis, who served as their faculty advisor.  For more information, please follow this link:


Carolinas RIMS Breakfast - Special Events Liability

At times, organizations host special events that contribute to the community spirit, quality of life, and the local economy. While these events offer opportunities for fun, they also create often overlooked liability exposures. Even if the organization is not directly involved in the planning or hosting the special event, it may still have liability exposure if the organization allows services, resources, or property to be used for the activity or event. For risk management purposes, special events may include parades, golf tournaments, festivals, celebrations, fairs and sporting events. Planning and evaluating proposed events are critical steps for identifying potential hazards and developing effective controls. Attendees will learn about the potential risks and claims that can arise against their organization and ways to mitigate those risks.

Dan Pliszka, ARM-P

Dan Pliszka, ARM-P

Please join us on April 23 for breakfast as Dan Pliszka presents Special Events Liability. Dan has more than 30 years of risk management experience with a career spanning coast to cast in a number of progressivily responsible positions. He has held positions such as safety specialist in a nuclear weapons manufacturing plant; safety, risk, and benefits manager for elarge metropolitan cities/counties; senior vice-president and client executive for a national insurance broker; and, independent consultant. Dan has held his current position on two separate occasions - the first time from 1992-2001 and the second time from 2008-present.

When: April 23, 8:00am Registration and sign-in / 8:30am Breakfast and Program
Where: Compass Group, 2400 Yorkmount Rd., Charlotte, NC 28217
Cost: $30 Members / $35 Non-Members
Registration: Click here to register and pre-pay for this event

RIMS Shadow Day 2015

Carolinas RIMS sponsored Shadow Day on March 20th.  Students from Appalachian State University, UNC Charlotte and Queens College were able to spend the day with a professional to gain a better understanding of the risk and insurance profession. At the end of the day, the students and sponsors met at Maggiano's Restaurant for a debriefing of what the students had learned during the day.  

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A check for $2,000 was donated on behalf of RIMS to assist both ASU and UNCC in sending a student to National RIMS for another year.  Students that were able to participate include: Heather Benz, James Betker, Sandra Cabra Nino, Yung Chiu, Somora Duverger, Reginald Bentley, Tran Gian, Joseph Howell, Thomas Hutson, Octavia Isom, Julie Kirsch, Darnell McKenzie, Daniell Orrey, Kelly Rankin, Rachael Robinson, Christopher Wescott all from UNC Charlotte. Attending from Apalachian State were Zachary Combs, Sims Crownover, Tyler Dillon, Hayden Garrison, Connor Gorham, Chad Henderson, Lauren Isley, Andrew Johnston. Jade McSheehan, Alyssa Nardi, Carly Parker, Parker Roberson, Cheyenna Sturgill, and Taylor Terrell.  Representing Queens College were Robert (Kevin) Anderson and Andy Nguyen. We extend a special thanks to our sponsor companies: Aon, City of Charlotte, Coca‐Cola Bottling Co. Consolidated, Compass Group, Dickie, McCamey & Chilcote, Gallagher Bassett Services, Hearst Corporation, Hendrick Automotive, Lockton, Lowes, Marsh, National Finance Professionals, Piedmont Natural Gas, Sedgwick, Snyders Lance, Travelers, Trinet Human Resources Corp, and Wells Fargo Insurance Services. 

We also thank our Education Chair, Martha Basco, for coordinating this event. We look forward to having this event again next year in March 2016. If you or your company would like to sponsor a student, please contact Martha Basco.

RIMS Vendor Appreciation Luncheon

For those who have received an invitation, please joins us on Thursday, February 19, 2015 at Bonterra Dining & Wine Room (1829 Cleveland Ave, Charlotte, NC) for our RIMS Vendor Appreciation Lunch. Registration begins at 11:30am and lunch is served at 12:00pm.  Valet parking will be provided.


Our featured speaker is Curtis Hughes. Curtis  is an entrepreneur, speaker, and author, as well as a Founder and Managing Partner of C5 Insight, a management consulting firm that helps organizations work together better. Curtis has nearly 20 years of experience consulting with businesses and government agencies across North America, Europe and Asia in the areas of collaboration, employee engagement, leadership, and personal and professional productivity.  His company has twice been named to the Inc. 5000 list of fastest growing privately held companies in the United States, and has been recognized four times as one of the top 20 Best Places to Work in Charlotte, NC. He has served in a leadership role for the Information Technology Advisory Council (ITAC) for the American Red Cross, sits on the Advisory Board for the UNC Charlotte College of Computing and Informatics, and at the ripe age of 34, was named as one of Charlotte's prestigious "40 Under 40" in recognition of his business accomplishments and commitment to the community.  His topic for our meeting is:

“Failure to Connect: Why Organizations Aren't Getting More From Collaboration”

 Collaboration as we know it has changed dramatically over the years. It wasn't that long ago that we had to make a concerted effort to connect with one another; now that same effort is required to disconnect.  So why do organizations continue to struggle to connect with employees, customers and partners? Collaboration tools and technology are both numerous and sophisticated, but are we really better off? Are there any risks inherent to collaboration? On the other hand, what risks come from not collaborating?  If we have the tools, the technology and the will, then why aren't we doing a better job with collaboration in our organizations?  In short: Is a company that can truly work together better nothing more than a myth - a lofty goal to which we aspire but will never attain? In this session, Curtis will tackle these questions and more, taking an in-depth look into why collaboration fails to meet our expectations and what organizations can do today to forge new connections, become more productive, increase employee engagement, and build a culture of collaboration.

January Luncheon - Enterprise Risk Management

How does your organization manage risks and opportunities given the range of challenges that business faces? What are the risks that you are not aware of, and where could you be exposed? How do you prepare for incidents across a globally interlinked business? How do you prioritize and focus efforts with limited risk management resources?

Enterprise Risk Management – A Focus on a Strategic and Resilient Approach


Please join us on Thursday, January 15, 2015 as Belinda Berwick from Marsh Risk Consulting provides further insight into the practice of risk management.   With a particular focus on Enterprise Risk Management (ERM), Belinda will provide an overview of the differing techniques and approaches.  Areas of discussion will include 1.) Strategic Risk Management: Identifying, assessing, evaluating, monitoring, reviewing and managing strategic exposures (e.g. opportunity alignment, black swans, prioritizing risk efforts, etc) and 2.) Resiliency Risk Management: Identifying and assessing disruption exposures, and building resiliency programs that minimize impact to operations (e.g. Business Continuity Planning). Overall, attendees will gain a better understanding of the emerging trends in ERM; including the application of such techniques and approaches.  We invite you to this topical, yet informative discussion where we will further consider how organizations can minimize exposure and maximize opportunities and, consequently, balance the risk with the reward.

Belinda Berwick is a Senior Vice President in Marsh Risk Consulting based in Charlotte, North Carolina. Belinda has more than 10 years of international consulting experience and is skilled in the development and implementation of strategic risk management principles and practices, particularly in enterprise risk management (ERM), business continuity management, supply chain risk management, compliance management, occupational health and safety, workers’ compensation claims management, and injury management. She has extensive industry and project experience. 

Where:Compass Group, USA, 2400 Yorkmont Road, Charlotte, NC 28217
When: Thursday, January 15, 2015, 11:30am sign-in. Lunch and program 12:00 p.m.
Cost: $30 members, $35 non-members