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Workshops and Presentations

A variety of customized workshops and presentations are available for your Board of Directors, your organization's managers or directors, your association.

Examples of popular topics include:

  • Get the Best Insurance Program - A Proven 6-Step Process (Download PDF)
  • Contracts — The Five Levels of Danger
  • Professional Errors & Omissions
  • Directors & Officers Liability
  • Employment Practices Liability
  • Contingency Planning / Disaster Recovery
Small businesses are particularly vulnerable to at least four "black holes." Discover how to assess and handle:
  1. The pitfalls in your HR policies and practices
  2. The blunders hiding in your contracts
  3. The minefields surrounding your information technology
  4. The hidden gaps and overlaps in your insurance protections
You'll want to learn the techniques the pros use to make sure they are not blindsided and they protect their reputations and everything they've built.




Workshop comments


"An excellent, understandable analysis of how to become a 'risk-smart' buyer of insurance."
Don Scellato, Certified Facilitator, TAB
"I found this to be a very helpful review of our annual insurance updating process with just six steps."
Connie Pierce, President, G&L Precision Die Cutting, Inc.
"You did it again! They loved you and wanted more!"
Diana Vollmer, Senior Consultant, Methods for Management
"A big eye-opener for me - every business owner should attend. The 6-Step process can help eliminate problems every business faces."
Greg May, President,
May Construction, Inc.

Who Should Attend?

  • CEOs, CFOs, Business Owners, Partners
  • Consultants who work with small and mid-sized businesses
  • Those interested in getting the best service, coverage, and value with the least risk
Speaker Bio

Charles delivers organized, practical talks and workshops for business owners and managers who want to ensure their protection and contingency plans are as strong as their products and customer service.

Charles inspires executives to take charge of their company's protection with his unique and objective insights into business risk assessment, problem solving, crisis management and insurance. "I've been on both sides - I know the insurance industry thought-process, and the vital small-business need for practical, effective solutions." RiskSmart Solutions® is independent and does not sell insurance.