How to Show the Value of Your Risk Management Department During Corporate Transactions

Presented by Tom Ports, Jr.  Tom is a senior associate in Reed Smith LLP’s insurance recovery group.  Tom regularly contributes to corporate due diligence by assessing target companies’ available insurance to understand the coverage available for identified risks.  Tom also has an active nationwide litigation practice representing policyholders and other clients in all stage of complex litigation, through trial and appeal.

Tom will discuss demonstrating and adding value to corporate transactions as a risk manager, including identifying risks during the due diligence process, evaluating the insurance available to deal with ongoing or outstanding risks and addressing insurance concerns, and minimizing or accounting for risk when drafting deal terms

Date: Thursday, April 13, 2017

Registration begins: 11:30am / Lunch and session: 12:00 to 1:00

Place: Byron's South End at 101 W Worthington Ave. Suite 180 Charlotte NC

Cost for Members: 30.00 / Cost for Non-Members: 35.00

Sign up for Shadow Day - March 31, 2017

The Carolinas RIMS Chapter is pleased to once again host Shadow Day on March 31, 2017 for rising Risk Management professionals from our partner universities (Appalachian University and UNC Charlotte). This is an opportunity for the Carolinas RIMS Deputy and Associate members to spend time mentoring students who have expressed an interest in the Risk Management arena including Broker, Claims, Risk Manager and Underwriting roles. This is a great way to attract talent in the Risk Management industry which is seeing its established workforce approaching retirement.

The students will designate their first and second choice fields and the goal will be to match up the student with a Deputy or Associate member whose company can showcase “a day in the life of” their selected profession. The day will end with a dinner for all participants where the students will give a brief overview of their experience.


8:00am – 9:00am: Meet/Depart with your student

Compass Group Offices, 2300 Yorkmont Road, Building 1, Charlotte, NC 28217

4:00pm – 6:00pm: Dinner/Student Presentations

Byron’s at South End, 101 West Worthington Avenue, Suite 180, Charlotte, NC 28202

On behalf of the Carolinas RIMS Board, we thank you for your consideration of this educational event which the students rely on for practical experience as they evaluate their future career choices.

The New Complexity of Risk

Happy New Year!  Have you broken your New Year’s Resolution yet?  Whether or not you are one that makes New Year’s Resolutions, this session is all about you and will give you some insights into managing yourself and your life. 

Dan Pliszka, Director of the Risk Management Office for the City of Charlotte, Mecklenburg County and the Charlotte-Mecklenburg Board of Education will present an entertaining and insightful look at life.  Even if you don’t make resolutions, you may walk away from this presentation with some new life goals.  

Join us for lunch on Friday, January 20, 2017.

Registration begins: 11:30am / Lunch and session: 12:00 to 1:00
Place: Byron's South End at 101 W Worthington Ave. Suite 180 Charlotte NC
Cost for Members: 30.00 / Cost for Non-Members: 35.00

Avoiding the Minefields of Claims Made Coverage - RIMS Breakfast

More and more coverage is written on a claims-made basis. As you know, those policies have unique and restrictive claim reporting requirements and require more attention from the Risk Manager during the insurance purchasing and renewal process. Our speaker, L.D. Simmons II with McGuire Woods will address both the basics of claims made coverage and recent decisions of significance in this area of insurance law.

L. D. is a co-chair of our insurance recovery practice and has 20 years of experience representing clients in state and federal courts in high exposure insurance disputes. Clients frequently call on him to handle matters pending in jurisdictions where juries are hostile to corporate defendants, and he has represented clients in cases in Alabama, California, Mississippi, Florida, Delaware, Pennsylvania, Tennessee, Washington, Georgia, North Carolina, Kentucky, New Mexico, New York, New Jersey, South Carolina, West Virginia, Texas and Virginia. L. D. has represented corporate policyholders in a wide range of insurance coverage disputes arising under many types of policies including: directors and officers, property, general and product liability, professional liability, fidelity and surety, life, and disability policies. He also frequently litigates extra-contractual disputes and counsels clients on risk management issues. While at his predecessor firm, he led a team that served as national trial counsel for a major property-casualty carrier regarding several lines of business. This experience gives him a unique perspective on claims by insureds against their insurers. He is active in the insurance coverage bar and is a frequent speaker on insurance and risk management topics. 

Please join us for breakfast on Thursday, November 17 at Byron's South End as L.D. Simmons discusses Claims Made Coverage.

Never Let A Good Crisis Go To Waste by PricewaterhouseCoopers

You have heard the clichés. Every cloud has a silver lining. Or quoting Oscar Goldman from the Six Million Dollar Man “We have the technology… Better, stronger, faster.” But when your company suffers from a crisis will you improve? Or just survive? This session will use case studies from real companies that suffered disastrous losses, but recovered better, stronger, and faster. Partnering with their insurers they changed their business models and wowed their customers and their investors. This session will also get you thinking about your current insurance coverage and how it would function in the face of crisis. Are you prepared only for survival mode or can you be better?

Alice Edwards is a Managing Director in the Atlanta office of PwC’s Insurance Claims Service Practice, specializing in insurance claim consulting for policyholders. Alice has extensive experience in claims project management for aerospace, automotive, chemical, construction, food and beverage, healthcare, hospitality, manufacturing, mining, power generation, real estate, and retail clients. She has managed the claim process for several organizations following fires and explosions that shut down operations for significant periods and resulted in multiple casualties. She worked with numerous clients to resolve their claims following the World Trade Center attacks in 2001, and following Hurricane Katrina in 2005 and Hurricane Sandy in 2012. On behalf of clients who have suffered catastrophic events, Alice works with clients’ claims teams, insurance brokers and counsel to advise on high level claim strategy, develop approaches to communications with insurers and other major stakeholders, and help determine the most efficient and effective path to settlement of the insurance claim. Alice began her 30 year career by adjusting claims on behalf of major US, London and European insurers. She worked as an adjuster in Europe and Asia prior to coming to the U.S. with one of the major international adjusting firms in 1995. Prior to her work as a consultant for corporate policyholders she was the National Property Practice Claims lead for a major US insurance broker. Her experience managing and negotiating major losses on three continents has equipped her with the skills and relationships to advise clients who are planning for, or dealing with, catastrophic claim situations.

Hunter Williams is a Director in the Atlanta office of PwC’s Insurance Claims Service Practice. As a certified public accountant with over 25 years of specialized experience in the field of forensic accounting, Hunter helps clients analyze, measure and recover business interruption, extra expense and property damage claims resulting from major insurance losses. Hunter assists clients who have suffered losses as a result of catastrophic events such as fires, explosions, storm and earthquakes. He has extensive experience in the manufacturing, transportation, chemical, food and beverage, real estate, hospitality, mining, construction, and retail sectors. He worked with numerous clients to resolve their claims following Hurricane Katrina in 2005 and Hurricane Sandy in 2012.

Date: Wednesday, October 12, 2016
Registration begins: 11:30am / Lunch and session: 12:00 to 1:00
Place: Byron's South End at 101 W Worthington Ave. Suite 180 Charlotte NC
Cost for Members: 30.00 / Cost for Non-Members: 35.00