School of Risk Control Excellence - 2018 COURSE CATALOG US EDITION - CNA
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AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
School of Risk Control Excellence
2018 COURSE CATALOG US EDITION
2018 SCHOOL OF RISK CONTROL EXCELLENCE 1
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Welcome to the
School of Risk Control Excellence
2018 Course Catalog
For more than a decade, CNA’s School of Risk Control Excellence (SORCE®) has provided our
policyholders and agent partners with systematic, sustainable solutions that help reduce exposures,
improve productivity and help to protect the bottom line. Since its inception, SORCE® has helped
approximately 200,000 participants better understand and manage risk.
As a CNA customer, you have access to world-class training courses and our extensive library of tools,
guides, checklists, webinars, online courses and more, available at www.cna.com/riskcontrol. Each
year, we identify developing risk exposures within the core industries we service and design courses
that offer outstanding value for our policyholders. CNA designs the resources and courses presented
in our SORCE® catalog to work in conjunction with our comprehensive portfolio of risk control services.
This approach ensures that our customers always have the best resources available to stay on top of
today’s ever-changing risk environment.
Because a loss can occur in any part of the world, you’ll have access to CNA’s experienced and certified
multinational risk control professionals grounded in the challenges multinational businesses face.
They will work closely with you to identify potential exposures and develop practical, enterprise-wide
risk management strategies to address safety. Visit www.cna.com/riskcontrol to learn more about
our multinational capabilities.
Our mission is to understand your business, identify and manage the risk exposures you encounter, and
tailor solutions to uniquely suit your operations. When it comes to providing information and processes
you can use to better protect your business from risk … we can show you more.®
Steven D. Hernandez Frank L. Keisler Jr.
Senior Vice President Vice President
Risk Control, CNA Commercial Risk Control, CNA Specialty
2018 SCHOOL OF RISK CONTROL EXCELLENCE 2
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
AGENT AND BROKER COURSES......................................................................... 6
COURSES BY INDUSTRY. . .................................................................................... 9
Commercial Real Estate....................................................................................10
Construction.....................................................................................................11
Financial Institutions.........................................................................................13
Healthcare........................................................................................................14
Manufacturing . . .................................................................................................17
Professional Services........................................................................................19
Technology.......................................................................................................20
RISK MANAGEMENT COURSES..................................................................... 21
Claim Management . . .........................................................................................22
Claim Studies. . ...............................................................................................24
Commercial Auto..............................................................................................25
General Liability.. ..............................................................................................27
Management Liability.......................................................................................28
Product Liability. . ..............................................................................................30
Property............................................................................................................31
To request a SORCE® course or webinar, visit www.cna.com/riskcontrol
Please note that SORCE® courses are offered at the discretion of CNA based upon
scheduling and resource availability. Most courses are complimentary.
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Experience that sets CNA apart
DEEP-ROOTED KNOWLEDGE WITHIN CONTINUING EDUCATION
CNA Risk Control consultants are specialists with an average of more than 20 years of experience in their respective
fields, enabling us to better serve our valued customers by identifying and managing risk exposures. They hold
professional designations from, or are commissioned by, highly respected industry organizations. Many are licensed
professionals who continue to practice within their industry and actively participate in their association
Our professional designations and commissioned Our depth of experience and keen understanding of
licenses for Risk Control consultants include: risk management principles, combined with an ongoing
awareness of emerging industry issues, enable us to
• Associate Business Continuity Professional (ABCP) develop a highly targeted SORCE® curriculum to help
• Associate in Risk Management (ARM) our agents and customers better manage risk.
• Attorney at Law
• Certified Industrial Hygienist (CIH) Allied Vendor Program
• Certified Professional Ergonomist (CPE)
• Certified Safety Professional (CSP) CNA has identified companies offering property
• Certified Fire Protection Specialist (CFPS) and casualty-related services that may strengthen a
• Certified Fraud Examiner (CFE) company’s risk control programs and help mitigate costly
• Certified Infrared Thermographer (CIT) exposures and/or provide needed services outside of
• Certified Information Privacy Technologist (CIPT) an insurance carrier’s capabilities. The companies that
• Certified Information Protection Professional (CIPP) participate in our Allied Vendor Program can assist in
• Certified Professional in Healthcare Risk developing critical programs and procedures that will
Management (CPHRM) help create a safer, more secure work environment.
• Certified Protection Professional (CPP)
• Certified Public Accountant (CPA) Blended Learning
• Commercial Lines Coverage Specialist (CLCS) CNA Risk Control offers a variety of educational learning
• Construction Risk and Insurance Specialist (CRIS) opportunities that complement individual business
• Fellow of Information Privacy (FIP) needs, styles and schedules. We can deploy accessible
• Fellow, Society of Fire Protection Engineers (FSFPE) courses in a variety of delivery methods that include
• In-service Commissioned Inspector of Boilers on-demand, face-to-face, webinars, podcasts and
and Pressure Vessels e-learning. The curriculum is
• Professional Engineers (PE) modified throughout the year based on individual
• UL Certified Risk Professional — Property training needs.s.
• UL Recognized Risk Engineer (UL RRE)
2018 SCHOOL OF RISK CONTROL EXCELLENCE 4
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Client Materials ACCOUNTANTS HEALTHCARE PROFESSIONALS
Continental Casualty Company, one
CNA offers materials, checklists and tools to help CNA offers CE credits through the Certified Professional
of the CNA insurance companies,
businesses implement simple solutions to manage in Healthcare Risk Management (CPHRM) program, which
is registered with the National
everyday risks. Materials are developed for industries and has been approved for 1.0 contact hour of continuing
Association of State Boards of
line of business topics. education credit by the American Society for Healthcare
Accountancy (NASBA) as a sponsor Risk Management (ASHRM) toward fulfillment of the
of continuing professional education
ONLINE On Demand requirements of the ASHRM designations of Fellow
on the National Registry of Continuing Professional (FASHRM) and Distinguished Fellow (DFASHRM) and
CNA SORCE® On Demand offers instant access to our Education (CPE) Sponsors. State boards of accountancy towards CPHRM renewal. Visit www.ASHRM.org to
FEATURED library of risk control courses have final authority on the acceptance of individual courses learn more.
whenever the need arises. These for CPE credit. Feedback regarding registered sponsors
online courses are based on may be submitted to the National Registry of CPE
proven adult learning principles TECHNOLOGY PROFESSIONALS
Sponsors through its website, www.learningmarket.org.
and the latest regulatory CNA is proud to be one of the first
requirements to ensure that every insurers to offer insurance products and
learning experience is interactive DENTISTRY solutions through professionals who
CNA is designated as an Approved PACE Program
and relevant. These courses were selected to help our have received the Certified Information
Provider by the Academy of
customers in their efforts to train new employees, enhance Privacy Technologist (CIPT) credentials
General Dentistry (AGD). These
productivity of operations and reduce the major types of from the International Association of
formal continuing dental education
claims that occur within an organization. Privacy Professionals (IAPP). Developed and launched by
programs are accepted by AGD IAPP with leading subject matter experts, the CIPT is the
As every organization’s training needs are different, for Fellowship/Mastership and world’s first broad-based global privacy and data
CNA’s SORCE® On Demand provides flexibility of course membership maintenance protection credentialing program. The CIPT credential is
selection, delivery and tracking. credit. Approval does not achieved by demonstrating an understanding of privacy
Features include: imply acceptance by a state or and data protection practices in the development,
provincial board of dentistry or AGD endorsement.
• Comprehensive course library, including the OSHA engineering, deployment and auditing of IT products and
The current terms of approval and sponsor ID number are
10-hour program, can be searched by industry services. Visit www.iapp.org to learn more.
included in scheduled seminar promotional materials.
• Learning Management System access to monitor Visit www.adg.org to learn more. REGISTER TODAY
employee training
INSURANCE ADJUSTERS AND LAWYERS To request a SORCE® course or webinar, please visit CNA
• Convenient email receipts, trainee assignment, and
Risk Control at www.cna.com/riskcontrol. Your CNA
certificates of completion The CEU Institute is a Risk Control consultant can provide you with additional
• 24/7 access to training and detailed reports nationally accredited provider information on SORCE® courses and help determine which
of CE programs to insurance agents and lawyers. The CEU
We provide continuing education (CE) credits for select course(s) is best suited to your individual or client needs.
Institute has partnered with CNA to offer CE credits to
courses from institutions that have recognized CNA’s CE When it comes to helping businesses manage
adjusters for our SORCE® agent courses. CNA also offers
programs. their exposures … we can show you more.®
CE credits to our Lawyers Professional Liability insurance
customers, if applicable. On occasion, CNA offers CE
credits to individuals who participate in SORCE® healthcare
programming. Visit www.ceuinstitute.net to learn more.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 5
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Agent and Broker Courses
CNA is dedicated to helping independent agents and brokers gain a deeper understanding of the industries they
serve. We offer both face to face and webinar courses that provide independent agents and brokers the opportunity to
learn on their schedule, and in many cases, earn continuing education credit for their time.
Additional SORCE® courses may be tailored to meet the needs of our agents and brokers. Please contact
your local CNA branch to discuss how CNA’s Risk Control consultants can provide additional education for
your agency.
Contractors Errors & Omissions, Digital Media Risks
Contractors Professional and DURATION: 2 HOURS
Pollution Incident Liability
COURSE OVERVIEW
DURATION: 2 HOURS
Digital media, combined with personal and mobile
COURSE OVERVIEW computing, communications and the Internet, is
A sophisticated artisan/specialty contractor has one of the most disruptive influences on society in
established high-level expectations that are demanded, recent history. The impact of digital media can be
and expected, by their clients. The construction experienced in areas as diverse as publishing, journalism,
community and clients understand the complexity of a entertainment, commerce and politics. To minimize
professional role and set greater service expectations. potential losses, technology solution providers must
In addition, the evolution of building information understand the current and evolving risk environment
modeling (BIM) and other delivery methods are forcing associated with this technology trend. Defamation,
more contracts to require sub-contractors to carry a invasion of privacy, intellectual property infringement,
professional and/or pollution liability policy. The average professional liability, and contingent bodily injury risks
professional and pollution claim exceeds $100,000, related to the creation, delivery and consumption of
assuming a 3 percent profit margin. Attending this class digital content are examined in this program. This course
and participating in discussions will provide a better provides an overview of risk management principles
understanding of increased professional and pollution including appropriate coverages to mitigate these risks.
liability exposures; current gaps in property and casualty ID: AGTB – SMR1
policies; and why insureds may not be covered for their
professional and/or pollution exposures.
ID: AGTB – CEPL
2018 SCHOOL OF RISK CONTROL EXCELLENCE 6
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Equipment Breakdown: Coverages, Loss Negligent Entrustment and Slips and Falls: Premises Liability
Exposures & Risk Control Techniques Non-Owned Auto Exposures DURATION: 2 HOURS
DURATION: 2 HOURS DURATION: 2 HOURS
COURSE OVERVIEW
COURSE OVERVIEW COURSE OVERVIEW The owner of a building has a duty to use reasonable
Boilers, pressure vessels, and mechanical and electrical Many companies may not realize they have an auto care to keep the premises in a safe condition to avoid
equipment can break down. When they do, operational liability exposure when employees drive their own slips and falls. This course is designed for agents
and production schedules are adversely impacted and vehicles for company business. Companies may be and brokers who wish to obtain a more in-depth
unexpected costs occur. This course is intended for accused of negligent entrustment if they do not follow understanding of slip, trip and fall liability exposures,
agents and brokers who want to understand equipment good driver selection procedures. This course is and ways their clients can minimize the risk of a claim.
breakdown loss exposures, risk control techniques, designed for agents and brokers who wish to obtain a Participants learn proven techniques to prevent slips and
and the insurance coverages that protect their clients’ more in-depth understanding of negligent entrustment falls and the basics of premises liability. Fundamental
equipment and property. and non-owned auto exposures, and ways their strategies for investigating a slip and fall incident and
ID: AGTB – CET1 customers can minimize claims. detecting a fraudulent claim will also be discussed.
ID: AGTB – UNAE ID: AGTB – STF2
Life Science Insurance Introduction
DURATION: 2 HOURS Risk Transfer: Addressing Liability Exposures Understanding Cyber: A Practical Approach
DURATION: 2 HOURS DURATION: 2 HOURS
COURSE OVERVIEW
Agents and brokers serving the life sciences industry COURSE OVERVIEW COURSE OVERVIEW
should obtain a more in-depth understanding of life Businesses rely on agreements and written contracts Cyber incidents, from massive credit card breaches at
sciences industries and common loss exposures. This to manage critical relationships with contractors, retailers to the theft of sensitive information of federal
course includes an overview of industries such as subcontractors and vendors. With such contracts, one government employees, are in the news on a daily basis.
pharmaceutical/biopharmaceutical companies, medical party agrees to assume the liability of another party. As a result, the public has become desensitized and is
device manufacturers, contract research organizations Agreeing to take on another company’s liability can be experiencing “data breach fatigue.” Lost in the context
and contract manufacturing organizations. It covers an costly. This course is designed for agents and brokers of these sensationalized incidents are a recognition and
overview of product and professional services liability who seek to gain a better understanding of contractual understanding of the risks faced by businesses today.
exposures, available insurance coverages and current obligations and risk transfer techniques. This course provides an overview of the current threat
trends in risk control practices. ID: AGTB – LRT2 environment; analysis of leading types of incidents; and
ID: AGTB – LSP1 industry-specific snapshots of the effects on businesses
in the healthcare, financial, professional services,
technology, manufacturing and construction industries.
The course focuses on practical approaches to risk
management and insurance coverage solutions.
ID: AGTB – NS02
All courses located in the Technology section of the SORCE Catalog can be attended by agents and brokers.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 7
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
Understanding and Managing Understanding Product Liability Risks NEW W
orkplace Solutions for Opiate and
Employment Practices Liability Risks DURATION: 1.5 HOURS Marijuana Use and Abuse
DURATION: 2 HOURS DURATION: 1 HOUR
COURSE OVERVIEW
COURSE OVERVIEW This course is designed to provide the foundation COURSE OVERVIEW
This course is designed for agents and brokers who seek needed to help your clients identify potential This course will help employers recognize the problem
to gain a more in-depth understanding of employment loss exposures associated with product design, and workplace risks pertaining to both opiates and
practices liability (EPL) exposures, EPL coverage and manufacturing, labeling, quality control, field service marijuana, as well as the critical components of a
how their customers can minimize the impact of an EPL operations and other product liability program elements. legally defensible drug-free workplace program. You
claim. Topics discussed include common exposures, The program will also discuss product liability coverage also will learn about reasonable accommodation when
such as discrimination, sexual harassment and wrongful practices and the current regulations guiding the dealing with a medical marijuana cardholder in states
termination. An overview of the Equal Employment development of product safety labels and warnings. with cardholder protection laws. After completing this
Opportunity Commission and state administrative fair ID: AGTB – PLRP course, you should understand the interface between the
employment practices agencies, as well as current trends American with Disability Act (ADA)
in employment law and risk control practices are also and workplace drug testing employer obligations and
covered. ID: AGTB – MEP2 how to make it all about safety.
ID: WKPL – OMUA
2018 SCHOOL OF RISK CONTROL EXCELLENCE 8
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Courses by Industry
Building deep knowledge in our clients’ industries is one of CNA’s core business strategies. Our concentration on
specific industries and insurance coverages enables us to provide more distinctive solutions to our customers in the
challenges that they face every day – regardless of specialization or size.
The following SORCE® courses are aligned to specific industry segments in which we have experience and scale,
including Commercial Real Estate, Construction, Financial Institutions, Healthcare, Manufacturing, Professional Services
and Technology.
Small businesses face a unique set of challenges, often with fewer resources than larger companies in their field. To
help these customers better manage their exposures and maintain their competitive edge, CNA can adapt any of our
courses and programs for small business agents or their clients. In addition, we offer a comprehensive set of online risk
control resources and a dedicated risk control telephone hotline when more personal consultation is needed.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 9
AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Commercial Real Estate
CNA takes a consultative approach to helping commercial real estate businesses evaluate, manage and anticipate
business risks beyond typical property exposures – addressing issues, including general liability, cyber liability and
management liability. We offer a range of risk control courses and services that help our customers maintain financial
stability, uphold their reputation and grow their business. Whether for commercial real estate owners, property managers
or real estate investment trusts (REITs), CNA offers risk control resources tailored to your industry and your profession.
Assessing Walkway Safety Snow and Ice Maintenance —
DURATION: 2 HOURS Property Owners and Management
DURATION: 1 HOUR
COURSE OVERVIEW
Each year, more than 8 million people will be sent COURSE OVERVIEW
to hospital emergency rooms as the result of slip Property owners and managers should have controls in
and fall accidents. These injuries can be relatively place to limit snow and ice-related slip and fall liability
minor or extremely serious, such as traumatic brain suits. This course addresses the owner/managers’ role in
injuries. Premises liability is the legal theory that a snow and ice maintenance program, whether working
holds landowners responsible for defective property with snow maintenance contractors or self-performing
conditions that result in personal injuries to others. This the snow maintenance work. This course addresses
course focuses on assessing walkway safety, addressing the expectations from a snow contractor, pre-season
principles of friction, traction demand, tribometry, floor/ inspection, pile placement and drainage considerations
shoe/contamination interface and hazard remediation. In implemented with refreeze controls. It also includes
addition, it examines premises liability theories that can documentation for snow maintenance activities and
hold owners responsible for accidents and injuries that understanding snow contractor subcontract agreements
occur on their property to assist in reducing exposures to slip and fall claims.
ID: MUSE – AW01 ID: MUSE – SM011
Site Security
Related Resources for Real Estate:
DURATION: 1.5 HOURS
COURSE OVERVIEW • Tribometry Technical Bulletin
Real estate property owners should be involved in • Slip and Fall Claim Kit
protecting personnel and business assets. When
• Contractual Liability: State-specific sample
developing a building or setting up tenants, site security
contract language is available through
should be assessed (e.g., lighting, video surveillance
your CNA Risk Control consultant
and secure access). This course examines site security
protection to avoid obvious business threats. Visit www.cna.com/riskcontrol or contact
ID: MUSE – SS02 your CNA Risk Control consultant for more
information.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 10AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Construction
Construction is an industry where hazards are found around almost any corner. Effectively managing these risks is
critical. For more than 60 years, CNA has led the industry in providing comprehensive, flexible insurance solutions that
address the specialized needs of contractors and construction professionals. Several CNA staff hold International Risk
Management Institute (IRMI) Construction Risk and Insurance Specialist (CRIS®) designations. This extensive experience
and deep understanding of all phases of the construction process has helped CNA to foster relationships with leading
national and regional trade associations. Whether it is finding the right program for the consequences of faulty
workmanship, pollution liability, or work-related accidents and injuries, you need a carrier who is committed to helping
you reduce the incidence of risks, every step of the way.
Excavation Safety: National Utility Contractors Job Site Safety Awareness
Association Certification DURATION: 1 HOUR
DURATION: 8 HOURS
COURSE OVERVIEW
COURSE OVERVIEW Site safety awareness can help improve job performance,
Although the responsibility for job sites resides productivity, quality and safety. This course provides
with the contractor, the National Utility Contractors information on improving job satisfaction as well as
Association (NUCA) offers contractors competency- preventing material loss and damage to equipment
assistance training for construction workers. This course and machinery. The result of effective job site safety
includes Subpart P – Excavation Standard definitions, awareness is increased profit and greater site security.
requirements for protective systems, soil classification ID: CONS – SS01
and handling an OSHA inspection. ID: CONS – ES08
Ladder Safety
FallPRO: Fall Protection Issues in Construction DURATION: 1 HOUR
AVAILABLE IN SPANISH COURSE OVERVIEW
DURATION: 1 HOUR Ladders are everyday tools that many workers take for
COURSE OVERVIEW granted. Using the wrong ladder and misusing/abusing
Falls are a leading cause of fatalities in the construction climbing equipment can result in fall-related injuries.
industry. This course addresses fall protection issues This course discusses ladder styles, heights, performance
directly related to construction hazards. It includes and quality factors that are important for ladder safety.
steps for implementing a comprehensive process that As part of this course, proper ladder accessories are also
addresses this leading cause of loss and builds upon discussed. ID: CONS – LA01
that process with practical fall protection teaching
methodologies.
A demonstration of recommended tools is provided,
including a directory of available resources to assist
participants with developing and executing new
techniques. ID: CONS – FP02
2018 SCHOOL OF RISK CONTROL EXCELLENCE 11AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Lean for Construction: Motion is Money® OSHA 10-Hour for Construction Snow and Ice Maintenance —
DURATION: 1 HOUR Contractor Risks
AVAILABLE IN SPANISH
DURATION: 10 HOURS DURATION: 1 HOUR
COURSE OVERVIEW
The cost of doing business, coupled with a maturing COURSE OVERVIEW COURSE OVERVIEW
workforce, requires employers to examine injury This course provides training on construction safety Commercial snow and ice maintenance contractors
costs and productivity. The Motion is Money® series and health with an emphasis on hazard identification, must do more than simply push snow. A contractor
integrates principles of ergonomics with concepts of avoidance, control and prevention. Topics follow OSHA FEATURED should have controls in place
lean construction. The focus of this course is reducing Part 1926 Safety/Health Regulations for Construction, to limit slip and fall liability and
workplace exposures while increasing productivity, which covers electrical safety, fall protection, trenching property damage suits. This
enhancing worker efficiency and improving bottom-line and excavation, scaffolding and personal protective course addresses pre-planning of
profitability. Motion is Money® is CNA’s proven business equipment. ID: CONS – CO10 customer service needs, customer
tool for the construction industry. property pre-season inspections,
ID: CONS – MM01 OSHA’s Construction Confined site planning considerations,
Space Standard quality of work and refreeze control techniques. It also
Load Securement includes documentation for handling changes to a
DURATION: 1 HOUR AVAILABLE IN SPANISH customer’s scope of services, as well as on-site services
DURATION: 1 HOUR and conditions through the use of diagrams, photos
COURSE OVERVIEW
and GPS. This course provides contractors with service
The Federal Motor Carrier Safety Administration’s cargo COURSE OVERVIEW
information and suggestions regarding subcontractor
securement requirements dictate proper placement OSHA has released the long-anticipated Confined Space
agreements that may assist in reducing exposures to slip
and anchoring of equipment and materials in pickups, Standard for the Construction industry. Given the new
and fall claims. ID: CONS – SIM1
flatbeds, trailers and other vehicles. Improperly secured standard’s complexity, organizations should not wait to
equipment can result in Department of Transportation review the changes as it will affect every workplace that
(DOT) fines as well as damage or loss of equipment performs confined space entries. This course will discuss Related Resources for Construction:
and downtime. This course is based on DOT standards the impact of the standard and will provide methods to
and provides an overview of proper load securement satisfy its criterion. • Motion is Money® brochure
practices. It also offers examples of improper load ID: CONS – CS01
placements for the construction industry. • Workplace Perception survey — contact
ID: CONS – LS01 your local CNA Risk Control consultant
• Safety Resources for Construction
Visit www.cna.com/riskcontrol or contact
your CNA Risk Control consultant for more
information.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 12AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Financial Institutions
In an increasingly complex and evolving regulatory environment, financial institutions confront unprecedented levels
of business risk, from lenders’ liability, asset management to growing online cybersecurity threats. To better address,
anticipate and minimize the effects of those risks, CNA utilizes our industry leading experience and our ability to
evaluate the complex and emerging risks to create risk control courses and services that help our customers maintain
their competitive edge.
Emerging Risks for Community Banks NEW Hired and Non-Owned Auto Exposures
DURATION: 1 HOUR and Controls for Financial Institutions
DURATION: 1 HOUR
COURSE OVERVIEW
Community banks face a number of risks in today’s COURSE OVERVIEW
challenging banking environment. This course addresses Hired and Non-Owned Auto (H/NOA) is commonly
key areas of risk confronting senior management and referred to as commercial automobile liability insurance
the board of directors of community banks. In addition, for vehicles that are not owned by the insured’s company.
participants learn about insurance solutions designed to Companies may not realize they have an automobile
help mitigate these risks. liability exposure when employees drive their own
ID: FIIN – ERC1 vehicles for company business or personal affairs. This
course will provide an overview of H/NOA exposures and
Exposures and Controls for Office controls unique to Financial Institutions. ID: FIIN – HNO1
Ergonomics in Financial Institutions
DURATION: 1 HOUR Related Resources for Financial Institutions:
COURSE OVERVIEW
The rising cost of office ergonomic injuries can negatively • Data Breaches – Avoiding Hard and Safe
affect a company financially. Back injuries, repetitive Costs for Community Banks
motion injuries and eye strain represent a few of the • Risk Control Services for Financial
common hazards of working in an office setting. This Institution Customers
course provides business solutions to office environment
• Managing Threats of Workplace Violence
issues, and offers techniques to help minimize the risk
factors associated with these hazards. Visit www.cna.com/riskcontrol or contact
ID: FIIN – ECF1 your CNA Risk Control consultant for more
information.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 13AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Healthcare
As one of the leading underwriters of insurance coverages in the healthcare professional liability marketplace, CNA
understands the challenges encountered by healthcare organizations. We are dedicated to providing insurance
products and solutions to a wide spectrum of healthcare organizations and providers, including aging services facilities,
dentists, hospitals, nurses, physical therapists, life sciences companies, as well as allied healthcare facilities such as
medical laboratories.
We help manage the financial impact of risk through strategies designed to help prevent losses from occurring.
Our nationwide staff of highly experienced consultants have earned the Certified Professional in Healthcare Risk
Management credential, as well as other industry-related designations. These professionals provide our customers with
value-added consultative services to help them identify and manage liability and data privacy exposures, minimize risk,
enhance patient and resident safety and reduce the vulnerability to a claim.
Dental Professional Liability: CONTINUING EDUCATION INFORMATION
Risk Management Each attendee receives
DURATION: 3-4.5 HOURS a comprehensive course
Varies by Location workbook and, upon completion
COURSE OVERVIEW of the program, earns dental
This course is designed for dentists and their staff continuing education credit hours
members who wish to enhance patient care and reduce equal to the actual course
the risk of a professional liability claim. duration.
THIS COURSE REVIEWS THE FOLLOWING TOPICS:
Approved PACE Program Provider
• Dental claims, patient safety, risk management and
legal concepts FAGD/MAGD Credit
• Pre-treatment issues and clinical treatment
Approval does not imply acceptance by a state or
• Records and documentation, including informed
provincial board of dentistry or AGD endorsement.
consent/informed refusal
• Effective patient communication and patient 01/01/2015 to 12/31/2018
management
• Management of adverse events Provider AGD ID: Number 209717
• Management of and reporting of claims
*Fees vary by location.
A self-study course is also available online.
The course and discussion of clinical scenarios, as well as
actual claims, leads participants through many key risk
exposures. ID: HLCE – DPL4
2018 SCHOOL OF RISK CONTROL EXCELLENCE 14AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Dietary Supplements: Regulatory Fundamentals Falls in Healthcare Facilities: Managing Risk and Fleet Safety for the Healthcare
and Advertising Risks Enhancing Patient Safety Overview Industry — Wheelchair Supplement
DURATION: 1 HOUR DURATION: 1 HOUR DURATION: 1 HOUR
COURSE OVERVIEW COURSE OVERVIEW COURSE OVERVIEW
Dietary supplement manufacturers and retailers are Falls remain a concern for healthcare facilities Safely transporting patients in wheelchairs requires
under increasing regulatory and legal scrutiny. This throughout the continuum of care. From an enterprise specialized knowledge about vehicle requirements,
attention to the safety and efficacy of supplements is due risk perspective, falls can contribute to potential loss vehicle design, lift usage and wheelchair securement.
to several factors, including, but not limited to: exposures, such as patient harm and injury, financial Understanding patient limitations and transfer
risks due to claims and litigation, lack of public payer techniques is important to the safety of the patient. This
• Television personalities promoting nutritional reimbursement, and regulatory and accreditation non- course complements our Fleet Safety for the Healthcare
supplements compliance. This course provides an overview of the Industry course. It also may be used to
• The Food and Drug Administration investigation issue, reviews elements of a fall management program focus on the standard patient transportation care.
of the potentially harmful effects of BMPEA, DMBA and offers risk control recommendations to aid in ID: HLCE – FW01
and other substances mitigating patient harm and loss.
• Allegations that several top-selling supplements ID: HLCE – MR01 Life Sciences Insurance Introduction
contain none of the herbs listed on their labels DURATION: 2 HOURS
• The decision by major mainstream retailers to offer Fleet Safety for the Healthcare Industry
COURSE OVERVIEW
a range of dietary supplements, thus expanding the DURATION: 1 HOUR
market beyond the limited Agents and brokers serving the life sciences industry
health-food niche COURSE OVERVIEW need to obtain a more in-depth understanding of
Fleet safety management can help cover your capital life sciences industries and common loss exposures.
This course will provide an overview of dietary investment in vehicles and the safety of your employees This course includes an overview of industries such as
supplement regulation and discuss litigation trends and and patients. Although roadway crashes cannot be pharmaceutical/biopharmaceutical companies, medical
advertising-related claims. ID: HLCE – DS02 completely prevented, strategies that combine traffic device manufacturers, contract research organizations
safety principles, safety management practices and and contract manufacturing organizations. It covers an
Documentation in the Patient
vehicle condition maintenance can help promote safe overview of product and professional services liability
Healthcare Information Record
driving behavior. This course provides an overview of exposures, available insurance coverages and current
DURATION: 1 HOUR fleet safety with a focus on healthcare transportation, trends in risk control practices. ID: HLCE – LS01
COURSE OVERVIEW such as usage of vans for delivery to patient care.
Quality documentation in the patient healthcare ID: HLCE – FS01
information record is important for multiple reasons. In
the event of a claim, substandard documentation in the
patient healthcare information record can negatively
affect the defense of a healthcare organization. This
course will address the common clinical documentation
risk issues and offer strategies designed to address this
exposure. The content covers both the paper healthcare
information record and the electronic health record.
ID: HLCE – DH01
2018 SCHOOL OF RISK CONTROL EXCELLENCE 15AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Managing Clinical Research Risks in Academia NEW Skin Integrity Across the Continuum:
Related Resources for Healthcare:
DURATION: 1 HOUR Identification, Prevention, Mitigation
and Sustaining a Program • Hospital Professional Liability Claim
COURSE OVERVIEW
DURATION: 1 HOUR Report 2015: Stepping Up to Quality
Hospitals, universities and academic medical centers
Healthcare and Patient Safety
are playing an increasingly important role in furthering COURSE OVERVIEW
medical science research and medical product Maintaining skin integrity represents a continuing • Nurse Professional Liability Exposures:
development. The impetus for translational research challenge in the healthcare setting for hospitals and 2015 Claim Study Update: A Comparative
and medicine brings increased risk to the research aging services organizations, as well as entities that Analysis
institution. This course highlights product liability and provide home healthcare and palliative care. While a
errors and omissions (E&O) risk exposures experienced certain number of wounds, such as pressure injuries, • Physical Therapy Professional Liability
by healthcare organizations engaged in clinical research. are unavoidable in healthcare settings, a well-planned Exposures: 2016 Claim Report Update
Participants will learn about party-specific exposures and executed skin integrity program can significantly a Comparative Analysis
involving clinical investigations as well as measures that reduce the liability exposure created by various forms of
can be taken to mitigate such risks. ID: HLCE – MC02 skin disturbances. This program will provide insight into • Using Evidence to Achieve Excellence:
closed claims related to professional liability exposures Engage, Lead, Succeed; Aging Services
Merger and Acquisition: arising across the healthcare continuum. There will also Claim Report 2016
Keys to a Successful Integration be discussion of pressure injuries, the cost associated
Visit www.cna.com/riskcontrol or contact
DURATION: 1 HOUR with these injuries as well as risk control strategies for
your CNA Risk Control consultant for more
improving resident safety.
COURSE OVERVIEW information.
ID: HLCE – SKI1
The increasing wave of merger and acquisition (M&A)
activity in the healthcare industry involving providers Understanding Cyber, Privacy and Security
such as hospitals, aging services facilities, physician Breaches in the Healthcare Environment
practices and ambulatory surgery centers continues to
DURATION: 1 HOUR
change the healthcare landscape across the U.S. The
success of the consolidated entity depends upon the COURSE OVERVIEW
ability of leaders to implement change in a methodical, The nature of electronic healthcare information creates
coordinated manner. This course provides an overview unique risks for network and privacy security, resulting
of the scope of healthcare transactions and provides in healthcare organizations becoming attractive targets
enterprise-wide risk management strategies to identify for cybercrime. Evolving regulatory requirements and
the risk implications of M&A, prioritize potential the introduction of new technologies have resulted in
exposures, and implement an organizational plan that an increasing focus upon these new threats. This course
supports successful integration and long-term viability of assists healthcare organizations to understand cyber
the post-merger organization. ID: HLCE – MA01 risks, assess their organizations’ potential risks and
identify risk control techniques tailored to such risks.
ID: HLCE – SB01
2018 SCHOOL OF RISK CONTROL EXCELLENCE 16AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Manufacturing
As a world leader in advancing safety, CNA’s tailored risk management approach is estimated to save manufacturers
thousands of dollars and thousands of hours every year, with a focus on operational efficiency and employee safety.
From industrial machinery to metal manufacturers, we have the coverages and services needed to help these
businesses remain operationally efficient, competitive and profitable.
CNA has more than 200 CNA Risk Control staff members worldwide, and is the only insurance carrier with professionals
who have earned the Recognized Risk Engineers (RRE) designation by UL, a leader in advancing safety. Whether you’re
facing equipment breakdown, supplier or distributor challenges, product transmission
or liability or employee safety, CNA provides the tailored risk control solutions to keep your business
running strong.
Basics of Labels, Warnings Equipment Breakdown Exposures and Emergency
for Manufacturers Planning for Manufacturing Facilities
DURATION: 1 HOUR DURATION: 2 HOURS
COURSE OVERVIEW COURSE OVERVIEW
The most common allegation in product liability lawsuits This course helps identify loss exposures specific to
is the failure to warn the user about potential hazards. equipment breakdowns. It also provides an overview on
Manufacturers must evaluate their warning labels how to develop business continuity plans in response to
and instruction manuals in light of recent changes in such exposures at manufacturing
both U.S. and international labeling standards. New facilities to help reduce operational losses.
regulations place increased responsibilities on firms that ID: MNFG – EE02
introduce products
into the stream of commerce to cover consumers,
and thereby head off product liability lawsuits.
ID: MNFG – LW01
2018 SCHOOL OF RISK CONTROL EXCELLENCE 17AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Hazard Communication Under OSHA 10-Hour for General Industry
Related Resources for Manufacturing:
the Globally Harmonized System DURATION: 10 HOURS
DURATION: 2 HOURS
COURSE OVERVIEW
• On-demand risk management training
COURSE OVERVIEW This course is designed to follow OSHA’s 1910 through Tooling U-SME
Regulations require full disclosure regarding health and regulations. It provides basic health and safety training
• InControl for Manufacturing
physical hazards of chemicals present in their workplace. with an emphasis on hazard identification, avoidance,
The 2012 Hazard Communication (HazCom) Standard has control and prevention. Topics discussed include an • Workers’ Compensation Solutions
incorporated the Global Harmonized System (GHS) for introduction to OSHA Part 1910 Walking and Working from CNA
classification and labeling of chemical ingredients. This Surfaces, electrical safety, emergency action/fire
course addresses four major changes to the HazCom prevention plans, flammable and combustible liquids, • Safeguarding Liabilities with Machines
standard: hazard classification, labels, safety data sheets personal protective equipment, machine safeguarding, and Robotics DVD — contact your local
and training. ID: MNFG – HCH01 hazard communication, industrial hygiene/blood borne CNA Risk Control consultant
pathogens and ergonomics. ID: MNFG – GI10
Lean for Manufacturing: Motion is Money® Visit www.cna.com/riskcontrol or contact
your CNA Risk Control consultant for more
DURATION: 1 HOUR
information.
COURSE OVERVIEW
The cost of doing business, coupled with a maturing
workforce, requires employers to look at injury costs and
productivity. The Motion is Money® series integrates
principles of ergonomics with concepts of lean
manufacturing and human factors. This course focuses
on reducing workplace exposures while increasing
productivity, enhancing worker efficiency and improving
bottom line profitability.
ID: MNFG – MM01
2018 SCHOOL OF RISK CONTROL EXCELLENCE 18AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Professional Services
We are the nation’s leading insurance provider of professional liability insurance because we understand the complex
challenges of serving clients and growing a business for architects, engineers, accountants, lawyers, management consultants
and real estate agents. CNA has more than 50 years of experience in helping professionals address the challenges and risks
of managing their practice, which is combined with our “A” rating for financial strength by A.M.Best, industry experience and
a broad portfolio of products. Our educational programs for professional services firms have been designed by professionals
with practical experience in the designated professions and have received wide recognition in the industry.
NEW Accountants Liability: NEW Shifting Landscapes: Adapting
Positioning Your Firm for Success Your Law Firm to Emerging Threats
DURATION: 4 HOURS DURATION: 2 HOURS
COURSE OVERVIEW COURSE OVERVIEW
How do you view professional liability risk management? The current legal market presents various opportunities
An administrative burden? A potential depletion of firm for risk-conscious entrepreneurs to develop law firm
resources? What if you viewed risk management from a strategies that meet the needs of the modern client.
different perspective? Strong risk management practices This program will offer effective strategies to manage
can help establish a solid foundation for your firm and client data security demands and the many current cyber
position it for growth and business success. risks in the practice of law. The program will also provide
valuable recommendations to manage clients with
In this course, participants will learn about key diminished capacity, as well as provide an overview of
professional liability risk management practices that, the leading national legal malpractice decisions. Finally,
when implemented, can help mitigate the risk of an the course will offer five practical risk control strategies
accountants professional liability claim and may also to effectively manage today’s law firms, including such
help improve business performance. Participants who topics as understanding firm finances and implementing
select the online self-study course may select from two outside counsel guidelines. In addition to the live
individual tracks focused on tax services or audit and program, an online self-study course is available. ID: SPLP
attest services. ID: SPAL – PYF2 – ALF2
For registration information, contact CNA Accountants For registration information, contact CNA Lawyers
Professional Liability Risk Control at 800-262-8060 and Professional Liability Risk Control at 866-262-0034
select option 2, or email specialtyriskcontrol@cna.com. or email lawyersrisk@cna.com.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 19AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
COMMERCIAL REAL ESTATE CONSTRUCTION FINANCIAL INSTITUTIONS HEALTHCARE MANUFACTURING PROFESSIONAL SERVICES TECHNOLOGY
Technology
Technology is evolving at a blinding speed. Yet, with new discoveries come emerging risks that can cause serious setbacks if
not addressed. At CNA, we stay ahead of the technology curve, developing coverages and services that quickly respond to
emerging risks and global exposures for virtually any sector of the technology industry. CNA Risk Control consultants combine
the latest market insight with technology experience to help identify and mitigate exposures and adapt and develop relevant
programs that keep businesses moving forward with confidence and peace of mind. With numerous professional designations,
including the coveted Certified Information Privacy Technologist (CIPT), our consultants develop state-of-the-art training
programs for privacy concerns in emerging trends, such as cloud computing, big data and digital media.
Big Data Risks NEW river of the Fourth Industrial Revolution
D
AVAILABLE ON DEMAND ONLINE – Digital Technology
DURATION: 2 HOURS DURATION: 1 HOUR
FEATURED COURSE OVERVIEW COURSE OVERVIEW
As businesses continue to use The World Economic Forum devotes much of this year’s
big data as a strategic tool, Global Risks Report to the potentially disruptive impact
the opportunities and risks of emerging technologies and the effects of what is
associated with it continue to coming to be known as the fourth industrial revolution.
grow. This course provides an Device manufacturers, infrastructure providers, AI and
understanding of the collection, Big data platforms, and digital media companies have
use and disclosure methods and provides best practices been and will be encountering evolving risks as providers
to manage the risks involved of the disruptive technologies fueling this revolution.
ID: TECH – BDR1
Understanding major technology trends is critical to
capitalizing on growth opportunities and managing the
Cloud Computing rapidly changing risks in the future. ID: TECH – DTE4
DURATION: 2 HOURS
COURSE OVERVIEW Related Resources for Technology:
Advances in data transmission and storage, combined
• Infrared Thermography Hidden
with the demand for ubiquitous access to data and
Defects Guide
computing resources from all types of devices, have
made cloud computing an attractive option for • Business Continuity Planning Brochure
increasing efficiencies and reducing expenses for both
businesses and consumers. This course will help cloud • Data Security Gap Analysis — contact your
service providers and users be prepared to manage local CNA Risk Control consultant
the risks associated with governance, compliance,
data security and privacy that are unique to these Visit www.cna.com/riskcontrol or contact
environments and service models. your CNA Risk Control consultant for more
ID: TECH – CC02 information.
2018 SCHOOL OF RISK CONTROL EXCELLENCE 20AGENT AND COURSES RISK MANAGEMENT
INTRODUCTION
BROKER COURSES BY INDUSTRY COURSES
CLAIM MANAGEMENT CLAIM STUDIES COMMERCIAL AUTO GENERAL LIABILITY MANAGEMENT LIABILITY PRODUCT LIABILITY PROPERTY
Risk Management Courses
In today’s competitive business environment, owners/managers must know how their business culture
will meet their overall operational goals. CNA Risk Control consultants have developed an operational excellence
process that assesses your company’s culture and results in recommendations that also may
help to benefit your bottom line.
CNA Risk Control Services:
Differentiating Risk Solutions
DURATION: 1 HOUR
COURSE OVERVIEW
In a competitive market, agents are looking for
techniques to differentiate their agencies with strong
service teams. They also are seeking innovative business
solutions to minimize risk and help deliver bottom-
line results to their clients. This course provides an
overview on key CNA Risk Control services unique to the
insurance service model (e.g., Infrared Thermography,
Motion is Money/Work Process Flow, Driver Performance
and Walkway Safety). Agents and brokers will learn
how to leverage CNA’s insurance solutions to maximize
customer risk management needs. ID: CRCS – DRS1
overview on key CNA Risk Control services unique to the
insurance service model (e.g., Infrared Thermography,
Motion is Money/Work Process Flow, Driver Performance
and Walkway Safety). Agents and brokers will learn
how to leverage CNA’s insurance solutions to maximize
customer risk management needs.
ID: CRCS – DRS1
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